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.

In this manual, you will find:

1. What life cycle states does Quant offer and what do they mean?
2. How to publish a planogram?
3. How do you find out what planograms are in the stores and in what state of the lifecycle they are?
4. How can you mark several planograms in bulk directly in the Hierarchy tab (eg all planograms of the same store) and then publish them?

Planograms are published to the lifecycle state in the Project Editor in the Lifecycle tab.

Lifecycle tab in the Project editor

Quant offers four lifecycle states:

• Draft - a planogram that has not yet been completed and is therefore not even accessible via the Quant web 
• Prepared - a planogram that does not need to be implemented yet
• Waiting - a planogram that is current and the store must implement it by a certain date
• Implemented - a planogram that was implemented in the store and the store confirmed its implementation

Published planograms are highlighted in the store floor plan for easier orientation:

• Prepared - blue highlight
• Waiting- red highlight
• Implemented- green highlight
  
  Highlighted published planograms in the Project Editor

When the planogram is not yet published in the Prepared, Waiting, or Implemented state, it will not be accessible through the Quant web.

How to publish a planogram?

1. Go to the Lifecycle tab.
2. You must mark the planogram(s) you want to publish in the lower table.
3. Via the menu - Lifecycle you select to which state of the lifecycle you publish the planogram (Pepared or Waiting).
4. Select the date by which the store should implement the planogram.
5. You can select the Implementattion Photo Required check box. If you check it, the store will need to upload a photo of the implementation when confirming the implementation on the Quant site.
6. Click on Ok.

Publishing planogram as Waiting

Setting the date of implementation

After publishing, the planogram moves to the appropriate lifecycle field in Quant.

Waiting planogram

By publishing, you publish a planogram on the Quant web.

If you log in to Quant web, in the Floor Plan menu you will see the floor plan of the store where the red frame will highlight the fixture for which the planogram was published in the waiting state (blue for the prepared planogram and green for the implemented planogram).

Waiting planograms on Quant web

The store on the Quant web will see these waiting planograms which it should implement by that date.

For information on how the store confirms the planogram implementation on the Web, see the Confirm Planogram Implementation manual.

Other menu options in Lifecycle:

• Switch Prepared to Waiting - moves the planogram from Prepared state to Waiting state
• Confirm Implementation - confirms the planogram implementation
• Approve - approves the implementation
• Archive - moves the implemented planograms to the archive, the remaining states of the planograms remain unchanged
• Require Implementation Photo for Prepared / Waiting state - in case you forget to check the Implementation Photo Required when publishing planograms in bulk to the Prepared / Waiting state, click on this option to change the settings and the implementation photo will be required
• Photo Implementation Optional for Prepared / Waiting state - in case you accidentally check the Implementation Photo Required when publishing planograms in bulk to Prepared / Waiting state, click on this option to change the settings and the implementation photo will not be required
• Change Earliest Implementation Date - changes the nearest possible date for planogram implementation
• Change Latest Impl. Date for Prepared / Waiting Planograms - changes the latest date for implementation of planograms that have been published to the Prepared / Waiting state
• Change Confirmation Date - changes the confirmation date of the planogram implementation
• Remove Prepared / Waiting Planogram - removes the corresponding planogram from the lifecycle
• Clear lifecycle - clears the entire lifecycle, ie planograms from all states

How do you find out what planograms are in the stores and in what state of the lifecycle they are?

In the Lifecycle tab, you can monitor which planograms are published in the store (even in which lifecycle state it is). For example, you can filter only planograms from one specific store to see what lifecycle status they have been published in. At the same time, very useful columns in the planogram table are "Prepared", "Waiting" and "Implemented", according to which it is possible to filter all planograms in a certain state of the lifecycle.

In the table with planograms, we filtered only planograms in the store in Prague which have not yet been implemented - it is in Waiting state.

Filtering required planograms 

You can mark planograms that you want to publish in bulk directly in the Hierarchy tab. Just right-click on a group of planograms in the hierarchy and select Mark Fixtures or Mark Fixtures Exactly. In the Lifecycle tab, all planograms that fall under the entire branch of the hierarchy are automatically marked, and you then publish all these marked planograms without having to search for them in the planogram table in the Lifecycle tab.  

Mark Fixtures means that if you have already marked some planograms in the Lifecycle tab, planograms for newly marked fixtures will be marked together with already marked fixtures.

Mark Fixtures Exactly means that only those planograms that you will mark in the Hierarchy tab will be marked.

In the Project Editor we want to publish several planograms to the Waiting state. These are planograms of the following fixtures: fixtures with category Yoghurt, category 1/1 variant and 4 shelves (total 3 fixtures), fixtures with category Dairy and category 1/2 variant (total 6 fixtures) and fixtures with category Dairy and category 2/2 variant (total 6 fixtures). In total, therefore, we want to publish planograms for these 15 fixtures. Let's mark these fixture groups in the hierarchy, right-click and select Lifecycle - Mark fixture accurately. In the Lifecycle tab, these 15 planograms are marked. So just click on Lifecycle - Publish as Waiting in the menu and you're done.

Option Mark Fixtures / Mark Fixtures Exactly in the hierarchy tab

Publishing planograms as Waiting