The purpose of this article is to explain the different ways to pack products on to a gondola or planogram. The three ways include scanning in the products manually and using a product report or your database to drag and drop.
Scanning Products Manually
If there is no data, you can create products or SKUs and add them manually.
To add a new SKU to a gondola, you’d have to first select the shelf before selecting the ‘SKU’ icon in the ‘New’ section in the ‘Tools’ tab.
Please note that until you select a shelf, the ‘SKU’ icon will appear greyed out.
A shortcut for this is to select the shelf and hold down ‘ALT-S’ on your keyboard. Doing so brings up the ‘Scan Product’ window seen below.
Once the ‘Scan Product’ window appears, you can insert the barcode of the product you’d like to add. You can also add a product by using a retail scanner.
When adding a product via a retail scanner, ensure it is plugged into your computer. Also, if you want to use a retail scanner, you must first have the ‘Scan Product’ window open.
After you have inserted the barcode or scanned the product, you can select ‘Add’. Once the barcode has been added as seen below, you can click on “OK”.
If the Scanned Product Properties window popup where you can fill in the Item Detail. You can then enter the ‘Product’, ‘Product Code‘ and ‘Brand’, as seen below.
The software will then recognise if DotActiv has images for that product. If not, it will ask if you’d like to capture the front, side and top view image. Select ‘Yes’ or ‘No’.
The product will be added to the fixture, as seen above.
Using the Product Report
If you’d like to add a product that has already been imported on the shelf, you can do so by selecting the ‘Product Report’ icon under the ‘Reporting’ tab.
Once the Product Report has been selected, all of your imported product data will show. In the example below, you can see that a Frozen Fish category was used containing 100 products.
Please note that it’s important that you map your key product if you want to save your planogram.
For this example, to add a product onto a shelf, click on the number row of the product you want to add. Next, drag and drop it onto the planogram where needed. You can also use this method to add other products onto your planogram.
For the example below, we clicked on row 5 to select I&J Steamed Fresh Hake and drag and drop it on to the gondola.
The process to add products onto a shelf (SKU or ALT-S) is the same for fixtures such as hanging bars and pegboards.
Using Your Database
Another way of adding products to a planogram is by importing the products from your database and then dragging it from your drill and dropping it on the gondola in DotActiv.
Please note that you have to be integrated with the DSotActiv software (Pro and Enterprise editions) and need to set up your Product Drill to SKU level to be able to follow the below steps.
Once you have your gondola open, navigate to the ‘Data’ tab. Open up your product drill by clicking on the arrow under the ‘Product’ icon which is found in the ‘Drill Path’ section. A drop down menu will appear, as seen below.
Select the name of your display structure to open your drill on the left side of your screen. Your detailed Product Drill will then open, as seen below.
After it’s opened, follow your drill path up until SKU level. Once you have found the SKU that you would like to use, click on the SKU, hold and drag the SKU on to your gondola.
The following window will pop up asking if you want to add or update this SKU once you have dragged and dropped your SKU onto the gondola. Click ‘Yes’.
This opens up the ‘Add Products To Planogram’ window, as seen below. Here you can choose to ‘Insert’, ‘Update’ or ‘Insert and Update’. Select ‘Place products on shelf’. Here you can choose to update the market, product, fact and period fields.
Once you have updated the relevant fields, or if you are satisfied with the current fields, click ‘OK’. A window will pop up notifying you that your planogram has been updated successfully, as seen below. Click ‘OK’.
Now your product will appear on the gondola, as seen below.
You can delete any product off a shelf or gondola, simply by clicking on the product and clicking and holding ‘SHIFT’ and ‘Delete’ on your keyboard at the same time.
If you are using an Apple device, you can delete a product by clicking “fn” and “Delete” at the same time.
If the above steps do not work for you, please contact our Support Team who is always willing to help.