---
title: "How to Use the Planogram Module"
canonical: "https://resources.shelvz.com/space/KB/371720199/How%20to%20Use%20the%20Planogram%20Module"
format: markdown
---
## **Planogram Module**

### 🎯 **Objective**

The **Planogram **module is designed to help ensure that store shelves and displays follow the approved planogram standards. Its main goal is to verify that products are placed in the correct locations, in the right quantities, and with proper visibility, as defined by the company’s merchandising guidelines.

> Macro (excerpt)
> 
> The **Planogram **module is designed to help ensure that store shelves and displays follow the approved planogram standards.

### 📘 **Instructions**

#### **Step 1: Enable the Module**

Ensure the **Planogram** module is enabled in the **Access** **Rights**.

Next, provide access to admins and field reps’ accounts to the module from **Access** **Rights** > **Groups.**

1. **Portal Level:** Enable for admins.
2. **Mobile App Level:** Enable for field reps.

####  **Step 2: Configure the Module**

1. Go to the **Merchandiser** page, click on the **Planogram** tab in the left-hand menu to reveal the sub-menu, and click **Setup**.
2. **Setup** the **Reason:**
  - Click on the **Reason** tab.
  - Click on the + button
  - Fill in the required details.

> ℹ️ Define the reasons of Non Compliance and the conditions of the Compliant planograms.

![Plano Reason-p-11.11-E.mp4](media://5a87cc3c-d07c-4e5e-978a-b333a13ea9cd)


3. **Setup** the **Questions**:
  - Click on the **Questions Library **tab.
  - Under **Question Template**, click on **Add** next to the question that you need.
  - Fill in the required details related to the added question.
  - The question will be added in the **Questions Library** section which can be used when creating a planogram.

> ℹ️ For a better compliance measurement, you can add the planogram rules as yes/no questions using our questions template or customized ones which will be used to measure the overall planogram compliance

![Planogram Questions library-p-11.11-E.mp4](media://bbad3a8b-5ae8-4eea-99d1-8e5ed2566a09)

4. **Add **the **Planogram**:
  - Click on the **Planogram** tab.
  - To add manually:
    - Click on the + button.
    - Fill in the required details.
  - To add in bulk:
    - Click on the upload button.
    - Select **Add**.
    - Download the **template.**
    - Fill in the required information.
    - Upload the file.
    - Select **Add** **Missing** **Data** if you’re adding additional items or **Replace** **All** if you need to delete all previously uploaded items and add the new ones from the uploaded sheet.
  - To add images in bulk:
    - Click on the Image upload button
    - select the Zip folder which contains the planogram images.

> 📝 The **Planogram Images** should be named as PlanogramReference_Number

5. Add **Questions** to the **Planogram**:
  - Click on the defined **Planogram:**
  - Assign a **Predefined** questions from the **Questions Library** or Create a new **Question.**
  - Assign a **Weight** by clicking on the number next to each **Question.**
  - Define the Threshold Percentage required to consider the planogram as **Compliant**.

![Plano Setup w q-P-11.11-E.mp4](media://d0575702-c34b-4686-a4a8-c7eae9cf9962)

6. Assigning **Planograms **to specific **Branches **or **Stores**

- Click on the **Branch **Tab.
- To add manually:
  - Click on the + button.
  - Select the **Planogram**.
  - Select the **Branch, Store, or Store Group** as needed
- To add in bulk:
  - Click on the upload button.
  - Select **Add**.
  - Download the **template.**
  - Fill in the required information.
  - Upload the file.
  - Select **Add** **Missing** **Data** if you’re adding additional items or **Replace** **All** if you need to delete all previously uploaded items and add the new ones from the uploaded sheet.

![Plano Branch-P-11.11-E.mp4](media://5dd98c4b-e3a2-45b6-bcdc-9eb8130dfe41)

7. To **Duplicate** a Planogram:

- Under **Planogram **tab, click on the **duplicate** button.
- Define the new Planogram Name and Reference number.

> ℹ️ Duplicating a Planogram will also copy the Images and the assigned branch of the original Planogram.

### **Mobile App Configuration **

#### **Step 4: Accessing the Reports**

1. Under the **Planogram** Module, click on the report name
  1. **Data Bank: **a detailed report displaying the audited data in the visit along with the corresponding questions and their weights.

![image](media://9258a11b-baba-4927-a266-b4f82a75223b)

![image](media://20d6ef25-3707-49ed-b10d-24e8beacc868)

       b.** Condition Summary Report: **a report that displays the conditional summary along with the compliance percentages.

![image](media://0baab517-c643-4ed8-a92d-6cd8fbd955a1)


---

## **Field Descriptions**

| **Field Name** | **Description** |
| --- | --- |
| **Name** | Define a unique name for the Planogram |
| **Reference** | Define a unique reference number for the Planogram. |
| **Required Planogram** | Specify if it is mandatory to audit the Planogram before submitting the visit. |
| **Image Audit Not Required** | Specify if it is mandatory to take an image when auditing a Planogram |
| **Active** | Specify if the Planogram is active or not |
| **Assignments** | Define where the Planogram is found |
| **Start/End Date** | Define the Start and End date of the Planogram |
| **Attachment** | Upload Images for the planogram |