You can create a planogram in the Project Editor. Quant offers several ways to create planograms - from manual creation to optimized workflows. This manual describes the basic principles and refers to detailed guides for each method.

Procedure for Creating a New Planogram in the Project Editor

After opening the project, the floor plan of the store you created will be displayed. If you already have multiple stores in the project, you can switch between their floor plans in the bottom right corner of the Store tab.

Hierarchy in the Project Editor

If you double-click a fixture in the floor plan or in the hierarchy, you will be redirected to the Planogram Preview.

Planogram Preview in the Planogram tab

The hierarchy is a key part of the project and is automatically generated by Quant. It groups fixtures that have the same number of shelves, the same category variant, and the same category. Fixtures assigned to the same group in the hierarchy share the same planogram template. This allows you to manage planograms efficiently for multiple fixtures at once. A more detailed explanation can be found in the manual Hierarchy in the Project Editor.

Manual Planogram Creation

How to insert products into a planogram?

 

Products are inserted into the Planogram Template as follows:

1. In the bottom table, select the product you want to place in the planogram.
2. Activate the tool for inserting products into the planogram in the toolbar (keyboard shortcut P).
3. Click on the planogram template where you want to place the product.
4. The product will then appear in the planogram preview.

Placement of a Product in the Planogram

More information about planogram template tools can be found in the manual Planogram Template.

How to set the number of facings placed in the planogram?

On the right side of the Project Editor, in the Component tab, you can adjust the properties of the inserted product (=block) in the planogram. In the Min Packages section, you always set the minimum number of units to be placed in width, height, and depth. In the Max Packages section, you can set the maximum possible number of units placed in width, height, or depth. Quant must respect this interval.

Setting the Min and Max Packages

A detailed description of working with inserted products (blocks) in the template can be found in the manual Block Editing.

After completing the adjustments, the project must be saved by clicking the Save button.

Creating a Planogram by Importing from a Table

If you have a CSV or XLSX file containing a list of products and their exact placement in the fixture, you can import it into Quant and quickly create the corresponding planogram.

The import procedure is described in detail in the manual Planogram import from CSV file.

Optimized Planograms

If you enable Planogram Optimization, Quant will calculate the optimal number of placed units based on the criteria you set. This ensures that the best products according to your chosen sales indicator will always be placed from the planogram template, and products with higher sales will be placed in the planogram in greater quantities than products with lower sales.

Quant also allows you to create optimized planograms using planogram rules. The rules work with selecting products by group, sorting them according to sales data, and placing them according to the available space capacity. Based on these criteria, Quant selects the most suitable products from each group and positions them in the planogram according to capacity and product performance.

The detailed procedure is described in the manuals Planogram Rules and Optimized Planograms.