Creating an Actual Planogram

You can create and manage an actual planogram from a retail store or a retail category context. An actual planogram is a planogram present in a physical store.

Required access roles: Author, Leader

Before you begin: You must be on the Actual Planograms page.
  1. From the page toolbar, click Create Actual Planogram.
  2. Enter the following details.
    Field NameDescription
    Retail Store

    This field appears only when you create an actual planogram for a retail category.

    Click . From the Search Results page, select the required retail store, and click Submit.

    The Search Results page lists the retail stores that are associated with the same business unit as the retail category.

    Retail Category

    This field appears only when you create an actual planogram for a retail store.

    Click . From the Search Results page, select the required retail category, and click Submit.

    The Search Results page lists the retail categories that are associated with the same business unit as the retail store.

    DateSelect the date from which the actual planogram is effective.
    TitleType a title for the actual planogram.
    DescriptionDescribe the actual planogram.
  3. Click Done.
    The actual planogram is created.