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Manufacturer NON-FOOD - Eficiency in order taking The processing of the initial sales order was made as efficient as imaginable for the back-office sales staff, while in the same time taking away the risk of errors.
#Planogram template excel manual#
The communication to the retailer of the agreed planogram with details on the product assortment was further professionalized, while taking out a lot of manual and thus time consuming steps for the field sales people. Once the planogram was completed, the user would run the Excel template, automatically generating two reports: one with a detailed listing for the retailer, and a second one with the product listing and initial shelf stock, that could directly be loaded into the sales ordering system. However, typing in all the data was time consuming and error-prone.Ī specific Excel report was created for use with Retail Shelf Planner. The product listing from these planogram was used in the back-office as input for the sales order system. The merchandising / field sales force team was creating many store specific planograms. Supplier FOOD - Consistent communications & Efficient input in sales ordering system The user could make the next step in further professionalizing his use of Retail Shelf Planner, and provide better advise to his retail clients without having to be an IT-expert and/or spending a lot of time retrieving and manipulating the right data. After completion, the user then saves the report, and imports it back into Retail Shelf Planner, allowing him to use the market research data in stock and financial analyses, and display the sales or movement ranking as part of the position label. This data is then automatically processed further to create several rankings.
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The Excel-template then links to the Nielsen reporting tool, retrieving data for the selected retailer. From Retail Shelf Planner, the user would run a standard Excel report, which is as simple as double-clicking the template. After the user confirmed his selection, the report was automatically updated, combining the Retail Shelf Planner spatial information, with the Nielsen market research data, providing the user a ready-to-use report.įor the second part of the challenge a similar approach was used. This Excel-report then was further enhanced to link to the Nielsen reporting tool, and prompt the user to select the retailer the data should be retrieved for. However, given their busy agenda, they have no desire to do the data mixing and matching manually, as this would be a too daunting and time consuming task.įor the first part of the challenge, GRBS created a basic Excel report that “documented” the planogram with the products on each shelf.
#Planogram template excel software#
As a second wish, they wanted to be able to use the market research data in the Retail Shelf Planner software for analyses as well. To further professionalize the planograms that they are creating for their retail clients, this Retail Shelf Planner user wanted to augment his output with Nielsen market research data. Manufacturer FOOD - Using Market Research data in planograms and spatial analyses See below various examples of how we assisted our clients. These range from the development of customized Excel reports and tailored PowerPoint planogram output templates, to support with the implementation of Retail Merchandising Center on SQL Server and MySQL databases and the design of interfaces with ERP-systems. Under the banner of "Technical Consulting" we provide a wide variety of more technically oriented services around our software applications.