Automatic replacements are evaluated based on a variety of attributes.

The criteria evaluation consists of Quant going through all published planograms in all stores and looking for products to be replaced. It is critical to the evaluation from which category the criteria are to be taken. Quant will find the category by looking at the published planogram, the fixture category, or the shelf if it is set to a different category than the entire fixture. Then it depends on what is set in Global Settings.

Use Lowest Level CategoryIf the Use Lowest Level Category attribute is unchecked, Quant ends the search at this step and takes into account the fixture/shelf category criteria. If the Use Lowest Level Category attribute is checked, Quant searches for the lowest category level that is subordinate to the fixture/shelf category to which the product belongs. There are 3 situations that can occur here:

• • The product falls directly into the fixture/shelf category, not into any lower subcategory - then the criteria from the set category on the fixture/shelf is taken,
  • The product falls into a sub-category of the category assigned to the fixture/shelf - then the criteria are taken from the lowest sub-category of the fixture/shelf category where the product falls,
  • The product does not fall into the category assigned to the fixture/shelf or any of its subcategories - then the criteria from the set category on the fixture/shelf is taken.

• • products that would not fit dimensionally on the shelf
  • products that are placed on a different planogram of the store 
  • products with the "Clearance Sale" attribute ticked
  • products with the "End of Life" attribute ticked

The replacement process takes place in two phases:

Phase 1 - Replacement of placed products, which takes place on all planograms of a given store in two variants:

a) the attribute Prefer Replacements From Backstock is checked - we will try to find a replacement only among the products that are drawn in the backstock, across all planograms from a given store. If such a product exists, we will use it, even if there is another product that is not in the backstock with a higher match score. If we cannot find a suitable product in the backstock, we will search among regular products.

b) The Prefer Replacements From Backstock attribute is not checked - we will search for the product with the highest score that is not located anywhere in the store, i.e., not even in the backstock.

Phase 2 - Replacing products from the backstock

This always takes place after we have tried to replace all placed products. Thanks to this, we primarily cover replacements for displayed products, and it does not happen that the backstock gets a replacement that we would then lack for display on the next planogram.

When searching for replacements for unplaced products from the backstock, we proceed in the usual way, looking for a product that is not on the planogram, whether displayed or in the backstock. It may still be a product that has a non-zero stock directly at the store, but is not listed via planograms.

If Prefer Replacements From Backstock is enabled, we try to replace backstock products if they meet the Replace Products When condition and if we find them anywhere on the planogram. If a backstock product has been placed on the planogram thanks to replacements, we want to have another product available in the backstock instead.

Prefer Replacements From BackstockIn the Project Editor, you can check what replacements are offered for individual products in planograms. This list is only indicative, as it is not possible to overview all conditions from the project.

Viewing candidates in the Project Editor