Completing a Reset


How to complete a reset in retail merchandising

Following these steps will help you complete any type of reset correctly, smoothly, and efficiently! Once you have a few resets under your belt, remembering these steps will be easy!


  1. Evaluate. Review the scope of the work by reviewing the POG to determine the most efficient way to complete the reset. Examples of questions you should ask yourself/ answer prior to starting are:
    1. Will shelf height adjustments be needed?
    2. Is the section staying the same width size?
    3. Are there a lot of discontinued items that need to be removed?
    4. Are there a lot of new items that need to be added?
    5. If there are a lot of new items that need to be added, where are they in the back room?
    6. Is there a lot of product rearranging that will be needed?
    7. Will I need a lot of boxes for overstock and/or discontinued items?
    8. How many carts will probably be needed to temporarily put product that needs to be stripped from the shelf?
    9. Are you working with another rep? If so, what should they work on vs you?
    10. Do you have enough time to complete this reset?
  2. Stay Organized and Neat. Once you have a game plan set in place, follow your plan of action in the most organized and orderly way possible. Taking the extra time to stay 100% organized and neat will actually save you time in the long run.
    • When stripping items from the shelf, keep the shelf tags with the items.
    • Keep product neatly stacked in carts while trying not to mix your product stacks up.
    • One technique used often for major resets and remodels is having one cart for just the first couple facings of an item along with the shelf tags, while having the other carts containing the rest of the stock.
    • Keep carts of stock together and out of the way of customers.
  3. Remove your Discontinued Items. Usually the first moves you’ll want to make are removing the discontinued items from the section.
    • Check your POG’s “remove / discontinued” list.
    • Match those UPC codes, and once confirmed, remove those discontinued items.
    • Box up those discontinued items, while labeling the boxes “Discontinued.”
    • If you are responsible for updating the store’s ordering system, update those items in the store’s system so they do not get re-ordered.
    • If removing DSD items, make sure you have separate boxes for each company - don’t mix!
    • Place those boxes with discontinued items in the matching DSD Vendor’s area in the back room.
  4. Start your reset from the BOTTOM shelf, working LEFT to RIGHT.
    • In most cases, Plan-O-Grams will usually read left-right, with the exceptions being mirrored sets and peg boards. A mirrored POG is one that reads backwards. So for a mirrored set, you still want to work left-to-right, but you would need to read the POG backwards.
    • It’s extremely important you start at the base / bottom shelf and work your way up. This way if you run into shelf-height issues, you can easily make the adjustments, therefore not having to worry about the shelves below you that you already completed.
  5. Adjust any shelf-heights as you go if needed. If the POG requires shelf-height adjustments, simply make them as you go. Use your tape measure to compare between what the POG shows, and what the actual section is. When measuring the height difference between shelves, measure from the top of the shelf to the top of the next shelf.
  6. If the set requires a lot of movement & rearranging, get product out of your way. Don’t be scared to strip sections of a shelf completely in order to create space for the items that will now go there. Just remember to stay organized when stripping shelves containing product, and don’t forget to keep the shelf tags with the products.
  7. Provide proper spacing of the items. You don't want products touching too tightly ,nor do you want big gaps between items, (unless specified otherwise by your POG). Your goal usually is to have items on the shelves lightly touching, so that a customer can take an item off the shelf without needing to worry about knocking over any other item to the left or right of it. When you are missing an item and need to make sure you leave the correct space for it, one technique is to use a different product of similar width as a temporary spacer, (width of products are listed on the POG).
  8. Highlight missing items on your POG. As you complete your reset, you may find items that do not have item tags, (IE: voids / new items). It’s a best practice to highlight all products on your POG that will need new tags created.
  9. Wait until the reset is finished before stocking any new items. I recommend in most cases waiting until the end of your reset to stock new items so you can focus on the actual reset. When you come across an item on the POG that is NEW, there are two options I would recommend deciding between:
    • Leaving the hole for now and placing a temporary hand-written tag there so you’ll know what item goes in that hole. If you do this though, you need to be very careful in your spacing. Check the width of the item via your POG.
    • Having a cart with just one facing of each new item, with temporary item tags already hand written in advance for each new item. This way you can very quickly place one facing of the new item up and just keep resetting.
  10. Make sure all shelf tags are left-aligned with the first facing of the product. It’s important the store stockers know exactly where to place stock on the shelves. The shelf tag serves as their guide so it’s important you make sure they are properly placed and aligned per the POG.
  11. Box up overstock. Neatly box up any overstock and then place it in it’s designated location in the store’s backroom. If DSD/vendor items are involved, make sure you have separate boxes for each company - don’t mix! Place those boxes in the matching DSD Vendor’s area in the back room.
  12. Stock any new items once finished resetting.
  13. Place any new tags for new items in the correct places per the POG. If given a new tag batch, place those new tags up while removing the outdated ones. NOTE It’s very important all product has the most up-to-date price tags. Check some of the dates on the price tags to see when they were created last.
  14. Face-off the entire section once finished resetting. This is a key step as you want the section to look as attractive as possible prior to taking your client requested photo(s).
  15. Scan the entire section with your eyes. It’s always a good idea to just double check your work before you leave to make sure everything is correct, (IE: no holes, missing tags, tools left on the shelf, etc.)
  16. Take a photo – Regardless if it’s required, I would strongly suggest taking a photo of your finished work. You have no idea what’s going to happen when you leave that store, (IE: A customer could remove a tag by accident, or a store associate could even make adjustments!). A photo proves you did your job!
How to complete a reset

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