The speed and accuracy of customer receipts relies on the accuracy of the physical/virtual match of the planogram. A mismatch in the physical and virtual planogram is a common cause of receipt delays and inaccuracies.
The Zippin system requires a virtual default SKU be set for each shelf. The default SKU is the item the system will expect to be physically assigned to the store shelf. Retailers can change and audit the virtual planogram from the dashboard or the Crew app.
CHANGE DEFAULT SKU IN PLANOGRAM
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If the new SKU requires a lane merge or split to accommodate the physical size of the new SKU, contact Retailer Support. Retailer Support will make required backend changes. Backend changes must happen before any physical changes to shelf or product. Failure to do so puts store sales at risk. Not all shelves are capable of merging and splitting lanes. Guidance here. Need 5 or more lane splits or merges? Notify Support in advance to coordinate real-time support. This will make the store changes more efficient. |
Associates do not generally have Store Dashboard access to change planogram. Associates manage planogram with the Crew App, while managers have the option of Crew App or Store Dashboard.
CREW APP - PROCESS
1. Enter the store using the Crew QR Key
3. Remove all of the original product from the shelf
4. From the Crew app, select Planogram
5. Select the SKU and confirm you've selected the correct Shelf ID.
Use the search function for the SKU or shelf ID, if helpful.
| Optional (applies if your venue relies on the inventory quantities feature) Refresh the screen and confirm the inventory quantity for this SKU/Shelf ID is 0. If not, update the quantity to 0. |
6. Change the default SKU on that shelf. Select the side arrow icon and select the new default SKU.
Type the SKU name or scan the product in the search function, if helpful.
7. A green success banner appears
8. Place the product on the shelf
| Optional: Confirm the physical quantity matches the quantity displayed. If there is a mismatch, update the quantity. Update screen as necessary. |
11. Change the store price sign
STORE DASHBOARD - PROCESS
1. From the Zippin Dashboard (dashboard.getzippin.com), navigate to the store’s home page
2. Confirm the store mode is UP or CREW ONLY (do not perform in DOWN mode)
3. Enter the store using the Crew QR Key
4. Remove all of the original product from the shelf sensor
5. From the dashboard, select Shelf Assignments. Select the SKU and confirm you've selected the correct Shelf ID. Use the search function for the SKU or shelf ID, if helpful.
6. Refresh the screen and confirm the inventory quantity for this SKU/Shelf ID is 0. If not, update the quantity to 0.
7. Select the pencil icon next to the item
6. A pop-up appears. In the box to the right, begin typing either the product name or the SKU ID. A suggestion list will populate. Select the desired SKU.
7. Select save
8. Place the product on the shelf.
9. Confirm the physical quantity matches the quantity displayed. If there is a mismatch, update the quantity. Update screen as necessary.
10. Change price sign
BULK CHANGES - PROCESS
1. From the dashboard, check the boxes of the shelf IDs you wish to change
2. Select the 3 dot menu icon and select change default product.
3. Edit the SKU and select save.
AUDIT PLANOGRAM
The retailer is responsible for confirming the physical/virtual planogram accuracy. The retailer determines the optimal frequency and method. There are 3 available methods to audit the planogram:
To spot check:
Store Dashboard < Shelf Assignments < scroll to audit
Crew App < Planogram menu < select the 'expand all' button or select drop down by shelf
To audit large batches:
Store Dashboard < Shelf Inventory < export to csv. The csv file is helpful for creating and saving notes in line with the Shelf ID.
Q: How do I relocate a shelf to complete a planogram change?
A: Shelf moves are possible with certain shelf types, but should be completed with Retailer Support. Support will ensure configurations and hardware function properly with the shelf move(s).