Retail Floor Planner · –When zoomed in, Retail Floor Planner opened the Merchandise Position dialog with the details of the fixture that is behind the toolbar button. –If Retail

Retail Floor PlannerCopyright © Global Retail Business Solutions Ltd.

Retail Floor PlannerRelease 2020 What’s New?


Topics

• Efficiency / Usability

– Excel Merchandise Section Library with new fast loading technique

– Clone Fixture

– Clone Obstruction

– Measure Tool - Keep lines as Obstructions

– Reassigning new Merchandise Section dimensions

– Position Labels

– Location of Merchandise Section Library

– Info about # floorplans in Open from Database dialog

– Updating Merchandise Sections with data from planograms

– Other Improvements


Topics

• Merchandising

– Draw segment lines in fixtures

– New Fixture Type - Round

– New Fixture Type - 4-Way

– How are dimensions assigned to Merchandise Positions

– Importing Fixturing Elements

– Other Improvements

• Internationalization

– User Interface Languages

– Welcome Screen shows all available UI languages

– Reporting Templates


Topics

• Analysis & Reporting

– Multi Floorplan Analysis

– Highlight dialog more informative

– Option to show Highlight Legend

– Additional Analysis fields for Merchandising Section object

– Using the new Analysis fields in Highlighting

– Using the new Analysis fields in Evaluations

– Linking planograms to the floorplan

– Reset Merchandise Section Performance Data

– Import Performance Data from RMC database


Topics

• Miscellaneous

– Additional Desc & Data Fields for Merchandising Section object

– Updated Registration Screen

– Allocate Merchandise Sections Dialog

• Version limitations:

– Requires the Enterprise Plus editionE+


EFFICIENCY / USABILITY


Excel Merchandise Section Library with new fast loading technique

• Loading the Excel-based Merchandise Section Library is much faster:

– Note that the exact time required depends on the quality of the PC• Storage medium (Harddisk, SSD or T2)

• Processor speed

• (Free) Internal memory

RFP Version 500 rows 1000 rows 2000 rows 6000 rows

2016 SP4 16,2 sec 31,6 sec 108,9 sec 168 sec

2020 0,7 sec 1,1 sec 1,2 sec 2,2 sec


Clone Fixture (1/2)

• Accessible via pop-up menu

• Option to quickly duplicate and place Fixtures multiple times in one go

– Built in option to assign unique Descriptions to the new Fixtures


Clone Fixture (2/2)

• How does it work?

– Before

– After


Clone Obstruction

• Same principle as Clone Fixture

– Quickly duplicate and place an Obstruction multiple times in one go


Measure Tool - Keep lines as Obstructions

• This request has been expanded to make it easier to create a store quickly by tracing lines on the background picture

• Rotation is displayed in the dialog

• Now there is also an option to keep the line as an obstruction

– No description

– In front of Fixtures

– Shape Rectangle

– Length A = 10cm / 4”

– Length B depending on the length of the line drawn

– Color Black


Reassigning new Merchandise Section dimensions (1/3)

• The Tools-Reassign Merchandise Section Dimensions menu-option would show a message about updating the Merchandise Positions with the new width of the Merchandise Sections that was not totally clear

• It has been replaced with a new dialog thatoffers more control and clarity of what willbe done



• After an import, Retail Floor Planner would show a message about updating the Merchandise Positions with the new width of the Merchandise Sections that was not totally clear

• It has been replaced with a new dialog thatoffers more control and clarity of what willbe done



• After an import from the Retail Merchandising Center database, Retail Floor Planner would not update the Merchandise Positions with the new width of the Merchandise Sections. The user had to remember to do this manually via the Tools-Reassign Merchandise SectionDimensions menu-option

• This import will now behave just like theimport from Excel, by showing a new dialogthat offers more control and clarity of whatwill be done with updating the MerchandisePositions


Position Labels

• Creating and editing Position Labels has been made easier

– Fixed Texts in labels are displayed in bluein the dialog

– When clicking a Fixed Text that is alreadypart of a label, the value will be enteredin the Free Text definition box


Location of Merchandise Section Library

• The user can now select where the Merchandise Section library will be displayed

– At the top of the screen

– At the left of the screen


Info about # floorplans in Open from Database dialog

• When opening a floorplan from the Retail Merchandising Center database, the dialog will now show the number of floorplans that is available in the selected branch in the hierarchy

E+


Updating Merchandise Sections with data from planograms (1/5)

• Works on an individual Merchandise Section

– Via right mouse click menu

• Or updates all Merchandise Sections

– Via Tools-Menu

• User selects which fields are updated

– Selection is saved and used as default next time

– Desc 6-10 and Data 6-10 not yet applicable for Retail Shelf Planner and PLN-format

– If applicable renamed labels are applied

• For calculated fields user can also decide in which field the result is stored



• Right mouse click menu depends on

– Planogram file attached• Extension (RSP, PLN, other)

– Database access available• Live planogram available

– Retail Shelf Planner installed

– Other planogram software selected



• First checks if a planogram file is linked to the Merchandise Section

– Two formats supported• Retail Shelf Planner rsp-files

• Spaceman pln-files

• Check is done based on extension

– Retail Floor Planner reads the file directly, so no planogram software is needed on the PC

• If no planogram file is linked, a check for a linked planogram in an Retail Merchandising Center database is done (if applicable)

– So it’s possible to have a mix of file and database planograms linked to Merchandise Sections



• During and after processing the files, Retail Floor Planner will show a summary

– # Merchandise Sections updated successfully

– # Merchandise Section where update failed

– # Merchandise Section skipped (i.e. without a planogram attached)

• Next it will ask if the Merchandise Positions need to be updated with the new Merchandise Section dimensions



• Note that we’re not importing performance data from the planograms

• This is a deliberate decision:

• Planograms are a “snapshot” in time

– Created at different moments, with different datasets. E.g.• Beer, based on data for weeks 4-12

• Juices, based on data for weeks 5-13

• Bread, based on data for weeks 7-15

• Sun Cream, based on data for weeks 8-16 of last year

• …

– It doesn’t make sense to consolidate these sets of data into a floorplan and then base decisions on it


Other Improvements

• The following other changes have been applied

– When the user worked with an external monitor on the left of the laptop screen, a dialog that was displayed there would not be re-centered on the laptop when working without the external monitor.

– The dialog to define position labels did not pick up the renamed labels for the Data fields.

– When zoomed in, Retail Floor Planner opened the Merchandise Section dialog with the details of the Merchandise Section that is behind the toolbar button.

– When zoomed in, Retail Floor Planner opened the Merchandise Position dialog with the details of the fixture that is behind the toolbar button.

– If Retail Floor Planner is already active, starting a second/third/… instance will be faster

– Improved performance of Merchandise Section space & label calculations


MERCHANDISING


Draw segment lines in fixtures

• Option to define Segment Width for the Fixture

– If left 0, drawing remains as it is now

– If number is added, Segment Lines are drawn

– If total length is not a multiple of the Segment Width, the last segment is the smaller one


New Fixture Type - Round (1/3)

• User can enter Height and the diameter of the Fixture

• X- and Z-coordinates are based on top left corner if a square was drawn around

– Similar to the behavior of round Obstructions



• A Merchandise Position that is placed on a round Fixture will automatically be given the same shape and dimensions (Width = Depth = diameter)

– Consequentially you can place only 1 Merchandise Position on a round Fixture

• When a Merchandise Position is dragged from a round Fixture onto a rectangular Fixture, it is given the Width and Depth as defined in the Merchandise Section

• Changing from another fixture type to the Round fixture, or from the Round fixture to another type, will cause all positions on the fixture to be lost




New Fixture Type - 4-Way (1/3)

• Covering a wide range of real life fixtures

• Each side has the same dimensions

– The gap in the center is a result

• New options in the fixture dialog:

2

4

3

1



• The Position Dialog has been updated to deal with the new fixture type



• Each side “behaves” like sides of the existing I-Beam fixtures

• See bottom right 4-Way for alignment when Merchandise Sections don’t properly fill the fixture

• Changing from another fixture type to the 4-Way fixture, or from the 4-Way fixture to another type, will cause all positions on the fixture to be lost


How are dimensions assigned to Merchandise Positions (1/2)

• Merchandise Position placed on a rectangular Fixture

– Height, Width and Depth as defined in the Merchandise Section

– Option to overrule these dimensions in the Allocate Merchandise Sections dialog• This dialog can quickly be opened from a right mouse click

• Opens the dialog with the data for the selected fixture


How are dimensions assigned to Merchandise Positions (2/2)

• Merchandise Position placed on a round Fixture

– Height as defined in the Merchandise Section

– Width and Depth as defined in the Fixture

– No option to overrule these dimensions in the Allocate Merchandise Sections dialog


Importing Fixturing Elements (1/3)

• Fixturing Elements (Fixels) can be linked to

– Merchandise Sections, for category specific Fixels like shelves, hanging bars, pegs, …

– Fixtures, for fixture specific Fixels like notch bars, backboards, baseboards, …

• Linking Fixels to a floorplan can be done

– Manually, via the Fixture and Merchandise Section dialogs

– “Automated”, via an Excel import



• For Merchandise Sections, the Fixel import spreadsheet should have the following columns:

– Merchandise Section ID

– Fixel Type

– Description 1

– Description 2

– PartNumber

– Supplier

– Cost

– Quantity



• For Fixtures, the Fixel import spreadsheet should have the following columns:

– Fixture Code

– Fixel Type

– Description 1

– Description 2

– PartNumber

– Supplier

– Cost

– Quantity


Other Improvements (1/2)


– An empty Rotation field, or one with “illegal” input is now handled properly. This applies to the following dialogs:

• Arrow

• Free Text

• Obstruction

• Ruler

• InfoBox

– When creating a new fixture, the value entered in Height is now properly stored.

– When duplicating and obstruction, the In front/Behind fixtures setting is now retained• Applies to Ctrl Drag & Drop and the right mouse click popup menu

– The Tools - Remove all Merchandise Positions menu option is now only available when there are Merchandise Positions


Other Improvements (2/2)


– The numeric values in the first 5 columns in the Fixels grid in the Fixture dialog are now aligned properly.

– The numeric values in the first 5 columns in the Fixels grid in the Merchandise Section dialog are now aligned properly.


INTERNATIONALIZATION


User Interface Languages

• The Retail Floor Planner software is now available in

– Dutch

– English

– French

– German

– Italian

– Korean

– Spanish

– Portuguese


Welcome Screen shows all available UI languages

• Handling of special characters depends on the PC/Windows version

– Korean is written in English and disabled if display of Korean characters is not supported

– On a PC supporting Korean characters, all other languages are written without their “special characters” like ç ñ ê


Reporting Templates

• All Reporting Templates are now translated in the User Interface Languages

– Dutch

– English

– French

– German

– Italian

– Korean

– Spanish

– Portuguese

• In addition for “US English” the templates are configured in Letter format, and use metric calculations and display of values


ANALYSIS & REPORTING


Multi Floorplan Analysis

• Similar feature as the Excel reports, but in thiscase for more than 1 floorplan at once


Highlight dialog more informative

• Additional info and better use of colors make the Highlight dialog more informative


Option to show Highlight Legend (1/4)

• Option now available in the dialog

• Legend displayed

– On-screen

– On Print-Preview & printers

– In PowerPoint output



• PowerPoint templates - Keywords

– If keyword LEGEND is included, legend is switched on

– Existing Highlight method keywords• TOPBOTTOM

• UNDEROVER

• QUADRANT

– New Highlight method keywords• CHARACTERISTIC

• MERCHANDISINGQUALITY

– Examples:• FLOORPLAN POSITIONLABEL:<ID / Name> TOPBOTTOM LEGEND

• FLOORPLAN POSITIONLABEL:<NONE> GROUPBY LEGEND

• FLOORPLAN POSITIONLABEL:<NONE> MERCHANDISINGQUALITY

• HOTCOLD

• GROUPBY



Top/Bottom Characteristics

Quadrant Hot/Cold



Group By

Merchandising Quality


Additional Analysis Fields for Merchandising Section object (1/2)

• To expand the analysis options the range of Performance fields has been extended

– In addition to a set of Actual and Target fields, a second set of Target fields has been added

– Target and TargetB labels can be renamed

– This allows for all sorts of powerful analyses like • Actual vs. Budget vs. Last Year

• Actual vs. Reference Group 1 vs. Reference Group 2

• …

– Fields can be populated from• Excel

• The new Performance Import feature


Additional Analysis Fields for Merchandising Section object (2/2)

• In addition, 5 “user definable” fields have been added

– This allows for additional performance measures without limiting ourselves by predefining them

• Out-of-Stock

• Loss due to theft, breakage, out-of-date, …

• Personnel hours spent on category

• …

– For Actual, TargetA, and TargetB to allow comparisons

– Like with the Desc & Data fields these can be renamed

– All will be available in Under/Over Highlighting

– Fields can be populated from• Excel

• The new Performance Import feature


Using Analysis Fields in Highlighting (1/7)

• Highlight Top/Bottom - the following fields will be exposed

– Actual• Sales

• Profit

• Movement

– Data 1-10

– Based on the actual Sales, Profit and Movement fields• Sales/Lineal Space

• Sales/Area Space

• Sales/Cubic Space

• Average Inventory

• Gross Margin

• GRPOII

• Products

• Analysis1

• Analysis2

• Analysis3

• Analysis4

• Analysis5

• Profit/Lineal Space

• Profit /Area Space

• Profit /Cubic Space

• Movement/Lineal Space

• Movement /Area Space

• Movement /Cubic Space



• Highlight Under/Over - the following fields will be exposed

– Actual / Target / TargetB• Sales

• Profit

• Movement

– New approach allowing the user to • Select the basis for the analysis

• The reference Actual, Target, TargetB

– Where applicable fields will be relabeled based on settingsin Tools-Options


• Gross Margin

• GRPOII

• Products

• Analysis1

• Analysis2

• Analysis3

• Analysis4

• Analysis5



• Highlight Under/Over



• Highlight Quadrant Analysis

– Actual• Movement

• Gross Margin



• Highlight Characteristics - the following fields will be exposed

– Department

– Merchandise Group

– Name

– Desc 1-10



• Highlight Hot/Cold - the following fields will be exposed

– Actual• Sales

• Profit

• Movement

– Data 1-10

– Based on the actual Sales, Profit and Movement fields• Sales/Lineal Space

• Sales/Area Space

• Sales/Cubic Space


• Gross Margin

• GRPOII

• Products

• Analysis1

• Analysis2

• Analysis3

• Analysis4

• Analysis5

• Profit/Lineal Space

• Profit /Area Space

• Profit /Cubic Space

• Movement/Lineal Space

• Movement /Area Space

• Movement /Cubic Space



• Highlight Group - the following fields will be exposed

– Department

– Merchandise Group

– Desc 1-10

– Data 1-10


Using the new Analysis 1-5 and TargetB fields in Evaluations (1/2)

• Redesigned Evaluations dialog

– Extra column for TargetB

– Extra rows for Analysis 1-5

– Now fully translatable


Using the new Analysis 1-5 and TargetB fields in Evaluations (2/2)

• Headings for Target and TargetB, and field-names for Analysis 1-5 use the relabeling settings from the Tools-Options dialog


Linking planograms to the floorplan (1/3)

• Using Retail Floor Planner “stand-alone”

– Option to link Merchandise Section to a planogram file

– Option to select planogram software in Tools-Options



• Using Retail Floor Planner in a Retail Merchandising Center environment

– Linking is done automatically on the Merchandise Section ID and the planogram Section ID

– Only planograms with the status Live are considered for linking

• In a floorplan you can mix various types of linked planograms

– Retail Merchandising Center database

– Retail Shelf Planner planogram file

– PLN planogram file

– Other format planogram files

E+


Planogram File Linked?

Extension RSP?

RSP Installed?

Show menu’s

-Open in RSP

-Update from planogram

Show menu

-Update from planogam

Extension PLN?

PLN software selected?

Show menu’s

-Open in Plano software


Show menu


PLN software selected?

Show menu

-Open in Plano softwareAll menu-items hidden

Database available?

Live plano available?

RSP Installed?

Show menu’s

-Open in RSP

-Update from database

Show menu

-Update from database

All menu’s hidden

All menu’s hidden


• Decision process

Yes No

Yes

Yes Yes

Yes Yes Yes

Yes

YesNo

No NoNo

No

NoNoNo


Reset Merchandise Section Performance Data

• Option to quickly remove all performance data


Import Performance Data from a Retail Merchandising Center database (1/8)

• Related to the 3 sets of performance fields

– Actual

– Target

– TargetB

• The idea is to provide various analysis / comparison options

– Certain period versus same store in another period (e.g. YTD now vs. YTD Last Year)

– This store vs. another store (or set of stores) during the same period

– Actual performance of this store vs. budget/planned performance during the same period

E+



• For the Actual Performance data the user

– Selects how to identify the Store• By the Store ID in the floorplan

• Or by selecting the Store

– Or group of stores if this is a “generic” project

– Selects the Periods

E+



• For the Store(s) and Period(s) selection Retail Floor Planner will show the familiar dialogs

– For the Stores, Retail Floor Planner will use the standard RMC_Stores table in the Retail Merchandising Center database

– For Periods, a specific RMC_Periods table needs to be set up in the Retail Merchandising Center database

E+



• For the two sets of Target Performance data the user first selects the Type

– Budget• Retail Floor Planner will use the same selection for Store(s) and Period(s) as for Actual

• The Target Performance Fields have to be in the performance table/view

• No further selections are done by the user

• Note: this requires the Target… or TargetB… fields to be part of the performance table/view

– Time Comparison (i.e. same Store as selected for Actual, other Periods)• Retail Floor Planner will use the same Performance Fields as for Actual, and the same Store(s)

• The user will be asked to select the Periods

– Reference Comparison (i.e. same Period as selected for Actual, other Store(s)• Retail Floor Planner will use the same Performance Fields as for Actual, and the same Period(s)

• The user will be asked to select the Store(s)

E+



• Tabs Target and TargetB adapt to selected choice

– Also, if they are renamed via Tools-Options, the new name will be displayed

E+



• In the last step, the user selects which facts need to be imported

– Retail Floor Planner will check during the import if fields are actually available

E+


Retail Merchandising Center database


• How does Retail Floor Planner treat the performance data

– In case multiple periods are selected, all facts are consolidated with SUM

– In case multiple stores are selected, all facts are consolidated with AVG

– This is done via a “table function” the database• Maximum performance

• Option to customize during implementation in case specific facts are used that need different calculations

Table/view with “raw” performance data per

store/period/merch.sect.

Retail Floor Planner

“Retail Floor Planner Performance

Function”

E+



• The raw data needs to include

– Store ID

– Period ID

– Merchandise Section ID

– Then there are a series of performance fields• Up to 11 fields for Actual or Comparison

• Up to 11 fields for Budget

E+


Other Improvements


– The tree in the Evaluation dialog now properly handles a large number of Merchandise Sections

– The Highlight menu option is now only available even when there are Merchandise Positions

– The Evaluations menu option and toolbar button are now only available when there are Merchandising Sections

– The texts in the grid in the Evaluations dialog are now included in the translations

– The Reports dialog now shows full the row selected when a report is clicked

– The Unallocated Merchandise Sections counter in the Evaluations scorecard could be incorrect in some situations. This number is now always correct.


Other Improvements


– The Highlight Top/Bottom analysis always used Sales for the calculations, irrespective of the selected analysis field. This has been corrected.

– When used with a large number of Merchandise Sections it was possible that due to rounding, the Highlight Top/Bottom analysis included or excluded a Merchandise Section that was on the “edge” of the Top or Bottom group. This has been made more sensitive.


MISCELLANEOUS


Additional Desc & Data Fields for Merchandising Section object (1/2)

• 5 additional Desc fields

• 5 additional Data fields

• Merchandising Section dialog “reorganized”


Additional Desc & Data Fields for Merchandising Section object (2/2)

• Like the existing Desc 1-5 and Data 1-5 fields, the user can “relabel” them via Tools-Options

• All new fields are included in

– Excel reporting

– Multi-floorplan Excel reporting

– Import

– Merchandising Section List

– Position Labels

– Highlighting


Updated Registration Screen

• Like in Retail Shelf Planner

– Info about the release and version that is being registered

– Clarity about day/month notation


Allocate Merchandise Sections Dialog

• If the screen resolution is too low, or the Windows scaling percentage set too high, the Allocate Merchandise Sections dialog doesn’t fit fully on the screen

– Now Retail Floor Planner will display an error message, and will automatically hide the fixture visual to make the dialog smaller, and hopefully fit on the screen


Retail Floor PlannerRelease 2020 What’s New?

Retail Floor Planner · –When zoomed in, Retail Floor Planner opened the Merchandise Position dialog with the details of the fixture that is behind the toolbar button. –If Retail

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