In Quant, you create a planogram in Draft state, in which you can make any changes without the store seeing them. You publish planograms to stores only at the moment of publication. Usually, a planogram is published to Waiting state. A store can view a waiting planogram on its web portal (Quant Web).

In this manual, you will learn:

1. What life cycle states does Quant offer and what do they mean?
2. How to publish a planogram as Waiting?
3. How to publish a planogram as Prepared?
4. How can you find out which planograms are in stores and what life cycle state they are in?
5. How can you select multiple planograms directly in the Hierarchy tab (e.g., all planograms belonging to the same node) and then publish them?

Planograms are published to their lifecycle state in the Project Editor under the Lifecycle tab.

The Life Cycle tab in the Project Editor

Quant offers four life cycle states:

• • Draft - a planogram that you are working on. Planograms in the Draft state are not visible to stores on Quant Web.
  • Prepared - a planogram that does not need to be implemented yet. It can be useful if you want to publish the planogram to a store so that it can order products based on it, for example. When publishing a planogram as Prepared, you can also set it to automatically switch to Waiting on a specific date that you set.
  • Waiting - a planogram that is current and must be implemented by the store by a certain date.
  • Implemented - a planogram that has been implemented at the store and whose implementation has been confirmed by the store.

In Quant, you create a planogram in Draft state, in which you can make any changes without the store seeing them. Planograms are only published to stores at the moment of publication. Usually, a planogram is published to the Waiting state. The store can view the Waiting planogram on its web portal (Quant web). At the same time, you can inform stores that a new planogram has been published on the web via an automatic email notification, which you set up in Quant.

In the Planogram Notifications manual, you will find all notifications that can be set for planograms.

The store's task is to display the products according to the planogram you have published. Once the store is done, it confirms the implementation on the website, which changes the planogram state to Implemented.

You can learn more about confirming implementation in the manual Planogram Confirmation.

Public planograms are marked on the floor plan of the store for easier orientation:

• • Prepared - blue arrow
  • Waiting - red arrow
  • Implemented - green arrow

Marking published planograms on the floor plan in the Project Editor 

If the planogram is not published to Prepared, Waiting, or Implemented state, it will not be visible on the Quant website.

How to publish a planogram as Waiting?

1. Go to the Lifecycle tab and open the Published Planograms tab at the bottom.
2. You must mark the planogram(s) you want to publish in the table below.
3. Click the Publish as Waiting button. The button is located above the table with the list of planograms
4. Select the date by which the store should implement the planogram in the Latest Implementation Date line.
5. At your discretion, you can check the Implementation Photo Required box. If you check it, the store will have to upload a photo of the implementation when confirming the implementation on the website.
6. Click OK. 

Publishing a planogram to Waiting state

 After publishing the planogram, it is moved to the appropriate life cycle field in Quant.

Waiting planogram

By publishing, you are making the planogram public on the Quant website. When you log in to Quant Web, the Floor Plan menu will display the store layout, with red arrows marking the fixtures for which a planogram has been published to a Waiting state (blue arrows mark prepared planograms and green arrows mark implemented planograms).

Waiting planograms on the Quant website

The store on the Quant Web will see these waiting planograms, which should be implemented by the given date.

How to publish a planogram as Prepared?

1. Go to the Lifecycle tab and open the Published Planograms tab at the bottom.

2. You must mark the planogram(s) you want to publish in the lower table.

3. Click the Publish as Prepared button. The button is located above the lower table with the list of planograms. 

4. Select the date by which the store should implement the planogram in the Latest Implementation Date row.

5. You can set the planograms to automatically switch to Waiting state by checking the Switch Automatically box and setting the date in the Earliest Date field.

6. Click Ok.

Publish as Prepared

Setting the publication to Prepared state

This section describes the properties that you will find in the window when publishing a planogram as Prepared. Some of them are the same as the properties for publishing to the Waiting state.

Attributes for switching to the Waiting state

Switch automatically

If you check this box, the planogram will automatically switch to Waiting once the set conditions are met.

In order for the system to enable automatic switching, the following information must be filled in:

• • • Earliest Date – the date from which we want the planogram to be able to switch to Waiting state.
    • Latest Implementation Date – the date by which the store should implement the planogram.

Automatic switching of the planogram to Waiting

Check Availability

The planogram can automatically switch to Waiting state when all products in the planogram are available. If you want the planogram to switch automatically depending on availability, this field must be checked. If it is unchecked, the planogram will switch to Waiting state when the switch date is reached.

A product is considered available if it is physically present in the store (i.e., in stock) in a quantity or package that corresponds to the minimum quantity specified for planogram implementation.

Availability indicates whether there is sufficient physical stock of individual products located in the planogram in the store. If Check Availability is enabled, Quant checks whether the products are actually in stock in sufficient quantities before switching the planogram from Prepared to Waiting state. This ensures that only planograms that can actually be physically implemented are published to stores.

If we check the Check Availability box, we can further select other attributes, namely:

• • Require Whole Section Availability – if this option is checked, the availability of the entire section will be checked. If it remains unchecked, only the availability of the relevant segment will be checked.
  • Minimum Availability – determines what percentage of products from the planogram must have sufficient stock in order for the planogram to be switched to Waiting state.
    For example, a value of 80% means that 80% of products must have sufficient stock in stock.
  • Sufficient Stock Share – determines what "sufficient stock" means for a specific product – i.e., what proportion of the product quantity in the planogram must be in stock.
    For example, a value of 60% means that at least 60% of the quantity planned in the planogram must be in stock at the store.

How Quant calculates availability

The number of packages of each product in the planogram (width × height × depth) is calculated. This number is multiplied by the so-called Max coefficient, which is set for the combination of store and category. This gives us the value N. The value N is then multiplied by the value of Sufficient Stock Share (e.g., 60%) and divided by 100, giving us the value F. The stock of the product at the given store is checked. If the stock is ≥ F, the product has met the availability condition. If the stock is < F, the product has not met the condition. After evaluating all products, the percentage of those that have met the condition is calculated. This percentage is compared to the Minimum Availability value. If the achieved percentage is ≥ Minimum Availability, the planogram switches to Waiting state. Otherwise, it remains in the Prepared state.

Product A: 20 packages in the planogram, Max coefficient = 1.5 → N = 30 Sufficient stock share = 60% → F = 18 Stock = 20 → condition met
Product B: 10 packages in the planogram, Max coefficient = 1.5 → N = 15 F = 9, stock = 5 → condition not met
Minimum availability: 80% Only 1 of 2 conditions met → 50% Result: the planogram remains in Prepared state.

Availability

Latest Date

This option makes sense especially in combination with the Check Availability and Sufficient Stock Share functions. It allows the planogram to automatically switch to Waiting state even if the set conditions are not met.

We use this function, for example, in a situation where we have a time limit by which the planogram must switch to the Waiting state—regardless of whether the conditions are met. A typical scenario is setting a 14-day deadline for meeting the conditions. If the conditions are not met by then, the system automatically forces the switching.

Latest Date

Valid Till

After the specified date has passed, the planogram is automatically moved to the archive and is no longer visible.

Implementation Photo Required

When confirming the implementation, the store is required to attach a photo. Without uploading it, the system will not allow the implementation to be confirmed.

Implementation Photo Required After Replacement

If products are replaced at a store in accordance with the automatic planogram update rules, a photo of the implementation of this change may be required.

Do Not Notify

The store will not be notified of the change by email. This option is useful, for example, when making a large number of repeated changes, as we do not want to overwhelm the store with notifications.

Ordering Since

Allows you to specify when products from a given planogram should be ordered, regardless of its publication date. This option is used in cases where it is not desirable for orders to be placed immediately after the planogram is published.

If you need to manually switch a planogram from Prepared to Waiting state, you can use the button above the planogram table Adjust Prepared/Prepared to Waiting.

Manually switching the planogram to Waiting state

Publication options

Above the table with planograms, there are buttons that you can use for various actions with planograms. When you click on a button, a menu appears where you can always choose from the options.

Adjust prepared

• • Prepared to Waiting - moves the planogram from Prepared to Waiting state.
  • Change Publishing Parameters - allows you to modify the publishing parameters that are set when publishing a planogram (implementation date, require implementation photo, etc.).
  • Remove Prepared Planogram - removes the relevant planogram from the lifecycle.
  • New Task - creates a new task with the system status Draft or Opened, linked to the Planogram context.

Adjust Waiting

• • Confirm Implementation - confirms the implementation of the planogram.
  • Change Publishing Parameters - allows you to modify the parameters that are set when publishing the planogram (implementation date, require implementation photo, etc.).
  • Remove Waiting Planogram - removes the relevant planogram from the lifecycle.
  • New Task - creates a new task with the system status Draft or Opened, linked to the Planogram context.

Adjust Implemented

• • Set as Waiting for Approval - cancels the previous approval or rejection of implementation and moves the planogram back to Waiting state.
  • Approve - approves implementation.
  • Disapprove - rejects implementation.
  • Require New Photo - makes approval of the implementation conditional on uploading a new photo.
  • Change Publishing Parameters - allows you to modify the parameters that are set when publishing a planogram (implementation date, require implementation photo, etc.).
  • Move to Archive - moves implemented planograms to the archive, the remaining planogram states remain unchanged.
  • New Task - creates a new task with the system status Draft or Opened, linked to the Planogram context.

Publish as Prepared / Waiting - publishes the planogram to Prepared or Waiting state.

Publication options

Change Planogram Properties - allows you to change the properties of already published planograms, such as the ability to display the number of packages in depth, the number of packages side by side, the product position number, or to display Product Labels for all products or only for products that do not have an image.

Changing the properties of an already published planogram

Changes made

Remove Published and Archived Planograms - deletes published and archived planograms.

Filtering in the Lifecycle table

How can you find out what planograms are present in stores and what life cycle state they are at?

In the Published Planograms tab, you can see which planograms are published at the store (and what state of the lifecycle they are in). For example, you can filter only planograms from a specific store and find out what lifecycle state they were published to. At the same time, the Prepared, Waiting, and Implemented columns in the planogram table are very useful, as they allow you to filter all planograms at a specific lifecycle state.

In the image, we have filtered the planogram table to show only planograms at the Quant London Store that have not yet been implemented—they are in the Waiting state.

Published Planograms tab and filtering the desired planograms

Bulk publishing of planograms

You can mark planograms that you want to publish in bulk directly in the Hierarchy tab. Simply mark the Fixture groups for which you want to publish a planogram in the Hierarchy tab in the Marked column, then right-click in the hierarchy and select Mark Fixtures. In the Published Planograms tab, all planograms that fall under the marked branches of the hierarchy are automatically marked, and you can then publish all these marked planograms without having to search for them in the planogram table in the Published Planograms tab.

Mark Fixtures means that if you already have some planograms marked in the Published Planograms tab, the planograms for the marked fixture will be attached to the already marked planograms.

In the Project Editor, we want to publish several planograms to the Waiting state. These are 7 planograms from the Drinks category. We select these Fixtures groups in the hierarchy, right-click, and select the option Lifecycle - Mark Fixtures. These 7 planograms are now marked in the Published Planograms tab. Simply click on the Publish as Waiting button and the marked planograms will be published.

Option Mark Fixtures

Publishing planograms to Waiting state

Mark Section – marks all planograms that belong to the same section as the currently selected planogram.

Mark Section planogram

Mark Edited Planograms – marks all planograms at all stores that use the same template.

Marking planograms with a shared template