Creating a sign

The following instructions are for creating a sign in a new batch. To create a sign in an existing batch, see Creating a sign within a batch.

Notes:

• Users must have the rights to create a sign within a batch.
• Some users do not have the rights to create signs in specific batches, although they can create signs in general.
• Not all users have access to the default batch source.

From the Item Library

Make sure that your items are added in the Item Library.

1. From the home page, click Create Signs From Library.

2. Type a batch name, and then click Create.

   Note:  Click More Information to modify other settings of the batch.

3. Click , select a template, and then click Select Template.

   Notes:

   • The selected template is applied to the new items in the batch.
   • To edit the template for each sign, see Editing a sign.
   • Sometimes, the administrator may configure the signs to be created after collecting the actual data from the source. In this case, a Signs will be created with external item information message appears, and the populated data may differ from data on the item library.

4. Select one or more items, and then click Add to Batch.

   Note: You can search for signs and batches using multiple sign attributes. Click Advanced Sign Search, enter multiple sign attributes separated by commas, and then click Search.

From a template

1. From the home page, click Create Signs From Template (Ad Hoc).

2. Type a batch name, and then click Create.

   Note: Click More Information to modify other settings of the batch.

3. From the Current Template section, click , select a template, and then click Change Template.

   For a single-item template

   1. Select a single-item template, and then click Change Template.

   2. In the Product Information field, type the item information.

   For a multiple-item template

   1. Select a multiple-item template, and then click Change Template.

   2. Provide the header name, header description, and number of copies.

   3. In the Product Information section, do one or more of the following:

      • Click Add from Item Library, and then select one or more items.

      • Click Add Manually, and then provide the item information.

4. Click Save Sign.

Note: You can set up Platform Administrator to look up item details automatically using the UPC and SKU fields in the Product Information section. To do this, set the control type of that field to TEXTSEARCH in Platform Administrator.

From a planogram

This feature is available only if it is enabled in the In-Store Publisher configuration settings from Platform Administrator.

1. From the home page, click Create Signs from Planogram.

2. Type a batch name, and then click Create.

   Note:  To change other settings of the batch, click More Information.

3. Click , select a template, and then click Select Template.

   Notes:

   • The selected template is applied to the new items in the batch.
   • If Auto Assign Template is selected, then signs are created with this template or according to the default rule set by the system administrator.
   • If any other template is selected, then signs are created with this template or according to the rule set by the system administrator.
   • To edit the template for each sign, see Editing a sign.

4. Select a planogram, and then click Add to Batch.

   Notes:

   • You can select only one planogram at a time while adding to a batch.
   • You can view the items present in a planogram by clicking the link in the Plano Code column.

From the Express Batch Builder

This option helps you create a batch of signs from the item library in an express way.

1. From the home page, click Express Sign Entry.

2. Type a batch name, and then click Create.

   Note:  Click More Information to modify other settings of the batch.

3. In the Express Sign Entry window, enter the necessary information.

   Note: The selected template is applied to the new items in the batch.

4. Select one or more items, and then click Search and Add.

   Note: You can search for signs and batches using multiple sign attributes. Click Advanced Sign Search, enter multiple sign attributes separated by commas, and then click Search.

Creating a sign within a batch

Notes:

• Users must have the rights to create a sign within a batch.
• Some users do not have the rights to create signs in specific batches, although they can create signs in general.
• Not all users have access to the default batch source.

From the Item Library

Make sure that your items are added in the Item Library.

1. From the Batches page, click a batch name.

2. Click Add Signs > Using item library.

3. Click , select a template, and then click Select Template.

   Notes:

   • The selected template is applied to the new items.
   • To edit the template for each sign, see Editing a sign.
   Note: Sometimes, the administrator may configure the signs to be created after collecting the data from the source. In this case, a Signs will be created with external item information message appears, and the populated data may differ from data on the UI.

4. Select one or more items, and then click Add to Batch.

   Note: You can search for signs and batches using multiple sign attributes. Click Advanced Sign Search, enter multiple sign attributes separated by commas, and then click Search.

From a planogram

This feature is available only if it is enabled in the In-Store Publisher configuration settings from Platform Administrator.

1. From the Batches page, click a batch name.

2. Click Add Signs > Using Planogram.

3. Click , select a template, and then click Select Template.

   Notes:

   • The selected template is applied to the new items in the batch.
   • If Auto Assign Template is selected, then signs are created with this template or according to the default rule set by the system administrator.
   • If another template is selected, then signs are created with this template or according to the rule set by the system administrator.
   • To edit the template for each sign, see Editing a sign.

4. Select a planogram, and then click Add to Batch.

   Notes:

   • You can select only one planogram at a time while adding to batch.
   • You can view the items present in a planogram by clicking the link in the Plano Code column.

From a template

1. From the Batches page, click a batch name.

2. Click Add Signs > By Manual Entry.

3. Click , select a template, and then click Change Template.

   For a single-item template

   1. Select a single-item template, and then click Change Template.

   2. In the Product Information field, type the item information.

   For a multiple-item template

   1. Select a multiple-item template, and then click Change Template.

   2. Provide the header name, header description, and number of copies.

   3. From the Product Information section, do one or more of the following:

      • Click Add from Item Library, and then select one or more items.

      • Click Add Manually, and then provide the item information.

4. Click Save Sign.

From the Express Batch Builder

1. From the Batches page, click a batch name.

2. Click Add Signs > By Express Entry.

3. In the Express Sign Entry window, enter the necessary information, and then click Search and Add.

4. Select one or more items, and then click Search and Add.

   Note: You can search for signs and batches using multiple sign attributes. Click Advanced Sign Search, enter multiple sign attributes separated by commas, and then click Search.

Adding and editing multiple signs

You can add and edit multiple signs at once before adding them to a batch.

1. From the Batches page, click a batch name.

2. Click Add Signs, and then select Using Item Library.

3. Select the check boxes for the applicable items, and then click Add & Edit Items.

4. From the Create or Edit page, enter or modify the necessary information for each item, and then click Save.

   Note: You can navigate through signs by clicking Prev, Next, or the navigation buttons.

Editing a sign

Notes:

• Users must have the rights to edit a sign within a batch.
• Some users do not have access to edit signs in some specific batches, though they can have access to edit signs in general.
• Not all users have access to the default batch source.

1. From the Batches page, click the batch name.

2. Click the product name, and then configure the sign information.

   Note: To edit the template, click , and then select a template.

3. Click Save Sign.

Editing multiple signs

Users can edit templates and copies of multiple signs.

Editing templates

1. From the Batches page, click the batch name.

2. Select one or more signs, and then click Change Template .

3. To change a template, select a new template, and then click Change Template.

Changing copies

1. From the Batches page, click the batch name.

2. Select one or more signs, and then click Change Copies .

3. To change the copies, enter or select the number of copies, and then click Save

Configuring More Button

The More Button feature on the Sign Edit page groups additional action buttons under a dropdown when more than five buttons are present.

• Primary action buttons such as Print, Save, Cancel, and Delete remain visible.

• Action buttons like Add by Manual Entry and Add from Item Library move under More Button.

• More Button appears only when more than five buttons are available. If there are five or fewer buttons, all actions are shown on the page.

Do the following to change the order of the buttons:

1. Connect to the database where the configuration is stored.

2. Navigate to the CMSPage table.

3. Find the entry with the key SignEditActionButton.

4. Run an Update query to modify the order of the buttons.

5. Restart the IIS server to apply changes.

6. Log in again and check the Sign Edit page to confirm that the button order has been updated.

Notes:

• User must have the rights to access the buttons displayed on the Sign Edit page.
• If a user does not have permission to access a specific feature, that button does not appear on the Sign Edit page.

Configuring hyperlinks

A hyperlink detail lets you link the data to an external site with the ability to pass variables. To configure hyperlinks in the Sign View page, do the following:

Prerequisites

• Do the required configuration in the Publishing Platform Manager (PPM) portal.

• In the Content management system (CMS) page, add the specific column to appear in the grid view of the In-Store Publisher portal. Then set it to hyperlink.

For a single-item sign

1. Go to the Sign View page.

   Notes:

   • In the sign item table, the column is updated with the key information provided in PPM.
   • If the column already holds any data, then the column shows the existing data only.

2. Click the hyperlink in the column to access the external site.

For multiple-item signs

1. Go to the Sign View page, and then click .

   Note: In the Multi Item Details window, the column is updated with the key information provided in PPM.

2. Click the hyperlink in the column to access the external site.

Zooming a preview sign

In the Sign Edit page, you can preview the template before printing.

• When you see the message Click on image to zoom in, click to zoom in the image

• When you see the message Click on image to zoom out, click to zoom out.

Editing a batch

Notes:

• Users must have the rights to edit a batch.
• Some users do not have access to edit some specific batches, although they have access to edit batches in general.
• Not all users have access to the default batch source.

1. From the Sign View page, click beside the batch title.

2. Configure the batch information, and then click Update.

Printing a sign

Notes:

• Users must have the rights to edit a sign within a batch.
• Some users do not have access to edit signs in some specific batches, although they have access to edit signs in general.
• Not all users have access to the default batch source.

1. From the Batches page, click the batch name.

2. Select one or more signs, and then click Print.

3. If necessary, change the print settings.

4. Click Print.

For more information on printing, see Print jobsCreating HTML based template forms.

Copying a sign

Notes:

• Users must have the rights to copy a sign.
• Some users do not have the rights to copy signs to specific batches, although they can copy signs in general.
• Not all users have access to the default batch source.
• Restricted batches do not appear in the option list.

1. From the Batches page, click the batch name.

2. Select one or more product names, and then click Copy.

3. Copy the sign to the same batch, a different batch, or a new batch.

4. Click Yes to confirm.

5. Go to the target batch where the sign items are copied.

Deleting a sign from a batch

1. From the Batches page, click a batch name.

2. Select one or more product names, and then click Delete > OK.

Updating the library

• Users must have the required access to update the library. The associated profile property is LibraryPermissions.

• If the value of the profile property UpdateLibraryOnSignSave is set to TRUE, then users can see either of the following:

  • Update Library button is not visible.

  • The library is updated automatically every time a user saves a sign.

For an existing item (Item is a corporate data)

1. Open the sign edit page.

2. Edit the attributes, such as the name, template, sale price, and regular price, and then save the sign.

3. Click Update Library.

Note: You can verify the modified attributes in the item library page.

For a new item (Item is a store level or local data)

1. Open the sign edit page.

2. Edit the attributes, such as the name, template, sale price, and regular price, and then save the sign.

3. Click Update Library.

4. Click Add in the confirmation box.

5. Type the details of the attributes, and then click OK.