WO2017086809A1 - Planogram generation method - Google Patents

Planogram generation method Download PDF

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Publication number
WO2017086809A1
WO2017086809A1 PCT/PL2015/000191 PL2015000191W WO2017086809A1 WO 2017086809 A1 WO2017086809 A1 WO 2017086809A1 PL 2015000191 W PL2015000191 W PL 2015000191W WO 2017086809 A1 WO2017086809 A1 WO 2017086809A1
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WO
WIPO (PCT)
Prior art keywords
data
customer
phase
products
agreed
Prior art date
Application number
PCT/PL2015/000191
Other languages
French (fr)
Inventor
Marcin CHOIŃSKI
Łukasz ZIELIŃSKI
Adam BENIOWSKI
Original Assignee
Pro Business Solutions It Spotka Z Ograniczoną
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
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Publication of WO2017086809A1 publication Critical patent/WO2017086809A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/08Logistics, e.g. warehousing, loading or distribution; Inventory or stock management

Definitions

  • the subject of the invention is the method used to generate pianograms, designed for the generation of graphical representations of the sales area including shop equipment and products on sale applied in the system for the management of product categories linked to the Category Management that, considering the current market data, including statistical and survey studies, is supposed to optimize the location of products, in particular, products belonging to the category of fast moving consumer goods.
  • a solution of a planogram generation automation method for self- service automatons is known from the patent description for the international application for an invention number WO2013016484 A1. That method is based on the decoding of barcodes. Individual products are assigned unique codes readable thanks to the connection of an USB scanner.
  • each electronic cash register is assigned a specific transmission terminal.
  • Each transmission terminal connects to the central server via the data transmission network.
  • Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted to the transmission terminal.
  • Digital data received from at least one electronic cash register are recorded in the internal memory of each transmission terminal.
  • Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted from the transmission terminal to the central server.
  • the received digital data of the commodity sales are compared with the digital data of commodity barcodes from the database and the sales dynamics for a specific commodity or commodity group is determined on that basis.
  • a device for the commodity sales monitoring in a selected group of shops containing a range of electronic cash registers equipped with a barcode reader is known from the Polish description of an application for an invention P.368624.
  • Each electronic cash register has a connection with a transmission terminal assigned to it.
  • Each transmission terminal is connected to the central server via the data transmission network.
  • Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted to the transmission terminal.
  • Digital data received from at least one electronic cash register are recorded in the internal memory of each transmission terminal.
  • Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted from the transmission terminal to the central server.
  • the received digital data of the commodity sales are compared with the digital data of commodity barcodes from the database and the sales dynamics for a specific commodity or commodity group is determined on that basis.
  • the objective of the invention is a solution being a tool enabling the automation of the optimum positioning of products on store shelves with no need for participating individuals committed to the process.
  • the essence of the planogram generation method that, according to the invention, at least the data from a library of products and a set of sales data are uploaded and transmitted to the customer configuration operation to which parameters controlling the operation of an algorithm and weight calibrating the operation of an algorithm are also transmitted is characterized in that the data from the customer configuration are subjected to the operation involving the display in a form; in the course of that operation, the user completes the form checking products, selecting a set of sales data and introduces the rack data; after that, on the basis of such completed data and parameters, the algorithm is initiated and the next operation involves the checking of the configuration for the presence of optional initial actions agreed upon with the customer; after that, the data are transmitted to the generator where the first phase is executed as a part of which shares for each category containing products checked in the form are calculated on the basis of the selected sales data set and the shares are converted to cm; after that, in the second phase, it is checked whether the calculated shares meet the minimum share requirements stated in parameters controlling the operation of the algorithm and shares are adjusted by increasing too small categories at the expense of those
  • optional initial actions agreed upon with the customer and optional adjustment actions agreed upon with the customer are also uploaded in the course of the customer configuration operation while, at the algorithm initiation stage, optional initial actions agreed upon with the customer are analysed to the generator and initial actions are executed; additionally, optional adjustment actions agreed upon with the customer are subjected to an analysis in the operation stage and adjustment actions are executed.
  • the application of the invention enables the dynamic reaction to changes in the sales and customers' behaviours, introducing changes to the planogram in the given shop in selected categories in an ongoing manner.
  • a beneficial effect of the application of the invention is the possibility to use it in areas of goods not previously managed due to the lack of profitability determined with costs of expert knowledge of Category Management, in particular, management of trade niches.
  • the operation of data uploading I from the product library A and from the set of sales data B are executed after startup and the transmission of such data to the customer configuration operation 2 to which parameters controlling the operation of the algorithm C and weights calibrating the operation of the algorithm D optional initial actions agreed upon with the customer E and optional adjustment actions agreed upon with the customer F are also transmitted.
  • data from the customer configuration 2 are subjected to the operation involving the display in a form 3.
  • the user completes the form checking products G, selecting a set of sales data H and enters the rack data ⁇ after that, on the basis of these completed data and parameters, the initiation of the operation of the algorithm 4 takes place and the next operation involves the checking of configurations 5 for the presence of optional initial actions agreed upon with the customer E, optional initial actions agreed upon with the customer E are analysed and initial actions M are executed, after that, data are transmitted to the generator 6.
  • the first phase is realized in the generator 6 where, on the basis of the selected set of the sales data, shares are calculated for each category that contains products checked in the form and shares are converted into cm.

Abstract

In the planogram generation method according to the exemplary realization of the invention after start-up, the operation of data collection (1) from the product library (A) and from a set of sales date (B) is executed and such data are transmitted to the customer configuration operation (2), data from the customer configuration (2) are displayed in a form (3); during that operation, the user completes the form checking products (G), selecting a set of sales data (H) and enter the rack data (K); after that, on the basis of the completed data and parameters, the initiation of the operation of an algorithm (4) takes place and the next operation involves the checking of configurations (5) for the presence of optional initial actions agreed upon with the customer (E) after which data are transmitted to the generator (6). Data from the generator (6) in operation (7) are checked for the presence of optional adjustment actions agreed upon with the customer (F) after which data are transmitted to the planogram drawing operation (8). In the course of the customer configuration (2), optional initial actions agreed upon with the customer (E) and optional adjustment actions agreed upon with the customer (F) are also uploaded while, at the stage of the initiation of the operation of the algorithm (4) to the generator (5), optional initial actions agreed upon with the customer (E) are analysed and initial actions (M) are executed; additionally, at the stage in operation (7), optional adjustment actions agreed upon with the customer (F) are subjected to an analysis and adjustment actions (N) are executed.

Description

Planogram generation method
The subject of the invention is the method used to generate pianograms, designed for the generation of graphical representations of the sales area including shop equipment and products on sale applied in the system for the management of product categories linked to the Category Management that, considering the current market data, including statistical and survey studies, is supposed to optimize the location of products, in particular, products belonging to the category of fast moving consumer goods.
Up til! now, a specialist category manager was generating pianograms with the use of market data current at the given moment. For that reason, the introduction and updating of pianograms in individual product categories is a time-consuming task and does not sufficiently dynamically react to changes of market conditions.
The solution for the extraction of pianograms with the use of the image processing system using image analysis and object recognition techniques is known from the US patent description for the application for the invention number US8 89855 B2. That solution serves the generation of a planogram to compare it with the target representation of the sales area or the determination of product display parameters.
A solution of a planogram generation automation method for self- service automatons is known from the patent description for the international application for an invention number WO2013016484 A1. That method is based on the decoding of barcodes. Individual products are assigned unique codes readable thanks to the connection of an USB scanner.
A solution relating to a system of planning methods related to production resources is known from the description of the US patent number US6591 53 B2. That method is based on user defined criteria. Specific production resources and stock keeping units can be analysed both from the perspective of limitations and opportunities.
A solution for the commodity sales monitoring method in a selected group of shops based on data transmitted from a range of electronic cash registers equipped with a barcode reader is known from the Polish description of an application for an invention P.368624. According to this solution, each electronic cash register is assigned a specific transmission terminal. Each transmission terminal connects to the central server via the data transmission network. Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted to the transmission terminal. Digital data received from at least one electronic cash register are recorded in the internal memory of each transmission terminal. Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted from the transmission terminal to the central server. In the central server, the received digital data of the commodity sales are compared with the digital data of commodity barcodes from the database and the sales dynamics for a specific commodity or commodity group is determined on that basis.
A device for the commodity sales monitoring in a selected group of shops containing a range of electronic cash registers equipped with a barcode reader is known from the Polish description of an application for an invention P.368624. Each electronic cash register has a connection with a transmission terminal assigned to it. Each transmission terminal is connected to the central server via the data transmission network. Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted to the transmission terminal. Digital data received from at least one electronic cash register are recorded in the internal memory of each transmission terminal. Digital data of each sale including at least the barcode of the purchased commodity and its quantity are transmitted from the transmission terminal to the central server. In the central server, the received digital data of the commodity sales are compared with the digital data of commodity barcodes from the database and the sales dynamics for a specific commodity or commodity group is determined on that basis.
The objective of the invention is a solution being a tool enabling the automation of the optimum positioning of products on store shelves with no need for participating individuals committed to the process.
The essence of the planogram generation method that, according to the invention, at least the data from a library of products and a set of sales data are uploaded and transmitted to the customer configuration operation to which parameters controlling the operation of an algorithm and weight calibrating the operation of an algorithm are also transmitted is characterized in that the data from the customer configuration are subjected to the operation involving the display in a form; in the course of that operation, the user completes the form checking products, selecting a set of sales data and introduces the rack data; after that, on the basis of such completed data and parameters, the algorithm is initiated and the next operation involves the checking of the configuration for the presence of optional initial actions agreed upon with the customer; after that, the data are transmitted to the generator where the first phase is executed as a part of which shares for each category containing products checked in the form are calculated on the basis of the selected sales data set and the shares are converted to cm; after that, in the second phase, it is checked whether the calculated shares meet the minimum share requirements stated in parameters controlling the operation of the algorithm and shares are adjusted by increasing too small categories at the expense of those with the highest reserve; in the third phase, products are placed in brand blocks starting with the most underestimated ones while, in the fourth phase, shelf heights are selected in order to contain the assigned products per height; in the fifth phase, the width of brand groups is updated and after that, in the sixth phase, free places in the areas of brand blocks generated after the changes are filled by multiplying products present there, starting with the one most deviating from the target share; in the seventh phase, specific products are arranged on appropriate shelves to use space in the best possible manner and, at the same time, retain the unity of brand groups, during the arrangement, each group can be located on more than one shelf but products belonging to it have to be adjacent to one another; after that, in the eighth phase, the number of product "faces" is adjusted to maintain the aesthetics of brand groups with the use of the sampling for a specific number of forward movements and parameters comprising the "shelf aesthetics ratio" are calculated; after the analysis of ail the possible arrangements of the given group, the series of movements that attains the highest "shelf aesthetics ratio" wins; additionally, data from the generator in the operation are checked for the presence of optional adjustment actions agreed upon with the customer and, after that, the data are transmitted to the planogram drawing operation. According to another beneficial feature of the invention, optional initial actions agreed upon with the customer and optional adjustment actions agreed upon with the customer are also uploaded in the course of the customer configuration operation while, at the algorithm initiation stage, optional initial actions agreed upon with the customer are analysed to the generator and initial actions are executed; additionally, optional adjustment actions agreed upon with the customer are subjected to an analysis in the operation stage and adjustment actions are executed.
The application of the invention enables the dynamic reaction to changes in the sales and customers' behaviours, introducing changes to the planogram in the given shop in selected categories in an ongoing manner. A beneficial effect of the application of the invention is the possibility to use it in areas of goods not previously managed due to the lack of profitability determined with costs of expert knowledge of Category Management, in particular, management of trade niches.
The subject of the invention will be presented in more detail with the help of its exemplary realization illustrated with a drawing being a process flow diagram of individual operations of the method.
Example
In the method of planogram generation according to an exemplary realization of the invention, the operation of data uploading I from the product library A and from the set of sales data B are executed after startup and the transmission of such data to the customer configuration operation 2 to which parameters controlling the operation of the algorithm C and weights calibrating the operation of the algorithm D optional initial actions agreed upon with the customer E and optional adjustment actions agreed upon with the customer F are also transmitted. After that, data from the customer configuration 2 are subjected to the operation involving the display in a form 3. In the course of the display in a form 3 operation, the user completes the form checking products G, selecting a set of sales data H and enters the rack data Κχ after that, on the basis of these completed data and parameters, the initiation of the operation of the algorithm 4 takes place and the next operation involves the checking of configurations 5 for the presence of optional initial actions agreed upon with the customer E, optional initial actions agreed upon with the customer E are analysed and initial actions M are executed, after that, data are transmitted to the generator 6. The first phase is realized in the generator 6 where, on the basis of the selected set of the sales data, shares are calculated for each category that contains products checked in the form and shares are converted into cm. In the second phase, it is checked whether the calculated shares meet the minimum share requirements stated in parameters controlling the operation of the algorithm and shares are adjusted by increasing too small categories at the expense of those with the highest reserve; after that, in the third phase, products are placed in brand blocks starting with the most underestimated ones. In the fourth phase, shelf heights are selected to contain the assigned products per height; in the fifth phase, the width of brand groups is updated. In the sixth phase, free space in brand block areas arising after the introduction of previous adjustments are filled by multiplying the existing products starting with the one most deviating from the target share; in the seventh phase, specific products are arranged on appropriate shelves in a way that uses space best retaining the unity of brand groups; during the arrangement, each group can be located on more than one shelf but products belonging to it have to adjoin one another; after that, in the eighth phase, the number of product "faces" is adjusted to retain the aesthetics of brand groups with the use of the sampling per the specific number of forward movements and parameters comprising the "shelf aesthetics ratio" are calculated; after the analysis of all the possible arrangements for a group, the series of movements with the highest "shelf aesthetics ratio" wins. Data from the generator 6 in operation 7 are checked for the presence of optional adjustment actions agreed upon with the customer F, optional adjustment actions agreed upon with the customer F are subjected to an analysis and adjustment actions N are executed. After that, the data are transmitted to the planogram drawing operation 8.

Claims

Patent claim
1. The planogram generation method according to which at least data are collected from the product library and a set of sales data and transmitted to the customer configuration operation to which parameters controlling the operation of the algorithm and weight calibrating the operation of the algorithm are also transmitted, characteristic in that the data from the customer configuration (2) are subjected to the operation involving the display in a form (3), and, in the course of that operation, the user completes the form checking products (G), selecting a set of sales data (H) and enters the rack data (K) and, after that, on the basis of the data and parameters so completed, the initiation of the operation of the algorithm (4) takes place and, in the next operation, configurations (5) are checked for the presence of optional initial actions agreed upon with the customer (E), after which the data are transmitted to the generator (6) where the first phase is executed where, on the basis of the selected set of saies data, shares are calculated for each category that contains products checked in the form and shares are converted into cm, after which, in the second phase, calculates shares are checked to see whether they meet minimum share requirements stated in parameters controliing the operation of the algorithm and share are adjusted by increasing too small categories at the expense of categories with the greatest reserve; after that, in the third phase, products are placed in brand blocks starting with the most underestimated ones while, in the fourth phase, shelf heights are selected to contain the assigned products per height after which, in the fifth phase, the width of brand groups is updated and after that, in the sixth phase, free space in the brand block areas generated after the changes are filled by multiplying products present there, starting with the one that deviates most from the target share after which, in the seventh phase, specific products are arranged on appropriate shelves to use space in the best manner while maintaining the unity of brand groups; during the arrangement, each group can be located on more than one sheif but products belonging to it have to adjoin one another and, after that, in the eighth phase, the number of product "faces" is adjusted to retain the aesthetics of brand groups by using the sampling for a specific number of forward moves and parameters comprising the "shelf aesthetics ratio" are calculated and, after the analysis of all the possible arrangements for the given group, the series of movements that attains the highest "shelf aesthetics ratio" wins; additionally, data from the generator (6) in operation (7) are checked for the presence of optional adjustment actions agreed upon with the customer (F) after which data are transmitted to the planogram drawing operation (8).
2. The planogram generation method according to claim 1 , characteristic in that optional initial actions agreed upon with the customer (E) and optional adjustment actions agreed upon with the customer (F) are also uploaded in the course of the customer configuration operation (2) while, at the stage of the initiation of an algorithm (4), optional initial actions agreed upon with the customer (E) are analysed to the generator (5) and initial actions (M) are executed; additionally, in the stage in operation (7), optional adjustment actions agreed upon with the customer <F) are subjected to an analysis and adjustment actions (N) are executed.
PCT/PL2015/000191 2015-11-19 2015-11-23 Planogram generation method WO2017086809A1 (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
PL414857A PL414857A1 (en) 2015-11-19 2015-11-19 Method for obtaining planograms
PLP.414857 2015-11-19

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WO2017086809A1 true WO2017086809A1 (en) 2017-05-26

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Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6591153B2 (en) 2000-10-12 2003-07-08 Manugistics, Inc. System and methods for scheduling manufacturing resources
US20110035257A1 (en) * 2009-08-06 2011-02-10 Rajendra Singh Solanki Systems And Methods For Generating Planograms In The Presence Of Multiple Objectives
US20120022913A1 (en) * 2010-07-20 2012-01-26 Target Brands, Inc. Planogram Generation for Peg and Shelf Items
US8189855B2 (en) 2007-08-31 2012-05-29 Accenture Global Services Limited Planogram extraction based on image processing
WO2013016484A1 (en) 2011-07-26 2013-01-31 Crane Merchandising Systems, Inc. Method for automated planogram programming in a vending machine
US20150088701A1 (en) * 2013-09-23 2015-03-26 Daniel Norwood Desmarais System and method for improved planogram generation

Patent Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6591153B2 (en) 2000-10-12 2003-07-08 Manugistics, Inc. System and methods for scheduling manufacturing resources
US8189855B2 (en) 2007-08-31 2012-05-29 Accenture Global Services Limited Planogram extraction based on image processing
US20110035257A1 (en) * 2009-08-06 2011-02-10 Rajendra Singh Solanki Systems And Methods For Generating Planograms In The Presence Of Multiple Objectives
US20120022913A1 (en) * 2010-07-20 2012-01-26 Target Brands, Inc. Planogram Generation for Peg and Shelf Items
WO2013016484A1 (en) 2011-07-26 2013-01-31 Crane Merchandising Systems, Inc. Method for automated planogram programming in a vending machine
US20150088701A1 (en) * 2013-09-23 2015-03-26 Daniel Norwood Desmarais System and method for improved planogram generation

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