The category settings allow you to specify whether Quant should automatically generate replacements for a given category, as well as several other attributes that allow you to define exactly how the replacements should work.

• Generate Replacements Automatically - check this attribute if you want to use automatic replacements for the category.

Enable Automatic Replacements on Categories

• Replace product when - this attribute allows you to set rules according to which products can be replaced. You can set both product and store-specific conditions. Products that fulfill these conditions can be checked using the Show Matching Products button.

Replace Product When

• Replace in Planogram Condition - here you define the conditions that the replacement must fulfill so that an immediate replacement can be made. If the conditions are not met, but the chosen replacement is still the most suitable candidate, it will be planned as a future replacement, which you will then see in the Planned Replacements report. You only set this attribute if you want to use the Planned Replacements feature.

Replace in Planogram Condition

• Only Products from Same Category - check this box if you want replacements to always be from the same category as the product being replaced. You can find the category level settings in Global Settings under Replacements.

Replacements from the same category

• Prefer Replacements From Backstock - tick this box if you want products from the backstock to be preferred when selecting replacements.

Prefer Replacements from Backstock

• Allow Reverse Replacements When - these conditions specify which products on planograms can be replaced with reverse replacements.

Allow Reverse Replacements When

• Return Original Product When Available - by ticking this attribute, you ensure that the original product will be returned to the planogram if it no longer fulfills the conditions defined in the Replace Product When attribute and at the same time fulfills the conditions defined in the Replace in Planogram Condition attribute, if these are filled in.

Return Original Product When Available

• Respect Original Products - if this attribute is checked, then if product "A" is already replaced by product "B" and product "B" is out of stock and needs to be replaced, the replacement will be selected according to product "A". If it is not checked, the replacement will be selected according to product 'B'.

Respect Original Products

• Only Products with Defined Replacement - Check this option if you only want the product to be replaced if you have a specific replacement defined for it.

Products with Defined Replacement

Define a Replacement Product

• Allow Duplicity for Defined Replacements - tick this box if you want the defined replacements to be placed multiple times within a Store.

Allow Duplicity for Defined Replacements

• Check Defined Replacement Availability - this attribute specifies whether replacement criteria apply to defined replacements. If the attribute is not selected, the defined replacement will be placed even if it does not have the required stock.

Optional check of defined replacement availability

• Exact Match Replacements Attributes - here you can select attributes whose values must match the product being replaced. For example, if you want products of one brand to be replaced only by products of the same brand.

Exact Match Replacement Attributes

• Allowed Products - with this attribute you can specify which products can be proposed as candidates, i.e. which products to choose from.

Allowed Products

• Broad Match Attributes - here you can select attributes that will increase the score for products that have the same value as the original products when evaluating replacements. You choose the number of points, i.e. the importance. For example, if you want products from the same supplier to be selected as replacements under ideal conditions, select the Supplier attribute and specify the number of points for it.

Broad Match Attributes

• Product Score Conditions - this setting allows you to specify the preferred attribute values that replacements should have, regardless of the values of the original products. For example, you can increase the score of all candidates that have a specific supplier, in our case Amazon Fruit, s.r.o.

Product Score Conditions

• Fixed Candidates Validity and  Fixed Candidates -  if you have, for example, seasonal products on offer, you can choose a list of fixed candidates and select the period in which they should be valid.
• Max Replacement Age in Days -  if you don't want to suggest products that are too old, you can set a maximum age here, this is determined by the Launch Date attribute in the product properties.

Max Replacement Age in Days

• Respect Product Ranges - a product range is a group of similar products (the meaning of the word similar varies across industries, it can be similarity in product type, price, different features, etc.) at one level. It is set in the product properties and in the Category Settings in the stores. You specify it using a number, where 1 is the lowest range. If this box is checked and you have product ranges set up in Quant, then only products of the same or lower range will be offered within the replacements.

You can read more about setting up product ranges in the manuals Automatic Replacements - Products Settings and Automatic Replacements - Category Settings in Stores.

• Minus Points per Product Range Step - If you don't necessarily need the replacements to be from the same product range and you are satisfied with candidates from a different range receiving minus points, leave the box above unchecked and enter the number of points here.

Respect Product Ranges

• Price Level Step - e.g. 2, meaning in USD, if the candidate is 2 USD more expensive/cheaper, then the given number of points will be deducted from the score, e.g. 30.
• Minus Points per Price Level Step - the number of points to be deducted for the price level step.

Price Level Step

• Product Age Level Step- step in days, e.g. 7 days.

• Minus points per Product Age Level Step - number of minus points, e.g. 10, the candidate has a launch date 14 days from today's date, 14/7=2, 2x10 = 20 minus points for this candidate.
  

Product Age Level Step

• Limit measurement change - to fit the replacement product into the planogram, you can limit the resizing.

• Max measurement change - here you set the maximum percentage change.

Limit Measurement Change