You can set various properties for the inserted block in the template, such as the number of pieces placed in width or height, position, rotation, and more. These adjustments will be described in this manual.

A block is a template element that can be a single product, a group of interconnected products (nested products), or a specific planogram rule. You can edit a block in the right-hand section of the Project or Planogram Editor in the Component tab. The tab is activated automatically when you double-click on a block in the template.

Block Editing

You always edit the block that is selected in the template. If no block is selected, the Component tab will be empty.

The Component tab consists of four parts:

1. Block Properties

• • Used to edit the properties of the selected block.
  • This part is divided into several subsections.

2. Product Preview

• Preview of the selected product.

3. Nesting Properties

• Properties related to nesting, which you can use when several products are nested on top of or behind each other in the planogram.

4. Block Products

• • A table containing a list of products placed in the selected block.
  • This table can only contain one product if there is only one product in a given position.
  • However, if you are working with planogram rules, all products for that rule are listed here.
  • Multiple products will appear in the table even if there are nested products in the block.
  • If any of the products are unplaced, they are highlighted in red in the table.

Default settings for the Component tab

In the project properties, you can set the default properties that the block should contain when it is newly added to the template. If you change a certain property every time you insert a block into a template, it is worth changing the default settings for the block, because then every newly added block will have the default properties that are most suitable for you.

How can you change the default settings for the Component tab?

1. In the top bar of Quant, select Project → Properties from the menu.
2. In the new window, select the Block tab.
3. Change the default settings according to your requirements.
4. Click OK

We want the maximum possible number of pieces to be placed in the template widthwise, not just one piece. Simply set the maximum number of packages in width to 100, for example, in the project properties. When inserting each new product into the template, the highest possible number of products (between 1 and 100) will be placed.

Change default settings for Block

Block Properties

The following section of the manual describes the individual properties that you can change in the Component tab.

The properties are divided into several subsections, each of which contains related properties:

1. Rule
2. Priority
3. Package
4. Min Package and Max Package
5. Package Measurements
6. Package Margins
7. Block Margins
8. Splitters
9. Replenishment
10. Product Labels
11. Advanced

Rule

This section is used to set properties for planogram rules. A planogram rule is a general rule that determines a group of products from which Quant then selects the most suitable products for placement in the planogram. This method allows for quick and efficient creation of optimized planograms based on sales data, with products selected and placed according to available space and sales indicators.

Rule Properties

For details about individual rule properties and their settings, see the Planogram Rules manual.

Priority

Priority - is important when all products do not fit on one shelf. Quant will prioritize products with a higher priority (lower number) within the same priority level.

Priority Level - used only for optimized planograms so that you can divide products into 3 groups according to placement priority: Fixed, Required, Optional.

• • Fixed: must always be placed regardless of sales.
  • Required: must always appear in the planogram in at least the minimum quantity, but the number of items placed is optimized according to sales.
  • Optional: may not be placed in case of low sales. The number of items placed is optimized according to sales.

Priority

Space Filler - used for optimized planograms, where the number of products placed in width is calculated based on sales. It is advisable to select one or two important products on each shelf and check this box so that they fill the space if there is empty space on the shelf (some products will not be placed because they have no sales).

Space Filler Type - choose whether space fillers should be spread out to the full width of the available space or only up to the maximum number of items in width set for the block.Space Filler

You can read more about optimized planograms and these features in the section Optimized planograms.

Package

Package - here you can change the default package to another one if you use different packages types for a given product.

Select packaging

You can find more information about package settings in the Packages manual.

Universal Package - some types of products are displayed on stands or boxes in stores, such as laptops or mobile devices. In such cases, Quant uses a universal package image.

Universal Packaging

Position - here you can choose from three package positions – Front, Side, and Top. Based on the selected position, the product will be automatically placed accordingly, taking into account the dimensions stored for each position.

Rotation – 90°, 180°, 270°, Mirror Vertically, Mirror Horizontally. The product will be rotated or mirrored according to the selected option.

Description - places a description on the product.

Rotation

Horizontal Shift - moves the product along the horizontal axis. Positive values move the product to the right from its initial position, negative values move it to the left. The initial position of the product for shifting is at the beginning of the shelf.

Vertical Shift - shifts the product along the vertical axis. Positive values shift the product up from the starting position, negative values shift it down. In the case of vertical shelves, this is reversed: positive values shift the product down, negative values shift it up. The starting position of the product for shifting is at the beginning of the shelf.

Depth Shift - moves the product along the depth axis. Positive values move the product backward from its starting position, negative values move it forward. Depth shift is visible in the 3D view of the planogram. The starting position for product shift is at the beginning of the shelf.

Min Packages and Max Packages

This feature allows you to set the minimum and maximum number of product items placed in width, height, and depth. After entering your preferences, Quant always adheres to the minimum number of pieces and, in the case of the maximum quantity, places the highest possible number that fits into the given space (e.g., shelf). If planogram optimization is enabled, Quant optimizes the number of pieces placed within the specified interval.

Setting the number of packages

Package Measurements

Dimensions can be adjusted for products with variable packages - Width, Height, Depth. The dimensions you set here will only apply to the given planogram or planograms shared with it within the project hierarchy. The dimensions on the product will remain unchanged, so when you place the product in a planogram elsewhere, it will again take the dimensions from the product properties. It therefore makes sense to adjust the dimensions on the block in the Component tab if, for example, you know that the product will actually fit on the shelf because it can be easily bent. However, if you know that the dimensions entered in Quant are incorrect, correct them directly in the product properties so that the change is applied everywhere.

An example of such a product is a bag (in our case, coconut flour), whose package is larger than the contents. The upper part of the package is easy to handle and bend. In the image below, we want to place a 24 cm high package of coconut flour in the planogram, but the shelf is only 23 cm high.

Adjustment of package dimensions

The bag can be made smaller, so we will adjust the dimensions to 23 cm and the product will fit.

Product Placement

Basic Overlapping - determines how much the products should overlap when stacked vertically.

Some products are nested in the planogram due to their shape. Examples include flower pots or bowls that can be stacked inside each other, saving space on the shelf and allowing more to be placed vertically. If we set the Basic Overlapping to 10 cm, for example, the products will be nested and will overlap each other by 10 cm.

Basic Overlap as a Product Attribute

You can read about how different products are nested within or behind each other in the manual Nested Products.

Crush Factor - allows you to set the percentage of the crush factor for individual products and their package in terms of height, width and depth. The size of the product package will be compressed if it is possible to place another product in the planogram.

Some products can be compressed in the planogram. An example of such a product would be bags (in our case, falafel), where the package is larger than the actual contents.

Crush Factor specification

The bag can be reduced by 10%, allowing another product to be placed on the shelf.

Crush Factor specification

Package Margins

This feature allows you to set margins around each individual product package. The values are set in the same way as for Block Margins, but the difference is in their use: Package Margins are applied to each piece separately, while Block Margins affect the block as a whole – i.e., multiple packages of the same product together.

Package Margins

Block Margins

Block Margin settings allow you to indent products from other products or from the planogram walls.

Block Margins

Splitters

Splitters are used to divide the shelf space for displaying multiple types of products.

Splitter settings

Replenishment

This section is used to set rules and values for replenishing goods on individual blocks. It allows you to define specific replenishment criteria independently of the general settings in the Template tab, which apply to all blocks in the template. If the general settings do not suit the user, they can adjust the values individually for specific blocks in this section.

Days Reserve Parent Value – specifies where to take the value for calculating the days reserve (e.g., from the Template tab, from the product or category settings).

Minimum Days Reserve – the minimum number of days for which the stock of a given product should last.

Maximum Days Reserve – the maximum number of days for which the stock of a given product should last.

Min / Max Strategy – here you select whether the minimum and maximum values for the block should be calculated from the set days reserves or from the fixed Min and Max values set for the block.

Min – minimum stock of a product regardless of daily fluctuations.

Max - maximum stock of a product regardless of daily fluctuations.

All replenishment criteria are described in detail in the manual Setting of Replenishment Criteria.

Replenishment

Product Labels

Show Labels Instead of Product Picture - a label (e.g., product name or ID) will be displayed in the planogram instead of the product image. You can set the content of the labels, or rather, which property will be displayed instead of the image, in the Project / Properties menu  in the Planogram tab and Product Labels section.

Display labels instead of Product Images

Show labels instead of product images

Background Image - here you can upload an image that you want to display on the given block.

Background Image

Text - here you can write any text that will be displayed on the block.

Inserting Text

Text Color - here you can select the text color.

Background Color - if you select the option Show Labels instead of Product Images, you can set the background color.

Border Color - if you select the option Show Labels instead of Product Picture, you can set the border color.

Color Settings

Advanced

Split by Rows - check this box if you want to divide the product vertically into multiple shelves in the planogram.

Split block into multiple lines

Z Index - here you can set the priority of the product or other elements in terms of depth. Blocks with a higher Z Index will be displayed before blocks with a lower Z Index.

There is a pole in front of the products, and we want to show this in the planogram. We will use a placeholder, which we will place in the planogram, and select the location type to fixture origin. Once we move it to the desired location, we will increase its Z Index to 2. The Z Index for product blocks is zero, so the placeholder is in front of all products and overlaps them.

Z Index Settings

Z Index Settings

Accented - a border is created around the product.

Backstock if Not Placed- a product that must be placed at least in the backstock if it does not fit into the planogram. This product will then appear in the product list as a required not placed product.

Backstock Priority - specifies which products for backstock should be ordered.

Secondary Placement - information that this is a product with a secondary placement can be used in the Placed Product Overview analysis and in the automatic task Export Placed Products to CSV.

Prevent Planogram Placement - if you decide that you do not want to place a product in the planogram, even if Quant has included it there based on sales data, simply check this box. In conjunction with the Backstock if Not Placed option, it is thus possible to include products in the planogram that are only to be placed in the Backstock.

Prevent Planogram Placement

No Location Number - in the project properties, you can enable product position numbering in the planogram. Sometimes it may be useful to exclude certain products from numbering. If you check this box, the product will not be numbered and numbering will continue from the next product.

Required / Restricted Fixture Tags - these labels allow you to prevent a block from being placed in an optimized planogram.

For more information on setting equipment tags, see the Fixture Tags manual.