What are the best practices for creating and updating planograms using software tools?

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Planograms are visual diagrams that show how to arrange products on shelves, racks, or displays in a retail store. They help optimize space, sales, and customer satisfaction by creating a consistent and appealing layout. However, creating and updating planograms can be challenging, especially if you have multiple stores, categories, or seasons to manage. That's why using software tools can make your life easier and your planograms more effective. In this article, you'll learn some of the best practices for using planograms software tools, such as:

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Karan Singh

Visual Merchandising Manager at Lenskart.com | Leading Visual Merchandising Strategies

1 Choose the right tool

When searching for a planogram software tool, it’s important to compare different options based on your needs and budget. Look for features such as compatibility with existing systems and data sources, customization and scalability options, reporting and analytics capabilities, and support and training services. Not all planogram software tools are the same; some may be more suitable for certain types of products, stores, or formats than others, or more user-friendly, flexible, or affordable. Researching ahead of time can help you make an informed decision.

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Karan Singh

Visual Merchandising Manager at Lenskart.com | Leading Visual Merchandising Strategies
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Using data-driven product placement, organising products logically, adhering to visual merchandising guidelines, customising for different stores, updating regularly, enabling team collaboration, conducting compliance checks, maintaining version control, and prioritising customer experience.

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Emilie Miquelestorena

Je con?ois pour les marques inspirantes des points de vente inoubliables et performants | Consultante merchandising et expérience client - Formatrice LSA - Ex Maisons du Monde |
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When choosing a planogram tool, I recommend first creating a comprehensive specifications document that outlines your needs, constraints, etc., and then reaching out to several vendors to compare their proposals. Consider the long-term relevance of the solution: Are you paying per license, and what will the financial impact be if your team grows? Is it easy to integrate your product data and sales data? Will you face compatibility issues over time? Does the vendor frequently update their solution and ensure regular improvements? Does it incorporate AI? Grade every solution according to the key aspects you're looking for and their importance and it'll help you easily find the right software.

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2 Follow the merchandising principles

Using a planogram software tool doesn't mean you can ignore the basic merchandising principles that guide your product placement and presentation. You must still take into account customer behavior and preferences, product attributes and categories, store layout and traffic flow, seasonality and trends, as well as competition and differentiation. A planogram software tool can help you apply these principles more quickly and precisely, but it cannot replace your creativity and intuition.

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3 Update and communicate regularly

A planogram is not a static document; it must be updated and communicated regularly to reflect changes in inventory, demand, or strategy. Planogram software tools can help automate and streamline this process by allowing you to make changes quickly and easily, providing real-time feedback and alerts, and generating reports and dashboards. Furthermore, data can be shared and synced across devices and locations. Nevertheless, you must still monitor and evaluate your planograms’ performance and compliance, making adjustments as needed.

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4 Test and optimize

A planogram software tool can help you test and optimize your planograms by simulating various scenarios, comparing different versions and alternatives, measuring and tracking key metrics, and incorporating customer feedback and insights. Through this process, you can guarantee that your planograms are achieving the desired results and objectives.

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5 Learn and improve

Finally, a planogram software tool can be highly beneficial in learning and improving your planogram skills and knowledge. It offers tutorials and tips, best practices and examples, and enables collaboration and feedback. Furthermore, it supports continuous learning and development, allowing you to enhance your visual merchandising capabilities and career prospects.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the best practices for creating and updating planograms using software tools?

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1 Choose the right tool

2 Follow the merchandising principles

3 Update and communicate regularly

4 Test and optimize

5 Learn and improve

6 Here’s what else to consider

Visual Merchandising

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