Create Your First Planogram
In the My Machines Dashboard, you will see a rectangular icon, which represents the planogram.
- Green = Active (Live) Planogram
- Yellow = Pending Planogram
- Black = No planogram
- Click the Planogram icon from the Machines view.
- You will have a black icon since you have not yet created a planogram. Click on that black icon to set up your first planogram.
Select Products for Each Slot
- Select the product for the My Products list (ordered alphabetically) from the drop-down menu in each cell.
- List the sales price. If you do not see any products, go back and populate your Products list. You can learn more by reading the Greenlite AV Live Startup Guide – Company Products
IMPORTANT: Your vending machine will control the actual price of the item. This Price field is only used to reflect the price set on the vending machine.
Save & Activate versus Save as Pending
Save & Activate - When you click this option, it will update all of your changes and try to push the updates to your PicoVend unit.
Save as Pending - When you click this option, it will not update your changes but will put a yellow Icon next to your active planogram. This is good for planning changes to inventory beforehand.
Accessing a Pending Planogram
If you have saved a planogram as Pending, that pending version of the planogram will display next to the active version as a yellow icon. You can click on the yellow icon to continue to work on it.
Pending Planogram: Save Changes versus Save & Activate
You can continue to edit the pending version by clicking Save Changes. When you are ready to make it live, click the Save & Activate button.
Clone from Existing Planogram
When you are creating your first planogram, you can copy that planogram for newly created machines rather than creating each from scratch.
- Open the new blank planogram.
- Choose a machine to copy from.
- Click the Clone button to populate it. You can always edit this new planogram if there are differences from the originating planogram.
Note: The machines that the planogram is being cloned from must have the same Machine Model and Planogram Template. You can learn more at Greenlite AV Live Startup Guide – Dashboard & Creating a Machine