|
Colour Profiles are used in the planogram interactive image and PDF export to highlight the planogram image based on various metrics. These Colour Profiles can be defined in the settings for users to then select when they are viewing the interactive image or to be applied when generating a PDF export.
Users with Administrator, Manager or Super permissions for the Planograms module can define Colour Profiles.
To create Colour Profiles, click on the Settings menu at the top right and select Settings.
.png)
Depending on your permissions, you may land directly on the Planogram Settings screen. If not, select Planogram Settings from the hamburger menu.
.png)
.png)
Now select Colour Profiles.
.png)
A list of currently defined Colour Profiles is displayed. To add a new profile, click Add Colour Profile.
(1).png)
The Colour Profile Creator is displayed.
.png)
In the General Settings panel, enter a Name and select a database Table and Field from the drop downs on which the highlighting will be based. By default, the Products and Shelf tables from the Retail Viewer M database and their associated fields are available. Fields from Category Database tables can be used but these will first need to be mapped to Retail Viewer M – see the section Database Mapping > Planogram Extra Fields, Product Extra Fields, Shelf Extra Fields and Store Extra Fields in the Settings section for more information on mapping Category Database fields.
.png)
In the Mappings panel, enter a name for the mapping and click .png) to add the mapping to the list. Multiple mappings can be added if different colouring will be required for different categories.
.png)
The Details panel allows you to amend the name of the mapping and to define whether heatmap and range bands should be used in conjunction with other values or not.
.png)
The Categories panel allows for the selection of categories to which this mapping should apply. This will be used by the PDF export to determine which mapping to apply if this option is selected in the PDF export template. Note that in the interactive image, users will have access to all mappings defined regardless of which category they are assigned to.
.png)
The Colours panel allows you to define which colours are used to highlight the products for different values. On the Numeric tab, enter the Range of possible values. To assist with identifying the range, a planogram can be selected by clicking the Search button on the left of the bottom bar and selecting the required planogram.
.png)
The selected planogram will show in the bottom bar.
.png)
Once the planogram is selected, click .png) to set the max and min values using the data from the planogram.
.png)
Select whether to highlight using a Heat Map or Range Bands and choose the required Colours and, for range bands, the values. For Range Bands, the value split can be automatically calculated based on the min and max values entered by clicking .png) .
.png)
For non-numeric values, use the Other Values tab to specify the possible values and the colour they should be highlighted. Use .png) to get the values from the selected planogram.
.png)
To view a preview of the highlighting before saving the profile, click Preview... in the bottom left.
.png)
Once the preview is loaded, you can make changes to the profile, then click .png) on the Preview panel to reload the preview.
Once the colour profile is complete, click Save.
It will now appear in the list of colour profiles, be available for use in the interactive image and be available for selection in the PDF export templates.
|
