# Vazen Docs > The product documentation for Vazen: Ask Vazen, which answers questions from your Vazen data in Microsoft 365 Copilot and Claude; Coplan, for exploring, comparing and combining shelf and sales data; and Studio, for building and editing fixtures. Each page is a tutorial, a how-to guide, a reference or an explanation. Every page listed here has a Markdown version at the same address with `.md` added, and `/llms-full.txt` holds every page in one document. ## Vazen Docs Source: /index.md # Vazen Docs Guides and reference for Ask, Coplan and Studio. *** ## [Ask](/ask) Answers from your Vazen data in Microsoft 365 Copilot and Claude. ### How-to guides - [Microsoft Copilot: Upload Ask Vazen’s agent as a Microsoft 365 administrator, choose who can use it, and see what your people do next.](/ask/microsoft-365-copilot) - [Claude: Add Ask Vazen to Claude as a custom connector, sign in with your Vazen account, and ask your first question.](/ask/connect-claude) ### Explanation - [How Ask Vazen works: What Ask Vazen can see and do in your AI assistant, what reaches Vazen, and how your organisation decides who uses it.](/ask/how-ask-vazen-works) ## [Coplan](/coplan) Explore, compare and combine your shelf and sales data. ### Get started - [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.](/coplan/getting-started) ### How-to guides - [Compare: Build a report that compares space, range and distribution across time periods, subsections and plans, then export it to Excel.](/coplan/compare) ### Reference - [Explore: The Explore views in Coplan, where you browse plans, stores and products, and the controls all three views share.](/coplan/explore) - [Plans: How fixture plans are spread across bay sizes and stores, what a plan looks like in store, and how to download plans or open them in Studio.](/coplan/explore/plans) - [Stores: Where each store is, which plans and products it has, and which store clusters it belongs to.](/coplan/explore/stores) - [Products: The space each product, brand and subsection holds, how that compares with sales, and the plans and stores each product is in.](/coplan/explore/products) ### Explanation - [Combine: Shows which plans appear together in stores and how often, so macro space analysis can be targeted, and how to export the store lists.](/coplan/combine) - [About Coplan: What planogram data is, the problems Coplan solves with it, and which teams use it for what.](/coplan/about-coplan) ## [Studio](/studio) Build and edit fixtures, then download and save your work. ### Get started - [Getting started: Sign in to Vazen, open a Studio input file and make your first changes to products on a fixture.](/studio/getting-started) ### How-to guides - [All fixtures: Browse every plan in a category, open one in full, and rename, duplicate or remove a fixture.](/studio/all-fixtures) - [Adding and editing products: Add products to a fixture, edit their details and images, and adjust facings, hanging or sitting position and dimensions.](/studio/adding-and-editing-products) - [Edit shelves: Add, remove, move and copy shelves and bays on a fixture, one at a time or many at once from the Excel file.](/studio/editing-shelves) - [Download fixture: Download a fixture as a JPEG image, or the project as a .psa file to import into Blue Yonder (formerly JDA) or other space planning software.](/studio/download-fixture) - [Tags and segmentation: Add tags and sales data to the input file, and use Tag Maps to highlight or colour products on a fixture.](/studio/tags-and-segmentation) - [Save your work: Studio keeps your project in this browser. Download it as an Excel file to keep a copy, share it or work on another computer.](/studio/saving-your-work) ### Reference - [Keyboard shortcuts: Shortcuts for undoing and redoing changes, for moving, selecting and removing products, shelves and bays on a fixture, for changing facings, and for the Products table in Studio.](/studio/keyboard-shortcuts) - [Settings: What each setting in Studio's Settings tab changes on a fixture, including bay limits, shelf spacing and shelf edge labels.](/studio/configuration) - [Products: What Studio's Products page holds, every product in the project as a table or a grid, and how it marks a product that needs fixing.](/studio/products) - [Studio Excel file: The sheets and columns of the Excel file that holds a Studio project, for reading it, editing it in Excel and uploading it again.](/studio/studio-excel-file) ### Explanation - [Analysis: Use Analysis to chart share of products, facings, linear space, quadratic space or sales by tag, and download the results as Excel or a chart image.](/studio/analysis) ## [Account](/account) Sign in, and see where your account is signed in. ### How-to guides - [Sign in and out: Sign in to Vazen with a code sent to your email address, stay signed in, and sign out of this browser or another one.](/account/sign-in) ### Reference - [My Account: What the My Account page shows, including your sign-ins, the activity graph, and the browsers and AI assistants signed in to your account.](/account/my-account) ## [Glossary](/glossary) The terms and measurements used across Vazen. [Glossary: Definitions of the terms used in Coplan and Studio, such as facings, planogram, planogram ID, range class and subsection.](/glossary) ### Reference - [Measurements: Explains linear, quadratic and cubic space, how each is calculated, and what facings, half facings and sites mean.](/glossary/measurements) ## [Help](/help) Who to ask, what to tell us, and answers to common problems. [Get help: Who to ask when something does not work or is missing, what to tell us, and where the answers to common problems are.](/help) ## Account | Vazen Docs Source: /account.md # Account Sign in, and see where your account is signed in. *** ## How-to guides - [Sign in and out: Sign in to Vazen with a code sent to your email address, stay signed in, and sign out of this browser or another one.](/account/sign-in) ## Reference - [My Account: What the My Account page shows, including your sign-ins, the activity graph, and the browsers and AI assistants signed in to your account.](/account/my-account) ## My Account | Vazen Docs Source: /account/my-account.md # My Account What the My Account page shows, including your sign-ins, the activity graph, and the browsers and AI assistants signed in to your account. *** **My Account**, at the foot of the navigation panel, shows your own account. It holds your email address, your organisation and **Sign Out**. [Sign in and out](/account/sign-in) has the steps for signing out here and elsewhere. ## Sign-ins - **Last signed in** is how long ago you last signed in with a code, in any browser. Hover over it for the date and time. - **Sign-ins** counts every time you have signed in with a code. ## Activity graph The graph shows how much you have used Vazen. The line above it sums it up, for example “Active on 12 of 60 days since 1 Sept”. A day counts as active when you did at least one thing Vazen records, such as opening Coplan data, editing a Studio project or signing in. **Days** draws one square for each day and one column for each week, starting on Monday. - A stronger colour is a busier day, as the **Less** to **More** key shows. Days are measured against your own days and not against other people’s. - An empty square is a day with no activity. - **No history** marks days from before Vazen began recording activity. - Hover over a square for its date and the number of events. **Products** draws a line for each product instead. **Weeks** plots it week by week, and **30 days** plots each of the last 30 days. Each line is scaled to its own busiest point, so the lines show when you used a product and do not compare one product with another. Under the graph, **All together** counts every product. Select **Coplan**, **Studio**, **Testing** or **Other** to count one. Only products you have used are listed, and **Other** holds everything that belongs to none of them, such as signing in. ## Details - The IP address you last signed in from. - When your account was created. - **Documentation**, which opens these pages. ## Sessions **Browsers** lists every browser signed in to your account, most recently used first: - the browser and operating system, such as Chrome on macOS; - **Active now**, or when it was last used; - the country and IP address it signed in from. This does not change if the computer moves. **This browser** marks the one you are using. Each of the others has **Sign out**. **AI assistants** lists each assistant connected to Ask Vazen, with when it was last used, the date you connected it and **Disconnect**. A browser leaves the list when it is signed out, after 30 days without use, or a year after it signed in. ## Sign in and out | Vazen Docs Source: /account/sign-in.md # Sign in and out Sign in to Vazen with a code sent to your email address, stay signed in, and sign out of this browser or another one. *** You sign in to Vazen with your email address and a code we email you. There is no password to remember. ## Sign in Sign in begins at [cloud.vazen.com](https://cloud.vazen.com), though your account manager may have given you another address. 1. Enter your email address and select **Email me a code**. 2. Open the email from Vazen. Its subject line holds the 6-digit code. 3. Enter the code and select **Sign in**. Vazen then opens the page you were on, or its home page. - **Email me a code** stays greyed out until the address is complete and the security check under it has passed, which can take a few seconds. If the page says it could not load the security check, reload the page. - The code lasts ten minutes. If the page says the code is wrong or has expired, select **Email me a new code** and use the code from the newest email. ### If no email arrives - Check the address the page says it sent the email to. **Use a different email address** takes you back to change it. - Look in your junk folder. - If you have asked for several codes in a row, leave it a while before asking again. Vazen limits how many codes it sends to one address in a short time, and the page does not say when it has held one back. - An address with no Vazen account, or with an account that is suspended, gets an email saying so in place of a code. **Need an account?**, under the email address box, starts an email to us asking for one. ## Stay signed in You stay signed in to every Vazen page in that browser, so you do not need a code each visit. Vazen signs you out when: - you have not used it in that browser for 30 days; - a year has passed since you signed in there. If you open the sign-in page while still signed in, it shows **Welcome back** and your email address. Select the address to carry on, or **Sign in to a different account**. ## Sign out Select **My Account**, at the foot of the navigation panel, then **Sign Out**. This signs you out of every Vazen tab in this browser. Other browsers, and any AI assistant you connected to Ask Vazen, stay signed in. ## Sign out of another browser Use this when you signed in on a computer you no longer use, or one you share. 1. Select **My Account**, then the **Sessions** tab. 2. Under **Browsers**, find the browser. Each one shows when it was last used, and the country and IP address it signed in from. **This browser** marks the one you are using. 3. Select **Sign out** beside it. There is no confirmation step: the browser is signed out at once. A Vazen page showing there returns to the sign-in page within about 30 seconds, and one in a hidden tab does so when it is next shown. There is no button to sign out everywhere at once. Sign out of each browser in turn. ## Disconnect an AI assistant An assistant you connected to [Ask Vazen](/ask) is listed under **AI assistants** on the same tab, with the date you connected it. Select **Disconnect** to stop it reading your Vazen data. To use it again, connect it again. [My Account](/account/my-account) describes the rest of the page. ## Ask | Vazen Docs Source: /ask.md # Ask Answers from your Vazen data in Microsoft 365 Copilot and Claude. *** ## How-to guides - [Microsoft Copilot: Upload Ask Vazen’s agent as a Microsoft 365 administrator, choose who can use it, and see what your people do next.](/ask/microsoft-365-copilot) - [Claude: Add Ask Vazen to Claude as a custom connector, sign in with your Vazen account, and ask your first question.](/ask/connect-claude) ## Explanation - [How Ask Vazen works: What Ask Vazen can see and do in your AI assistant, what reaches Vazen, and how your organisation decides who uses it.](/ask/how-ask-vazen-works) ## Claude | Vazen Docs Source: /ask/connect-claude.md # Claude Add Ask Vazen to Claude as a custom connector, sign in with your Vazen account, and ask your first question. *** Ask Vazen is a connector for Claude. It answers your questions with the retail data your Vazen account holds: products, stores, fixture plans, sales and space. You sign in with your own Vazen account, so Ask Vazen sees only what you can see in Vazen. It works on every Claude plan, on the web and in Claude Desktop. Once it’s connected, it also works in Claude’s mobile apps. A Free plan can add one custom connector. We recommend a Team or Enterprise plan, which Anthropic’s commercial terms cover. ## What you need - A Vazen account with Claude turned on. Ask your Vazen contact, or email , and we’ll turn it on. - Ask Vazen’s address, `https://mcp.vazen.com/api/mcp`. - On a Team or Enterprise plan, an Owner of your Claude organisation. They add the connector once for everyone, then each person connects it. ## Add the connector On a Free, Pro or Max plan: 1. In Claude, open **Customize**, then **Connectors**. 2. Add a custom connector. Name it Ask Vazen and enter its address. 3. If Claude asks how to sign in, choose to sign in, and choose **Use Claude’s published identity**. Vazen needs no client ID or secret. 4. Select **Add**, then **Connect**. On a Team or Enterprise plan: 1. An Owner opens **Organization settings**, then **Connectors**, and adds a custom web connector with the same name, address and choices. 2. Each person opens **Customize**, then **Connectors**, finds Ask Vazen and selects **Connect**. In Claude Code, add it for every project, then run `/mcp`, select vazen and choose **Authenticate**: ```sh claude mcp add --transport http --scope user vazen https://mcp.vazen.com/api/mcp ``` ## Sign in and ask 1. When you connect, Claude opens Vazen’s sign-in page. Sign in as you usually do. 2. Vazen shows the account and organisation you’re connecting, and you select **Allow**. 3. In a chat, select **+**, then **Connectors**, turn on Ask Vazen, and ask it a question. Good first questions: - Which Vazen account and organisation am I signed in as? - Which data sources and subsections can I query in Vazen? Claude asks before it uses each of Ask Vazen’s tools. **Always allow** stops it asking again. ## What Ask Vazen does with your data - It sees only what you can see in Vazen, and doesn’t change your data. - Vazen receives the requests Claude makes for data, not the conversation. Feedback you agree to send includes the question you asked. - Vazen’s [terms](https://www.vazen.com/terms/ask-vazen) and [privacy notice](https://www.vazen.com/privacy#ask-vazen) cover Ask Vazen. [How Ask Vazen works](/ask/how-ask-vazen-works) explains what it can do and its limits. ## Updates Ask Vazen updates on Vazen’s side, so you get each new version without doing anything. To remove Ask Vazen, open **Customize**, then **Connectors**, and remove it. We can also turn it off for your account on Vazen’s side. ## If it doesn’t work Email with what you saw, roughly when, and a screenshot if you can. | What you see | What to do | | ------------------------------------------------------ | ------------------------------------------------------------------- | | Vazen says your account isn’t allowed to use Claude. | Vazen hasn’t turned Claude on for your account. Email us. | | Signing in to Ask Vazen fails. | Email us. | | Ask Vazen answers, but can’t find the data you expect. | Your Vazen account doesn’t hold that data. Email us what you asked. | ## Anthropic’s documentation - [Add a custom connector](https://claude.com/docs/connectors/custom/add-unlisted): every plan’s steps, the sign-in choices and Anthropic’s security advice. - [Use connectors](https://claude.com/docs/connectors/getting-started): signing in, turning a connector on in a chat, and where connectors work. - [Third-party connectors](https://claude.com/docs/connectors/verification): what the Custom label means, and staying safe with connectors. - [Claude Code and MCP](https://code.claude.com/docs/en/mcp-quickstart): adding a remote server and signing in with `/mcp`. Claude is a trademark of Anthropic, PBC. ## How Ask Vazen works | Vazen Docs Source: /ask/how-ask-vazen-works.md # How Ask Vazen works What Ask Vazen can see and do in your AI assistant, what reaches Vazen, and how your organisation decides who uses it. *** Ask Vazen answers questions with your Vazen data inside the AI assistant you already use: Microsoft 365 Copilot or Claude. You ask a question, your AI assistant asks Vazen for the data it needs, and it writes the answer. ## It signs in as you The first time you ask, your AI assistant sends you to Vazen to sign in. Vazen then shows which account and organisation you’re connecting, and asks you to Allow or Deny. From then on, the AI assistant acts as your Vazen account. It sees the data sources and subsections you can see in Coplan, and nothing more. If your access in Vazen changes, so does the AI assistant’s. ## What it can do Ask Vazen’s tools let your AI assistant find the data your account holds, query it for answers such as a week’s sales by product, and link each product, store and fixture plan in an answer to its page in Coplan Explore. None of them changes your data in Vazen. Vazen also tells your AI assistant how to present an answer: to name every product, store and fixture plan, link each to its page in Coplan Explore so you can check it, and say how sure it is. When your AI assistant can’t answer, it can offer to send Vazen feedback. It shows you what it will send, and sends it only once you agree. ## What reaches Vazen Vazen receives the requests your AI assistant makes for data, not your conversation. Feedback you agree to send includes the question you asked. Vazen returns only the rows each request asks for. Your AI assistant’s provider, Microsoft or Anthropic, handles the conversation and those rows under your organisation’s agreement with them. Vazen keeps a record of every query and the account that ran it, as it does for every query in Coplan. ## Limits - A query returns at most 1,000 rows at a time. Your AI assistant asks for more when it needs them. - Each account can make 60 requests a minute. - A query has 45 seconds. A query that would read too much data is refused before it starts, and your AI assistant is told to ask for fewer weeks. ## Who can use it Vazen turns on each AI assistant for your organisation, for everyone or for named people. Someone without it is told, when they sign in, that their account isn’t allowed to use that AI assistant with Vazen. To turn Ask Vazen on or off, or to change who can use it, email . ## Microsoft Copilot | Vazen Docs Source: /ask/microsoft-365-copilot.md # Microsoft Copilot Upload Ask Vazen’s agent as a Microsoft 365 administrator, choose who can use it, and see what your people do next. *** Ask Vazen is an agent for Microsoft 365 Copilot. It answers your people’s questions with the retail data their Vazen accounts hold: products, stores, fixture plans, sales and space. Each person signs in with their own Vazen account, so Ask Vazen sees only what they can see in Vazen. Its package asks for no access to your organisation’s files, email or chats. Adding it takes an administrator about ten minutes. Microsoft then makes it available to your people, which can take up to a day. ## What you need - A Global Administrator or Teams Administrator in your Microsoft 365 organisation. - Ask Vazen’s package. [Add the agent](#add-the-agent) has the download. - Vazen accounts for the people who’ll use it, with Ask Vazen turned on. Ask your Vazen contact, or email with who they are, and we’ll turn it on. - Microsoft 365 Copilot for those people. We test Ask Vazen with a Microsoft 365 Copilot licence. Microsoft says agents like it also work in Copilot Chat without that licence, within usage limits: [what each licence includes](https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/prerequisites). ## Add the agent Download Ask Vazen’s package. You’ll upload it in step 2. ![](/_astro/vazen.C0aYl6_v.svg) Ask Vazen 1.5.0 Microsoft 365 app package · ZIP · 3 KB [Download Ask Vazen 1.5.0](/ask/ask-vazen-copilot-agent-pro-1.5.0.zip) SHA-256 5067db456587ceae80eb103201568b0006a7155d74e0d447cddae63859c20474 In the [Teams admin center](https://admin.teams.microsoft.com): 1. Go to **Teams apps**, then **Manage apps**. 2. Select **Upload new app**, then **Upload**, and choose the package. 3. Open Ask Vazen in the list of apps. Under **Users and groups**, select **Edit availability**, choose **Everyone** or the people who’ll use it, then select **Apply**. You can upload it under **Agents** in the Microsoft 365 admin center instead. Microsoft’s [agent admin guide](https://learn.microsoft.com/en-us/microsoft-365/copilot/agent-essentials/m365-agents-admin-guide) describes that route. ## What your people do 1. In Copilot, open **Agents**, then **All agents**, find Ask Vazen under **Built by your org**, and add it. 2. Ask it a question. The first time, Copilot asks them to sign in to Ask Vazen. 3. They sign in to Vazen as they usually do. Vazen shows the account and organisation they’re connecting, and they select **Allow**. Good first questions: - Which Vazen account and organisation am I signed in as? - Which data sources and subsections can I query in Vazen? ## What Ask Vazen does with your data - It sees only what the signed-in person can see in Vazen, and doesn’t change their data. - Vazen receives the requests Copilot makes for data, not the conversation. Feedback the person agrees to send includes the question they asked. - Microsoft notes that data handled by services outside Microsoft isn’t covered by your Microsoft agreements. Vazen’s [terms](https://www.vazen.com/terms/ask-vazen) and [privacy notice](https://www.vazen.com/privacy#ask-vazen) cover Ask Vazen. [How Ask Vazen works](/ask/how-ask-vazen-works) explains what it can do and its limits. ## Updates When we release a new version, we’ll email you. Download its package from [Add the agent](#add-the-agent), then on Ask Vazen’s page in the Teams admin center, select **Upload file** and choose it. Its availability stays as you set it, and your people get the new version without doing anything. To remove Ask Vazen, block or delete it in **Manage apps**. We can also turn it off for your organisation on Vazen’s side. ## If it doesn’t work Email with what you saw, roughly when, and a screenshot if you can. | What you see | What to do | | ------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | The Teams admin center won’t take the package. | Check you’re a Global Administrator or Teams Administrator, then email us the message it shows. | | Your people can’t find Ask Vazen in Copilot. | Wait up to a day after uploading or changing availability. Then check Ask Vazen is available to them, and that **Org-wide app settings** lets people use custom apps. | | Vazen says the account isn’t allowed to use Microsoft 365 Copilot. | Vazen hasn’t turned Copilot on for that account. Email us the person’s work email address. | | Signing in to Ask Vazen fails. | Email us. | | Ask Vazen answers, but can’t find the data the person expects. | Their Vazen account doesn’t hold that data. Email us what they asked. | ## Microsoft’s documentation - [Manage custom apps in the Teams admin center](https://learn.microsoft.com/en-us/microsoftteams/teams-custom-app-policies-and-settings): uploading, updating, and which settings apply to an app an administrator uploads. - [Agent admin guide](https://learn.microsoft.com/en-us/microsoft-365/copilot/agent-essentials/m365-agents-admin-guide): the roles, and uploading, assigning, reviewing and blocking agents in the Microsoft 365 admin center. - [What each licence includes](https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/prerequisites): which agent features Copilot Chat and Microsoft 365 Copilot each offer. - [Agent settings](https://learn.microsoft.com/en-us/microsoft-agent-365/admin/agent-settings): which agents your organisation allows, and for whom. Microsoft, Microsoft 365, Microsoft Teams and Copilot are trademarks of the Microsoft group of companies. ## Coplan | Vazen Docs Source: /coplan.md # Coplan Explore, compare and combine your shelf and sales data. *** ## Get started - [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.](/coplan/getting-started) ## How-to guides - [Compare: Build a report that compares space, range and distribution across time periods, subsections and plans, then export it to Excel.](/coplan/compare) ## Reference - [Explore: The Explore views in Coplan, where you browse plans, stores and products, and the controls all three views share.](/coplan/explore) - [Plans: How fixture plans are spread across bay sizes and stores, what a plan looks like in store, and how to download plans or open them in Studio.](/coplan/explore/plans) - [Stores: Where each store is, which plans and products it has, and which store clusters it belongs to.](/coplan/explore/stores) - [Products: The space each product, brand and subsection holds, how that compares with sales, and the plans and stores each product is in.](/coplan/explore/products) ## Explanation - [Combine: Shows which plans appear together in stores and how often, so macro space analysis can be targeted, and how to export the store lists.](/coplan/combine) - [About Coplan: What planogram data is, the problems Coplan solves with it, and which teams use it for what.](/coplan/about-coplan) ## About Coplan | Vazen Docs Source: /coplan/about-coplan.md # About Coplan What planogram data is, the problems Coplan solves with it, and which teams use it for what. *** ## Planogram data Planogram data specifies the exact location, positioning and quantity of each product on the shelf. Coplan gives you every store planogram in your categories, for every week, which puts an end to time-consuming and costly store visits. Planogram data gives brands and retailers real feedback on the shelf. Live product data overlaid with sales data means retailers can make data-driven decisions on assortment and shelf layout, and improve the shopping experience. ## What problems are we solving? 1. Brands have limited visibility into their actual shelf presence. 2. Traditional approaches don’t scale: waiting for retailer planograms or conducting manual store audits. 3. Range changes and distribution complexity make shelf tracking increasingly difficult. 4. Without accurate planogram data, brands can’t make credible recommendations to retailers. Planogram data is the missing piece in category growth. | Without it | With Coplan | | ------------------------------ | ------------------------------------------- | | Sporadic and inconsistent data | Access to every store planogram | | Time-consuming updates | Accurately track space to sales | | No data-driven insights | Collaborate proactively on category visions | | Missed growth opportunities | Better execute and implement changes | ## Who benefits from Coplan? ### Category management - **Range changes.** Plan and present category visions. Access every category planogram, for every week. - **Recommendations.** Visualise the shelf as the customer sees it when making recommendations, and check new products stand out. ### Insights and analytics - **Space to sales.** Pair with sales data to identify the impact of space change on performance. - **Market trends.** Track product, brand and category distribution down to store level, with shelf position. ### Trade marketing - **Feature space.** Build fixtures in [Studio](/studio) to bring gondola ends or event line-ups to life, and plan cross-selling. - **Shelf visuals for design.** Share planogram images with agencies to see the impact of point of sale material at shelf. ### Sales and account management - **Business growth.** Quantify distribution gaps, and translate compliance data into sales gained or lost as negotiation leverage. - **Manage profit and loss.** Evaluate return on trade investment, and prioritise promotional support by plan value. ### Field sales - **Store visit efficiency.** Identify which plans go to which stores, without leaving your desk. - **Tracking.** Understand regional variance, store clusters, bay size distribution and range classes. [Before a store visit](/coplan/explore/stores#before-a-store-visit) covers what Explore offers on a store visit. ## Types of analysis that use Coplan - New product launch - Delist review - Trend-led space change - Merchandising amendments - Trial store analysis [Compare](/coplan/compare) measures what any of these changed, and [Find a plan and its stores](/coplan/getting-started) is the place to begin. ## Combine | Vazen Docs Source: /coplan/combine.md # Combine Shows which plans appear together in stores and how often, so macro space analysis can be targeted, and how to export the store lists. *** Combine can be found in the navigation panel, under Coplan and Reports, where the page is titled Plan Combinations. Combine allows you to understand what plans appear together in stores and how often, so that macro space analysis can become more targeted and strategic based on cross-category commonalities as well as anomalies. Select one or more subsections in **Subsections**. Combine starts on the latest week: choose another in **Date**. Where your data covers more than one area, **Locations** narrows the stores. Once selected, the table will populate with all the different live combinations ordered by number of stores. The bars next to each plan ID show the number of bays in that plan: one bar for each bay. Select a plan ID to open that plan in Explore. Where the stores in a combination have no plan for one of your subsections, a grey label in that plan’s place names the subsection that has no plan. The **Bays** column is the cumulative number of bays across the plans in the combination. Click a column header to sort by that column, and again to reverse the order. The order of the plan IDs does not reflect where the plans sit in store. To view the store list for a combination, select its row. Select a store to open it in Explore. Select **Export Data** then **Excel Spreadsheet** to download the combinations to Excel to extract individual store lists, where you can input other data points for analysis, such as sales. **CSV Files** downloads the same data as one file for each sheet. | Sheet | What it holds | | -------------------------- | ------------------------------------------------------------ | | `Configuration` | The date and subsections you chose, and the report’s address | | `Combinations` | One row for each combination, with its stores and bays | | `Combinations_With_Stores` | One row for each store in each combination | ## Key uses 1. Easily understand what plans exist in store together from any chosen categories, such as tea and coffee 2. Identify the most popular combinations and the number of stores they are in 3. Understand the cumulative bay size across the different combinations as well as the individual plan sizes 4. Export the combinations to Excel to extract individual store lists and input any other data points for analysis, such as sales ## Questions Combine can help answer 1. How is the total shelf space divided up among all soft drinks categories, for example, across the total main estate? 2. Are there any categories currently over- or under-spaced based on performance metrics, such as sales per bay? 3. If a parent category needs more space due to new product introductions, which category should lose space? ## Compare | Vazen Docs Source: /coplan/compare.md # Compare Build a report that compares space, range and distribution across time periods, subsections and plans, then export it to Excel. *** Compare can be found in the navigation panel, under Coplan and Reports, where the page is titled Compare Plans. Compare allows you to compare space, range and distribution across different time periods, subsections and plans to identify where space has increased and decreased at total, plan or product level. ## Key questions the report can answer - Track and compare share of space before and after a range change, at a total level - Identify new products and delists to the range - Track distribution - Track space over a longer period of time, such as year on year - Track macro space, such as a combination of subsections - Track individual plan sizes, such as the most common, smallest or largest plan ## Build the groups A report compares groups of plans. A group is every plan in one or more subsections on one date, or plans you pick one by one, each on the date you choose for it. **New Group** has two rows, one for each kind of group. Fill in a row from left to right: 1. Under **Add complete product groups**, choose one or more subsections in **Group**. To pick individual plans instead, use **Plan**, under **Or a single plan**. **Plan** lists plans by ID and shows 100 at a time, so type three or more characters of an ID to search them all. You can choose more than one plan. 2. Where your data covers more than one area, choose which in **All Locations**, or leave it to include them all. 3. Choose a week in **Date**. The weeks listed are only those that have what you chose. **Latest**, at the top, is the newest week in your data and is always offered, even when that week has none of what you chose. It keeps the group on the newest week as new data arrives. 4. Select the plus button at the end of the row to create your first group. 5. Select **Add group**, the plus button beside your groups, and repeat for each group you want to compare, for example the same subsection before and after a range change. A report holds up to 10 groups. Changing **Group** or **Plan** clears the date and locations you chose in that row. Each group’s card lists its plans, with the date and the number of stores each plan is in. On a card you can: - add to the group with **Add Group** or **Add Plan**; - change its locations, where your data covers more than one area; - remove one plan, though a group keeps at least one; - copy the group with **Duplicate group**, or delete it with **Remove group**; - drag the card to change the order of the groups. A group made with a week keeps that week. A group made with **Latest** moves on with each new week, and its card shows **Latest** with the week in brackets. For another week, add a new group. The report is held in the page’s address, so you can bookmark it or send the address to a colleague who has the same data. ## Read the measures Once you’ve selected your groups to compare, key space metrics will load in the table to show what’s changed. The table has one column for each group: | Row | What it counts | | ------------------------- | --------------------------------------------------------------------- | | **Products** | The different products across the group’s plans | | **Stores** | The stores that have at least one of the group’s plans | | **Total linear space** | Each plan’s linear space, multiplied by the number of stores it is in | | **Total quadratic space** | The same, for quadratic space | | **Total cubic space** | The same, for cubic space | | **Total units** | Each plan’s recommended units, multiplied by the number of stores | [Measurements](/glossary/measurements) explains linear, quadratic and cubic space. - Every group after Group 1 shows its change from Group 1 beside each figure, as a percentage. A rise of more than 1,000% shows as a multiple instead, such as ×12, and a rise from nothing shows as ∞. Hover over a change to see the difference as a figure. Put the group you are comparing against first. - Hover over a row’s name to see what it counts. - Where your data includes sales, the table adds **Total sales** and **Total units sold**. - When a group holds exactly one plan, the table adds **Single plan** rows: the space and units of that plan in one store. ## Tailor the report to some products Below the table is a dynamic product list, where you’re able to select specific groups of products to tailor the report. Click on any of the headers to order the list by that column, and again to reverse the order. **Column options**, the **⋯** menu on a header, also has **Filter by this column**. To select products, click a row, hold Shift and click to select a range, or drag across the rows. The checkbox in the header selects every product the list is showing, so filter the list first to select one brand or subgroup. Select **Clear** to start again. Scroll up to the table, where a **Selected Only** column now appears beside each group’s **All Products** column, showing the figures for the selected products only. ## Find new products and delists The **Groups** column shows a numbered marker for each group, coloured where the product is in that group. Click the **Groups** header to bring products with the same markers together. With the same subsections and locations in both groups, an earlier date as Group 1 and a later date as Group 2: | Markers coloured | The product is | | ---------------- | --------------- | | 1 and 2 | in both periods | | 1 only | delisted | | 2 only | new | ## Export the report Select **Export Data** then **Excel Spreadsheet** to download your report into an Excel file. **CSV Files** downloads the same data as one file for each sheet. **Export Data** shows a spinner while it prepares the data, and the two choices are greyed out until it is ready. | Sheet | What it holds | | ------------------------ | --------------------------------------------------------------------------- | | `Summary` | The measures table, as Compare shows it | | `Configuration` | The report’s address and when you downloaded it | | `Groups` | Each group’s plans, with their IDs, names and dates | | `Product_Raw_Data` | One row for each product in each plan, with brand, subgroup, size and space | | `Location_Raw_Data` | One row for each store a plan is in, with its format, address and space | | `Product_Store_Raw_Data` | One row for each product in each plan in each store | | `Product_Presence` | One row for each product, saying which groups it is in | `Product_Raw_Data` suits a pivot table. Add your own columns of attributes to it first. Its `product_selected` column, also in `Product_Store_Raw_Data`, marks the products you selected in the list. ## Explore | Vazen Docs Source: /coplan/explore.md # Explore The Explore views in Coplan, where you browse plans, stores and products, and the controls all three views share. *** Explore shows the fixture plans, stores and products in your data, one week at a time. The [glossary](/glossary) defines fixture plan, subsection and the other terms these pages use. Explore is where you land when you open Coplan. Its three views are tabs at the top of the page, and links in the navigation panel under Coplan and Explore. - [Plans](/coplan/explore/plans): every plan in your subsections, with the stores and bay sizes each one is in - [Stores](/coplan/explore/stores): every store on a map, with the plans and products it holds - [Products](/coplan/explore/products): the space each product, brand and subsection holds, and where each product is stocked Not every account has all three views. Ask your account manager about one that is missing. The rest of this page covers what the views share. Explore keeps what you have chosen in the page’s address, so you can bookmark a view or send its address to a colleague who has the same data. ## The navigation panel - The dropdown under **Coplan** names your data source. Where your account has more than one, it switches between them. - Under **Explore**, the panel shows the latest week of data and the number of plans, stores and products in it. These stay on the latest week when you choose another date. - Under **Reports** are [Compare](/coplan/compare) and [Combine](/coplan/combine). - **Search** finds plans by name or ID, stores by name, ID or address, and products by name, ID, barcode or brand, along with pages of this documentation. It shows up to five of each. Ctrl+K opens it, or Cmd+K on a Mac. Not every account has Search. Search looks across every week of the data source you are in. A result that has since left your data shows the date it was last there. Explore still opens on the latest week, where the details panel says it was not found, so choose that date in the date dropdown to see it. ## Choose a week and a subsection Explore opens on the latest week of data, across every subsection you have available. Use the dropdowns at the top to change that: - The date dropdown lists each week, with the newest marked **(Latest)**. Changing the date keeps the plan, store or product you have open. - **All Locations** narrows the plans and products to some areas. It appears on Plans and Products, and only where your data covers more than one area. - The subsection dropdown, on Plans and Products, narrows the view to one subsection. It starts on **All Fixture Plans** or **All Products**, and shows the number of plans or products in brackets. Type in it to find a subsection. One with nothing in the chosen week is greyed out. Coplan adds a week when the retailer sends it. The day differs from one retailer to the next, and the newest week can have started about two weeks ago. Ask your account manager when your data arrives. ## Tables Each view has a table beneath it, and a line above the table says what it is showing, such as how many plans. Select a row to open that plan, store or product. - Click a column header to sort by that column, and again to reverse the order. - **Column options**, the **⋯** menu on a header, has **Sort ascending**, **Sort descending** and **Filter by this column**. **Filter the table**, the button at the top right of the page, lists every column to filter by. - A filter takes what suits its column: text to search for, a number or a range of numbers, or one or more values from a list. - Your filters sit in the bar under the dropdowns, where you can change or remove each one. **Match** chooses whether rows must meet **all** of them or **any** of them, and **Clear all** removes them. - To download the table, open **Actions**, choose **Table**, then **Download Excel** or **Download CSV**. The file holds the rows the table is showing, in the order it shows them. Where your data includes sales, the tables add sales columns, such as **Total Spend** and **Total Units** on Plans. Moving between Plans and Products keeps your date, locations and subsection, and moving to Stores keeps only the date. Either way it clears your filters and sorting, and closes what you had open. ## The details panel Selecting a plan, a store or a product opens its details in a panel on the right, or across the bottom on a narrow screen. The cross at its top closes the panel and goes back to the full list. Rows such as **Stores**, **Plans** and **Products** in the panel have a **View** link. It lists those stores, plans or products in the table, and **Clear** goes back. ## The view buttons A column of buttons sits at the top right of a plan, a product or the map. They show icons and no words: | Button | Icon | What it does | | -------------- | --------------------------- | -------------------------------------------------------------------------- | | **Details** | A list | Shows the plan, or the product’s image | | **Map** | A folded map | Shows [where the plan or product is stocked](#the-map) | | **Chart** | A pie chart | On Products, shows charts for the product | | **Reset zoom** | The four corners of a frame | Fits the plan to the page again, or takes the map back to where it started | | Settings | A cog | Opens the display settings for what you are looking at | **Details**, **Map** and **Chart** appear once a plan or a product is selected, with the one you are on highlighted. ## The map Stores holds a map of every store. On Plans and Products, select a plan or a product, then select **Map**, to see where it is stocked. - On a plan’s or a product’s map, purple circles are stores that have it. Black circles (white in dark mode) are stores that do not. On Stores every circle is black, and the store you select turns purple. - A circle with a number stands for that many stores close together, where five or more are. It is part purple and part black, in proportion to the stores that have the plan or product. Select it to zoom in. - **Map display**, the cog at the top right of the map, has **Group nearby stores**, which turns the numbered circles on or off. On a plan’s or a product’s map it also has **All**, **Matches Only** and **Non-Matches Only**. - **Zoom in**, **Zoom out** and **Reset bearing** are at the bottom right of the map. **Reset bearing** turns the map north side up again. **Track location** centres the map on where you are, once your browser allows it. - Select a store’s circle to open that store in [Stores](/coplan/explore/stores). This leaves the plan or product you were looking at. ## Plans | Vazen Docs Source: /coplan/explore/plans.md # Plans How fixture plans are spread across bay sizes and stores, what a plan looks like in store, and how to download plans or open them in Studio. *** Plans shows every fixture plan in your subsections, week by week, with the stores and bay sizes each one is in. It is your real shelf presence across the estate, without a store visit. [Explore](/coplan/explore) covers the dropdowns, tables, details panel, view buttons and map that Plans shares with Stores and Products. ## The summary charts Until you select a plan, two charts above the table sum up how your plans are spread across subsections, bay sizes and stores. The ring has a slice for each subsection, sized by its number of plans, with the number of plans for the week in the middle. - It shows up to 16 subsections, those with the most plans. With one subsection in your data, the ring is a single slice. - A stronger colour means more plans, as the key beneath the ring shows. - Hover over a slice for the subsection’s name and its number of plans. - Select a slice to choose that subsection. The other slices turn grey, and the middle shows that subsection’s plans out of the total. Select it again to go back to every subsection. The bar chart has a bar for each bay size. - A bar adds up the stores that each plan of that size is in. With every subsection showing, a store counts once for each of its plans of that size. - Hover over a bar for its number of stores, and the three plans of that size that are in the most stores. - Until you choose a subsection, the chart shows up to 16 bay sizes, starting from the smallest. - The **Stores** axis is not evenly spaced. Each step up it is ten times the one below, so that small bars still show. ## The plans table The table lists each plan with its **ID**, **Name**, and number of **Stores**, **Bays** and **Products**. The plan in the most stores comes first. Where your data includes sales, the table adds **Total Spend** and **Total Units** for the week. Explore counts trading stores only, so a plan that no trading store has is not listed. ## Look at a plan Select a plan in the table to see what it looks like in store. The plan loads with product images where your account has them, giving the most accurate view of the “template” planogram that stores receive from the retailer’s head office. Scroll or pinch to zoom in, and drag to move around the plan. [The view buttons](/coplan/explore#the-view-buttons) are at the top right of the plan: **Details**, **Map**, **Reset zoom** and the settings cog. The cog opens **Fixture plan display settings**, which shows or hides **Site Outlines**, **Facing Outlines**, **Site Space**, **Shelf Ready Packaging** and, where your account has images, **Product Images**. All of them start on, and your browser remembers what you change. A plan shows half facings, so the space is accurate where a product is turned on the shelf to fit. **Shelf Ready Packaging** marks each product that sits in a tray with a grey band along its foot. Each product is drawn where the planogram places it, so a gap on a shelf is space the planogram leaves empty, for example for point of sale material. Some accounts also have plans with **Unknown Plan** in their name. Such a plan is not a planogram. Coplan makes one up for a store, to hold the products the store sold that none of its planograms holds. Its sales are real, but its layout and its space are made up. ### The plan’s details The details panel is headed by the plan’s name. It holds: - **ID**, where the name does not already begin with it; - **Stores** and **Products**, the number of each, with a **View** link; - **Subsection**; - **Single Plan** linear, quadratic and cubic space, which is the space of the plan in one store; - **Total** linear, quadratic and cubic space, which is the same multiplied by the number of stores the plan is in. [Measurements](/glossary/measurements) explains the three measures. Below them the panel lists whatever else the retailer supplies about its plans. Where a retailer plans by store cluster, for example, that is the plan’s **store cluster id** and **store cluster name**. Select **View** under **Stores** to see all the stores that the selected plan is in, and **View** under **Products** to view all the products that exist in the plan. **Clear** goes back to the plan’s own row. Selecting a store in that list opens the store in [Stores](/coplan/explore/stores), and selecting a product opens it in [Products](/coplan/explore/products). Both leave the plan. ### A product on the plan Select a product on the plan to see it in the details panel: its ID, brand, barcodes, group and subgroup codes, and units. The panel gives the dimensions of the product, of its site on the shelf, and of its tray where it sits in shelf ready packaging. **View** beside the ID opens the product in [Products](/coplan/explore/products). ## Sales on a plan Where your data includes sales: - the details panel adds the plan’s **Sales Spend** and **Sales Quantity** for the week; - selecting a product on the plan shows that product’s sales on the selected plan; - the shelf edge labels show the price each product most often sold at, where there is one. ## Download plans or open them in Studio 1. Select **Plans**, under Coplan and Explore in the navigation panel. 2. Choose a date and a subsection in the dropdowns at the top. Filter the table to narrow the plans further. 3. Open the **Actions** menu, above the table on the right, and select **Open in Studio** to view the plans in Studio. A dialog prepares the plans: select **Open** when it is ready. Where you already have a project in Studio, the button reads **Replace Project**, because the plans take that project’s place. 4. Or, from **Actions**, select **Plan details** then **Download Excel** to export the plans into an Excel file which you can drag and drop into Studio. **Download PSA** exports them as a PSA file instead. Each takes every plan the table is showing, up to 100 plans. With more than 100 showing, **Plan details** and **Open in Studio** are greyed out and ask you to select 100 plans or fewer, so choose a subsection or filter the table first. Not every account has **Open in Studio**, **Download Excel** or **Download PSA**. While you are viewing one plan’s stores or products, **Actions** holds only **Table**. Within the Excel file, the product id is followed by orientation details. It ends with a letter instead of a number (for example ‘\_F’ instead of ‘\_0’), indicating which side of the product faces the shopper. The **retailer\_id** column holds the product id without orientation information. | retailer\_id | id | | ------------ | -------- | | 10023 | 10023\_F | | 10047 | 10047\_F | **Orientation examples:** F = Front, B = Back, L = Left, R = Right, U = Up, D = Down. [The Studio Excel file](/studio/studio-excel-file) describes the rest of the file. ## Products | Vazen Docs Source: /coplan/explore/products.md # Products The space each product, brand and subsection holds, how that compares with sales, and the plans and stores each product is in. *** Products shows every product in your subsections, week by week, with the plans and stores each one is in and the space it holds. Where your data includes sales, it sets that space against what the product sells. Use it to quantify distribution gaps and turn them into a sales case. [Explore](/coplan/explore) covers the dropdowns, tables, details panel, view buttons and map that Products shares with Plans and Stores. ## The space chart Until you select a product, a chart above the table shows how space is shared out across all stores. Each box is a subsection, and the boxes inside it are its brands. The bigger a box, the more space it holds. - The line beside the chart’s title says what it is showing: the number of subsections, and what sets the size of a box. - The chart shows up to 25 subsections, those with the most space, and up to 10 brands in each. With one subsection in your data, it is one box of brands. - A subsection’s box is sized by all of its space. The brands shown are stretched to fill it, so compare the sizes of brands within one subsection, not between two. - Products with no brand are left out, though their space still counts towards their subsection. - The colour follows the size. A stronger colour means a subsection with more space, as the **Low** to **High** key shows. - Hover over a brand to see its space and its share of the subsection’s space. Hover over a subsection’s name, at the foot of its box, to see the same for the subsection. - **Metric**, at the top right of the chart, sizes the boxes by **Linear**, **Quadratic** or **Cubic** space. It starts on **Quadratic**. [Measurements](/glossary/measurements) explains the three. ## Sales vs Space Where the products in the chart have sales in the chosen week, the chart is **Sales vs Space** instead. A box’s size is then its sales for each unit of space, and the chart shows up to 25 subsections, those that sell the most for their space. A stronger colour means more sales for the space. A subsection, brand or product with no sales or no space that week is left out. The chart’s title says which one you are looking at. If you choose a subsection that sold nothing that week, the chart goes back to space. Hover over a box to see its sales, its space and its space productivity index, where 100 is a fair share: *Index = share of sales ÷ share of space × 100.* The shares are of the group the box belongs to, which the hover names: every subsection for a subsection, and its own subsection for a brand or a product. A brand with 2% of its subsection’s sales on 1% of its space has an index of 200: it sells twice what its space would suggest. An index under 100 means the brand holds more space than its sales earn. ## Look at one subsection Choose a subsection in the dropdown at the top, or select a subsection’s name at the foot of its box in the chart. The chart then shows the products in that subsection in place of the brands, and the table lists the subsection’s products. In the space chart, the size of a box is the space the product holds in the subsection across all stores. The chart always covers all stores. Choosing an area in **All Locations** narrows the table, not the chart, so the two can then show different products. The cog at the top right of the chart opens **Product display**. Choose **By Brand** to see a box for each brand instead, and **By Product** to go back. Select a product’s box to open that product on its charts. ## The products table The table lists each product’s **ID**, **Name** and **Brand**, and the number of **Stores** and **Plans** it is in. Where your data includes sales, the table adds **Total Spend** and **Total Units** for the week. With an area chosen in **All Locations**, the table lists only the products stocked there, and its counts and totals cover that area alone. ## Look at one product Select a product in the table. The details panel, headed by the product’s name, holds: - **ID**; - **Stores** and **Plans**, the number of each that week, with a **View** link; - **Sales Spend** and **Sales Quantity** for the week, where your data includes sales; - **Subsections**, the subsections the product is in; - the brand, and whatever else the retailer supplies about its products, such as a category or a manufacturer; - the product’s dimensions, and its linear, quadratic and cubic space; - **Media**, the product’s images, where your account has them. Selecting a store or a plan in the **View** lists opens it in [Stores](/coplan/explore/stores) or [Plans](/coplan/explore/plans), and leaves the product. [The view buttons](/coplan/explore#the-view-buttons) at the top right are **Details**, **Map** and **Chart**. **Details** shows the product’s image, or **No image available**. ### The plans a product is in Select **Chart** to see a box for each plan the product is in, within the chosen subsection. The size of a box is the space the product holds in that plan multiplied by the number of stores the plan is in. It is not the product’s share of the plan. *Total quadratic space = (the quadratic space of each of the product’s sites in the plan, added together) × number of stores the plan is in.* - Hover over a box to see the plan’s ID, the number of stores it is in and the total space. - Select a box to open that plan in [Plans](/coplan/explore/plans), with the product selected on it. This leaves Products. - Where your data includes sales of the product that week, the chart is **Sales vs Space** instead. A box’s size is then the product’s sales for each unit of space in that plan, and the hover gives its index against all the plans in the chart. To see every plan the product is in, clear the subsection dropdown. This also clears the product, so select it again in the table and select **Chart**. ### A product over time Below the plans, **Space over time** shows the product’s space week by week. The **4W**, **12W**, **26W** and **52W** buttons choose how many weeks, up to the chosen date, and start on 12. Where your data includes sales: - the chart is **Sales and space over time**; - **Price over time** shows the **Mean** and **Modal** price each week, and the **Discount per unit**. The modal price is the one the product most often sold at; - **Weekly sales per cm² against similar products** plots the product with the 20 products closest to it in space and sales. The unit in its title follows **Metric**. The line under the title ranks the product, by its weekly sales for each unit of space, among the products of the chosen subsection, or of every subsection the product is in. Select another product’s dot to open that product. **Download chart data**, the button under the view buttons, downloads the figures behind these charts as an Excel file. ### Where a product is stocked Select **Map** to see [the map](/coplan/explore#the-map) of the stores the product is in. Purple circles are stores that have the product. Black circles (white in dark mode) are stores that do not, which are its distribution gaps. **Map display**, the cog at the top right of the map, narrows it to **Matches Only** or **Non-Matches Only**. ## Stores | Vazen Docs Source: /coplan/explore/stores.md # Stores Where each store is, which plans and products it has, and which store clusters it belongs to. *** Stores lets you go to any store across the estate and see which planograms are live there, along with the store’s format and address. It answers “what does this store actually look like” in seconds. Use it to: - see how stores of each format are spread across the country; - see what planograms look like across the different store clusters, to make ranging recommendations that suit each one; - [prepare for a store visit](#before-a-store-visit). [Explore](/coplan/explore) covers the dropdowns, tables, details panel and map that Stores shares with Plans and Products. ## Find a store This main view shows you where each store is located on the map. Select a date to get a view of all the stores of a given date. The table beneath the map lists each store’s **ID**, **Name**, **Country**, **Format** and **Status** for that date. Where your data includes sales, it adds **Total Spend** and **Total Units**, and the store that sold the most units comes first. Explore lists trading stores only. Choose a store by selecting it on the map, or from the table. Select **Track location** on the map to see the stores near you. ## Store details Once a store is selected, its information appears in the details panel on the right: its ID, format, address, country and status. Where your data includes sales, the panel adds the store’s sales for the week. Below them the panel lists whatever else the retailer supplies about its stores. Select **View** under **Plans** or **Products** to see a full list of the plans or products that have been assigned to the selected store. Select a plan in that list to open it in [Plans](/coplan/explore/plans) and see the planogram live in that store. ## Before a store visit A field team can use Explore to prepare for a visit. Ask your account manager if you would like to give field teams access. - The map finds the store you are visiting, and **Track location** shows the stores near you. - **View** under **Plans** lists the plans the store has. The plan for your category is the planogram to check the shelf against. - On the plan, a grey band marks each product that sits in [shelf ready packaging](/coplan/explore/plans#look-at-a-plan). - A gap on a shelf of the plan is space the planogram leaves empty, for example for point of sale material. ## Store clusters Where a retailer plans by store cluster, Coplan loads the clusters each week with the plans. You can find them in three places: - In Stores, scroll down the details panel to see every cluster the selected store belongs to. - In [Plans](/coplan/explore/plans), the details panel shows the **store cluster id** and **store cluster name** of the cluster a plan is for. - In [Compare](/coplan/compare), the export’s `Location_Raw_Data` sheet holds the `store_cluster_id` and `store_cluster_name` of each store, alongside plan IDs and store names. ### What clusters mean for brands Brands can see what the planograms look like in each cluster, and so make ranging recommendations that suit each cluster within a category. ### Questions retailers will ask - What is the impact on the category and brand? - Which clusters and ranges are driving the most value? - Do any clusters push the range too far, for example too premium? ## Find a plan and its stores | Vazen Docs Source: /coplan/getting-started.md # 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](/glossary) defines the other terms. ## Open Coplan 1. Sign in at [cloud.vazen.com](https://cloud.vazen.com). [Sign in and out](/account/sign-in) has the steps. 2. 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. 1. Open the subsection dropdown at the top of the page. It reads **All Fixture Plans**, with the number of plans in brackets. 2. 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](/coplan/explore#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 1. 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. 2. 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. 3. 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 1. Open **Actions**, above the table on the right. 2. 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 1. Select **Details**, the list at the top of the column of buttons. The plan takes the map’s place. 2. In the details panel, select **Clear** under **Stores**. The table lists the subsection’s plans again. 3. 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. ## Where to go next - [Explore](/coplan/explore) covers the rest of Plans, Stores and Products. - [Compare](/coplan/compare) measures what a range change did to space and distribution. - [Combine](/coplan/combine) shows which plans appear together in stores. ## Glossary | Vazen Docs Source: /glossary.md # Glossary Definitions of the terms used in Coplan and Studio, such as facings, planogram, planogram ID, range class and subsection. *** **Facings** - The number of identical products visible at the front of a shelf, stacked side by side or on top of each other. To understand facings and half facings better, [see here](/glossary/measurements) **Fixture plan** - Coplan’s name for a planogram. These pages also call it a plan. **Measurements** - [Learn about linear, cubic and quadratic space here](/glossary/measurements) **Merchandising group** - One retailer’s name for a subsection. Where a plan has one, its details show the **merchandising group** and its 3-character **merchandising group code**. **Planogram** - a visual representation of what a shelf looks like in-store which can be amended to suggest changes to range, assortment and space. It also contains data on number of products, facings and % of linear or quadratic space. **Planogram ID** - the code that identifies a planogram. In some retailers’ data it is 6 alphanumeric characters: the first 3 are the merchandising group code, and the next 3 are, in order, the Range Class, the Equipment Type and the Store Cluster code. **Product id** - the product id in the Excel file downloaded from Plans has the format `productid_orientation` (for example `10023_F`) **Range Class/Space break code** - The size of the product range on shelf, ordered A-Z smallest >largest. **Store cluster** - A group of stores that a retailer plans for together. Where a retailer plans by store cluster, each plan is for one cluster. **Subsection** - A group of plans for one product category, such as soft drinks. Coplan uses this name for every retailer, whatever the retailer calls its own groups. ## Other resources - [Measurements](/glossary/measurements) ## Measurements | Vazen Docs Source: /glossary/measurements.md # Measurements Explains linear, quadratic and cubic space, how each is calculated, and what facings, half facings and sites mean. *** On the platform you will encounter 3 primary forms of measurement. - Linear space - Quadratic space - Cubic space They measure length, area and volume, for example in m, m² and m³. Compare figures of the same kind. ## Linear space The amount of space measuring only an X axis of a site **Formula:** (ProductWidth x Facings Wide) **Example:** If your product width is 20cms, and there are two facings, your linear space is 40cm. Where a category has little or no stacking, linear space is enough to compare products. ## Quadratic space The amount of space measuring an X and Y axis of a site **Formula:** (ProductWidth x Facings Wide) x (ProductHeight x Facings High) **Example:** If your product is 20cms wide and 30cms tall, and there are 2 facings wide and 2 facings high on shelf, your quadratic space is (2 x 20) x (2 x 30) = 2400cm² If there is lots of stacking in the category, this is the best space metric to use. ## Cubic space The amount of space measuring X, Y and Z dimensions of a site **Formula:** (ProductWidth x Facings Wide) x (ProductHeight x Facings High) x (ProductDepth x Facings Deep) A useful metric when working out optimum shelf capacity or maximising availability, alongside rate of sale data. ## Facings and sites ### Facing The standard orientation for a product facing from the shelf Facings are counted in each direction. Three of the same product side by side are three facings wide, and two stacked on top of each other are two facings high. ### Half facing A product may be rotated to fit more on the shelf ### Site One placement of a product on the shelf, with all of its facings in that place. A product on two shelves has two sites. ## Get help | Vazen Docs Source: /help.md # Get help Who to ask when something does not work or is missing, what to tell us, and where the answers to common problems are. *** ## Who to ask - **Something does not work, or looks wrong.** Select **Send Feedback**, near the foot of the navigation panel, and say what happened. Or email , which **Email Us** in the same place starts for you. - **A feature, a button or some data is missing.** Ask your account manager. Not every account has every feature. - **Ask Vazen in Microsoft 365 Copilot or Claude.** Email . **Send Feedback** reaches the same people as the email address, and tells us who you are and which page you were on. Where you use Vazen at another organisation’s address, the navigation panel may show that organisation’s support links in place of **Email Us**. ## What to tell us The more of these you send, the sooner we can find the problem: - the address of the page you were on, from your browser’s address bar. **Send Feedback** adds it for you; - what you did, and what you expected to happen; - what happened instead, with the words of any message you saw; - for Studio, the [Excel file](/studio/saving-your-work) of the project you were working on. ## Common problems | Problem | Where the answer is | | -------------------------------------------------- | ------------------------------------------------------------------------------------------ | | No sign-in email arrives | [If no email arrives](/account/sign-in#if-no-email-arrives) | | You are signed in on a computer you no longer use | [Sign out of another browser](/account/sign-in#sign-out-of-another-browser) | | A button these pages mention is not on your screen | Not every account has it. Ask your account manager. | | Your Studio project is not on another computer | [Save your work](/studio/saving-your-work) | | A product image will not upload | [Uploading a product image](/studio/adding-and-editing-products#uploading-a-product-image) | | Studio says a product needs fixing | [Products that need fixing](/studio/products#products-that-need-fixing) | | Ask Vazen does not answer in Claude | [If it doesn’t work](/ask/connect-claude#if-it-doesnt-work) | | Ask Vazen does not answer in Microsoft 365 Copilot | [If it doesn’t work](/ask/microsoft-365-copilot#if-it-doesnt-work) | | A word on these pages is new to you | [Glossary](/glossary) | ## Studio | Vazen Docs Source: /studio.md # Studio Build and edit fixtures, then download and save your work. *** ## Get started - [Getting started: Sign in to Vazen, open a Studio input file and make your first changes to products on a fixture.](/studio/getting-started) ## How-to guides - [All fixtures: Browse every plan in a category, open one in full, and rename, duplicate or remove a fixture.](/studio/all-fixtures) - [Adding and editing products: Add products to a fixture, edit their details and images, and adjust facings, hanging or sitting position and dimensions.](/studio/adding-and-editing-products) - [Edit shelves: Add, remove, move and copy shelves and bays on a fixture, one at a time or many at once from the Excel file.](/studio/editing-shelves) - [Download fixture: Download a fixture as a JPEG image, or the project as a .psa file to import into Blue Yonder (formerly JDA) or other space planning software.](/studio/download-fixture) - [Tags and segmentation: Add tags and sales data to the input file, and use Tag Maps to highlight or colour products on a fixture.](/studio/tags-and-segmentation) - [Save your work: Studio keeps your project in this browser. Download it as an Excel file to keep a copy, share it or work on another computer.](/studio/saving-your-work) ## Reference - [Keyboard shortcuts: Shortcuts for undoing and redoing changes, for moving, selecting and removing products, shelves and bays on a fixture, for changing facings, and for the Products table in Studio.](/studio/keyboard-shortcuts) - [Settings: What each setting in Studio's Settings tab changes on a fixture, including bay limits, shelf spacing and shelf edge labels.](/studio/configuration) - [Products: What Studio's Products page holds, every product in the project as a table or a grid, and how it marks a product that needs fixing.](/studio/products) - [Studio Excel file: The sheets and columns of the Excel file that holds a Studio project, for reading it, editing it in Excel and uploading it again.](/studio/studio-excel-file) ## Explanation - [Analysis: Use Analysis to chart share of products, facings, linear space, quadratic space or sales by tag, and download the results as Excel or a chart image.](/studio/analysis) ## Adding and editing products | Vazen Docs Source: /studio/adding-and-editing-products.md # Adding and editing products Add products to a fixture, edit their details and images, and adjust facings, hanging or sitting position and dimensions. *** ## Adding a product to the fixture Open the **Products** tab in the side panel. It lists the project’s products, with a search box. Products that need fixing before they can go on a shelf come last, under **Can’t be placed yet**. Drag a product onto a shelf to place it. To place several at once, select them first: `Ctrl`-click (Windows) or `Cmd`-click (Mac) adds a product to the selection, and `Shift`-click selects a run of them. Then drag any one of them. On a narrow screen the fixture is out of view. Select a product and use the plus on its card: the product goes at the left end of the top shelf in the first bay. To add a product that is not in the project, select **Create Product**, the plus beside the search box. Enter its details in **New Product**, then select **Add Product**. **Product Library**, at the bottom of the tab, opens the project’s [**Products**](/studio/products) page. ## Editing a product Select the product on the fixture. The **Detail** panel shows its image, name, price, dimensions, ID and GTIN. Type a new name, price, width, height, ID or GTIN straight into its box. Studio saves it when you press Enter or move on, and the product changes everywhere it is placed, in every fixture. Press Escape to put back what was there. Price is in the currency’s smallest unit, such as pence. A blank width or height, or one of 0 or less, is still saved, and the panel marks the product incomplete until you correct it. A product on a shelf needs an ID of its own. A blank ID leaves the shelf showing a missing product. An ID two products share belongs to the one that comes first in the Product Library: the other can’t be placed until its ID changes, and the shelf shows the first wherever the ID is placed. When a product leaves the shelf this way, Studio warns you. [Undo](/studio/keyboard-shortcuts) puts the ID back. - **Edit in Library**, beside **Attributes**, opens the project’s [**Products**](/studio/products) page, filtered to this product. - The pencil on the image opens **Edit Product Image**, for the image, how it is displayed, and the dimensions. - Right-click the product on the fixture and choose **Edit** to type straight into its name in the **Detail** panel, which opens if it is hidden. ## Uploading a product image In **Edit Product** or **Edit Product Image**, select **Upload** beside **Image URL** and choose the file. Studio shows the image. Select **Confirm** to upload it, or **Cancel**. The uploaded image then appears under **Preview**. Prepare the image before you upload it: crop it to the product and remove the background, or the product carries a white box onto the shelf. If **Cut Out** appears under the preview, it removes a white background for you. For an uploaded image, select it again for **Cut Out (Advanced)**. > If the upload fails, try again. Contact Vazen if it keeps failing. ## Changing facings Select the product on the fixture. Under **Facings** in the **Detail** panel, set **Wide** and **High**: type a number from 1 to 20, or use the arrows. ## Hanging or sitting Under **Placement**, choose **Hanging** or **Sitting**. Products sit by default. Hanging suits products that hang from a bar rather than stand on the shelf, such as hair brushes, and moves the shelf edge label above the product. ## Removing a product from the shelf Select the product, then **Remove from Shelf** at the bottom of the **Detail** panel. The product leaves the shelf at once but stays in the project. [Undo](/studio/keyboard-shortcuts) brings it back. ## If the image does not fit the product’s dimensions Sometimes a product’s dimensions do not match the shape of its image, so the product appears to float on the shelf. Open **Edit Product** or **Edit Product Image**. Under the preview, **Fit Dimensions to Image** keeps one dimension and changes the other to match the image’s shape. The dimensions may then differ from the real product’s, and you cannot undo the change once you save. **Rotate Image 90°**, above it, turns the image instead, which may be all it needs. ## Moving products Click a product to select it, and click it again to deselect it. Drag a product along its shelf, or onto another shelf or bay, to move it. ## All fixtures | Vazen Docs Source: /studio/all-fixtures.md # All fixtures Browse every plan in a category, open one in full, and rename, duplicate or remove a fixture. *** When opening from Explore Fixture Plans, plans are ordered from most common to least common so when you ‘Open in Studio’ you will always start on the most common plan. To view every planogram in the category, choose “All Fixtures” in the fixture picker in the navigation panel, under the project’s name. Here you can easily scroll through plans and by clicking anywhere on the box the plan will load in full. The All Fixtures page will also be listed from most common to least common, unless you have created the Studio file independently of Coplan, in which case they will be listed in the order they are in in the [Excel file](/studio/studio-excel-file). Each box shows the fixture beside its **Total Size**, **Bays**, **Shelves Per Bay**, **Product Sites**, **Average Site Price** and **Facings**. Sites are not stores: [Measurements](/glossary/measurements#site) explains what a site is. ## Add a fixture To build a fixture from scratch, select **New Fixture** on the All Fixtures page. Give it a name, choose how many **Bays** it has, from 1 to 20, and how many **Shelves** each bay has, from 1 to 12, then select **Add**. The shelves start empty. ## Edit a fixture name Click the name of a Fixture and you will be able to edit it. Press Enter or click away to save, or Esc to cancel. Duplicate or remove the fixture with the icons to the right of the name. Removing a fixture asks you to confirm first. ## Download several fixtures’ images Not every account has this: ask your account manager. 1. Tick the box beside the name of each fixture you want, or choose **Select All**. 2. Open **Download Images**, which shows how many you ticked, and choose **Size L**, **Size XL** or **Size XXL**. One fixture downloads as a JPEG image, and several as a zip file of them. If a product on one of the fixtures needs fixing first, Studio lists it and doesn’t download the images. To download one fixture’s image, see [Download fixture](/studio/download-fixture). ## Analysis | Vazen Docs Source: /studio/analysis.md # Analysis Use Analysis to chart share of products, facings, linear space, quadratic space or sales by tag, and download the results as Excel or a chart image. *** ## Analysis tab - Select **Analysis** under Studio in the navigation panel to find data from the planogram. - This is done by adding KPI and tags that you are interested in. The tags will be from the input file and can include brand, category, subcategory and segmentation. - It can calculate share of products, facings, linear space and quadratic space for the planogram, and sales if the input file has a `tags.sales` column (see [Tags and segmentation](/studio/tags-and-segmentation)). Quadratic space uses each product’s width and height, not its depth. - Choose what the analysis shows: Choose the **scenario fixture**, or **All Fixtures** to analyse every fixture in the project together. All Fixtures adds up the facings, space and sales of every fixture, and counts a product on several fixtures once in Share of SKUs. Choose a **bay**, or **All Bays**, to analyse one bay of the fixture. Then choose a **shelf** in that bay, or **All Shelves**. You can choose a shelf only once you have chosen a bay. Bay and Shelf are only available when you choose a single fixture, not All Fixtures. Choosing another fixture sets Bay and Shelf back to All Bays and All Shelves. Choose the **metrics** that you want to be shown on the graphs Choose the **brand/subgroup** that you would like to compare data. Choose whether you would like the graph to show **numbers** or **percentages**. - Each is a drop down menu. The metrics are **Share of Facings**, **Share of SKUs**, **Share of Linear Space**, **Share of Quadratic Space** and **Sales**. * Select **Download**, then **Excel**, to download an Excel file with all of the analysed data. The Excel file always covers whole fixtures, whichever bay or shelf you chose. * Analysis shows this information as a graph too. Select **Download**, then **Image**, and the chart on screen will download as a PNG image. Its title names the bay and shelf you chose. * Once all parameters have been chosen, the graph shows a group of bars for each value of the tag, for example each product subgroup, with one bar for each metric you chose. * The side panel’s **Detail** for a fixture, bay or shelf also shows its analysis. Select **Charts** beside its Analysis heading to open Analysis on that fixture, bay or shelf. ## Settings | Vazen Docs Source: /studio/configuration.md # Settings What each setting in Studio's Settings tab changes on a fixture, including bay limits, shelf spacing and shelf edge labels. *** **Settings** is the last tab of the side panel. Its settings apply to every fixture in the project, and are grouped into five sections that open and close: Fixture, Bays, Shelves, Shelf Edge Labels, and Prices and Language. The settings change how Studio draws your fixtures. They don’t change any plan in Coplan, so share of space in Compare is unaffected. ## Fixture - **Fixture Type** sets the kind of fixture drawn: Ambient Shelves, Ambient Gray Shelves, Metal Ambient Shelves, Gray Metal Ambient Shelves, Chilled Shelves, Dark Mode Chilled Shelves, Freezers or Dark Mode Freezers. - **Visualisation Mode** draws the fixture flat, 2D, or with depth, 2.5D. Not every account has it: ask your account manager. - **Product Image Display** sets how a product’s image is adjusted when it doesn’t match the shape of its facing: Contain, Fill or Stretch. - **Fixtures Equal Heights** and **Fixtures Equal Widths** make every fixture as tall as the tallest, or as wide as the widest, so they line up when you compare them. ## Bays - **Limit Bay Width** sets every bay and shelf to the **Max Bay Width**, in millimetres, with its imperial equivalent below. Any shelf whose products need more room turns red. - **Limit Bay Heights** turns any bay taller than the **Max Bay Height** red. Nothing is resized. - **Bays Equal Heights** and **Bays Equal Widths** make every bay in a fixture as tall as its tallest bay, or as wide as its widest. - **Bay Order**: Low to High puts bay 1 on the left. High to Low puts it on the right. Use the limits as a guide when you build a plan from scratch. Plans opened from Explore start with Limit Bay Width off. ## Shelves **Retail Execution Mode** packs products against the left of each shelf, with no space between them and their labels aligned left: the layout retailers expect. Select **Activate** to apply it. - **Shelf Site Alignment**: Left and Right pack products against that side of the shelf. Center spreads them across the whole shelf. - **Shelf Space Layout** sets where the spare space goes when products are centred. Between Products keeps each product’s facings together. Between Facings spaces every facing evenly. - **Shelf Space Between Items** is the smallest gap between products, and between facings of the same product. > Zero space between products shows you whether a shelf has room for more. - **Even Out Shelves** makes each shelf as tall as the tallest shelf in the same position in any bay, so shelves line up across the fixture. - **Shelf Order**: Low to High puts shelf 1 at the bottom. High to Low puts it at the top. ## Shelf Edge Labels - **Shelf Edge Label Type** sets the style of the labels under products. Depending on your account, the styles are named after retailers, or are called Plain, Alternative, Different, Variant and Substitute. **No Label** removes the labels. - **Shelf Edge Label Alignment** places each label to the left, centre or right under its product. - **Show Price** shows or hides the price on each label. Plans opened from Explore start with prices hidden. - The name and price font sizes change the size of the label’s text. Show Price and the font sizes appear only while products have labels. ## Prices and Language **Currency** and **Price Format** set how prices are written on shelf edge labels. ## Download fixture | Vazen Docs Source: /studio/download-fixture.md # Download fixture Download a fixture as a JPEG image, or the project as a .psa file to import into Blue Yonder (formerly JDA) or other space planning software. *** With nothing selected on the fixture, the **Detail** panel shows the project and the fixture, with **Download** beneath. **Image** and **Data** each have a list and their own **Download** button. - **Image** saves a JPEG of the fixture you are looking at. Choose **L**, **XL** or **XXL**. The list shows each size’s width and height in pixels. - **Data** saves the project’s data, starting with **Vazen Trial Data**. Choose **PSA File** for a .psa file of every fixture in the project, one planogram each, to import into Blue Yonder (formerly JDA) or other space planning software. This makes it easier to compare plans across retailers. If you do not see **PSA File**, ask your account manager. If a product needs fixing first, Studio lists it and doesn’t download the image or the PSA file. **Fix in Product Library** takes you to it on the [Products](/studio/products) page. To save the whole project as an [Excel file](/studio/studio-excel-file), open **Project actions** beside the project’s name in the navigation panel and choose **Download**. ## Edit shelves | Vazen Docs Source: /studio/editing-shelves.md # Edit shelves Add, remove, move and copy shelves and bays on a fixture, one at a time or many at once from the Excel file. *** Click a shelf’s edge to select the shelf, or a bay’s outer edge to select the bay, and use its **Detail** panel. - A shelf has **Add Shelf Above**, **Add Shelf Below**, **Reverse Products** and **Remove Shelf**. - A bay has **Add Bay Left**, **Add Bay Right** and **Remove Bay**. The selection on the fixture has the same add and reverse controls: plus buttons on a shelf’s top and bottom edges or a bay’s left and right edges, and arrows in the middle of a shelf to reverse its products. With a shelf selected, `R` also reverses them. [Undo](/studio/keyboard-shortcuts) reverses any of these changes. - **Add Bay Left** and **Add Bay Right** add a bay with one empty shelf. - **Remove Shelf** also removes the shelf’s products. Removing a bay’s last shelf removes the bay, and a fixture always keeps at least one shelf. - **Remove Bay** also removes the bay’s shelves and products. A fixture always keeps at least one bay. - **Reverse Products** needs at least two products on the shelf. ## Move or copy a shelf or bay Drag a shelf by its shelf edge, or a bay by its outer edge, to where you want it. A shelf can go to another bay. When you drop it, it moves there and the other shelves or bays make room. Hold `Alt` (Windows) or `Option` (Mac) as you drop to copy the shelf or bay, with its products, instead of moving it. To move a product, see [Adding and editing products](/studio/adding-and-editing-products#moving-products). ## How shelves are numbered The **Detail** panel shows a selected shelf’s **Shelf** and **Bay** numbers. Shelves count up from the bottom and bays from the left, unless the project’s **Shelf Order** or **Bay Order** setting, under **Settings**, is **High to Low**. ## Edit many bays in Excel To remove a lot of bays at once, edit the [Studio Excel file](/studio/studio-excel-file): 1. In the navigation panel, open **Project actions** beside the project’s name and choose **Download**. 2. Open the tab for the fixture’s scenario. 3. Delete the rows of each bay you want to remove, found by the **bay** column, and save the file. With the default Bay Order, the lowest bay number is the left-most bay. To remove the second bay below, delete the two rows with 1 in the **bay** column. | product\_id | bay | shelf | facings\_high | facings\_wide | position | | ----------- | --- | ----- | ------------- | ------------- | -------- | | 10023 | 0 | 0 | 1 | 2 | 0 | | 10047 | 1 | 0 | 1 | 3 | 0 | | 10052 | 1 | 1 | 1 | 2 | 0 | | 10068 | 2 | 0 | 2 | 5 | 0 | 4. Back in Studio, open **Project actions** and choose **Close project**. Delete the project saved under **Local Storage**, then drop the edited file onto the upload box. > You cannot undo back past the edited file. Keep the file you downloaded in step 1 in case you need to go back. ## Getting started | Vazen Docs Source: /studio/getting-started.md # Getting started Sign in to Vazen, open a Studio input file and make your first changes to products on a fixture. *** ## Sign in Sign in begins at [cloud.vazen.com](https://cloud.vazen.com), though your account manager may have given you another address. You’ll be asked to enter your email address, then select **Email me a code**. You’ll be sent an email containing a unique code which you’ll need to input on the next screen, then select **Sign in**. [Sign in and out](/account/sign-in) covers what to do if no email arrives. ## Upload a file Once you are signed in, select **Studio** in the navigation panel on the left. Drag and drop your [Studio Excel file](/studio/studio-excel-file) onto the upload box, or choose **Browse** and select it from your files. ## Open plans from Coplan You can also start from the plans in Coplan. In Explore, with fixture plans in the table, open **Actions** and choose **Open in Studio**, then **Open**. Studio opens with those plans as a project, up to 100 at a time. Studio keeps one project in this browser. If it already holds one, **Open** reads **Replace Project**, and the new plans take its place: download the old project first if you want to keep it. See [Save your work](/studio/saving-your-work). If you do not see **Open in Studio**, ask your account manager. ## Find your way around With a project open, the navigation panel on the left lists, under Studio: - the project’s name, with **Project actions** beside it to download or close the project; - the fixture picker, to move between fixtures or open [All Fixtures](/studio/all-fixtures); - [**Analysis**](/studio/analysis) and [**Products**](/studio/products), the project’s list of products. On a fixture, the side panel on the right has four tabs: **Detail**, **Products**, **Tags** and **Settings**. ## Remove a file to open a new one If Studio holds a project you no longer need, you can remove it. Open the **…** menu beside the project name in the navigation panel and choose **Close project**. Then delete the project with its bin icon. If it has changes you have not downloaded, Studio asks you to confirm. This will reset the state of Studio and allow you to open a new file. ## Edit products and the layout Select products by clicking them and deselect by re-clicking them. **Moving products** - drag and drop the products to a different shelf or bay **Changing facings** - select a product and change **Facings wide** and **Facings high** in the **Detail** tab of the side panel - You can also edit the product attributes with **Edit in Library** - see [Adding and editing products](/studio/adding-and-editing-products) for what you can edit ## Keyboard shortcuts | Vazen Docs Source: /studio/keyboard-shortcuts.md # Keyboard shortcuts Shortcuts for undoing and redoing changes, for moving, selecting and removing products, shelves and bays on a fixture, for changing facings, and for the Products table in Studio. *** ## Undo and redo **Undo** > Windows: `Ctrl` + `Z` > > Mac: `Cmd` + `Z` **Redo** > Windows: `Ctrl` + `Y` (or `Ctrl` + `Shift` + `Z`) > > Mac: `Shift` + `Cmd` + `Z` Not every account has undo and redo: ask your account manager. Undo covers changes to fixtures, products and the project’s settings, up to 50 steps back. It does not cover the colours you give tags, **Show Measurements** or **Presentation Mode**. If you have moved to another page, the first undo takes you back to where you made the change, and the next one undoes it. So if you are on a fixture, open Analysis and then undo, you go back to your fixture. If you refresh the page or close the project, you can no longer undo or redo the changes you made before. ## Delete several products > Windows: `Ctrl` + (*click products*) + `Delete` > > Mac: `Cmd` + (*click products*) + `Delete` - By clicking and holding `Ctrl` / `Cmd` on your keyboard, you can then click on the products that you want to delete from the fixture. Use the key on the left of the keyboard: the one on the right does not select - A **purple square** will appear around the selected products - Once all selected, press the `Delete` button on your keyboard to remove them from the fixture ## Move products with Tag Map on > Hold `Space` + click and drag a product Hold down the space bar while you click and drag products to move them while Tag Map is on ## Duplicate a product > Hold `Alt` (Windows)/`Option` (Mac) + click and drag a product ## Reverse a shelf’s products > With a shelf selected: `R` ## On a fixture With one product, a shelf or a bay selected on a fixture: - `↑` `↓` `←` `→` move it one step. A product moves along its shelf and on into the next bay, or to the shelf above or below. A shelf moves up or down its bay, or into the next bay. A bay moves left or right - `Shift` + `Ctrl` (Windows) / `Cmd` (Mac) + an arrow key changes a product’s facings. `→` and `←` add and take away a facing wide, and `↑` and `↓` a facing high - `Tab` selects the next product on the shelf, shelf in the bay or bay on the fixture, and `Shift` + `Tab` the one before. After the last one it goes round to the first - `Enter` selects what is inside: a bay’s top shelf, or a shelf’s first product. With nothing selected, it selects the left-most bay - `Shift` + `Enter` selects a product’s shelf, or a shelf’s bay - `Delete` removes it. A shelf or bay goes with [everything on it](/studio/editing-shelves) - `Esc` clears the selection. `Tab` then moves on from the fixture, as it does on any page Right-click a product, shelf or bay for a menu of what you can do to it, with its key beside each action that has one. `Shift` + `F10` opens the menu for what is selected. The keys work while the fixture has focus, not while you type in the side panel. ## Products table With a cell selected in the table on Studio’s [**Products**](/studio/products) page, under Studio in the navigation panel: - `↑` `↓` `←` `→` move to the next cell - `Shift` + an arrow key extends the selection by one cell - `Ctrl` (Windows) / `Cmd` (Mac) + an arrow key jumps to the first or last row or column - `Delete` or `Backspace` empties the selected cells, except images. With one cell selected, it opens that cell empty for you to retype - `Enter`, or typing, edits the cell - `Ctrl` / `Cmd` + `C` copies the selected cells, and `Ctrl` / `Cmd` + `V` pastes - `Esc` clears the selection ## Products | Vazen Docs Source: /studio/products.md # Products What Studio's Products page holds, every product in the project as a table or a grid, and how it marks a product that needs fixing. *** **Products**, under Studio in the navigation panel, lists every product in the project, whether or not it is on a fixture. Studio also calls it the Product Library. A change made here shows on every fixture that has the product. To change one product while you work on a fixture, see [Adding and editing products](/studio/adding-and-editing-products). ## Toolbar - **Search Products** finds products by a word in their name, ID or tags. Type `id:` and a list of IDs with commas between them to see only those products. - **Table view** and **Grid view** switch between a table of details and a grid of larger images. - **Import Files** adds product images from your computer. Name each file after its product’s ID, such as `10023.png`. A file whose name matches no product adds a new product with that ID. - **Import from Coplan** brings products in from Coplan. Not every account has it: ask your account manager. - **New Product** opens **New Product**. Enter the product’s details, then select **Add Product**. ## Table The table has one row for each product, with its image, **Name**, **ID**, **GTIN**, **Width (mm)**, **Height (mm)**, **Price** and **Tags**. - Select a cell and type to change a name, ID, GTIN, width, height or price. [Keyboard shortcuts](/studio/keyboard-shortcuts#products-table) lists the keys for moving around, copying and pasting. - Tags are shown but cannot be changed here. [Tags and segmentation](/studio/tags-and-segmentation) explains how to add them. - To add products, type or paste into the empty row at the bottom, which reads **Type or paste new products**. - To add a product between two others, rest the pointer on the line between them until a **+** appears by the row numbers, then select it. The menu at the end of a row also has **Create Product Above** and **Create Product Below**. The new row is empty and selected, and it needs fixing until it has an ID, a width and a height: see [Products that need fixing](#products-that-need-fixing). While you are searching, it stays in the table until you change the search, though it matches nothing. [Undo](/studio/keyboard-shortcuts) removes it. - **Column options**, in a column’s heading, sorts the table by that column. - The menu at the end of a row has **Edit Product Image**, **Clone Product**, **Create Product Above**, **Create Product Below** and **Delete Product**. ## Delete a product **Delete Product** removes the product from the project, and its facings from every fixture. Studio asks you to confirm first. [Undo](/studio/keyboard-shortcuts) brings the product back. This is not the same as **Remove from Shelf** on a fixture, which keeps the product in the project. ## Products that need fixing A product cannot go on a shelf until it has: - an ID that no other product in the project uses; - a width and a height, each greater than 0; - an image that is a web address, if it has an image at all. Studio shows what is wrong in each view: - In the table, the cell changes colour. Hover over it to read what is wrong. - In the grid, the product’s card has a warning icon that names the fields. - With the product selected, its details show **Incomplete product** and list each field to fix. The project’s product counts The page also counts the project’s products: how many are **Incomplete**, how many have a **Missing Image**, and how many are **On A Fixture** or **Not On A Fixture**. ## Save your work | Vazen Docs Source: /studio/saving-your-work.md # Save your work Studio keeps your project in this browser. Download it as an Excel file to keep a copy, share it or work on another computer. *** - Studio keeps your project in this browser as you work, under **Local Storage** on Studio’s start page, but no other browser or computer can open it. - To keep a copy, open the **…** menu beside the project name in the navigation panel and choose **Download**. Studio saves the project as an [Excel file](/studio/studio-excel-file), with the date and time in its name. - A dot beside the project name means you have made changes since you last downloaded. It goes when you download again. - To carry on from a downloaded file, open it as you would any input file. See [Getting started](/studio/getting-started). ## Studio Excel file | Vazen Docs Source: /studio/studio-excel-file.md # Studio Excel file The sheets and columns of the Excel file that holds a Studio project, for reading it, editing it in Excel and uploading it again. *** A Studio project is one Excel file. Studio reads it when you upload it, and writes it when you choose **Download** under **Project actions**. Most changes are easier in Studio itself. If you do edit the file, keep a copy first: [undo](/studio/keyboard-shortcuts) cannot go back past an upload. ## Sheets | Sheet | Holds | | --------------- | ---------------------------------------------------------------------- | | `Configuration` | The project’s [settings](/studio/configuration). Change them in Studio | | `products` | One row for each product in the project | | `scenario …` | One sheet for each fixture: where every product sits | Leave any other sheet as it is. ## The products sheet | Column | Holds | | ----------------- | ------------------------------------------------------------ | | `id` | The product’s ID. No two products can share one | | `name` | The product’s name | | `price` | The price in pence or cents: `250` for 2.50 | | `width`, `height` | The product’s size, in millimetres | | `gtin` | The product’s barcode number | | `image_url` | The web address of the product’s image | | `tags.…` | A [tag](/studio/tags-and-segmentation), such as `tags.brand` | ## A fixture’s sheet Each row is one product’s place on the fixture. | Column | Holds | | ------------------------------ | ---------------------------------------------- | | `product_id` | The product, by its `id` in the products sheet | | `bay`, `shelf` | The numbers of its bay and its shelf | | `position` | Its order along the shelf | | `facings_wide`, `facings_high` | How many facings sit side by side, and stacked | The numbers set an order, and can start at 0 or 1. Keep bay numbers to 50 or less, and shelf numbers to 20 or less. **Bay Order** and **Shelf Order**, in [Settings](/studio/configuration), decide which way they run. ## Tags and segmentation | Vazen Docs Source: /studio/tags-and-segmentation.md # Tags and segmentation Add tags and sales data to the input file, and use Tag Maps to highlight or colour products on a fixture. *** ## Add tags Tags are how you segment products. You can add as many tags to the input file as Excel can take. - Add a column that starts with **“tags.”** in the **products sheet** such as `tags.branded` and `tags.Country` below: | name | tags.branded | tags.Country | | -------------------- | ------------ | -------------- | | Planflakes Original | Brand | United Kingdom | | Planflakes Honey | Brand | United Kingdom | | Own label cornflakes | Own label | Germany | - Make sure no two columns have the same tag name, as Studio will not register the tags. - Keep each tag’s values in the same format: ‘Brand’ is different from ‘brand’. ## Tag maps The values of a tag, each with its colour, under Highlight by tag - Tags for subgroups and other attributes in the Excel input let you use Tag Maps and the Analysis tab. The Vazen team can help with this before you upload an input. - This will allow you to see where specific products and brands are located on the fixture, and how many of them are present. - In Studio, open the **Tags** tab of the side panel. Under **Highlight by tag**, choose a tag, then the values you’d like to see highlighted on shelf, and give each one a colour. - The colours you give are saved with the project, and in the Excel file when you download it. The tag and values you chose to highlight are not: choose them again when you next open the project. - Tags in the data allow you to highlight key areas of interest on shelf, such as a brand or a subcategory. - These same tags are what [Analysis](/studio/analysis) measures share of shelf by. ## Sales data - Add a column called **“tags.sales”** within the input file in the products sheet - Here you can add your sales figures per product (they do not all have to have a number associated with them) ## Colour by numbers Tag Map can also apply a colour gradient over a fixture based on any numerical data. You may like to map things such as Rate of Sale, Share of Spend, Share of Space or any other numerical value. ### Add the numbers In the products tab of your [spreadsheet](/studio/studio-excel-file), add a column whose name starts with `tags.`, such as `tags.sales`, `tags.shareOfSpace` or `tags.awesome`. The word you choose is the tag you pick under **Highlight by tag**. In this new Tag column of your spreadsheet add the data you wish to be mapped to the fixture. If you leave a cell in this column empty, and **Show No Data** is on in **Display Settings**, the Tag Map will render a tile reading **NO DATA** on the fixture. And if you enter a non-numeric value, the Tag Map will render a tile reading **INVALID**, again only while **Show No Data** is on. Once you have all of your data in your new column, save the Excel file and open it in Studio again. As you hover tiles on the fixture the raw data will appear over the product, such as `sales: 68`. ### Choose the colours Under **Colour numbers by**, choose **Scale** to blend colours between the numbers you set, or **Thresholds** to give each band of values its own colour. Both start from the lowest and highest values in your data, and you can change the numbers and the colours. Under **Display Settings** you can change the **Fixture tint** and the **Data opacity**, draw products individually or as blocks (for a text tag, or numbers coloured by Thresholds), draw the colour as a fill or an outline, and show the values, a key, the no data tiles and a legend. ### Wide ranges of numbers Until you change it, the colour in the scale is applied evenly between the max and min values of the data. This means that the colour distinction between values will be more difficult to see the larger the data range is. For example where the min tag data value is 0 and the max is 4, you will be able to clearly see the difference between values 2 and 4. But where the min is 0 and the max is 200,000, detecting the visual difference between 90,000 and 100,000, will be much harder. ## Feedback If you have any feedback or suggestions, do let us know at .