Toolio Blog

Toolio Product Updates: May 20, 2022

Impact of increased lead times

Over the past 2+ years, we have been experiencing many shifts in business and supply chain trends, causing many changes to our expectations and process. As Planners we need to update our merch plans to incorporate the product mix changes and product flow shifts. These changes can cause both short and long term effects. We are all trying to figure out what the new KPI's and benchmarks will be based on the fluctuating variables.

Toolio Product Updates: April 8, 2022

Toolio updates this week include: Scheduled Report Deliveries, Conditional Formating Improvements, and Locking Cells.

Toolio Product Updates: March 18, 2022

Toolio updates this week include: Enable Email Notifications for Failed Imports & Removing a Conditional Formatting Rule at the Time of Creation

Toolio Product Updates: March 11, 2022

Toolio updates this week include: Multi-Dimensional Spreads within Assortment Plan, Importing plans into The Item Plan, an updated 39 week relative time frame, Like for Like forecasting in Assortment Plan, Grouping by Metrics in Item Planning, and a New Merchandise Plan interface.

Toolio Product Updates: January 21, 2022

We’re excited to share our latest updates: Gallery View in Assortment Plan and New Assortment Plan Out-of-the-Box Views.

Toolio Product Updates: January 7, 2022

We’re excited to share our latest updates: Timeline Visualization in Assortment Plan, Trend Visualization in Item Plan, Multi-level Grouping in Item Plan, Data Validation Errors in Assortment Plan, and Limiting user access in Settings.

Toolio Product Updates: December 7, 2021

We’re excited to share our latest updates: Forecast using Sales History, Seeding Plan using Act/Plan, New Keyboard Shortcuts in Assortment Plan, and Conditional Formatting updates.

Toolio Product Updates: Nov 18, 2021

Our latest updates include: New Item Plan Out-of-the-Box Views, Updated Assortment Plan Rollups Reconciliation Table, Planning by % of TTL in Assortment Plan, Forecast Profiles, % of TTL Column in Spreads, and Conditional Formatting for Master Data Pages.

Toolio Product Updates: Nov 11, 2021

We’re excited to share our latest updates to Toolio. We’ve recently released New Out-of-the-Box views in Merchandise Plan, updated functionality to simplify forecasting in Item Plan, and (drumroll please…) keyboard shortcuts!

Toolio Product Updates: Oct 25, 2021

Our latest updates include: Data & Imports page moved to Settings and Plan Year saving to views.

Toolio Product Updates: Oct 18, 2021

With our latest updates you’re now able to merge scenarios in Item Plan and access Master Data on main navigation menu.

Toolio Product Updates: Oct 11, 2021

Toolio’s updates this week include: improved sorting UI and added ability to edit Merchandise Plan and Item Plan options.

Toolio Product Updates: October 4, 2021

Our latest updates include: improved user experience in Item Plan when generating inventory and receipts and ability to track import statuses.

Toolio Product Updates: September 27, 2021

Check out our newest updates in Toolio including generating Purchase Orders from Assortment Plan, highlights within Assortment Plan Spreads, and more visibility into integration imports.

Toolio Product Updates: September 20, 2021

Toolio’s update this week include: Spreads tab in Data & Imports, Item Planning Min/Max for Receipt Generation, and an integration to SAP.

Toolio Product Updates: September 13, 2021

Click here to read some of the newly released features at Toolio! We’ve updated the Product Mix dashboard in Assortment Plan, added abilities to Item Plan scenario playing, and given you more visibility into Generating Assortment Plans from Item Plan.

Toolio Product Updates: September 7, 2021

Click here to read some of the newly released features at Toolio! Updates include: dynamic inventory generation with start times, filters exposed to front-end users, and automated Plan data export to data warehouse.

Toolio Product Updates: August 30, 2021

Click here to read some of the newly released features at Toolio! Updates include Scenario Playing and Forecasting updates in Item Plan, ability to recreate SKUs in Assortment Plan, and improved visibility to formulas in the Merchandise Pivot View.

Toolio Product Updates: August 23, 2021

Toolio updates this week include: formula visibility in Assortment Plan views, date ranges visible for time frames in Assortment Planning, confirmation pop-up when generating Item Plan to Assortment Plan, and linking Assortment Plan to Item Plan.

Toolio Product Updates: August 16, 2021

With our latest updates you’re now able to: retrigger integration and add/delete metric rollups in Assortment Plan settings.

Toolio Product Updates: August 9, 2021

Toolio updates this week include: added Derived Attributes capabilities, specified user roles, created integration view, added % Var Plan vs Plan LY variant, added filters in Import Page.

Toolio Product Updates: August 2, 2021

We’re excited to share some of the newly released features at Toolio! Updates include Item Plan reconciliation, customizing your assortments, and improvements to forecasting and inventory planning in Item Plan.

Toolio Product Updates: July 26, 2021

With our latest updates you’re now able to take advantage of custom formulas in Assortment Plan and plan using the Gregorian Calendar in Merchandise Plan.

Toolio Product Updates: July 19, 2021

We’re excited to share our latest product updates which introduced Average Per Week metrics to Assortment Plan, % of TTL Improvements in Merchandise Plan, the ability to Reallocate Uncategorized plan values, and updates to the Data & Imports menu.

Toolio Product Updates: July 12, 2021

Toolio updates this week include new features to reporting time frames, change history tracking in Assortment Planning, and an enhanced week selector menu. Click here to learn more!

Toolio Product Updates: July 6, 2021

Check out our latest updates that introduced new features to Flowing On Order to Receipts, accessing your Raw Data from Item Plan, and using the Average per Week metric in Hindsight.

Toolio Product Updates: June 28, 2021

We’re excited to share some of the newly released features at Toolio! Updates include importing TSV file types, capturing the status of Assortment Plan line items, and utilizing placeholders to plan in Assortment Plan.

Toolio Product Updates: June 21, 2021

This week's updates introduce new features to Assortment Plan, Item Plan, and the Data Models in Toolio. Read more to learn about Custom Conditional Formatting Colors, Conditional Formatting in Item Plan, the introduction of the Assortment Plan Item Data Model, Forecasting in Item Plan with Actual Sales Seasonality, Customizing Variants directly in Item Plan, and the ability to set Output Metrics in Assortment Plan.

Toolio Product Updates: June 14, 2021

Check out our latest updates that introduced new features to Item Plan, Assortment Plan, and Data Models in Toolio. Read to learn more about exporting data from data models, planning by season in Item Plan, forecasting using custom volume trends, conditional formatting in Item Plan, and interconnectivity between Assortment Plan and Item Plan.

Toolio Product Updates: June 7, 2021

Our newest updates introduce new receipt forecasting functionality in Merchandise Plan, search functionality in the view selector menu, new volume methods for Item Plan forecasting, filter by metric capabilities in Item Plan, ability to edit your Product Master directly, and contextual export file names.

Toolio Product Updates: June 1, 2021

We’re excited to share some of the features that shipped this week at Toolio! Updates include seeding an Assortment Plan, Generating Item Plans from Assortment Plans, and Exporting Data from Item Plan.

Toolio Product Updates: May 24, 2021

Toolio updates this week include additional features in Assortment Plan, such as Like for Like updates and enhanced filtering, updated Sort features within Item Plan, new functionality included in the Gregorian Projection, and updates to the filters within the Data Models. Click here to learn more!

Toolio Product Updates: May 17, 2021

Check out our newest features released into Toolio including updates to the View Selector menu, additional relative time frames to utilize in Item Planning, the ability to seed by various weights in Merchandise Planning, and enhanced product images across the platform. We’ve also continued to build out of the box views to help you manage your data in Toolio.

Toolio Product Updates: May 10, 2021

Toolio’s newest updates include enhancements to the Merchandise Plan, Assortment Plan, and Item Plan modules! Read to learn more about our recent product updates that introduced Conditional Formatting improvements, the ability to Pivot by Attributes in Item Plan, and support for Top Down Planning in Assortment Plan.

Toolio Product Updates: May 3, 2021

Toolio’s newest updates include enhancements to the Merchandise Plan, Assortment Plan, and Item Plan modules! Read to learn more about our recent product updates that introduced the Item Plan Time Range Selector, released new Out of the Box Views on all modules, and improved Merchandise Plan Pivot Functions.

Toolio Product Updates: April 26, 2021

Toolio’s newest updates include enhancements to Item Plan, Attributes, and Shopify Integration! Read to learn more about our recent product updates that introduced the Sorting feature to Item Plan, added core attributes to the attribute settings menu, and released support for multiple Shopify stores.

Toolio Product Updates: April 19, 2021

Toolio is regularly improving to enhance your experience! Read to learn more about our recent product updates that introduced Conditional Formatting in Merchandise Planning, updates to the Assortment Plan Product Mix and visibility into plan dates, and On Order Flowing in Item Plan.

Toolio Product Updates: April 12, 2021

Toolio is constantly improving to further optimize your planning workflows! Read to learn more about our recent product updates that introduced Assortment Plan Grand Totals, Assortment Plan Attributes in Settings, Assortment Plan Multi Select, and Item Plan Output Metrics.

Toolio Product Updates: April 5, 2021

Toolio is constantly improving to further optimize your planning workflows! Read to learn more about our recent product updates that introduced Scenario Saving to Views, Metric Totals in Item Planning, and the Variance Metric Variant.

Toolio Product Update: Seeding from the Past

When you are building a new Merchandise Plan in Toolio, Seeding allows you to populate your current plan with historical data or a plan from the past in order to jump-start your plan creation process. By seeding from the past, you can save time and easily inherit historical seasonality curves, product mixes and important ratios like Markdown % and Return %.

Toolio Product Update: Scenario Playing

Toolio's Scenario Playing feature serves two main purposes: planning for multiple scenarios at the same time and snapshotting old plans to access them later in time. With Excel, this would require you to have duplicate plan spreadsheets or have multiple plan versions (such as original plan, working plan, last forecast, etc.) all living in separate worksheets. See more details on how to use it within this post!