Optimized planograms are one of the most advanced functionalities offered by Quant. Thanks to this functionality, the specifics of individual stores can be taken into account and planograms optimized based on the sales data of such stores can be generated.

The planogram template is the same for all stores and Quant calculates which products to place in each store and in what quantity based on the sales data of the specific stores. The planogram then looks different for each store because, for example, Store A's best product may be Store B's worst product. While Store A will place this product in large quantities, Quant will not place it at all at Store B.

What parameters can be set to optimize the planogram?

1. Sales data
2. Replenishment criteria
3. Priority levels
4. Number of BUs in width

The optimized planogram is activated in the planogram in the Template – Optimize by Sales. In the hierarchy, the optimized planogram is marked with this icon:

Store-specific planogram 

You can read more about the meaning of the different tags in the Hierarchy tab in the Icons in Hierarchy manual.

What do I need to set up?

Setting up sales data

For planograms optimized according to the sales data of each store, you need to correctly set the sales data that Quant will work with. The sales data for the whole project is set via menu - Project - Sales Data Settings (you can also use the keyboard shortcut Cmd (Ctrl) + W).

An essential property the project must have set, in case you want to use store specific sales for optimized planograms, is the Use Store Sales when Available checkbox. This checkbox must be checked so that Quant only counts the sales data of a specific store for each planogram and does not use all sales data sets included in the project. 

If the checkbox is not checked, then although the optimized planograms can be used, the planograms will not be optimized according to the sales of specific stores, but according to all sales checked in the Benchmark Clusters. The planograms in all stores will then be the same and optimized according to the sales of the benchmark you selected.

Setting the data about sales

For Quant to use sales data from specific stores, the Use Store Data when Available check box must be selected.

We recommend that you periodically change the time period for which Quant takes sales data, so that the optimized planograms always count on the most recent data and are up-to-date.

You can read about detailed sales data settings in the Sales Data in the Project Editor.

Setting replenishment criteria

Quant optimizes the planogram according to the set replenishment criteria. Replenishment criteria are set for each planogram in the Template tab - Replenishment section.

Setting replenishment criteria

You can read about the detailed settings in the manual Setting of Replenishment Criteria.

Setting priority levels

For optimized planograms, Quant must respect the block priority levels. Priority levels serve as a tool to regulate optimized planograms in cases where products must be placed in the planogram due to, for example, contracts with suppliers. In such cases, it must not happen that a product drops out of the planogram due to low sales. Priority levels can be set in several places in Quant - directly as a product property, or as a product property modified using an action, or for a specific block in the planogram template.

You can read about setting priority levels in detail in the Setting of Priority Levels manual.

Setting and respecting of the number of BUs in a width

Quant must respect your pack count settings in the Block tab. As explained earlier, the number of packages placed in the planogram in width is optimized differently according to the product priority settings. The abbreviation BU (basic unit of measure) refers to the number of units of a product and is an important value for calculating the daily reserve.

For more information, please refer to the manual Setting and respecting of the number of BUs in width.

Final phase

If all of the above is set, an optimized planogram will be created. For a better understanding of how Quant places products, we have prepared a separate manual detailing the different rounds of product placement.

For more information, please refer to the Filling the Optimized Planogram with Products manual.