---
title: "How to Use the Share of Shelf Module"
canonical: "https://resources.shelvz.com/space/KB/185040897/How%20to%20Use%20the%20Share%20of%20Shelf%20Module"
format: markdown
---
## **Share of Shelf Module**
### π― **Objective**
The **Share of Shelf** module aims to keep track of the shelf space your products occupy and ensure it matches your expected share. By tracking shelf space, you get clear visibility into product placement and identify opportunities to optimize shelf arrangements. This module simplifies compliance checks, improves audit efficiency, and supports decision-making to maximize in-store presence.
### π **Instructions**
#### **Step 1: Enable the Module**
Ensure the **Share of Shelf** module is enabled in the **Access** **Rights**.
Next, provide access to admins and field repsβ accounts to the module from **Access** **Rights** > **Groups.**
#### Β **Step 2: Configure the Module**
1. Go to the **Merchandiser** page, click on the **Share** **of** **Shelf** tab in the left-hand menu to reveal the sub-menu, and click **Setup**.
2. **Setup **the **Group** (optional):
- Click on the **Group **tab.
- Click on the + button to add a Group.
- Fill in the required details.
> π Use this option only when you need to combine multiple categories into a single group. When auditing the total category value for any category within the group, the same value will automatically apply to all other categories in the group and cannot be edited.
3. **Setup **the **Unit**:
- Click on the **Unit **tab.
- Click on the + button to add a **Unit.**
- Fill in the required details.
4. **Setup **the **Reason** (optional):
- Click on the **Reason **tab.
- Click on the + button to add a **Reason.**
- Fill in the required details.
> π Define reasons to explain discrepancies between the actual and expected Share of Shelf percentages. These reasons will only be shown to merchandisers when the actual Share of Shelf percentage deviates from the expected value.
**Setup the Share of Shelf Manually**
SOS Setup at Category or Subcategory Level
- Click on the **Share of Shelf** tab.
- Click on the + button.
- Fill in the required details.
SOS Setup at Brand Level
An SOS must have been set at the category/subcategory level first.
- Click on the settings icon at the far right on the created SOS.
- Click on the **Brands** tab.
- Click on the + button.
- Fill in the required details.
SOS Setup at SKUs Level
An SOS must have been set at the category/subcategory level first.
- Click on the settings icon at the far right on the created SOS.
- Click on the **SKUs** tab.
- Click on the + button.
- Fill in the required details.
> π When defining at the SKU level, the SKU must already be categorized under the category in the SKU setup.
SOS Setup at Competitor Brand Level
An SOS must have been set at the category/subcategory level first.
- Click on the settings icon at the far right on the created SOS.
- Click on the **Competitor** **Brands** tab.
- Click on the + button.
- Fill in the required details.
> π When defining at the Competitor brand level, the Competitor Brand must be defined and set up as the competitor to your own brand in the portfolio.
SOS Setup at Competitor SKUs Level
An SOS must have been set at the category/subcategory level first.
- Click on the settings icon at the far right on the created SOS.
- Click on the **Competitor** **SKUs** tab.
- Click on the + button.
- Fill in the required details.
**Update the Share of Shelf Manually**
- Click the **Edit** button located on the far right of the grid.
- Update the relevant information as needed.
**Setup the Share of Shelf in Bulk**
- Click on the import Excel icon and select **Add**.
- In the Excel sheet, fill in the corresponding details
- **Upload **the completed template to the portal.
> βΉοΈ When adding Share of Shelf entries in bulk at the Brand, SKU, Competitor Brand, or Competitor SKU level, ensure the category sheet in the bulk upload contains all necessary information. Even if an entry already exists in the portal, it must still be included in the 'Category SOS' sheet.
**Update the Share of Shelf in Bulk**
- Click the **Update** option.
- Click the **Import Excel** icon and select **Update**.
- Edit the corresponding details in the downloaded Excel sheet.
- Upload the completed template back to the portal.
> β οΈ When updating the Brand, SKU, Competitor Brand, or Competitor SKU in bulk, the "Category" sheet in the Excel document must include the corresponding category information for each entry.
#### **Step 3: Configure the Settings (Optional)**
The objective is to simplify tracking of shelf space by automating Share of Shelf (SOS) calculations for both total category and owned share percentage. This feature ensures accurate, real-time SOS calculations, aligning with predefined Share of shelf expectations at each category level.
- Click on the **Settings** page under the **Share** **of** **Shelf** tab.
- Enable the settings based on your preference according to the below:
1. **Auto-calculate total category**: Enable this feature to automatically calculate the total space of the category based on all of the entries filled in.
> π Only enable this setting if all competitors have been defined for this category. Alternatively, you may also include a singular grouped competitor labeled as βOtherβ instead of defining each competitor at each category level.
2. **Auto-calculate owned category**: Enable this to automatically extract the total shelf space taken by family items at the selected category level based on the entries included.
> π Only enable this setting if all brands or SKUs have been defined for each category.
#### **Step 4: Configure the Mobile App**
> Macro (excerpt)
>
> The **Share** **of** **Shelf** module aims to keep track of the shelf space your products occupy and ensure it matches your expected share.