Visual Planner Features

 

Interface

  • ‘Drag-and-drop’ interface allows you quickly add, remove or re-position products.
  • Multiple plan views – true aspect ratio, image options or product list
  • Colour coding of Publishers, Groups, Types, Sizes etc.
  • Zoom in and out of products on plan.
  • Plan and designs are accurately scaled.

Planning features

  • Copy plans – copy any customer, template or master plan.
  • Template plans – store standard plans to copy to a customer.
  • Master plans – link a standard plan to many customers.
  • Define each plan's width, height and number of rows.
  • Global design change. 
  • Design Exclusions at Group or Customer level.
  • Re-size plan.
  • Highlight product exceptions e.g. out of stock, discontinued.
  • User defined plan and product fields.

Product selection and placement

  • Pre-filter products using spreadsheet style filters e.g. Christmas items only.
  • Product explorer tree with up to 6 product attributes defined to your needs e.g. Publisher Group, Caption, Type, Size, Style etc. 
  • Any filter can be turned on or off as required.
  • Drag designs on and off plan.
  • Drag designs to a drop box ready to place on plan.
  • Paste products from a spreadsheet to the drop box for placement on plans.
  • Rotate products e.g. show landscape designs as portrait in plan.
  • Store your customer plan references.
  • Define a gap between display items to allow for packaging.
  • Sort designs by rank to allow bestseller selection.
  • Duplicate product check on all plans for a customer.

Tickets and Orders

  • Enter re-order tickets.
  • Import re-order tickets e.g. from MiniSell.
  • Enter customer and product to generate ticket re-order.
  • Generate orders from new or re-planned plans.
  • Generate orders from re-order tickets.

Printing  

  • Print plans – single page or multi-page, with or without images, mono or colour.  
  • Print to PDF for emailing to other customers or publishers.
  • Print barcoded re-order tickets.

Integration

  • Automatic data synchronisation with your host system. 
  • Updates customer and product information, including stock levels, from your system.
  • Exports orders for import to your system.
  • Integration options – SQL-server database or csv/tab files.
  • Import existing grids from host system.
  • Third party publisher product imports.
  • Plan exports to third party publishers.