Find a plan and its stores
Open Coplan, find a fixture plan, and see which stores have it, on a map and as a list you can download.
In this tutorial we will find a fixture plan in Coplan, look at it as it stands in store, and see which stores have it. It takes about ten minutes, and it changes nothing in your data.
A fixture plan is Coplan’s name for a planogram, and a subsection is a product category such as soft drinks. The glossary defines the other terms.
Open Coplan
- Sign in at cloud.vazen.com. Sign in and out has the steps.
- In the navigation panel on the left, select Coplan if its links are not showing, then Plans, under Explore.
Not every account has Plans. If the link is missing, ask your account manager.
Plans opens on the latest week of data. The navigation panel shows that week, and the number of plans, stores and products in it. Above the table are two charts: a ring of subsections and a bar chart of bay sizes.
Choose a subsection
We will narrow Plans to one subsection.
- Open the subsection dropdown at the top of the page. It reads All Fixture Plans, with the number of plans in brackets.
- Choose a subsection. If your data has one subsection, choose that.
The ring greys out any other subsections, and its middle shows this subsection’s plans out of the total. The bar chart and the table now show this subsection only, and the table has the plan in the most stores at the top.
Open a plan
Select the first plan in the table.
The plan takes the place of the charts, drawn as it stands in store, shelf by shelf. The details panel opens on the right, or across the bottom on a narrow screen, with the plan’s name, how many stores and products it has, and its space.
Scroll or pinch to zoom in. The view buttons are a column at the top right of the plan, and show icons with no words. Select Reset zoom, the four corners of a frame, to see the whole plan again.
See which stores have the plan
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In the details panel, select View under Stores.
The table now lists the stores that have this plan, and the line above it says how many there are.
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Select Map, the folded map in the column of buttons.
A map takes the plan’s place. Purple circles are stores that have the plan. Black circles (white in dark mode) are stores that do not. A circle with a number stands for that many stores close together.
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Open Map display, the cog in the same column, and choose Non-Matches Only.
The map now shows only the stores without the plan. Choose All to bring the others back.
Download the store list
- Open Actions, above the table on the right.
- Choose Table, then Download Excel.
The file lists the stores that have the plan, as the table does.
Go back to the list of plans
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Select Details, the list at the top of the column of buttons.
The plan takes the map’s place.
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In the details panel, select Clear under Stores.
The table lists the subsection’s plans again.
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Close the details panel with the cross at its top.
The two charts come back.
To see every plan again, choose All Fixture Plans in the subsection dropdown.
We have found a plan, seen it as it stands in store, and found every store that has it.