Planogram Guide - Documentation Zayeen

How Planogram Works

One layout represents one room-shaped area tied to a Division and Department. It stores rack positions, shelf-level dimensions, and the products and facing counts planned for display.

A planogram is a display guide. Saving a layout or recording an actual shelf count does not add, remove, or transfer inventory.
Choose the same Division and Department used by the sales and inventory location you want to analyze. The analysis uses stock and sales for this location.
Only one layout can be active for a given Division and Department combination. Activating a new version archives the previous active layout for that same combination.

An actual shelf count records display conditions at the time of the count. Use the normal inventory workflow when an inventory balance needs correction.

Before You Create a Layout

Make sure the store Division and Department exist and your account can access them.
Prepare active inventory products. Fill in Width, Height, and Length in the product master so the app can estimate shelf capacity and days of shelf supply.
Measure the room and racks. Room and rack dimensions are entered in centimeters.
Confirm which unit is used for dimensions in the product master. When creating a layout, choose cm or mm to match those values. Product weight is not used in Planogram calculations.
Open Products & Inventory / Planogram. If the menu is missing, ask an administrator to grant your role access to Planogram and the required Division/Department.

Products without dimensions can still be placed, but their capacity and estimated days of shelf supply cannot be calculated reliably.

Create and Arrange a Draft

Select New Planogram, name the layout, then choose a Division and Department. Choose All Departments only when the layout should cover every department in that Division.
Enter the room width and length. The floor plan shows the room boundary and dimensions in centimeters.
Select Add Rack. Select the rack on the floor plan, name it, and enter its width, depth, and height. Drag it to the planned position; use rotate when its facing direction needs to change.
Select Add Level to create a shelf level. Enter its width, depth, and clear height. Add or remove levels to match the physical rack.
Select Add Product on the appropriate level, then search the catalog and choose a product to place it.
Set the number of facings—how many units appear side by side from the front. Change product order, set orientation to 0° or 90°, or move a product to another level as needed.
Save the draft. Review the validation summary before proceeding. Select an issue with a Show button to jump to its rack or product.

Racks must stay inside the room boundary and cannot overlap each other. Products must fit within the level width; their height and depth are also checked against the level space. Resolve errors that prevent the layout from being used.

Layout Statuses

Status	What you can do
Draft	Edit, save, duplicate, or delete the layout. Analysis uses the last saved draft.
Active	The layout becomes the store’s working reference and cannot be edited directly. Shelf Count and Analysis tabs are available.
Archived	The layout remains in history and cannot be edited. Use it as the starting point for a new version.

Active and Archived layouts are read-only. Select New Version when you need to edit either one.

Activate a Layout and Create a New Version

Save the draft and make sure it contains at least one rack.
Select Activate Layout. The previous active layout for the same Division and Department is archived automatically; the new layout takes effect on its activation date.
To change an active layout, select New Version. Edit the draft copy, save it, and activate it after review.

Analysis uses the last saved layout. Unsaved draft edits are not reflected in its figures.

Print a Layout or Shelf Count Form

Select Print to print the planogram layout or a shelf count form. Print all racks or only the selected rack.
A printed layout can include the room floor plan. Each rack’s front view shows product placement by level.
The shelf count form provides quantity fields for staff to count the display in the store.

Record a Physical Shelf Count

Open an Active layout and select the Shelf Count tab.
Choose a rack. For each product position, enter the quantity physically on the shelf. Enter zero when that position is empty.
Review display capacity, store stock, and the previous count as context before saving.
Select Save Count. The app records the quantity, time, and staff member; the next count becomes the latest record for that position.

A shelf count records display quantities only and does not change the inventory balance. Follow up on a difference between the shelf count and store stock through the appropriate replenishment or inventory transaction.

Read the Analysis

The Analysis tab compares the saved layout with sales and stock for its selected location. Choose an analysis period and set the Shelf Empties Fast and Too Much Space thresholds to suit store policy.

Out of Stock means the location balance is zero or negative. Stock < Capacity means store stock is below the estimated display capacity.
No Dimensions means capacity or days of shelf supply cannot be calculated. Does Not Fit means product dimensions exceed the level’s clear height or depth.
When the same product appears in several positions, sales are split by facing share because sales transactions do not record which rack the item came from.

Figure or flag	How to read it
Capacity	Estimated units that fit on a shelf level based on product dimensions, level dimensions, orientation, and facings.
Store stock	Inventory balance for the layout’s Division and Department. It is not the actual quantity on the shelf.
Units sold and revenue	Net sales for the selected period. Unposted POS receipts may contribute temporary revenue but are not included in gross profit yet.
Gross profit	Calculated from posted transactions. Revenue uses amounts after line discounts and inclusive tax; invoice-level discounts are not allocated to products.
Days of shelf supply	Estimated capacity divided by average daily units sold. Product dimensions are required, and this is not an actual shelf stock balance.
Shelf Empties Fast / Too Much Space	Compares estimated days of shelf supply with the low and high thresholds set in the analysis.
Unplaced products	Active products with stock or sales at the location that are not in this layout or another active layout for the same location.
Space share → revenue	Compares a product’s share of display space with its share of revenue to help review placement and facings.

Figures per position show an association between display space and sales results; they do not prove that a position caused a sale. Use them as a prompt for store review.

When Results Do Not Look Right

Symptom	What to check
Capacity is missing	Fill in product dimensions and make sure the layout’s cm/mm unit matches the product master. In the draft being edited, remove the placement and re-add the product to refresh its saved dimension snapshot.
A rack is flagged	Check the rack position against the room boundary, overlaps with other racks, and rack or shelf dimensions. Use the validation message to jump to the issue.
Store stock differs from the shelf quantity	Store stock comes from inventory transactions at the store location; the shelf count is a physical display record. They can differ.
Analysis does not reflect a change	Save the draft first. Analysis reads the saved version, not unsaved edits.
The layout cannot be edited	Active and Archived layouts are read-only. Select New Version to create an editable draft.

Menu Location

Products & Inventory / Planogram
/planogram