Managing Space Inventories

You can create space inventories for a retail category in a retail store or a retail cluster. You can also modify the details of the existing inventory.

Required access role: Leader

This task shows you how to:

Before you begin:
  • To manage space inventories for a retail store, do one of the following:
    • From the Retail Categories page of a retail store, select a retail category. For more information, see Opening a Retail Store.
    • From the Retail Stores page of a retail category, select a retail store. For more information, see Opening a Retail Category.
    • From the My 3D Merchandising Retail widget, select a retail store and select a retail category.
  • To manage space inventories for a retail cluster:
    • From the Retail Categories page of a retail cluster, select a retail category. For more information, see Opening a Retail Cluster.
    • From the Retail Clusters page of a retail category, select a retail cluster. For more information, see Opening a Retail Category.
    • From the My 3D Merchandising Retail widget, select a retail cluster and select a retail category.

Create or Modify a Space Inventory

You can create or modify inventories for a retail category.

  1. Select a date.
    If any inventory exists for the selected date, you can modify the details of the inventory. If no inventory exists for the selected date, you can add new inventory.
  2. Enter the following details.
    Field Name Description
    Category Size Select a category size.
    Element Count Shows the element count if an inventory exists for the selected date. Enter an element count or modify the existing one.
    Reading Direction Select a reading direction. Available options are Left to Right and Right to Left.
    Gondola Section Enter the name of the required gondola section. A list of matching gondola sections appears as you enter the name. Select a gondola section.
  3. Click Record An Inventory.
    The inventory is added or updated.
  4. If you are creating or updating inventory for a retail store, and if a similar inventory exists for any retail clusters, a window appears displaying the list of those clusters. Select the required cluster and click Use Cluster to use the space inventory from the selected cluster for the retail store. The retail store becomes a part of the retail cluster.
    Note: You can click Do not use to ignore the suggestions and create space inventory with the provided information. You can also click Stop suggesting clusters to stop further suggestions.

Deactivate a Category for a Retail Store or a Retail Cluster

You can stop using a retail category for a retail store or a retail cluster if inventory exists for that day. A category is considered active only if you have created an inventory for that category. When you deactivate a category, the corresponding inventories are also deactivated.

  1. Select a date for which you have created an inventory for the retail category.
  2. Click Stop Using Category.
    The retail category and the corresponding inventories are deactivated. To activate the retail category, create an inventory for the retail category.
    Note: Click to view the History page. This page shows the list of space inventories for a retail category. If the space inventories are deactivated, they are mentioned in the history.