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.

Section Template in the Planogram Editor

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.

Section template in the Project Editor

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.

Segment Template in the Project Editor

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.

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.

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.

Segment Template 1/4

Segment Template 2/4

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.

Section 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.

Category Variants based on number of shelves 1

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.

Category Variants based on number of shelves 1

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.

Section Level Tolerance

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.

Segment Overflow

Segment Overflow not checked