Catalog Items
The Catalog Items palette appears to the left of the main canvas. It contains items (including products, POP elements, header signs, etc...) to build your displays
Items may be dragged and dropped to build a display. This could be one at a time, or a custom selection may be dragged by holding Ctrl and/or Shift and selecting multiple items.
Alternatively, you may hold Shift and click two catalog elements. All elements between those two will be selected, and you may drag them all out to the canvas.
Or, if you prefer, entire catalog categories may be dragged out.
Crafting an Assortment
One may filter the catalog to the assortment of items desired for a project. Methods to do so are described below.
Any number of these methods may be used together to create a custom assortment of items.
Searching
The searchbar above the catalog can be used to filter items by Name, ID, and UPC.
A simple search finds elements whose data contains the search words,
regardless of order. For example, the search soda diet finds all elements
with both "soda" and "diet" in their name, regardless of order.
An or search finds elements whose data contains either of the terms on
both sides of the or keyword. For example, the search
soda or diet finds all elements with "soda" or "diet" in their name.
A quoted search finds elements whose data contains exactly the quoted
term. For example, the search "soda diet" finds only elements that
exact term, in that order, in their name.
A compound search uses any of the above methods together. Compound
searches are very powerful for finding exactly the catalog elements you're
looking for. For example, the search "soda diet" or crush finds
elements with the exact term "soda diet" in their name, or any elements
whose name contains "crush".
Custom Filters
Custom Filters are inputs that appear when the filter_alt button below the catalog search bar is clicked.
Filters may be: Equals, Includes, Greater Than, or Less Than.
For Equals and Includes filters, multiple values may be selected. For Includes filters, you may choose pre-populated dropdown options, or type your own.
When multiple filters are active, only catalog elements who match all filters are shown in the catalog.
By default, a GoPlanogram site has two filters: Type and Category. You may completely change what filters are available, based on your organization's unique needs.
Item List
When the filter_alt section is visible, you can expand the list_alt Item List sub-section to upload a local CSV/XLSX file to filter the catalog by.
Clicking button in that section opens this dialog:
Here we're prompted to upload an XLSX or CSV file with either ProductID's, UPC's, or AccountID's (the AccountID's option will only work if you have a currently active account).
The file we upload must have the header ProductID above the column that has the part numbers to use for the assortment.
If we upload a file with a list of 104 ProductID's, we'd see the following result:
The catalog is automatically filtered to show only the products in the uploaded file. Unchecking the checkbox will deactivate the filter. Clicking the trash can icon will clear the current assortment entirely. You can always upload a different assortment by clicking the button again.
Account Filter
GoPlanogram supports a special, hardcoded account_tree Account filter
Certain products may only be used by particular channels, customers, distributors, etc... (“Accounts”). Using the Account feature also allows these product to have channel-specifc part numbers.
If your site admin(s) provided account data, the special Account dropdown will populate with all accounts your organization works with (i.e. "Lowes", "Home Depot", etc...)
If you select an option from this dropdown, only products handled by that account will be available.
Assortments
Assortments are a way to save a set of catalog items for later use. They are a GoPlanogram Filesystem type, and can be identified by the shopping_basket icon.
Assortments make use of the list_alt Item List and filter_altCustom Filters features to create a reusable, dynamic set of items.
An assortment can be chosen to filter the catalog by.
Sorting
One may sort catalog contents by clicking the sort button, then selecting an option from the Sort dropdown.
You may change sort options by clicking the button to be anything your organization requires.
Sorted contents may be sort high to low or low to high, based on numeric or alphabetical order. Clicking the import_export button beside the Sort dropdown will toggle ordering.
Color Chips
You may notice a colored circle to the left of catalog items. This is known as a catalog color chip.
These are colored red to yellow to green, based on some data mapping, much like heatmaps. By default, these are colored based on items' best_selling value, where low values are red, and high values are green.
You may change the data driving the color chips by clicking on the trip_origin icon to the right of the catalog search bar, then choosing an option from the dropdown that appears.
The options in this dropdown are completely customizable, and can be changed at any time.