May 24, 2021

Toolio Product Updates: May 24, 2021

Product Update hero image


Kristen Henry
Head of Customer Success
Jay Tian
Product & Data

Next arrow

Unset Like for Like in Assortment Plan

There may be instances where you have established a Like for Like relationship with an item in your Assortment Plan, but later decide to remove the association. Simply right click on the Like for Like item in your current assortment, and click Unset Like for Like.

Filtering by Metrics in Assortment Plan

In Assortment Planning Hindsight mode, we have added functionality to support filtering by numbers. For example, now when you add Gross Sales Retail as a filter, you have the option to select Greater Than or Less Than a specific value. This gives you more control to see your highest performing products and inform your assortment decisions.

Sort by Scenario in Item Plan

In Item Plan you now have the additional capabilities to select the Scenario that you would like to sort by. Previously, the sort function was driven by the “Act” (Actual) scenario. To adjust this option, select a metric from the sort menu, the scenario will default to Act and allow you to update as needed.

Project to Gregorian for Inventory Metrics

The Gregorian Projection feature is now enabled to calculate inventory metrics in addition to sales metrics. You can project to the Gregorian calendar by selecting the Time Groups button and selecting the checkbox. 

Filter for Uncategorized Raw Data in Data Models

Now you are able to filter and view uncategorized data within Toolio’s data models. On the data models page, use the filter for “Is Empty” to manage these results. To easily see raw data that has been grouped as "Uncategorized", right click on the data within that category and select "Show Raw Data". These steps are covered in detail here.

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!

Next arrow