Webinar: How to cycle end-to-end Merchandising process

Apr 7, 2022 · 48:15 · Webinar
Vlad Lahoda Head of International Growth · LEAFIO AI
Ana Erma Head of Business Development · LEAFIO AI

Key takeaways

The cloud solution exchanges assortment, pricing, sales, and related data with the retailer's ERP system so planograms can be based on store performance.
A typical implementation covers data integration, a limited-category pilot with training, and full scaling, taking approximately two to four months.
Format-level equipment lets retailers apply standard changes across stores, while store-specific planograms reflect each location's assortment, equipment, and sales.
Users can create planograms through drag-and-drop editing, spreadsheet imports, or automated generation based on categories, brands, sorting logic, filters, facings, and supplier conditions.
The mobile workflow sends planogram changes to responsible store managers, provides SKU and barcode information, and requires photo confirmation after execution.

Chapters

Webinar introduction
Business impact and process cycle
Dashboard and ERP data
Equipment library and macro spacing
Format and store-specific planograms
Interactive floor plans and SKU details
Planogram creation methods
Publishing planogram changes
Mobile execution and photo proof
Shelf analytics and optimization

Q&A

What kinds of retailers need a planogram optimization tool?

The tool is relevant to retailers with multiple stores that need item-level planograms, data-based decisions, and better control over execution. The presenters later clarify that it supports several retail verticals but is not aimed at fashion retail.Ana Erma

How does the solution integrate with an ERP system, and what is required?

The implementation team analyzes current processes, defines the data exchange, and helps transfer files through CSV and FTP or establish direct ERP integration. A limited pilot and training follow before the solution is scaled.Ana Erma

How do planograms differ for stores with different sizes and sales volumes?

Each manager works with the specific store's assortment and sales data. Store-level analytics and autofacing can then adjust the number of facings according to sales and configured allocation rules.Ana Erma

Where does the system obtain product-dimension data?

Mature retailers may already hold dimensions in their ERP systems. If the data is missing, it can be collected through the mobile application, added to the platform, and exchanged back to the retailer's ERP.Ana Erma

How should retailers manage planograms across multiple store formats?

They can use format-level equipment for standardized displays and group management to copy equipment and planograms from one store to selected groups of other stores.Ana Erma

Is the solution limited to grocery stores?

No. The solution is also used for toy stores, consumer electronics, gas stations, and pharmacies, although fashion retail is not presented as a target segment.Ana Erma

Does the system automatically remove products at the end of their life cycle?

It flags products that should be removed but does not delete them automatically. A manager should replace each discontinued SKU so the planogram does not leave empty shelf space.Ana Erma

How can retailers optimize shelf space with the platform?

Users can analyze SKU and equipment performance through sales data, ABCD color highlighting, analytic cubes, floor-plan heat maps, and customizable Excel reports such as sales or profit per meter.Ana Erma

Quotes

Every solution should bring an economic effect to the company, so every investment should bring an economic effect.Ana Erma
We really focus on the analytics, and we think that the planogram should be made based on the numbers and based on the sales.Ana Erma
All that shelf space is accounted for in the system analytics, and the performance of that shelf space can be reviewed and monitored on a regular basis by anyone who has access to this cloud software.Vlad Lahoda
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