1. Space Planning: Beyond Pretty Pictures 

When it comes to Space Planning, it’s more than just creating visually appealing planograms. While they do serve as excellent tools for merchandising communication, there’s a wealth of untapped potential waiting to be explored. Dive deeper, and you’ll find that Space Planning can be a powerhouse for your retail strategy. You can utilize capacity measures to inform replenishment systems, analyze SKU performance to ensure each product earns its space, and even generate reports to track planogram changes over time. It’s not just about aesthetics; it’s about controlling the customer experience and maximizing efficiency in every store layout. 

  1. Data Fields: If You Can Count It, Track It 

In the world of Space Planning, your reporting is only as strong as the data you collect. Need to keep tabs on zone pricing, track in-store marketing elements, or simply count planograms in a specific category? Utilize object data fields to store this information directly within Space Planning. By populating these user-defined fields, you empower teams across Marketing, Construction, and Merchandising to make informed decisions based on accurate data. 

  1. Tables: The Ultimate Problem Solvers 

Tables are the unsung heroes of Space Planning, granting access to fields beyond standard view properties. With tables, you can write formulas, apply conditional formatting, and extract data for external analysis. Whether it’s dynamic editing or deeper analytical dives, tables provide the versatility and functionality needed to tackle complex challenges with ease. 

  1. Efficiency with Highlights 

A well-designed highlight can be a time-saving game-changer in Space Planning. Leverage highlights to quickly identify products, review layout consistency, or spot newly added items. By tying highlights to key performance indicators, you can efficiently identify overperforming or underperforming items within your planograms, ensuring optimal merchandising strategies. 

  1. Hierarchy Design: Organize Intuitively 

When designing hierarchies in Space Planning, think about how users will intuitively navigate through the data. Consider building separate hierarchies tailored to both internal merchandising needs and customer shopping habits. A well-organized hierarchy streamlines workflow and enhances user experience, leading to more efficient planning processes. 

  1. Customize Your Toolbar for Efficiency 

Streamline your workflow by customizing the Quick Access Toolbar with commonly used buttons. By reducing clicks and minimizing search time, you can enhance productivity and focus on what matters most – creating exceptional planograms. 

  1. 3D View: A Holistic Perspective 

Before finalizing planograms, always check the 3D view for a comprehensive overview. This holistic perspective allows you to evaluate set shoppability, product placement, and signage alignment in three-dimensional space. From troubleshooting to ensuring optimal layout, the 3D view provides invaluable insights for planogram perfection. 

  1. Shortcut Keys: Mastering Efficiency 

Unlock the full potential of Space Planning with a few handy shortcut keys. From adding new products to precise object movements, mastering these shortcuts can significantly speed up your workflow, making planogram creation a breeze. 

In the ever-evolving landscape of category management, Space Planning offers a multitude of tools and techniques to enhance efficiency and drive success. By embracing these tips and tricks, you can elevate your Space Planning game, transforming your organizational strategy into a well-oiled machine poised for greatness. Here’s to a year of streamlined process success!  

Download our shortcut keys guide to speed up your workflow and get more done in less time: