Relay Management
Plan the season, run the reset, and keep every relay's world separate.
A relay is a world of its own
A reset is not just a date on a calendar. It is a specific set of stores, a specific product mix, and a specific set of planograms that all have to be right at the same time. C.A.R.M. Studio treats the relay as a first-class thing: every relay carries its own store, warehouse, trait, and cluster alignments and its own product library, copied from the category the moment the two are associated.
That copy matters. The category keeps evolving after the relay is cut — new items, price changes, discontinued products. Your relay's data stays frozen where you left it, so the planograms you certified in March still mean the same thing in June.
From a handful of templates to a thousand mods
The Mod Builder turns planogram templates into store-specific mods — and keeps them current. Build new mods from templates, or push template changes into existing mods selectively: properties, segments, fixtures, drawings, objects, and positions, with your choice of merging into existing positions or replacing them outright.
Progress stays visible the whole way. Track tasks per relay or across every company and category in one customizable grid, watch schedules in a Gantt chart, and jump straight to any store's planogram with Ctrl+Shift+F.
Click a planogram, see everything
Select any planogram in the drawing view and the summary tabs answer the questions you were about to ask: its store assignments and warehouse association, a merchandise summary of the mod, the consideration items that are valid for the planogram but not on it, what has been added, what has been deleted, and which products are running under days-supply or case-pack targets.
The sales summary goes further. Dissect the chart by nearly any product field — brand, supplier, manufacturer, category, subcategory, StandardCode, or any description field — summed or averaged, top or bottom 10, 20, or 30 products. The chart and legend are interactive: highlight a product, pick out a sales period, and jump straight to it in the sales editor.
Everything relay management includes
- Create relays, add tasks, and track status through completion
- Gantt chart views of schedules and task progress
- One customizable summary grid across all companies, categories, and relays
- Relay-specific store, warehouse, trait, and cluster alignments
- Relay product libraries copied on association — isolated from category changes
- Relay assortments for scoping automation tools
- Planogram templates managed per relay
- Mod Builder: build new mods or update existing ones from templates
- Selective template updates: properties, segments, fixtures, drawings, objects, positions
- Merge-or-replace position handling when updating from templates
- Summary tabs on every planogram: stores, warehouse, merch summary, considerations, adds, deletes, under-DOS, under-CPO
- Interactive per-planogram sales chart — dissect by nearly any product field, top/bottom rankings, click through to the sales editor
- Drawing folders to organize the relay's planograms
- Find any store's planogram instantly with Ctrl+Shift+F