June 14, 2021

Toolio Product Updates: June 14, 2021


Jay Tian
Product & Data
Kristen Henry
Head of Customer Success
Summer Stewart
VP of Sales

Table of Contents

Exporting Data from Models

As Toolio aggregates your product, sales, purchase order, and inventory data, it is stored in easily accessible models on the Data & Imports menu. You can now export this data directly into .csv or .xls formats using the “Navigate to Export View” function. Please read more about exporting data here.

Seasons in Item Plan

The Item Plan module in Toolio now supports time frame definition by your seasons. The Time Frame Selector will automatically populate with your planning seasons, which are pre-configured according to your season start and end dates. You can read more about using time frames and time groups here.

Forecasting with Custom Volume Trends

The forecasting function in the Item Plan module now allows for custom volume trend definition. You can now define the specific weeks you would like to use as your volume trend in the Item Plan forecasting menu. Please see here for a step by step walkthrough of forecasting in Item Plan.

Conditional Formatting in Item Plan

Originally introduced in the Merchandise Plan module, conditional forecasting is now also available in Item Plan. You can use conditional formatting rules to help change the appearance of your data based on specific conditions. You can add conditional formatting rules directly from the View Selector, where you are able to configure rules and colors. Please read more about using conditions formatting in Toolio here.

Interconnectivity between Assortment Plan and Item Plan

As the Assortment Plan and Item Plan modules are directly related, this update allows you to push data from one module into the other. For example, you may have just finished planning your core assortment in Item Plan and want to evaluate how your category level assortment plan rolls up with your newly planned core items. You can simply select your items in Item Plan and choose “Generate Assortment Plan” in the function menu to push your item plan into your assortment plan. Similarly, you can also push assortment plans into Item Plan by selecting “Generate Item Plan” in the function menu.

Feature Requests & Toolio's Roadmap

Be sure to check out our Roadmap for other planned features and updates to Toolio. Is there a feature you think would be a great addition? Let us know here!