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How To Open And Edit The Fixture And Product Report

The purpose of this article is to explain how to open and use the Fixture Report as well as the Product Report in the DotActiv software.

Applicable Products: DotActiv Free, DotActiv Lite, DotActiv Pro,
DotActiv Enterprise

Accessing The Fixture Report

With your planogram open, ensure you are in the ‘Reporting’ tab. Once there, find the ‘Fixture’ icon in the ‘Shelf Plan’ section.

Clicking on it opens up your ‘Fixture Report’ in a dockable window beneath your planogram as seen below.

With your ‘Fixtures Report’ open, you can make changes to any fixtures on your shelf or floor plan.

It works the same for your floor plan as seen below.

Choosing Fields

Select the field you would like to display on the ‘Fixture Report’ by first right-clicking on one. Then click on ‘Select Columns’ from the context menu that pops up.

This opens the ‘Visible Columns’ window, which displays all possible fields for your shelf or floor plan. Select any fields by marking the checkbox.

You can also select all fields by clicking on ‘Select All’. If you want to begin fresh, click on ‘Deselect All’ before choosing your fields.

Once you have decided which fields you would like to display in your fixture report, click ‘OK’.

Your selected fields should now display in the fixture report.

Making Changes

Once you have selected your fields, you can edit and change multiple fixtures simultaneously.

In the example below, we will change all the colours at once.

First, select the tab you want to edit by clicking on the drop-down arrow. 

Next, choose the colour. Click on the tab and copy it (CTRL+C). Then, select all the fixtures to which you want to apply the colour. Paste it (CTRL+V). You can do this for all of the fields such as the size of products, positions, number of products, etc.

Besides being able to make bulk changes to your fixtures, the fixture report also allows you to audit all the fixtures placed on your planogram. As you can see in the example above, it provides you with a list of all the fixtures, their names, dimensions and placement on the planogram.

Accessing The Product Report

With your planogram open, ensure you are in the ‘Reporting’ tab. Once there, find the ‘Product’ icon in the ‘Shelf Plan’ section.

Clicking on it opens up your ‘Product Report’ in a dockable window above your planogram.

With your ‘Product Report’ open, you can make changes to any products on your shelf or floor plan.

Choosing Fields

Select the field you would like to display in the ‘Product Report’ by first right-clicking on one. Then click on ‘Select Columns’ from the context menu that pops up.

This opens the ‘Visible Columns’ window, which displays all possible fields for your shelf or floor plan. Select any fields by marking the checkbox.

Again, you can also select all fields by clicking on ‘Select All’. If you want to begin fresh, click on ‘Deselect All’ before choosing your fields.

Once you have decided which fields you would like to display in your ‘Product Report’, click ‘OK’.

Making Changes

Once you have selected your fields, you can edit and change multiple products simultaneously.

In the example below, we will change all the colours at once.

First, select the product you want to edit by clicking on the ‘Colour’ tab. 

Choose the colour, copy it. Then, select all the products to which you want to apply the colour and paste. You can do this for all of the fields such as the size of products, positions, number of products, etc.

And there you have it, you now know how to use the Product and Fixtures report for quick and efficient editing.

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 March 19, 2021

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