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Function documentationConfiguration for Shelf Management

 

This function allows you to create and define attributes for the Highlight Product template type. Sales representatives can use this template type to highlight specific products when they fill activity journals in the store to report on shelf management.

Activities

  • Using the Shelf Management/Type: Highlight Product tile set, you can search for the Highlight Product templates that are already defined.

  • Using the Shelf Management/Template: Highlighted Products tile set, you can create Highlight Product templates. The procedure is similar to the procedure for creating activity journal templates.

    For more information, see Creating Activity Journal Templates.

  • You can define the following additional properties:

  • You can assign products to a template using the Shelf Management/Products/Default Values tile set. Choose the Planogram Products pushbutton. A dialog box appears with all the available planograms and the products available in each planogram. This information is based on the PPRs related to the planograms. You can select products from this dialog box and add them to the products list for the template.

  • You can define partners associations using the Shelf Management/ Partner Assignments tile set. The Partner Assignments tile contains all the modes available for associating business partners. Using this tile set, you can do the following:

    • Choose Import Target Group to navigate to the Target Groups tile set, and import target groups.

    • Choose Target Group Members to navigate to the corresponding tile set, and add members.

    • When you choose New Target Group, the Partner Selection Optionsdialog box appears with two options: Selections and Planograms.

      • If you choose Planograms and click OK, a list of all the business partners associated with the planogram appears. Select the business partner whom you want to add as a new target group to the template.

      • If you choose Selections, the Selection Details tile set appears. The selection types are similar to those used in activity journals.

Note Note

If you have provided selection criteria and searched on them, but have not created a target group, then a default target group is created using the selection name. A default target group is created even if you have provided selection criteria and saved it but have not created a target group. This happens because the target group is used for determining journals.

End of the note.

  • You can expand the Hierarchy Nodes to the last level. All the business partners that appear under these nodes are valid for the template. Choose Add Hierarchy Node to navigate to the Business Partner Hierarchy Nodes tile set. A new record is created.

  • You can expand the Selections nodes to view the list of all the selections based on which the target groups were created. You can also navigate to a position in a selection and create a new target group for it.