Picture to Planogram — Quick Guide

This guide explains how to use the Picture to Planogram feature in the CoolR mobile app to create and assign a planogram (shelf layout) from a photo taken during installation.

What is Picture to Planogram?

Picture to Planogram lets you generate a planogram automatically from a chiller/cooler photo. The app attempts to detect shelves and products, map SKUs, and create a planogram that can be assigned to the asset.

When to use this feature

• When installing a new asset.
• If the asset has no planogram assigned.
• When you need a quick planogram created from a chiller/cooler photo.

Before you start

Ensure the following before capturing images:

• Internet connectivity is available (required for product recognition).
• The app has camera permission.
• Your user account has the necessary permissions for installation and planogram creation.

Steps to create a planogram

1. Open the CoolR mobile app and select the Outlet.
2. Open the Outlet details and locate the target asset (chiller/cooler).
3. Start the installation flow for the asset.
4. Choose the planogram creation option:
   • From Camera — take a photo of the chiller/cooler.
   • From Gallery — upload an existing photo.
   • Skip — (if you do not want to create a planogram now).

Note

You can also create a planogram from Action List > Create Planogram.

Review recognition results

When the recognition completes the app will attempt to:

• Auto-create shelves based on detected shelf lines (e.g., 6 shelves detected → 6 shelves created).
• Detect products and map them to shelves.
• Mark shelves as empty if no products are detected.

You can then edit the generated planogram:

1. Add shelves.
2. Add products.
3. Adjust the stacking and facing of products.
4. View the stacking count.
5. Remove shelves.
6. Review and configure replenishment details, if applicable.

Add or Remove Product

• Tap the + (Add) button to add a new product.
• Tap an existing product thumbnail to remove or replace it.

When adding a product:

1. Remove or replace the current product.
2. Search by SKU code or product name.
3. Select from the product list to verify.
4. Confirm to close the product list and apply changes.

Note

If recognition fails or results are incomplete, try the following:

• Re-capture the image ensuring the full shelf is visible, lighting is adequate, and the camera is steady.
• Take a closer photo or try a different angle if products are partially obstructed.

Planogram Summary

If replenishment is enabled, you can review and edit replenishment details from the planogram summary screen:

• Adjust the number of facings.
• Choose the correct case size.
• View the stacking count configured for each product.

Clicking Next gives you the option to edit the Planogram Name.

Save and assign

• Tap Save to generate the planogram.
• The planogram will be assigned to the asset. Once assigned, the Create Planogram option will not appear for that asset unless it is unassigned.

Important rules

• Every shelf included in the planogram should contain at least one product. If a shelf is empty, either add products or remove the shelf from the planogram.
• Planogram names must be unique. If the chosen name already exists, select a different name.
• For double door or multi-door coolers, take separate shelf images for each door so that individual planograms can be generated through image recognition.

Offline handling

If the device is offline, the app will display a "No Internet connection" message and provide options to go back or retry recognition once connectivity is restored.

Best practices for better recognition

• Use good, even lighting (avoid strong backlighting or glare).
• Ensure the full shelf/chiller/cooler is visible in the photo.
• Hold the camera steady to avoid blur.
• Position yourself roughly perpendicular to the shelf (stand straight in front).
• Minimize reflections and remove obstructions when possible.