November 3, 2022

Toolio Product Updates: May 31, 2022

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Authors

Jay Tian
Product & Data
Begum Burgutoglu
Sr. Product Manager

Table of Contents

Clusters, Location, and Channel Improvements

We’ve introduced Clusters to Assortment Plan as a spread. You can think of cluster as an aggregation of locations. Cluster doesn’t have its own weight. Cluster’s weight is equal to sum of weights of locations in the cluster. You can now plan assortments based on the clusters that you’ve defined. Let’s assume, you’ve completed the assortment planning and would like to distribute the inventory to locations based on the cluster weights. You can now do this using Cluster spreads!

As part of introducing the clusters, we have re-thought the location and channel attributes. So far we treated Location as a generic option attribute. Location is a major component of planning and we are at a point where we need a dedicated Location object. One use case is that, Channel is an attribute of location but since we cannot define channel in a location, item plan has independent location and channel attributes.

If you're interested in utilizing this feature, please reach out to your Customer Success team so that they can help enable and walk through configuration with you!

Item Plan Like For Like Forecasting

You can now forecast in Item Plan using Like For like! This allows you to forecast any item(s) according to the seasonality of a different attribute or item. This feature is particularly useful when forecasting products with unreliable or missing sales history, such as new, seasonal products or products which were out of stock for significant periods in the past. You can find this feature available in the Item Plan Forecasting Menu.

Metric Separator

We’ve made an important improvement to control the look and feel of your view with metric separators. If your team has a large set of metrics on a given view, you can now add separators as headlines between the set of metrics to gain a better readability. To add a metric separator, go to view then metrics, and click on Add a separator. From here you can rename the separator as you prefer. When you navigate to the view, you’ll see that separators are added to your view. Cheers to the better readability.

Scheduled Report Deliveries for Master Data

Scheduled Report Deliveries is now available for Master Data as well. Previously, we had released scheduled report deliveries for Merchandise Plan, Item Plan and Gallery View in Assortment Plan for users to receive PDF reports of a specific view that they are interested in within the schedule they prefer. To schedule a report delivery on Master Data, simply navigate to any Master Data view, click on the three dots on the top right and select Scheduled Report Deliveries. Then select the frequency you’d like to receive the reports, time, and recipients. You are all done!

Deleted Line Handling Improvements

Toolio now supports handling of deleted lines in purchase order data. This improves data workflows for customers who delete PO lines from their data source instead of cancelling the PO or zeroing out order units. If you think you’d benefit from this feature, please reach out to your Customer Success Manager!

Data Visibility & Troubleshooting Improvements

All imported lines within Toolio’s Master Data Models are now linked directly to the original import file. You can easily expose the import file by adding the “Import Job” attribute to any view in a Master Data Model. From there, simply clicking on the Import Job associated with a line of data will take you to the latest import file which updated that line. You can then download and see additional details about the imported file from the imports page.

This feature allows users to quickly track where edits to data in Toolio originate from, aiding in troubleshooting and improving data visibility.

Exporter Configuration Menu

This update allows users to view, update, and create export mappers which can be used to transform data as it is exported out of Toolio. This allows users to customize and manage their export configurations used to generate exports from Assortment Plan, and for NetSuite Purchase Order creation.

Please note that this feature does not impact CSV exports from Export View in Merchandise Plan, Assortment Plan, & Item Plan modules. Please reach out to your Customer Success Manager with any questions before using this feature.

Merchandise Plan Migration Completed

Toolio has completed migration to the New Merchandise Plan Module to improve user experience and performance! Please read more about the details and benefits of the updated module 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!