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

Hierarchy

In the Hierarchy tab, it is possible to monitor the groups of all fixtures from stores included in the project.

Hierarchy tab

Detailed information about the Hierarchy tab can be found in the manual Hierarchy in the Project Editor.

Stores

The Store tab always displays the floor plan and an overview of the fixture that occurs in the store you select in the table below.

1. Store floor plan - the floor plan of the store you selected in the table below is displayed here.
2. List of stores - table with all stores that are included in the project.
3. Overview of all fixtures in the selected store - here is an overview of all fixtures occurring in the selected store.

Store tab

Planogram

In the Planogram tab, a planogram is created for the selected fixture. You can get to this tab in 2 possible ways: double-click on the fixture in the store floor plan in the Store tab or select the planogram you want to edit in the Hierarchy tab.

1. Products
2. Planogram template
3. Toolbar
4. Planogram preview
5. Component
6. Template
7. Tool
8. Images

Planogram

1. Products

At the bottom you will find several tabs with products. The key tab is the Category Products tab which contains all products that belong to the category assigned to the fixture. These are products from which you should choose the ones that will be included in the planogram. If you need to place a product of another category in the given planogram, you can find it in the All Products tab. You can insert products into a planogram template using the Insert Products to Template tool or by using the P keyboard shortcut.

• Products placed in the planogram template and at the same time in the planogram are highlighted in green.
• Products placed in the planogram template but not in the planogram are highlighted in orange. (Quant could not place them on the planogram for some reason).

Products details

In the Project Editor, you will only see products that are marked as Planogramming. You can change this flag on each product in its properties.

For more information on creating a planogram and inserting products into the planogram, see the Creating a Planogram manual.

2. Planogram template

You place the products with which you want to fill the planogram in the template. To insert products into the planogram template, select the product you want to place in the planogram in the table below and activate the Insert Products to Template tool or by using the P keyboard shortcut. Then just click on the place in the template where you want to place the product. Products placed in the template (so-called blocks) are automatically drawn in the planogram preview on the left. Unplaced blocks in the planogram are crossed out in the template.

Planogram template

Detailed information about the planogram template and the toolbar can be found in the Planogram Template in the Project Editor manual.

3. Toolbar

The toolbar contains all possible activities that can be used in the planogram template. These include tools for copying and pasting blocks, aligning, or adding / deleting a row (column) in a template.

Toolbar

4. Planogram preview

Here you can see how the planogram also appears in the store. Only those products that are located in the planogram template are always displayed in the planogram. Above the planogram preview, you will find several useful functions: Copy image to Pasteboard, Export to PDF, Export to SVG, Export to XLSX and Save as Standalone Planogram.

Planogram preview

5. Component

In the Component tab, you edit the properties of the product (block) that is located in the template. You always edit the property of the block that is selected in the template. For example, you can set a block for how many packages to place in width, height or depth, whether the block will be rotated or which position of the package should be displayed in the planogram.

Detailed preview of Planogram and Component tabs

Detailed information on editing block properties can be found in the Block Editation manual.

6. Template

In the Template tab, you set specific properties only for this planogram template. These include a note, replenishment properties, or other advanced properties.

Template

More information about replenishment criteria is described in the Setting of Replenishment Criteria manual.

7. Tool

The Tool tab is used to control the tools located in the left panel.

For example, you can set specific properties for a selected row in the planogram template. First, you have to click at the Select Row tool in the Toolbar on the left side (L keyboard shortcut). Then you can click on the required row. In the Tool tab, you can set now for example alignment, splitters or shelf descriptions.

Tool tab

 8. Images

You can assign images to fixtures in the Images tab. In this tab, you will see a 3D model of the fixture. You can assign an image to each fixture by clicking on that part and selecting Assign Image.

Images tab

Lifecycle

You can publish planograms in the Lifecycle tab. Once they are published, the planograms are visible to stores on the Quant Web.

1. Planogram Lifecycle Overview - A lifecycle overview for the planogram selected in the table below.
2. List of planograms - here is a list of all planograms.

Planogram lifecycle

Detailed information on the Lifecycle tab and publishing planograms can be found in the Lifecycle of Planogram manual.