Space Planning Level I

Lesson Objectives

Recognize the different products within the Category Management

suite & where Space Planning fits in

Describe the benefits of Space Planning

Identify the features of different Space Planning versions

Describe the Space Planning object hierarchies

Recognize the different aspects of the Space Planning interface

Describe the features of the different Planogram Explorer tabs

Identify the different Help & Support options

Lesson Exercises

Not applicable

Lesson Objectives

Explore working with project files

Explore working with planograms & sub planograms

Explore working with segments & fixtures

Explore working with fixture location IDs

Create a new project, Planogram, fixture, & segments

Lesson Exercises

Creating a New Project

Creating a New Planogram

Editing Planogram Properties

Using Can Select Manipulation Settings

Splitting Planogram Segments

Creating a Fixture—Shelf

Moving, Copying & Pasting, or Multiplying Fixtures

Project Warnings

Creating a Fixture—Pegboard

Saving the Project as a Flat File

Saving Planograms to the CKB Database

Lesson Objectives

Define the product library & list its features

Explore methods to locate products in the product library

Define positions & their properties

Define manipulation settings & change facings & orientations for positions

Define images & associate them with products & fixtures

Lesson Exercises

Opening a Product Library

Adding Products & Positions to a Planogram

Allowing Floating Positions

Changing the Selection Box Size

Adding Positions to a Pegboard

Changing Position Facings

Mapping Product Images

Changing Position Orientations

Viewing Product Dimensions

Changing the Position Merchandising Style

Combining the Shelf Merchandisable Space

Opening the Shelf Schematic Report Table 76

Lesson Objectives

Define the purpose of merchandising controls

Define the merchandising hierarchy

Attach a fixture (sign) to use merchandising controls

Add merchandising controls to the fixture property list

Perform merchandising tasks using merchandising controls

Merchandise positions in the X, Y, & Z direction on a planogram

Describe the merchandising styles for positions

Lesson Exercises

Replicating Planograms

Understanding the Merchandising Hierarchy

Adding Merchandising Fields to a Property List

Setting Multiple Object Merchandising Controls to Default

Spreading Positions & Facings Evenly from Left to Right

Adjusting Merchandising Heights

Adjusting Fixtures

Adjusting Max Number High

Lesson Objectives

List the files required for a product library to function

appropriately

Define the matching key for the product library

Explore product library properties

Create a product library

Perform update operations on a product library

Remove unused products from the project

Lesson Exercises

Copying & Naming the Product Library Template

Creating the Product Library in Space Planning

Configuring the Product Library—General Tab

Configuring the Product Library—Field Mapping Tab

Saving the Product Library

Opening Multiple Planograms into One Project

Update a Product Library from the Project

Configuring the Product Library—Visible & Sort Fields Tab

Configuring the Product Library—Filter Tab

Updating a Project from the Product Library

Duplicating Products

Swapping Positions

Removing Unused Products

Lesson Objectives

Describe what a fixture library is

Describe the function of a fixture library

Add fixtures, assemblies & planograms to the library

Use fixtures from the library

Lesson Exercises

Creating a Sign

Creating a New Fixture Library

Adding Fixtures, Assemblies, & Planograms to a Fixture Library

Editing Fixtures in a Fixture Library

Saving a Fixture Library

Add Fixtures, Assemblies, & Planograms from a Fixture Library

Copying a Planogram

Copying a Segment

Lesson Objectives

Create a print layout

Print by segment

Save a layout

Assign layouts to a planogram or project

Create a PDF of the layout

Lesson Exercises

Creating a New Layout

Splitting the Layout Page

Specifying Layout Area Types & Properties

Copying a Layout Page

Printing Segment by Segment

Adding a Table to a Layout Page

Previewing a Layout

Saving a Print Layout

Printing a PDF

Using the Save Picture Option

Lesson Objectives

Not applicable

Lesson Exercises

Not applicable

Lesson Objectives

Not applicable

Lesson Exercises

Creating a Planogram

Lesson Objectives

Not applicable

Lesson Exercises

Merchandising a Planogram

Lesson Objectives

Not applicable

Lesson Exercises

Understanding Merchandising Controls

Lesson Objectives

Not applicable

Lesson Exercises

Creating a Product Library with Access

Lesson Objectives

Not applicable

Lesson Exercises

Creating a Fixture Library

Lesson Objectives

Not applicable

Lesson Exercises

Creating & Printing Layouts

Lesson Objectives

Not applicable

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you'll learn how to create a project, planogram & fixtures in Space Planning

Lesson Exercises

Not applicable

Lesson Objectives

This document shows how to customize & configure the Space Planning ribbon

Lesson Exercises

Not applicable

Lesson Objectives

This document shows how to customize & configure the Planogram Explorer

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you will learn how to merchandise a planogram using the product library

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you learn how to create a product library using Excel

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you'll learn how to create & explore a fixture library

Lesson Exercises

Not applicable

A: BlueYonder (formerly JDA Software Group) is an American software & consultancy company owned by multinational conglomerate Panasonic. Blue Yonder gives supply chain management, manufacturing planning, retail planning, store operations & category management offerings headquartered in Scottsdale, Arizona.

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