Purpose

This article provides an overview for the Enhanced Planogram Template tool, and walks through how to set up and assign enhanced planogram templates.
 

Overview 

The Enhanced Planogram Template tool is a way to create planogram templates and then bulk assign them to desired assets (machines).

Planogram templates can still be created from a single machine, using the process described in the following article: What are planograms and how are they useful?
 

Process

Enhanced Planogram templated can be created, edited, and bulk assigned using the process below.
 

Step 1: Create New Planogram Template

To create a new planogram template:

1. In the VMS, navigate to Settings > Vending > Planogram Templates.
    
2. Click the +New Planogram button in the upper right.
   
3. A popup will appear to enter in the relevant details for the template. 
   
   Enter in:
   1. the Planogram Name.
   2. the number of Rows, Columns, and Slots. 
   3. Equipment Type: the type of equipment that the planogram applies to.
      When an equipment type is selected, it'll usually show the default number of Rows, Columns, and Slots for that equipment type, but those numbers can be adjusted. 
      The options for Equipment Type are:
      1. Vending: snack, drink, and other vending layouts that follow the machine grid.
      2. Market: open-shelf assets with support for products or bundles in each slot.
      3. Computer Vision: smart-cooler assets with product-only slots and computer vision equipment.
          
4. When finished, click the Save to confirm changes or the Cancel to go back. 
    
5. After saving, a Success! popup will appear, confirming the planogram template has been created successfully; click OK to confirm.
    

Step 2: Edit Planogram Template (if needed)

Once the planogram template has been created, the system will automatically navigate to the Template Editor screen. 
Here there is the option to edit the planogram template.

To edit the planogram template: 

1. Change the name of the planogram template if desired.
    
2. Click on any slot to edit the variables for that slot (price, product, parlevel, etc.), then click Save Changes when finished or Cancel to go back. 
   
3. Back at the Template Editor screen: Once the desired edits have been made, click Save Changes to confirm.
   

Step 3: Bulk Assign Planogram Template

Once the planogram template is built out as desired, it can then be bulk-assigned to assets (machines).

To bulk assign the planogram template:

1. Select the Bulk Assign tab from the Template Editor page.
   
2. The applicable assets for the planogram template will appear, which can be searched and filtered; check the box(es) of the asset(s) to apply the template to, then click Apply Planogram at the bottom.
   
3. A popup will appear with options for how to apply the template.
   
   The options are:
   1. Par levels: Target stock qty per slot.
   2. Capacity: Max items per slot.
   3. Price: Price per slot (incl. per product prices in bundles).
   4. Scheduled: Stage for reset service.
   5. Forced: Overwrite slots now.
       
4. When finished, click the confirmation button to apply the template to the previously selected assets. 
   The confirmation button will show up as either Schedule Changes or Apply Now, depending on whether Scheduled or Forced was selected.