Toolio Product Updates: Nov 11, 2021

September 15, 2022

What's New

New Merchandise Plan Out-of-the-Box Views

We are extremely excited to announce the release of our new Merchandise Plan views. These views will streamline your workflow and facilitate your planning and reporting needs. 

Merchandise Plan - Plan 
  • Toolio - Pre-Season Planning - Read more about this workflow here
  • Toolio - In-Season Planning - Read more about this workflow here
Merchandise Plan - Pivot 
  • Toolio - Topline Product Performance - Multi-level report to hone in on your category performance and WOS.
  • Toolio - Topline Product ST% - Multi-level report to hone in on your category performance and ST%.
  • Toolio - Topline Gross to Net - Showing the impacts of discounts and returns on your sales and margin.

Read More
If you’re interested in connecting with our team to learn about these workflows and how to optimize them, feel free to grab some time in our Office Hours!

Item Plan Group Forecast 

Now you’re able to forecast more efficiently by selecting Seasonality Groups. Rather than specifying the exact Option of a particular Attribute (i.e. Category = Outerwear) in the forecast menu to source Seasonality, you can now specify any of your Merchandise Planning Attributes as a Seasonality Group. 

For any selected attributes, Toolio will reference the SKU’s Option value to determine the seasonality to pull from Merchandise Plan. For example, if you select Department for the Group, and generate a forecast for a SKU where Department is set to Apparel, Toolio will reference the seasonality from your Merchandise Plan for Apparel. This allows you to forecast items in bulk by simplifying defining the attributes you want to forecast by. Learn more about forecasting here.

Keyboard Shortcuts

To open the keyboard shortcut menu, press Command and / on Mac or Ctrl and / on Windows. You can easily use these shortcuts to further streamline your workflows across Toolio!

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!

Angela Qiu
Onboarding & Implementation Specialist
Kristen Henry
Head of Customer Success
Chris Conroy
VP of Planning