In Quant, you can create PDF Design for export and printing, e.g. PDFs with published planograms or store floor plans. In this manual you will find instructions on how to create a new PDF Design and what properties can be set for the PDF Design in the Document tab. There is also a brief description of the structure of the PDF Design Editor, which is used to create the appearance of the selected PDF Design.

What you can find in this manual?

• • How to create a new PDF Design?
  • What PDF Designs can be created?
  • What is the structure of the PDF Design Editor?
  • What you can set in the Document tab in the PDF Design Editor?

How to create a PDF Design?

A new PDF Design is created in the PDF Design section. Depending on the document you want to create (PDF for a planogram or for a store floor plan), select the appropriate tab and click the New button here.

New PDF DesignYou can currently create PDF Designs in the following tabs:

• Planogram - PDF export of the published planogram (e.g. in the lifecycle in the Project Editor or Planogram Editor, on the web when exporting prepared, waiting or implemented planograms).

• Store - export the store floor plan, e.g. from the Store Editor or Quant Web.

PDF Design Editor Structure

Clicking on the New button opens the PDF Design Editor, which is divided into several sections. On the left is a toolbar that can be used to insert individual components into the PDF Design. In the middle is a preview of the PDF Design itself, where the components are inserted. On the right are tabs that are used to navigate through the document.

The selected planogram preview is only an example. It will be replaced in the exported file by the planogram for which you are exporting the file.

PDF Design Editor

Tabs

In the PDF Design Editor you will find the following tabs on the right:

• Document: In this tab, you can see the basic details of the PDF Design, such as its name, when and by whom it was last modified, or a note. An important attribute is the Preview Planograms (Store), which allows you to choose which planogram (floor plan) will be selected as a preview in the PDF Design.
• Pages: In this tab you can switch between PDF Design pages. For each page, you can select the paper size and orientation, margins, and a custom page title. 

Document Pages

• Component: This tab serves as the component toolbar. After selecting a component, you can edit its properties, such as specific planogram properties, what properties should be in the product table, etc.
• Tools: Used to manage tools from the left panel, such as the Rectangular Array.

Toolbar

Use the toolbar on the left to insert, edit, mirror, copy or rotate individual components in the PDF Design. Depending on the PDF Design you are creating, you can insert different components. For example, for planograms, you can insert a planogram or a product table into the PDF Design. For a store PDF Design, you can add a store floor plan, a fixture table, or a fixture preview. You can also add images, labels, PDFs or attribute values (planogram name, store name, page number...) to documents.

More information on the components can be found in the manual Component in the PDF Design Editor.

The tools used to manipulate the components are described in more detail in the manual Tools in the PDF Design Editor.

Document Tab

You edit the basic properties for the created PDF Design  on the Document tab.

• Name: the name of the PDF Design. If the user has access to multiple PDF Designs for a given PDF export, the name will be displayed in the export selection.
• Active: if you check this box, the PDF Design can be selected for planogram export.
• Note: you can write your own note on the PDF Design here.
• Preview Planogram (Store): Here you can select which planogram or store (depending on the document type) to use as a preview in the PDF Designs Editor when creating a template. We recommend setting this right at the start so you have an idea of what the resulting PDF will look like.
• Sorting Strategy: Here you can select whether sorting should be done by category name or by equipment name.
• Preferred Category Order: Here you can specify order of categories in your PDF Design.
• Desktop Access: select the users or groups that can use the PDF Design for export within the desktop. It also determines who can see the PDF Design in the PDF Design section or who can edit it.
• Web Access: select the users or groups that can use the PDF Design for export within the web interface.

Document Tab