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What Are The Pre-Requisites For DotActiv’s Planogram Refresh Automation?

Purpose

For businesses looking to optimize their use of Luna, the Planogram Refresh Automation tool, it’s essential to ensure all environments and configurations meet the necessary prerequisites. This ensures a smooth and efficient process within the software. 

The purpose of the article is to outline the critical requirements that should be followed before Luna can be used optimally in your environment. The article includes addressing the database, clustering, ranging, and planogram import setup.

Database

A key component of Luna’s operation is the integration with a properly configured database. To ensure success, the database requires proper setup of classifications. These classifications serve as the foundation for seamless integration between the system and the planogram tool, ensuring consistent communication and functionality.

Clustering

Clustering plays a pivotal role in Luna’s effectiveness, and strict adherence to naming conventions is required. The cluster names must align precisely with the planogram file names, such as 

Primary Display Structure: CATEGORY_CLUSTER_NOD.flp 

Secondary Display Structure: CATEGORY_CLUSTER_NOD_SECONDARY.flp

Additional underscores in the naming can disrupt the import process, causing errors in the utility tool or Luna’s interface under the “View and Edit” section. Mismatches in these conventions result in issues such as unclustered stores or missing planograms, which significantly affect operational workflows.

Ranging

Accurate ranging is another essential aspect. New products are incorporated based on existing ranges, and discrepancies in the range can hinder the process. Ensuring that ranges are correct helps maintain consistency and allows new additions to align seamlessly with the pre-established product set.

Planograms

Lastly, the planogram import process must be configured to enable the successful uploading of completed planograms into Luna. This requires ensuring that clustering and planogram naming conventions are perfectly aligned. Additionally, product display structure classifications and product dimensions within the planogram must match those in the database. To ensure that the display structure classifications on the planogram align with the display structure classifications in the database use the ‘Database to Shelf Plan’ feature explained in the article linked.

In order to ensure the dimensions of the products on the planogram match the dimensions in the database, you need to use the ‘Shelf Plan to Database’ function. Before updating the database ensure that all the product dimensions on your planogram are correct. Having the correct product dimensions in the database will ensure that Luna can function properly when adding and removing products by taking the space products will occupy into account.

Any misalignment at this stage will result in upload failures, necessitating time-consuming corrections.

Conclusion

Ensuring that all prerequisites are met is essential for successfully utilizing Luna’s Planogram Refresh Automation. By meticulously preparing the database, adhering to clustering conventions, maintaining accurate ranges, and configuring planogram imports, businesses can unlock the full potential of Luna’s capabilities. Proper setup minimizes errors, streamlines processes, and enhances operational efficiency. With these foundations in place, Luna can deliver seamless and effective planogram automation, empowering businesses to stay organized and responsive in their retail strategies.

Updated on November 27, 2024
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