Planograms and Projects

Creating a Project

This manual is a part of the First Steps manual. To be able to create planograms you need to set up a project where you will group all stores.

Project Editor

The Project Editor is used for the management of planograms for a group of stores and categories that are included in the project. It allows a planogram to be created for several stores at once. Planograms are published in the Project Editor and thereby visible for stores at the web interface.

Project Editor Structure

The Project Editor is divided into several sections and tabs, which are described in detail in this manual.

Hierarchy in the Project Editor

The hierarchy in the Project Editor is where, after opening a project, all fixtures from the stores included in the project are automatically grouped.

Icons in Hierarchy

Icons in the Project Navigation Tree (Hierarchy tab) can show you useful information. In this manual we describe the meaning of each of the icon.

Creating a Planogram

This manual is a part of the First Steps manual. It describes how you can create a planogram for inserted fixtures in the floor plan.

Planogram Template

In the planogram template you place the products with which you want to fill the planogram. To the left of the template and the planogram preview is the toolbar, where you will find all the functions that may be useful when creating a planogram. Also above the planogram template are several features that will make your work easier.

Signs in the Template

Blocks in the template can be marked with different signs. Each sign holds a specific meaning that informs about block properties.

Block Editation

You can set various properties for the inserted block, such as the number of placed pieces in width, height, its position, rotation and more. These adjustments will be described in this manual.

Publishing a Planogram

This manual is a part of the First Steps manual. It describes how to publish a ready planogram on web for a store.

Lifecycle of Planogram

When you finish designing your planogram it should be published to a certain lifecycle state. Planogram will automatically be in Draft state until you publish it. Please be aware that this state will not allow planogram to be accessible in Quant web interface.

Planogram Generator

You can use the Planogram Generator tool to create a planogram. This tool will generate a planogram template based on your settings.

Keyboard Shortcuts in the Project editor

In this manual an overview of shortcuts used in the Project Editor is provided. Using these shortcuts considerably expedites work in Quant.

Section

In some situations, it is useful to work with multiple fixture segments at once. If you set up a section in Quant, you can then view it in the Project Editor preview of several fixtures at once and create planograms for them.

Hanging System

In Quant you can create planograms for a hanging system in which products are suspended on a hook wall or on slats.

Automatic Shelf Heights

Automatic shelf heights are used when the shelves are not fixed and can be moved according to the height of the products. Quant can generate shelves automatically based on the set criteria and adjust them to the height of the products.

Free Style Planogram

Some planograms require a more complex display that is not entirely easy to plan through a classic planogram template. In these situations, it helps to use the Free Style planogram mode, which allows you to insert products directly into the planogram and simply specify exactly where the product should be placed.

Free Style Planogram Layout Changes

You can move, copy, rotate, etc. products or other components in the planogram. This manual provides an overview of the actions used to manipulate products or other components in a free style planogram.

Planogram import from CSV file

You can import a planogram into Quant from a CSV (or XLSX) file using the Import Planogram from Table option. If you have a CSV file that contains a list of products including their exact position in the planogram, the following procedure allows you to create a planogram quickly and easily, based on the data from the table.

Planograms for pallets

In Quant, you can plan how to display products on pallets. This manual will describe the easiest way to achieve this.

Sales Data Settings in the Project Editor

Sales data is an integral part required for the correct optimization of planograms. Thanks to planograms optimized according to sales, you can increase profit from sales in your stores.

Planogram Overview

In the Planogram Overview, you can see a detailed analysis of the selected planogram. The tool allows you to see, for example, which products are placed in the planogram and in what quantity, which products were not placed from the template in the final planogram, or how efficiently you have allocated the space in the planogram.

Products in Project Overview

This tool allows you to search for any product across all planograms in a given project and find out which planogram it is in. You can quickly find out in which stores the product is located or which products are located in the planograms of a particular store.

Product Opportunities

The analysis of Product Opportunities is a tool which allows you to find out if you have placed all of the best-selling products.

Product List Comparison

In the Project Editor you can compare several product lists at the same time. You can quickly find out if products in the planogram for two different stores are the same and identify which products are placed in one store but they are not placed in the second store.

Products Cumulation in PDF for Section with Joined Shelves

In the case of more complex multi-features, you can sort the products in the table differently in the PDF export of the planogram to determine if and how the products will be accumulated in the table.