Articles on: Planogram editing

What are blocks?

Blocks are areas on the equipment that can be distinguished. They are used for placing groups of products without the need for article-specific placement, but considering space for products of a certain category, brand, or supplier. Blocks have flexible settings, allowing them to be adapted to various needs.

How to Create and Configure Blocks?

To create a block, click the Draw Block button:

To configure a block, you need to click on the corresponding area and select the Calculation button on the top panel:

Available configuration parameters:

General settings: block name, color, image, width, height, description (text that appears when you hover over the block);
Available information: share of planogram, linear meters;
Categories;
Brands;
Suppliers;
Properties (if created and linked to products);
Product status;
Linked products (display of products included in the block).

Note! For the parameters "Categories", "Brands", "Suppliers", "Properties", and "Product Status", multi-selection is available.

Important! Block settings have a hierarchical structure. For example, in the "Brands" block, only those brands that correspond to the categories set above will be displayed. Similarly, the "Suppliers" block depends on the settings of the "Brands" and "Categories" blocks.

After completing the configuration, click the Apply button.

Blocks and Linear Meters
When creating a block, information about the block's share of the planogram and its linear meters is displayed by default.

Note! If there are no hooks on the perforated wall, the block's linear meters will be 0.

To resize a block, simply activate the block and drag the corresponding side of the block in the desired direction while holding down the left mouse button.
To delete a block or a product within it, click on the corresponding area and select the Delete button on the top panel.

Important! If a product is placed in a block, both the block and the product will be removed when deleted.

How Blocks Are Displayed in the Equipment?

In the equipment tables, information about the blocks with products is displayed according to the following parameters:

Shelf number;
Hook panel number;
Perforation number;
Name of block;
Block description;
Share of the planogram, %;
Linear meters of block;
Categories;
Brands;
Suppliers;
Properties;
Status of products.

Note! A block with products displayed is shown in the equipment as a section of the corresponding equipment element.

How Blocks Are Displayed in Analytics?

Important! Block analytics is not displayed directly on the planogram.

Analytical data on blocks is available in the Reports section when viewing the "Chain Sales Analysis".

"Chain Sales Analytics" is available in four segments:

Store plans;
Planograms;
Categories;
Products.

Note! Only blocks with configured parameters are included in the analysis.

When setting filters, the "Calculation" block considers:

All sales;
Sales of displayed products only;
Sales of block-linked products only.

In addition to general block information, analytics on all products linked to that block are available.

Important! If a product is placed in a block, this block will be shown in the report Sales of Displayed Products Only.

Note! Linear meters of display for blocks with products are not included in the analysis.

How Do Blocks Interact with Displayed Products?

Blocks and Manual Placement

When selecting a configured block, the left panel automatically filters products according to the selected block's parameters.

Note! The block is highlighted in red if a product goes beyond its boundaries.

Blocks and Autoplacement

If blocks are present on the planogram, auto-placement works only within these blocks, considering their settings. If the blocks are not configured, the entire list of products will be placed within the available blocks.

Important! Autoplacement only works if there are products on the left panel.

Note! When using a block, the "Product grouping (vertical)" function in auto-placement is unavailable.

Note! Autoplacement on hooks and perforated walls only works if blocks are present.

Blocks and Placement Rules

To apply a placement rule to a block, it must be selected, and a corresponding rule must be created (or an existing rule can be dragged). Product placement will be carried out according to the block's filters.

Note! If the rule settings do not match the block's filters, the system will report an error next to the corresponding product group.

The placement rule does not prioritize a block if it has no settings. In such a case, the rule will apply to the entire equipment space. A block with configured filters but no matching products in the placement rule will remain empty.

Important! Placement rules only apply if there are products on the left panel.

Important! Placement rules do not apply to hooks and perforated walls.

Updated on: 14/05/2025

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