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How To Run A New Range Plan In Range Optimizer

This article includes the necessary steps to take in order to run a new range plan that you have set up in Range Optimizer.

Applicable Products: DotActiv Enterprise

Running The Plan

Please note that you need to be on a database to be able to use the Range Optimizer function.

First, click on the ‘Optimizer’ icon which you will find in the ribbon, under in the Ranging tab. A drop-down menu will appear, click on ‘New Range’.

A new window appears. You can now select the plan you would like to use and click on ‘Run Plan’, as seen in gif below.

After you have clicked on ‘Run Plan’, the Range Optimizer – Split Run window will appear. Please see gif below.

You can now give this run a name and choose between ‘Plano’ and ‘Directory’.

If you select ‘Plano’, you can specify exactly which planogram to use during the ranging exercise. Ensure that this planogram has the correct naming convention.

Please note that the same selected planogram will be used for each cluster/split that is being run if multiple are selected.

If you choose to use a single planogram, the ‘Select All Splits’ box must be unticked.

If a directory is selected, each cluster/split will make use of the smallest planogram found in that directory which matches the Category and Cluster name based on the FLP file name (following the standard DotActiv naming convention of Category_Cluster_NOD.flp)

As a new feature, you are now able to fill in the Total Category Cap. This refers to the maximum product or SKU count that can be applied to the product category. In other words, the maximum amount of products or SKU’s allowed.

In the Range Optimizer – Split Run window you also have the option to choose one or multiple Clusters to run for this store selection.

Please note that we’ve added tooltips that pop up when you hover over each row heading which provides you with a description of each.

The following four sections are displayed:

The first section includes ‘Current Information’. This section provides a view of some of the current relevant information from the selected planogram and database. You will find the rows below in this section.

  • Smallest Planogram Per Cluster
  • Current Days Of supply
  • Current Packable Forward Space
  • Current Congestion
  • Current SME
  • Current Plano Range Count
  • Current Database Range Count
  • Current Range Cap

The second section is ‘User-Defined Targets’. User-Defined Targets contains all of the user-driven values which will drive the calculations for estimating how many products can or should fit the range. As listed below.

  • Target Min Case Packs On Shelf
  • Target Max Case Packs On Shelf
  • Target Days Of Supply
  • Target Congestion

Please note that the Target Max Case Packs On Shelf has been added as a new option.

The third section is ‘User-Defined Weightings’ which allows users to provide weightings to different fact values to drive the calculations of how to split the range changes per product grouping.

  • Range Distribution Weightings: Sales
  • Range Distribution Weightings: Units
  • Range Distribution Weightings: Profit
  • Range Distribution Weightings: SKU Count

Please note that you can edit User-Defined Targets and User-Defined Weightings by double-clicking on the cell.

The fourth section is ‘Estimated Values’. This section provides a view of all of the estimated values based on all the above information to drive the change to the range and includes the rows listed below.

  • Estimated New Range Count
  • Range Count Change
  • Estimated Congestion On Current Planogram
  • Estimated Required Packable Forward Space
  • Estimated Min SME Required

The last section is ‘New Range Cap Calculation’. New Range Cap Calculation provides you with the option to change the range cap per cluster and base it on maximum congestion on the planogram against the estimated average product size.

  • Max Congestion For Range Cap
  • New Range Cap (based on target space constraints)

Once happy, click ‘Continue’.

The ‘Results Output’ grid will appear where you can begin selecting the products you want to include on your range.

Range Optimizer is used to optimise a range based on certain variables or rules. The Range Optimizer applies rules to a range and DotActiv can apply logic to suggest a range. This function is also used when creating a new range.

On the other hand, range maintenance holds the current range and allows you to run basic ranges that have no rules. This allows the user to choose the range created in range optimizer or run the data from where the database is maintained.

Should the above steps not work for you, please create a support ticket and DotActiv support will assist you in uncovering the issue.

Updated on July 9, 2020

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