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Setting Up New Range Plans in Range Optimizer

The purpose of this article is to help guide you on how to set up a new range plan within the range optimizer of DotActiv software. It will provide a step-by-step process on how to complete such a task.

Applicable Products: DotActiv Enterprise

Creating A New Range

After opening DotActiv Enterprise, navigate to the ‘Ranging’ tab and select ‘Optimizer’ from the ‘Ranging’ section.

Optimizer - Setup A New Range Plan

Clicking on the ‘Optimizer’ icon opens the ‘Range Optimizer’ window as seen in the GIF below.

You can also click on the arrow beneath the ‘Optimizer’ icon and scroll to ‘New Range’ to open the same window.

Optimizer - Setup A New Range Plan

Once in the ‘Range Optimizer’ window, you’ll notice it split into two sections.

On the left-hand side (in Red below) are your Templates. On the right-hand side (in Green below) are your Plans.

Optimizer - Setup A New Range Plan

To get started, you first need to set up the actions. As seen below, you can break them up into:

  • Setup Rules,
  • Setup Caps,
  • Setup Fields, and
  • Points Highlights.

Setup Rules

Written in SQL, each rule assesses any given product and scores it according to a point value. While there are currently 25 rules, there is no set limit.

Setup Rules in DotActiv

You can tailor a rule to meet your requirements. If you need a rule specific to your business and there isn’t one available, you can also request it, and we can create it for you.

Setup Caps

As seen below, after clicking ‘Setup Caps’, the ‘Ranging Caps’ pop-up window appears. Here, you first need to select your category.

Optimizer - Setup A New Range Plan

Along with that, you must add your ‘Total Category Cap’. This is the maximum caps for your range. This will prevent over ranging where space is a concern. Press enter and then ‘OK’ to save.

Optimizer - Setup A New Range Plan

Underneath is the Market Cap box. From the drop-down next to ‘Section’, select Category. From the drop-down next to ‘Field’, select the chosen category.

Optimizer - Setup A New Range Plan

Finally, within the ‘Field Value’ box on the right, the category cluster(s) will appear. You can amend or add cap per cluster.

Optimizer - Setup A New Range Plan

Once satisfied, click ‘Save’ and ‘Close’

Setup Fields

Next, you need to set up your fields. After clicking on ‘Setup Fields’, the ‘Ranging – Field Setup’ window appears.

Here, you can add a field by double-clicking on it. If you want to remove a field, select it and click the back-arrow button.

Optimizer - Setup A New Range Plan

If you only want to update the field and don’t want to make it viewable in range optimizer, tick the ‘Updateable’ box. If it is required to be viewed as well, tick the ‘Display’ box too.

Optimizer - Setup A New Range Plan

You can also sort the result in the Grid Sort window, choosing a ‘Sort Direction’. Choose a value under ‘Field Name’ and decide how you want to sort it.

Optimizer - Setup A New Range Plan

Points Highlight

The Points Highlights is a setup highlight that will display the total point column in range optimizer.

After selecting it, the ‘Total Points Highlight’ window appears where you can select or add applicable criteria.

Optimizer - Setup A New Range Plan

If unsure about your criteria, can always update it at a later stage.

Once satisfied, click ‘OK’.

Creating A New Template

After clicking on ‘New Template’, the ‘Range Optimizer – Template’ window appears. Here, you can start by giving your template a name.

Optimizer - Setup A New Range Plan

Next, give it a description. You can tailor this description to your environment. It’s advisable you include a description that is clear and concise so it’s easy to find at a later date.

Select Your Rules

Next, add the rules that you’d like to apply to this template. You can add rules by either double-clicking or dragging and dropping it into the box on the right, as shown below.

Optimizer - Setup A New Range Plan

From there, select your filters. These filters will apply to the rules that you’ve chosen for your template.

Optimizer - Setup A New Range Plan

To save the template for this sub-category, click ‘Save’. To save it to all sub-categories, click ‘Batch Save’.

Creating A New Plan

After clicking on ‘New Plan’ in the ‘Range Optimizer’ window, the ‘Range Optimizer – Plan’ window appears. Here, you can start by giving your plan a name and description.

Select a Category and select one or multiple clusters.

Adding your Template

Drag your template over to the right window to add the step

From there, you need to click on ‘Select Periods’. Choose your period by ticking the appropriate boxes.

Next, you can compare to internal data by inputting all the necessary under Select ‘Compare Markets’ For Comparison.

If available, you can also compare to external market data, from the ‘Select External Market For Comparison’ drop-down menu at the bottom of the window.

Once satisfied, click ‘OK’.

Add Your Filters

If you want to add any filters to your plan, select ‘Filters’ and add them. In the ‘Range Optimizer – Filters’ window, you can add both product and market filters where appropriate.

Variables

Clicking on ‘Variables opens the ‘Range Optimizer – Category Variables’ window. Here, you can see the category name as well as the variable name applied to your plan and the default value.

If you leave the category value blank, DotActiv will apply a default value.

Once satisfied, click ‘Save’.

You’re now ready to run your plan.

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 April 2, 2020

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