Toolio Product Updates: May 20, 2022

July 5, 2022

What's New:

Push Assortment Plan Items and PO created in Toolio to Netsuite 

The day is finally here! You can now push items created within Assortment Plan in Toolio directly to NetSuite to create these new items. Also included in this update, you can now push POs directly from Toolio to your NetSuite account. You can learn more about this workflow and configuration here.

Seeding Item Plan to Merchandise Plan

Have you ever wanted to respect your item level plans to create your merchandise plan? With Toolios latest update, you can now seed your Item Plan to create your Merchandise plan. You can find more information as well as a walk-through of this workflow here. 

Data Refresh - Refresh All 

Have you recently made changes in Toolio and need to refresh your data? You can now update all data in one click! Navigate to the settings page of your Toolio Account by clicking on the circle containing your initials in the upper right hand corner of the page. Once in Settings, navigate to “Data Refresh” on the left side menu. Here you will see your data refreshes.

To refresh all, navigate to the right of your screen and click the three vertical dots. This will open the option to Refresh All - click this and Toolio will begin refreshing your data. You can see the refresh time indicated in the columns “IP Last Refresh” and “MP Last Refresh”. 

Import Files in Master Data 

As you navigate Toolio you may find yourself in the Master Data tab to look at product, sale, or inventory information. With our most recent update to Master Data you can see which pieces of data came from which import files. Simply navigate to the Master Data tab, select the data you wish to look at and scroll to the right. Here you will see the file associated with that specific line! Clicking on the file will then allow you to download directly onto your device.  

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!

Caitlin Dubay
Implementation Specialist
Trey Kamb
Implementation Specialist