Quant can inform users, for example, about newly published planograms, planograms whose implementation term has expired and planograms whose implementation term is going to expire soon.

For planograms, it is possible to set different notifications:

• Published Planograms: informs about the publication of new planograms on Quant Web.
• Planogram Overdue: informs the user of all planograms whose implementation in the store has still not been confirmed, even though the implementation date is in the past.
• Planogram Reminder: informs about the approaching expiry of the implementation deadline and is sent a few days before the date by which the store must implement the planogram.
• All Waiting Planograms: an overview of all waiting and delayed planograms and the number of stores where these planograms are located.
• Implemented Planograms: contains all planograms implemented since the last notification.

 For detailed information on the notification settings, see the Notification Settings manual.

The notification is set in the Notification / Notification Settings section.

How to set up the notification?

1. Click on the  New button in Notification / Notifications Settings section.
2. Select the notification that you want to set up.
3. The new notification will appear in the table. You can set its design in editor after opening it via Open button.

New Planogram Notification

The notifications always inform the user only about the planograms that are on the stores that he/she manages. Thus, usually the category manager receives a summary notification with all planograms on all stores, but the store manager receives a notification with a list of planograms only in his store.

For some planogram notifications, it makes sense to set a different appearance for different user groups. This applies mainly to the Planogram Overdue, Planogram Reminder and All Waiting Planograms notifications, where some variables (e.g. List of Stores with Overdue Planograms, Number of Stores with Planograms in Overdue or Number of Stores with Planograms in Overdue) are more suitable for category managers and not suitable to be displayed in the notifications for store managers.

Published Planograms 

This notification informs a user that new planograms have been published on the Quant Web.

Criteria

• Send Notification about New Waiting / Prepared Planograms - Quant will check only the newly published planograms in the state of the lifecycle that will be marked here. If you mark only “Send Notifications about New Waiting Planograms”, the notification will inform the user only about new waiting planograms. All prepared ones will be ignored. 
• Send Notification Only to Open Stores - if this checkbox is marked, the notification will be sent only to the stores whose properties „Opened Date“ and „Closed Date“ are set in the way that at the moment when the notification is sent, the stores are open.
• Do Not Notify Stores in Rebuilding - if you check this checkbox, notifications will not go to stores in rebuilding. In other words, if stores have set the properties "Rebuilding From" and "Rebuilding To" during the time of the notification,  they will not be notified because they are in rebuilding.

Important Dates

Criteria - Published Planograms

Variables

• Link to Quant Web App
• Table of Waiting / Published Planograms  - inserts a table into the notification listing all waiting or prepared planograms that have been newly published since the last notification was sent. For both tables, you set the columns that appear in the table in the right property pane.

Variables - Published Planograms

Planogram Overdue

Notification of delayed implementation of planograms informs the user of all planograms whose implementation in the store has still not been confirmed, even though the implementation date is in the past.

Criteria

• Send Notification Only to Open Stores – if this checkbox is marked, the notification will be sent only to the stores whose properties „Opened Date“ and „Closed Date“ are set in the way that at the moment when the notification is sent, the stores are open.
  
• Do Not Notify Stores in Rebuilding - if you check this checkbox, notifications will not go to stores in rebuilding. In other words, if stores have set the properties "Rebuilding From" and "Rebuilding To" during the time of the notification,  they will not be notified because they are in rebuilding.

Variables 

• Link to Quant Web App
• Number of Overdue Planograms - the number of planograms that are delayed in implementation.
• Number of Stores with Planograms in Overdue - inserts a number of how many stores have planograms with delayed implementation.
• List of Stores with Overdue Planograms - will paste the list of stores with planograms with delayed implementation + number of these planograms.
• Table of Planograms in Overdue - inserts a table into the notification with a list of all waiting planograms whose implementation deadline has expired. In the right property pane, you can set the columns that will appear in the table.

For this notification, it can be useful to set up different notification designs for different user groups. Some of the variables are more for category managers and do not fit into the notification for store managers.

Here you can see in the image below how the notification for the category manager can look like. It is much more detailed than for the store manager.

Category Managers - Overdue Planogram Notification

The figure below shows an example of setting up a notification for a store manager, where it does not make sense to include the variables Number of Stores with Planograms in Overdue and List of Stores with Overdue Planograms, because the store manager is usually responsible for only one store.

Store Managers - Overdue Planogram Notification

Planogram Reminder

This notification is sent several days before the expiry of the date by which the store is obliged to implement the planogram.

Criteria

• Number of Days before Reminding – set the number of days, which will determine how many days before the implementation date the notification will be sent. In this case, 1 day is set, which means that the notification will be sent for all planograms to be implemented from today in 1 day.
• Send Notification Only to Open Stores – if this checkbox is marked, the notification will be sent only to the stores whose properties „Opened Date“ and „Closed Date“ are set in the way that at the moment when the notification is sent, the stores are open.
• Do Not Notify Stores in Rebuilding - if you check this checkbox, notifications will not go to stores in rebuilding. In other words, if stores have set the properties "Rebuilding From" and "Rebuilding To" during the time of the notification,  they will not be notified because they are in rebuilding.

Criteria - Planogram Reminder 

Variables

• Link to Quant Web App
• Number of Planograms to Reminder - the number of planograms whose implementation deadline will soon expire.
• List of Stores with Planograms to Reminder - inserts a list of stores that have planograms whose implementation term will expire soon + the number of these planograms
• Table of Planograms to Reminder - inserts a table into the notification with a list of all waiting planograms whose implementation deadline will expire soon. In the right property pane, you can set the columns that will appear in the table.

Variables - Planogram Reminder

All Waiting Planograms

This is an overview of all waiting planograms (including delayed planograms) and stores where these planograms are located.

Criteria

• Send Notification Only to Open Stores – if this checkbox is marked, the notification will be sent only to the stores whose properties „Opened Date“ and „Closed Date“ are set in the way that at the moment when the notification is sent, the stores are open.
  
• Do Not Notify Stores in Rebuilding - if you check this checkbox, notifications will not go to stores in rebuilding. In other words, if stores have set the properties "Rebuilding From" and "Rebuilding To" during the time of the notification,  they will not be notified because they are in rebuilding.

Variables 

• Link to Quant Web App
• Number of Waiting Planograms - the number of waiting planograms.
• Number of Stores with Waiting Planograms - number of stores where some waiting planograms are present. 
• List of Stores with Waiting Planograms - the list of stores where some waiting planograms are present + number of these planograms.
• Table of All Waiting Planograms - inserts a table into the notification with a list of all waiting planograms. In the right property pane, you can set the columns that will appear in the table.

Variables - All Waiting Planograms

Implemented Planograms

This notification contains an overview of all implemented planograms since the last notification was sent. The notification can also filter by the products assigned to the user, so that it can inform only about the implementation of planograms that contain products assigned to the user, if necessary.

Criteria

• Use Assigned Products - if the box is checked, the notification filters planograms by the products that are assigned to the user.

Variables

• Link to Quant Web App
• Table of Implemented Planograms - inserts a table into the notification listing all implemented planograms whose implementation was confirmed between the last notification sent and this one. In the right property pane, you can set the columns that will appear in the table.

Variables - Implemented Planograms Notification

If the Use Assigned Products checkbox is selected in the criteria, the notification will only notify of planograms that contain products that the user manages. The settings for managed products can be filled in the user settings.

Users Settings

If the Filter By Categories Managed by User checkbox is selected on the Table of Implemented Planograms, Quant sends notification only for planograms of those categories to which the user has set access in the Managed By field on the category.

Managed By