Assortment Planning

Smart Planning and Buying With AI-Driven Assortment Planning Software

Develop home run products and make smarter buying decisions with AI-driven insights and visual line sheets—ensuring the right products, in the right mix, at the right time
Platform Overview Hero Image

Better Buying Starts with Toolio

Automated Workflows From Planning to Production

Establish budgets, develop assortments, collaborate with your design team, and place purchase orders all in one system.

Blend Creativity with Data

Slice and dice performance data and add product images to line sheets for visual and numeric assortment breakdowns.

Data-Driven, Winning Assortments 

Use hindsighting and attribute analysis to develop new products and assortments based on past successes.

Get the right mix with breath & depth rationalization

Top-down to bottom-up reconciliation

Easily connect your assortment plan to your merchandise plan to spot gaps, adjust for changes, and keep everything on track.

Smarter assortment choices

Use AI-driven insights to fine-tune your SKU mix, avoid over-assortment, and keep inventory streamlined—so you’re only stocking what sells.

Kickstart planning with smart start

Let AI do the heavy lifting by automatically generating cluster-appropriate placeholders, so you can build better assortments, faster.

Plan seasonal assortments with confidence

Seamless PLM Integration

Pull in developed styles from your PLM and quickly assign them to placeholders, streamlining your adoption process.

Smarter assortment choices

Use AI-driven insights to fine-tune your SKU mix, avoid over-assortment, and keep inventory streamlined—so you’re only stocking what sells.

Gallery view brings your assortment to life

Bring product imagery front and center with Gallery View in Toolio’s Assortment Plan—seamlessly filter, group, and sort key details for better merchandising decisions!

Core products always in-stock

Smarter forecasting, less guesswork

Let AI handle forecasting and retrending to create accurate projections—while keeping full control to make adjustments when needed.

Plan promotions with confidence

Keep your promo calendar in one place and automatically factor in discounts and sales lifts for more precise forecasting.

Replenish the right way

Stay in stock without overbuying— get recommendations for ideal receipts based on demand, lead times, and safety stock policies.

On-time, organized purchase orders

Intelligent receipt consolidation

Combine ideal receipts into purchase orders while factoring in MOQs, freight methods, and supply chain needs—so ordering stays efficient and cost-effective.

Satisfy MOQs without overstocking

Pull forward receipts to hit vendor minimums while keeping costs low and inventory optimized.

Smart purchase order management

Review and approve POs with full visibility into their impact on inventory—before sending them to vendors.

Clear, actionable reporting

Capture assortment snapshots

Filter and analyze your assortment by time, product, or location attributes to get a clear, big-picture view of how it evolves.

See how your assortment changes

Monitor shifts from pre-season to in-season to understand trends, performance, and opportunities for improvement.

Plan smarter with ‘what-If’ scenarios

Easily create and compare different planning scenarios to see the financial impact before making decisions.

What Retailers Are Saying

Stacey Shriefer

Vice President Inventory Planning

“Toolio was instrumental in showing our merchants that they could have 50-75% less SKU count and do the same amount of sales. We expect $5M in cost savings and efficiency gains.”

Maggie Barclay

Planning Director

"There are so many metrics that have given us the data we need to feel more confident about buying deeper into merchandise. The weeks of supply metric has helped us see potential to reorder styles if they are selling at a fast rate or pivot with additional marketing tools if a style is moving at a slower rate."

Laura Smith

Inventory Planning Manager

“We have cut down on inventory while maintaining in stock rate goals. We are able to plan smarter because we are now planning by channel, where we were planning at a total company level prior to Toolio.”

Frequently Asked Questions

Can Toolio replace our current assortment planning process?

Yes, including the parts that live in spreadsheets, line sheets, and disconnected buying tools. Toolio manages the full assortment workflow: width and depth planning, option counts, cluster-level localization, and buy quantities. All connected to your merchandise financial plan so assortment decisions stay within OTB. The process maps to how your team already works, not the other way around.

How does AI support assortment decisions?

Two ways. First, Toolio analyzes historical performance to recommend the right width and depth for each assortment, how many options, how deep to buy, based on your financial targets and past sell-through. Second, automated clustering groups your locations by how they're expected to perform for a given product, so you're not sending the same assortment to stores with different demand profiles. Both recommendations are explainable. Your team sees the logic and the output.

Can Toolio handle our product and location structure?

Yes. Planning happens at the choice level (style/color) by cluster (group of locations), and clusters are built from your actual location attributes: geography, store size, historical sales behavior. You define the hierarchy. If you plan across multiple channels, regions, or store formats, each can have its own assortment logic within the same platform. Custom product attributes, seasonal timelines, and planning calendars are all configurable.

How do we handle new products that aren't in the ERP yet?

Toolio supports placeholder products in the assortment plan, you plan for new styles before they're finalized in your ERP or PLM. When the real style is adopted, it maps to the placeholder automatically. This means your buying decisions don't have to wait on product development timelines, and there's no manual reconciliation step when styles are confirmed.

How does assortment planning connect to our MFP and other tools?

The assortment plan is built within the guardrails of your merchandise financial plan. OTB and receipt targets flow directly in so assortment decisions stay financially grounded. When assortments are finalized, they feed into allocation. On the integration side, Toolio connects to ERPs (NetSuite, SAP) and PLM systems for style data. Everything updates automatically so assortment and financial plans stay in sync without manual exports.

Merchandise Plan

See Toolio In Action

The best way to understand what Toolio could do for your team is to start a conversation.