The shelves in the optimized planogram in Quant are gradually filled with products while respecting the set parameters. These are the sales data, the replenishment criteria, the priority levels and the number of units to width.

In what order are the products inserted from the template into the planogram?

The order in which products are placed from the template into the planogram is primarily determined by the set Priority Level (Fixed, Required, Optional) and Priority (lower number -> higher priority within the same priority level). Blocks with Fixed priority level are inserted into the planogram first, followed by Required and then Optional blocks.

Subsequently, this affects the choice of your Prioritization Strategy in the replenishment criteria

• By Sales: Products with the highest value of a certain sales indicator set in the Sales Type Used for Product Priority criterion are prioritized.
• By Product Attributes: Products will be inserted into the template in the order according to the attribute you select in the Prioritize By line. For example, you can import a product attribute into Quant that determines the custom order in which products should be placed in the planogram, and then select that attribute here.
• By Template Position: Products are inserted into the planogram in the order that corresponds to the order in the template from left to right.

Prioritization Strategy

Priority Levels are described more in detail in the Setting of Priority Levels manual.

For a more detailed description of all replenishment criteria, see the Setting of Replenishment Criteria manual.

In what quantities are products inserted into the planogram?

The amount of each product that is placed in the planogram depends on:

• the Min / Max strategy option
  • Days Reserves: Minimum to Maximum are calculated according to the Min and Max Days Reserve settings in the replenishment criteria or on the product/category. The higher the number of sold pieces, the higher the Min and Max are consequently and Quant tries to place a higher number of units in the planogram if possible.
  • Min / Max Volumes: Minimum and Maximum are calculated according to the Min and Max Volume settings on the product or category.
• Min / Max packages settings in the Component tab

Min / Max StrategyMin and Max in the Component tab

In the manual Setting and Respecting the Number of BUS in Width, read more about setting Min and Max in the Component tab.

Placement Rules

• Quant only places products on the planogram that have successfully passed the replenishment criteria and have not been removed from the planogram due to low sales.
• Quant must place products in order of their set priority levels.

Within a priority level there are 2 options for Quant to proceed:

1. If the values in the Priority row are filled in, then Quant proceeds in the order indicated by those values. The product with the lower number set in the Priority row has the higher priority. 
2. If the priorities of all blocks are the same, Quant performs optimization based on the selected Prioritization Strategy (by sales, by product attributes or by template position). If the selected Prioritization Strategy is By Sales, then prioritization is performed according to the selected value in the Sales Type Used for Product Priority row in the replenishment settings. For example, if the selected value is GP1, then the product with the higher profit takes priority over the product with the lower profit.

If you check the Normalize by Product Width box in the replenishment criteria, Quant prioritizes the products with the highest profit per 1 cm of shelf space. This avoids placing a very small product that takes up almost no shelf space at the expense of a product that is, for example, 3 times wider but has slightly more profit.

Example: Prioritization Strategy By Sales

The following section describes how Quant evaluates the planogram template and in what order and quantity it places products in the planogram if we choose:Example of replenishment criteria setting

• Prioritization Strategy: By sales
• Min / Max Strategy: Days Reserves
• Sales Type Used for Product Priority: GP1 (profit)

Round 1 = placing of the Min

Blocks with a fixed priority level are evaluated first. They are placed first in the quantity that is set as Minimum in the Component tab. This progresses from the product with the highest profit to the products with the lowest profit, unless the block priority is adjusted.

Then the blocks with the required priority level are placed. Quant places the minimum number of BUs as with fixed blocks.  

However, each block has 2 minimums:

• Minimum calculated by Quant from the set replenishment criteria in the Min column.
• Minimum set in the Component tab.

Quant places the number of BUs corresponding to the greater of the two possible minimums. Even for required blocks, the progression is from the highest to the lowest profit products unless the block priority is adjusted.

Blocks with an optional priority level follow. These blocks shall also be placed in the minimum possible quantity as well as the required blocks. However, only those products that meet the replenishment criteria and sell at least 1 unit in the maximum number of days set in the Maximum Days Reserve criterion will be placed.

Round 2 = filling the space to Max

If all fixed, required blocks and optional blocks meeting the replenishment criteria are placed and there is space left on the shelf, the second round follows. Again, starting from the blocks with a fixed priority level, followed by the blocks with the required and then the optional priority level. In the second round, one extra BU width is added to each block. First, 1 BU is added to the highest profit or highest priority fixed block, then to the second highest profit or second highest priority product. Once the fixed blocks are exhausted, 1 BU is added to the highest profit or highest priority required block, and so on. This continues until there is no space left on the shelf.

If after the second round there is still space left on the shelf, the third round of evaluation will begin. This is how Quant proceeds until it fills the entire shelf space or until all products on the shelf reach their lower Max:

• The maximum calculated by Quant from the set replenishment criteria in the Max column.
• Maximum set in the Component tab.

Result of the process

Last Round = use of Space Fillers

If the shelf is still not completely filled, Quant fills the remaining space with products that have the Space Filler check box marked on the block in the Component tab.

Therefore, we recommend using space fillers setting on a few products on the shelf that you think are the most important, to ensure that the shelf in the planogram does not remain half empty due to insufficient sales of products within one shelf.

For space fillers you can set the Space Filler Type:

• Unlimited: A block with an unlimited space filler type will not respect the maximum packages width setting on the block and will fill the rest of the shelf space.
• Up to Max Packages Width: The block must respect the maximum packages width setting on the block.

Space Filler

Space Filler Type

The parent value for the Space Filler Type can be set in the Template tab.

Space Filler Type on Template