Purpose

This article outlines how to create and use your Stockwell 2.0’s Schema (Planogram) via the Stockwell Web App.

Process

SW Web App access can be requested via a Stockwell Operations User Request, or during your Location Deployment Request.

The Stockwell website is used for creating the planogram/schema. Inventory management and product management will still be handled in ADM or within your VMS (VDI) if you are using an integration. For other steps in the setup process, please see the article Stockwell 2.0 Setup Guide.

Extending Items to Stockwell from ADM

The first step to get items added to the schema is to make sure items are extended to the location in ADM. You may view our Add, Edit, or Extend a Product article for more details on the process. Note that if you are using a VDI, you will need to extend items to the ADM location in those systems. 

When editing items in ADM, keep these things in mind:

• When adding additional scancodes to a product in ADM, it is imperative that you do not delete (or edit) the first scancode that was added. Deleting or editing the first scan code can cause items to not charge tax or have incorrect prices.
  
  
• Once items are extended to the location, from the Product tab press the orange Send Catalog to Stockwell button to update the products available.
  
  
  
  • When updating product prices at the location level in ADM, you will also want to press the Send Catalog to Stockwell button to push the product price update to Stockwell. This will update the product display price on the Pico as well.

Adding Products to your Stockwell 2.0 Schema

Adding products to the Stockwell 2.0 Schema can be done once the products have been added into ADM and extended to your location. You do not edit product information in the Stockwell website.

1. Log into ADM.
   
   
2. Select the Location to open the Location Summary page.
   
   
3. Select the device desired from the device list at the bottom to open the Device Summary. 
   
   
4. Click on the Stockwell Planogram button (on the right side of the page) to go to your location's Stockwell Schema.
   
   
5. Once you are in the Stockwell Schema page, select Staging. You may select Clone Production Schema, or select a template you want to copy from in the drop-down box.
   
   
6. Search for products in the item bar, and then drag and drop them into the schema. These products are pulled in from ADM. 

   If you need multiple rows of the same product, select the product, then type the amount of rows needed in the Juxtapose field in the sidebar.
    

   
7. Once your Schema is complete, click Save and then Migrate to Production.
   

Stockwell units should only have one item type per row. (one brand, flavor, and packaging type). The schema needs to be an accurate representation of the stock of the unit. Different product types should not be stacked on top of or behind one another. The schema should look like the units store front photo. Inaccurate schemas can cause loss and inventory issues.

 

Adding Images to your Products

Images will need to be linked to any new products the Stockwell website receives from ADM. Below are the steps on how to link images to a product.

1. Click the 3-line icon in the upper-left corner on the Stockwell website.
   
   
2. Click Items. This is where all your items are stored. When a new item is added into ADM, it will automatically appear in the Stockwell Web App. Contact 365Support if you are not seeing your items at 855-841-9036 (available 8am-5pm EST, Mon-Fri), or email support@stockwell.ai.
   
   
3. Click on an item to see more details.
   
   
4. Scroll down to where it says "images."
   
   
5. Click on any image option, "small, medium, large" will work all the same.
   
   
6. Upload the image you would like to use for that product - it can have a .jpeg or .png file format. 
   The item images and dimensions (including item and image rotation) can be altered in the setting of any individual item. However, images should be cropped to the item packaging prior to upload.
   Uploading the large image will autopopulate the medium and small images. The image dimensions in the schema will be changed based on item dimension settings of each individual item. Matching the item dimension settings to the product packaging dimensions and the cropped photo will result in an accurate image in the schema.
   
   Remove.bg is an excellent tool for effortlessly removing image backgrounds, giving your photos a cleaner and more polished appearance.
   
   
7. Select Save in the upper-right corner. 
   
   

Schema Adjustments for Products

After adding images to your schema product dimensions and other settings will need to be adjusted for an accurate schema setup.

Dimension Settings

When in the Staging tab for schema setup you can select an item by clicking on it in the staging schema. This will pull up several settings on the right side of the screen for the Selected Item.

The dimension settings for Height and Width can be adjusted in this section.


The height and width settings ensure that schema shelf spacing is accurate. Item dimensions can be approximated. These settings will stretch and skew the images to match the dimensions, and it will push surrounding products into their correct spacing as dimensions are updated on all shelf products.

Stockwell systems use both the item images and schema location to identify items. Proper dimensions helps ensure that items can be identified by where they are pulled from along with the images.

The Depth Setting can be bypassed as this setting was only for Legacy units.

Rotation Settings

Some products (typically candy bars and other slender items) are placed on their sides in pushers for better use of space. If an item needs to be rotated this setting allows for that adjustment by 90 degrees.

Stack and Juxtapose Settings

Stack allows you to set items on top of one another in the schema. More often than not this is usually used items on the bottom shelf that are not in pushers.


Items typically in bowls and boxes can be stacked to utilize unit space more effectively. Make sure these items can be clearly distinguished by the labeling on the side as well as the top. The article, Stockwell 2.0 - Best Practices for Item Selection covers the considerations that should be made when selecting items for Stockwell units.

The Juxtapose settings allow you to add multiple rows of an item side by side on a shelf.

Store Schema Template Tool

Every Stockwell 2.0 store will have a blank Schema template associated with a location's device. The template will have the same name as the location.

Templates are not required, but allow multiple locations to always have the same schema setup. Additionally, you can adjust those locations at the same time by adjusting the template. 

Create a new Template 

1. Click the menu icon in the upper-left corner, then click Store Schema Tool.
   
   
2. In the upper-right corner, click + CREATE TEMPLATE.
   
   
3. Enter the desired name for the template, and choose STOCKWELL 2.0 from the drop-down list.
   
   
4. Click CREATE EMPTY TEMPLATE.
   
   
5. Back on the Store Schema Tool, click on the store you want associated with the template.
   
   
6. Click on Staging, select the Template to be used, then select Create. 

Edit a Template

1. Click on the 3-line icon in the upper-left corner.
   
   
2. Click Store Schema Tool.
   
   
3. On the left are your locations and on the right are the templates. You will already have some templates for your locations built out for you to use and modify. Click on the template you want to edit on the right.
   
   
4. From this screen, you can click and drag products into different positions or search for additional product in the search bar to edit the template.
   
   
5. Once you made your edits, click Save in the upper-right. This applies the change to the template, but does not yet apply the change to the locations that have the template associated to it.
   
   
6. Then go back to the Store Schema Tool and click on each location that has that template that needs that change applied.
   
   
7. You will then click on the Staging tab and then choose the template in the drop-down that you just adjusted.
   
   
8. Save and migrate to production

Managing Schemas at a Single Location

A location that does not have a template linked to it can still be managed separately.

1. On the Stockwell website, click on the 3-line icon in the upper-left corner.
   
   
2. Click on Store Schema Tool.
   
   
3. To make edits to the schema, click Staging.
   
   
4. Then click Clone Schema to see the current schema.
   
   
5. Now you can make edits from here by moving products around or adding in new products.

Market Service Process

Servicing the Stockwell 2.0 requires unlocking the store via the Pico device, and is completed using the Restockwell app on the handhelds. 

For Stockwell 2.0 units, please see the Stockwell 2.0 - Market Service Process article. 

For Legacy Stockwell units, please see the Stockwell - Restockwell App Guide (Legacy Process) article.