What are blocks
Blocks are areas on equipment that can be designated. They are used to place groups of products without the need for item-by-item layout, but with space reserved for products of a specific category, brand, supplier, or characteristic. Blocks have flexible settings, allowing them to be adapted to various needs.
In this article, we will review how to create and configure blocks, how they are displayed in the complectation and analytics, and how they interact with product layout.
Contents
What are blocks and when to use them
How to create and configure blocks
How blocks interact with laid out products
Moving blocks
How blocks are displayed in the complectation
How blocks are displayed in analytics
What are blocks and when to use them
When to use blocks:
- Planogram customization — an image can be added to a block instead of individual products. For example, in a clothing store: instead of placing each item separately, draw a block, link the products, and add an image;
- Auto layout on hooks and perforated wall works only when blocks are present;
- A category manager plans space for a new category before the assortment is formed. A block reserves the space and sets the parameters for the future layout.
How to create and configure blocks
To create a block, click "Draw block" on the top toolbar:
When a block is created, information about its share of the planogram is automatically displayed.
Drag the block edges to resize it.
To configure a block: click the corresponding area → "Set up":
The following settings are available:
- General settings: block name, color, image, width, height, description (if filled in — an icon appears on the block; hovering over it displays the description text);
Information available: share of planogram, linear meters.
- Categories;
- Brands;
- Suppliers;
- Properties;
- Assortment type;
- Product status;
- Linked products — displays the list of products that fall into the block according to its settings. Products are linked automatically — based on the selected Categories, Brands, Suppliers, Properties, Assortment type, and Product status.
After completing the configuration, click "Apply".
To delete a block, select it and click "Remove" on the top panel or press Del (Windows) / Fn + Delete (macOS):
To delete a block but keep the product on the planogram, select the block and press Shift + Del (Windows) / Fn + Shift + Delete (macOS).
To delete a product in a block, double-click the block, select the required products, and click "Remove" on the top panel or press Del (Windows) / Fn + Delete (macOS).
In "Personal settings" → "Planograms", you can configure:
- Block share display of planogram, %;
- Transferring name in the block;
- Changing the font size in the block name — select the font size for the block name: Small, Medium, or Large.
Read more about personal settings in the article.
How blocks interact with laid out products
- Blocks and manual layout
When a configured block is selected, the left panel automatically filters products according to the parameters of the selected block.
- Blocks and autoplacement
If a planogram has blocks, auto layout works only within these blocks according to their settings. If blocks are not configured, the entire product list will be laid out within the existing blocks.
- Blocks and layout rules
To apply a layout rule to a block, select it and create the corresponding rule or drag an existing one. Product layout will be performed according to the block settings.
A layout rule does not give priority to a block if it has no settings — in this case, the rule will apply to the entire equipment space. A block with configured filters but no matching products in the layout rule will remain empty.
Moving blocks
Blocks can be moved both within the current planogram and between planograms if they are merged into a group.
When moving blocks with laid out products, the structure of the equipment area where the block is being moved must match the structure of the equipment on which the block is placed. For example, if a block occupies one shelf and three hooks, the new area must also contain the same number of equipment elements.
If the equipment structure does not match the block, the move will not be performed. A message about excess or missing equipment elements will be displayed.
For example:
The placement area is not suitable for the block.
Excess: shelf (2 pcs); box (2 pcs).
Missing: hooks (3 pcs).
How blocks are displayed in the complectation
If products are linked to a block, the following is displayed in the complectation tables:
- Block name;
- Block description;
- Shelf number;
- Box number;
- Hook panel number;
- Perforation number;
- Hangbar number;
- Categories;
- Brands;
- Suppliers;
- Properties;
- Assortment type;
- Product statuses;
- Share of planogram, %;
- Linear meters of block.
How blocks are displayed in analytics
Analytics data for blocks is available in the "Reports" section when viewing "Chain sales analysis".
The "Chain sales analysis" report helps you more effectively analyze network performance. Compare turnover, profit, sales quantity, and receipts between stores for different time periods using a bar chart that visualizes key metrics and simplifies the analysis of large amounts of data, while the summary table helps you view detailed data for each store, planogram, category, or product.
To view data specifically for blocks, in the "Filters" panel under "Calculation", select "Sales of products linked to blocks only".
The report is available in four dimensions:
- Store plans;
- Planograms;
- Categories;
- Products.
To view analytics for products placed in a block, in the "Filters" panel under "Calculation", select "Sales of laid out products only".
Read more about the "Chain sales analysis" report in the article.
Updated on: 14/09/2026
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