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How To Update And Maintain Clusters

This article will help you to update and maintain your store or category-based clusters using the Cluster Maintenance feature of DotActiv software.

Applicable Products: DotActiv Enterprise

Category-based clustering can be implemented when you want to group together different stores with similar customer bases for a particular product category.

To get started, open DotActiv,  click on the ‘Clustering’ tab on the toolbar and select the Cluster Maintenance option.

DotActiv's Cluster Maintenance

Clustering is a dynamic process which needs to be updated regularly to keep up with changes in sales, consumer behaviour and industry trends.

Step 1: Once you have clicked on the ‘Cluster Maintenance’ icon, the screen below will appear. The left side allows you to create a new cluster and the right side allows you to edit existing clusters.

Cluster Maintenance Window

At this point, you are able to set up the field, filters and the period you are going to use.

Step 2: You can set up the fields by clicking on ‘Field Setup’. You can select the market or fact fields you would like to include in your cluster table by double-clicking them or selecting the field and clicking on the forward arrow.

To remove a field, double-click it or select it and click the backward arrow.

Step 3: You can set up the filters by clicking ‘Filter Setup’. At this point, you will select a field name, operation, and value to apply a filter.

Step 4: You can set up the time period by clicking ‘Period Setup’. You can check the boxes of the months you would like to include in your cluster plan. We recommend a minimum of six months.

Step 5: To open a cluster in Cluster Maintenance, select the category on the list that you would like to update and click open.

Cluster Maintenance Window in DotActiv

Clusters can be utilised in store-specific and cluster format at the same time.  Typically within a retail store, stores which fall into the same cluster receive a national range. Stores which receive a store-specific range are marked with their store code or store name.

Clusters - Store-Specific

Step 6: When you want to edit the cluster plan, double click a section that you would like to edit and input the new information. This section will appear in red until the cluster plan is updated to the database or the cluster is saved.

Updated Cluster in DotActiv

Step 7: Cluster Maintenance allows you to view different column options to facilitate a detailed cluster plan. You can right-click on the table and tick the boxes that you would like to appear on your cluster plan.

Cluster Maintenance Columns in DotActiv

Step 8: Once you have edited your cluster plan, you can update the cluster on the database and/or save the cluster plan.

Save Cluster in DotActiv

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 December 4, 2019

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