This manual describes how to create a new standalone planogram.

To be able to create a planogram you need to define the measurements of the fixture, number of shelves and other important attributes.

This manual shows how you can fill your planogram with products.

You can link the created planogram with the fixtures in the store floor plan.

The Planogram Editor is divided into several sections and tabs, which we will describe in detail in this manual.

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.

Product nesting is used in situations where you need to display two different products one behind or on top of the other.

In the planogram template you place the products with which you want to fill the planogram. To the left of the template and the planogram preview is the toolbar, where you will find all the functions that may be useful when creating a planogram. Also above the planogram template are several features that will make your work easier.

Blocks in the Template can be marked with various signs. Each sign has a specific meaning and provides information about a particular property of the block.

The created master planograms must be linked to the fixtures in the floor plan, which will determine the exact position where you want to display the planograms. The master planogram is then adjusted according to the dimensions and number of linked fixtures and also according to the sales data of the specific store. In this manual, we will show you how to link a planogram to a fixture and other linking settings.

Automatic planogram linking simplifies and speeds up the process of assigning planograms to fixtures in floor plans. Based on predefined category variants, Quant automatically searches all stores for fixtures that match both the category specified in the planogram and the relevant category variant, and then assigns the planogram to them. This significantly reduces the amount of manual work required.

In the tabs described in this manual, you can monitor the products placed in the planogram template. For example, you can easily find out which products are placed in the planogram and in what quantity, which products were not placed from the template into the final planogram, or how efficiently you have allocated the space in the planogram.

Sales data is an essential part required for the correct optimization of planograms. Thanks to planograms optimized according to sales, you can increase profit from sales in your stores.

You can use the Planogram Generator tool to create a planogram. This tool will generate a planogram template based on your settings.

Some planograms require a more complex display that is not entirely easy to plan through a classic planogram template. In these situations, it helps to use the Free Style planogram mode, which allows you to insert products directly into the planogram and simply specify exactly where the product should be placed.

You can move, copy, rotate, etc. products or other components in the planogram. This manual provides an overview of the actions used to manipulate products or other components in a free style planogram.

Section templates allow you to use one planogram template for an entire fixture section. So all products for the entire section are inserted into one template and then flow from one fixture to the next.

Planogram rules allow you to insert a general planogram rule into the planogram template that specifies a group of products from which Quant then selects the products to be placed in the final planogram. This is a very efficient and fast way to create a planogram that will be optimized according to sales data. From each inserted rule, Quant selects the best products and places them according to space and sales in the planogram.

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).

Planogram highlighting allows you to display various properties on products in the planogram, whether they are product properties or information about sales of individual products or space. It also allows you to highlight product groups (e.g., by supplier, brand, etc.) and show a planogram heat map based on the selected sales indicator.

Graphic banners are an essential part of accurately visualizing the planogram on fixtures. By inserting graphic images, you can create a precise preview of the planned planogram.

You can import a planogram into Quant from a CSV (or XLSX) file using the Import Planogram from Table option. If you have a CSV file that contains a list of products including their exact position in the planogram, the following procedure allows you to create a planogram quickly and easily, based on the data from the table.

You can export the planogram to Excel, where you’ll see not only an image of the planogram but also the products it contains. You can customize the appearance of all the tables in the exported file, choosing which attributes to display, the table’s color, and so on.

In the case of more complex multi-features, you can sort the products in the table differently in the PDF export of the planogram to determine if and how the products will be accumulated in the table.