Space Planning 2006.2.0.5
Module 5
Space Planning Training
Page 1 of 5
The Planogram Explorer
Experienced users of InterCept will notice one of
the most visible new features of Space Planning is
the Planogram Explorer window. This window, with
its four tabs, provides access to product,
performance, fixture and window properties for the
entire project.
The Explorer Window is divided into four distinct
parts, each part being accessible by tabs at the top
of the window. The tabs, from left to right, represent
the product, peformances, fixture and window
information for your project.
The levels of data within a window may be
expanded by clicking on the '+' symbols preceding
an icon. Conversely, levels of data may be
collapsed by clicking on the '-' symbols preceding
an icon.
Regardless of which tab you are viewing within the
Explorer, a right click of the mouse on an item in
the Explorer will display a shortcut menu. The
shortcut menu allows you to perform several time
saving commands for that item.
Pressing the Escape key on your keyboard will
remove the shortcut menu from the screen.
Space Planning 2006.2.0.5
Module 5
Space Planning Training
Page 2 of 5
The Space Planning Explorer Product Tab
By default, the Product Tree displays products
grouped by “Not On Shelf/On Shelf”, manufacturer,
then UPC.
Right clicking on a product in the Product tree allows
you to:
- View the products properties
- Select (highlight) the product on the planogram
- Delete the product from the planogram
- Add the product to the planogram
You may also add a selected product to the planogram
by simply dragging it from the Product tree to the
desired position on the planogram.
The Planogram Explorer Fixtures Tab
The heirarchy of the Fixtures tab of the Explorer
window is arranged by planogram, fixtures, then
products.
Right clicking on items in the Fixture tab displays a
shortcut menu. This allows you to perform several
major activities associated with the item chosen.
Both fixtures and products may be dragged from the
Fixtures tab into the current planogram.
Space Planning 2006.2.0.5
Module 5
Space Planning Training
Page 3 of 5
The Planogram Explorer Windows Tab
This view provides a list of all open windows by project.
The active window is highlighted. You can double-click
any of the view names listed to activate that window
Shortcut Menu Notes
When using the shortcut menu in the Explorer, you will
notice that it is divided into sections. Generally the
following is true:
- The top section is specific to the item on which you
right click.
- The second section contains Windows general
commands such as cut, copy, and paste.
- The bottom of the menu controls the entire Space
Planning Explorer window, regardless of which tree
you are currently viewing.
WARNING: Choosing the Close option will close the
entire Explorer window. If closed, you may open the
Explorer by choosing VIEW / EXPLORER from the
Space Planning dropdown menu.
Planogram Tabs
In Space Planning it is possible to have more than one Planogram in a project. Clicking on the
tabs of the various planograms in a project allows you to navigate between them.
Space Planning 2006.2.0.5
Module 5
Space Planning Training
Page 4 of 5
Notes on Views
The Windows Toolbar
Clicking on any of the buttons on the Windows toolbar will open a new window.
Views exist for various tables, charts, highlights and various angles of the section.
Once a view has been opened, it may be moved, tiled with other views, and closed
using many of the standard Windows techniques with which you are probably
familiar.
The TABLES, CHARTS and HIGHLIGHT view buttons have changed. Clicking on
the dropdown arrow will now display a menu. From the displayed menu, choose
CUSTOMIZE menu, then ADD… Navigate to the C:\PROGRAM
FILES\JDA\INTACTIX\SPACE PLANNING\TABLE folder. Here you will find all of the
tables available. Choosing the table(s) you use on a regular basis and click on OK,
then on OK again. You will now be able to access the tables, charts or highlighting
files that you use from the dropdown menu beside the tools on the toolbar.
Navigating Through Space Planning Windows
There are three ways to navigate between open view windows:
Using the Space Planning WINDOWS menu, open the WINDOW menu and choose
the view you wish to use.
Using the Explorer window, click on the Windows tab of the Explorer window and
double click the view you wish to use.
Using the WINDOWS menu, you may also Tile and Cascade all of the views.
Space Planning 2006.2.0.5
Module 5
Space Planning Training
Page 5 of 5
The Status Bar
The Status Bar that appears across the bottom of the Space Planning application window
displays several different items of information, as well as providing a few interesting
commands.
The following types of information may be viewed in the status bar:
The left of the status bar displays the UPC, movement, days of supply, number of units,
number of cases, number of facings and target number of facings of a selected position of
the planogram.
The third section of the status bar displays the X-Y coordinates of the mouse pointer as
you move it aroung the planogram.
The Show Warnings button displays any problems with products fitting on the fixtures of
the planogram. A green check indicates no problems, while a red X indicates at least one
existing problem.
The Notes indicator allows you to view and/or create notes for the current planogram.