How to Create an Effective Planogram Online: Step-by-Step Guide

Creating planograms is an important stage in the organization of space in retail. An effective planogram allows you to optimize product layout, which helps increase sales and improve customer interaction. In this article, we will look at how to create an effective planogram online using free tools and provide step-by-step instructions on choosing the right service and optimizing space.

Step 1: Define the goals and objectives of the planogram

Before creating a planogram, you must define the main goals and objectives you want to achieve. It is important to consider:

Type of product: What assortment do you need to present? Are there any seasonal or special offers?

Target audience: Who are your customers? What are their needs and preferences?

Goals: Which products are prioritized? Which products should be placed at eye level or in the checkout area to increase impulse purchases?

Step 2: Choose a tool for creating online planograms

There are many tools for creating online planograms. Some programs offer only the creation of planograms, while others have additional functionality for customizing the layout, sending planograms, and monitoring their implementation in stores.

When choosing the perfect software for creating planograms for stores, you should carefully consider factors such as easy program integration, usability, wide functionality, customization options, price, and customer support.

Some programs allow you to try the tool for free. PlanoHero offers free access to the program for 14 days. This is enough time to understand how the tool works for planograms and whether the functionality is suitable for optimizing processes to meet business needs.

Step 3: Collecting product and space data

Collecting up-to-date product and space data is critical to creating an accurate planogram. You need to consider:

Product sizes: How much space do the products occupy on the shelf?

Sales data: Which products are selling best? Which ones have the highest margins?

Dimensions and features of the retail space: Shelf height, aisle width, etc.

By choosing PlanoHero to work with planograms, you can upload product lists and dimensions from an Excel file to the program and automatically update product parameters.

Step 4: Create a planogram

After collecting data and selecting a tool, you can start creating a planogram:

Setting up space parameters: Determine the size of the shelves, the distance between them, the aisles, and any other features of your store.

Product distribution: Use sales and popularity data to determine the optimal placement of products.

Pay special attention to:

Hot spots: Place the most profitable and popular products at eye level with customers.

Seasonal offers: Designate separate areas for products only sold during certain times of the year.

Impulse purchases: Place products near the checkout or in the waiting area.

When creating a planogram in PlanoHero, you can customize the parameters of the product display (depth, height, and number of cases), set the packaging and compression of the product.

The program allows you to create separate blocks on the planogram for specific purposes. For example, blocks can be used to implement agreements with suppliers of goods. Individual blocks with products can be linked to a specific brand, category, or supplier.

PlanoHero has the functionality of multi-customizing product layout parameters. This means the ability to configure multiple products on the shelves simultaneously and set common characteristics.

Check and adjust: Check your planogram for errors and possible improvements. Consider the convenience of customers, their movement around the store, and the availability of goods. Send the planograms to the stores for execution and await photo reports on implementing the layout.

Step 5: Analysis and optimization

After the planogram is implemented in the store, it is necessary to analyze its effectiveness:

Sales analysis: Did sales increase after the implementation of the new planogram? What products have become better sellers?

The PlanoHero program for planograms has an analytics module where you can analyze the effectiveness of the network, conveniently comparing sales between stores. With the help of the analytics functionality, you can analyze only the necessary data. You can analyze the number and efficiency of linear meters of display occupied by each product group on the planogram and analyze sales by category, brand, supplier, or store format.

Collect feedback from employees and customers: Is the new product layout convenient? Are there any suggestions for improvements?

Optimization: Make changes to the planogram based on the data you receive to improve its effectiveness.

An Effective Tool for Working with Planograms

PlanoHero is a comprehensive program that helps merchandisers customize the entire process, from creating a planogram to controlling the execution of the store layout.

The program for planograms allows you to optimize shelf space and coordinate the layout across all stores in the chain. PlanoHero helps you customize the display of goods in a high-quality manner, following the principles of merchandising, and allows you to manage the assortment, rotate, and track the stock of goods.

Features of the program for planograms PlanoHero:

• creating a store plan and a library of commercial equipment;
• building planograms with different layout options for different products;
• 3D model of the planogram;
• setting up layout parameters on the planogram;
• automation of planograms and a module with its own layout rules;
• the ability to apply layout rules in different stores and all stores simultaneously;
• module for tracking problems with the assortment;
• functionality for creating tasks for the implementation of planograms and sending them to store managers;
• control over the implementation of planograms using photo reports;
• task execution time tracker for stores;
• PlanoHero mobile application for store managers and augmented reality function for planograms;
• functionality for analyzing the layout and sales;
• heat map of customer traffic in the store.

The PlanoHero planogramming program allows you to set up effective team communication for collaboration between the office and stores. This allows teams to create planograms in the program and send them to stores, set tasks for store managers, and check the layout implementation using photo reports.
 

Try a free demo version of PlanoHero! After the trial period, you can choose a paid subscription and continue working with the PlanoHero program. The subscription cost depends on the chosen pricing plan and the required functionality for automating business processes.

Conclusion

Creating an effective online planogram is an important process that requires attention to detail and understanding customer needs. Using PlanoHero, you can optimize the space in your store, improve customer experience, and increase sales. Remember to continuously analyze and optimize your planogram to keep it relevant and in line with changing market conditions.