Planogram Section Templates
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.
You can set the section template in the Planogram Editor and the Project Editor.
In the Planogram Editor, activate the Section Template function on the Planogram tab.
In the Project Editor, set up a section template by selecting the row with the category variant in the Hierarchy tab, then right-click on this row and select Use Section Template from the menu.
If you want to use a separate template for each segment, select the row with the category variant in the hierarchy, right-click on it and select Use Segment Templates from the menu.
To be able to activate a section template in the Project Editor, the lifecycle of planograms in the project must be by category. You set this in the Project / Properties menu by marking the checkbox Planograms by Category.
You can read more about planograms by category in the manual Planograms by Category.
What is a section?
A section is when several fixtures are closely related, so that we want to see them side by side when creating a planogram. Usually, for example, fixtures on the same wall or fixtures with the same category. A section can also be automatically created from fixtures that share the same category according to category variants or it can be set in the fixture properties.
You can learn more about setting up sections in the Section manual.
What is the difference between section template and segment templates?
Segment Templates
We have a separate template for each segment (fixture). Once you create a planogram for the first fixture, you need to switch to the second fixture, which will have a different template that you fill with products to create a planogram for the second fixture, etc.
Section Template
All segments that are part of one section have one template. The products you put into this template will fill all the fixtures of this section and will flow between the segments. So you don't have to switch between the templates of each segment, but you will make the display of the entire section within one template.
Recommended settings of Category Variants for Section Templates
A very effective variant method is based on the number of shelves. This method ensures that if we have fixtures with the same number of shelves in different stores, the planogram template will be shared. It doesn't matter how many fixtures are in the store or how wide the shelves are, because Quant can always select the best products from the template according to the criteria you specify and place the number of pieces in each planogram that corresponds to the sales and width specified for that category.
How is this category variant created?
X/number of shelves S
X = order of the fixture within the section
number of shelves = how many shelves the fixture has
S = shelf
In our example we have 4 fixtures in the London store. Each fixture has 6 shelves. The variants will therefore be 1/6S, 2/6S, 3/6S and 4/6S.
In this case, the template will be shared for all fixtures in this category with the same number of shelves, regardless of the number of fixtures in the section.
The Oxford store has 3 fixtures in the Drinks category and the number of shelves in the fixtures is the same as in the London store, i.e. 6. The category variants will be 1/6S, 2/6S and 3/6S and the template will be shared with the planogram template that is used in the London store.
You can read more about setting up category variants in the Category Variants manual.
Section Level Tolerance
In the Template tab, you can set the Section Level Tolerance attribute. This attribute allows you to define how far apart the shelves can be in height to be treated as one level and thus share one row in the template.
The height levels of the segments paired this way are then displayed as a single line in the template.
This principle also works for section segments with different numbers of shelves.
Segment Overflow
If two neighboring fixtures have zero side margins, products can overflow over the edges of the fixture if the Segment Overflow checkbox is checked on the Template tab. This checkbox is checked by default. If you do not want products to overflow in this way, just uncheck the box.