How to Use the Share of Shelf Module
🎯 Objective
The Share of Shelf module aims to keep track of the shelf space your products occupy and ensure it matches your expected share. By tracking shelf space, you get clear visibility into product placement and identify opportunities to optimize shelf arrangements. This module simplifies compliance checks, improves audit efficiency, and supports decision-making to maximize in-store presence.
📘 Instructions
Step 1: Enable the Module
Ensure the Share of Shelf module is enabled in the access rights.
Next, provide access to admins and field reps’ accounts to the module from Access Rights > Groups.
Portal Level: Enable for admins.
Mobile App Level: Enable for field reps.
Step 2: Configure the Module
Go to the Merchandiser page, click on the Share of Shelf tab in the left-hand menu to reveal the sub-menu, and click Setup.
Setup the Group (optional):
Click on the Group tab.
Press on the + sign to add a Group.
Fill in the required details.
Use this option only when you need to combine multiple categories into a single group. When auditing the total category value for any category within the group, the same value will automatically apply to all other categories in the group and cannot be edited.
Setup the Unit:
Click on the Unit tab.
Press on the + sign to add a Unit.
Fill in the required details.
Setup the Reason (optional):
Click on the Reason tab.
Press on the + sign to add a Reason.
Fill in the required details.
Define reasons to explain discrepancies between the actual and expected Share of Shelf percentages. These reasons will only be shown to merchandisers when the actual Share of Shelf percentage deviates from the expected value.
Setup the Share of Shelf:
SOS Setup at Category or Subcategory Level
To manually add:
Click on the Share of Shelf tab.
Press on the + sign.
Fill in the required details.
To add in bulk:
Click on the import Excel icon and select Add.
In the Excel sheet, fill in the corresponding details
Upload the completed template to the portal.
SOS Setup at Brand Level
An SOS must have been set at the category/subcategory level first.
Click on the settings icon at the far right on the created SOS.
Click on the Brands tab.
Press on the + sign.
Fill in the required details.
When defining at the brand level, the brand must already be assigned to the category in the SKU setup.
SOS Setup at SKUs Level
An SOS must have been set at the category/subcategory level first.
Click on the settings icon at the far right on the created SOS.
Click on the SKUs tab.
Press on the + sign.
Fill in the required details.
When defining at the SKU level, the SKU must already be categorized under the category in the SKU setup.
SOS Setup at Competitor Brand Level
An SOS must have been set at the category/subcategory level first.
Click on the settings icon at the far right on the created SOS.
Click on the Competitor Brands tab.
Press on the + sign.
Fill in the required details.
When defining at the Competitor brand level, the Competitor Brand must be defined and set up as the competitor to your own brand in the portfolio.
SOS Setup at Competitor SKUs Level
An SOS must have been set at the category/subcategory level first.
Click on the settings icon at the far right on the created SOS.
Click on the Competitor SKUs tab.
Press on the + sign.
Fill in the required details.
When defining at the Competitor SKU level, the Competitor SKU must be defined and set up as the competitor to your own SKU in the portfolio.
Step 3: Configure the Settings (Optional)
The objective is to simplify tracking of shelf space by automating Share of Shelf (SOS) calculations for both total category and owned share percentage. This feature ensures accurate, real-time SOS calculations, aligning with predefined Share of shelf expectations at each category level.
Click on the Settings page under the Share of Shelf tab.
Enable the settings based on your preference according to the below:
Auto-calculate total category: Enable this feature to automatically calculate the total space of the category based on all of the entries filled in.
Only enable this setting if all competitors have been defined for this category. Alternatively, you may also include a singular grouped competitor labeled as “Other” instead of defining each competitor at each category level.
Auto-calculate owned category: Enable this to automatically extract the total shelf space taken by family items at the selected category level based on the entries included.
Only enable this setting if all brands or SKUs have been defined for each category.
Step 4: Configure the Mobile App
Upon accessing the Share of Shelf module, the display will be determined by the settings configured at the portal level.
Auto-Calculate Method
If Auto-Calculate is enabled, field reps should complete all relevant fields, including the brand or SKU-level Share of Shelf and the competitors' share. Afterward, they can click the Calculate buttons next to the "Share of Shelf" and "Total Category" fields to automatically compute the total owned share at the category level and the total category shelf space.
Manual Method
If Auto-Calculate is not enabled, field reps will need to manually enter the values for "Share of Shelf" and "Total Category".