Toolio Product Updates: Nov 18, 2021

September 15, 2022

What's New

New Item Plan Out-of-the-Box Views 

We’re excited to release the new and improved Item Plan views for planning and reporting! 

New Views: 

  • Toolio - In-Season Planning
  • Toolio - Purchase by Month
  • Toolio - Reporting - Season Trend Report
  • Toolio - Reporting - Best Sellers
  • Toolio - Reporting - Current Sales to Stock

Read more about our reporting views here

Updated Assortment Plan Rollups Reconciliation Table 

Toolio revamped the Rollups Reconciliation Table where you can see how your Assortment Plan compares to your higher level Merchandise Plan. We’ve also added the ability to select different scenarios of your Merchandise Plan to compare your Assortment Plan to. 

Planning by % of TTL in Assortment Plan

You can now plan your assortment with percentages by utilizing the % of TTL variant, which can provide flexibility as you build your plan. To read more about this workflow, please refer to our Help Content Article

Forecast Profiles

Introducing Forecast Profiles to streamline your forecasting workflows! Forecast Profiles live under Item Plan dropdown. Previously, you had to select Seasonality Method, Plan Year, Scenario, Seasonality Groups, Volume Methods, and adjust any Advanced setting every time you forecasted an item or group of items. With the new functionality, you’re able to do a one-time profile creation and forecast using the different profiles.   

Spreads - % of TTL 

In the Spreads page, you now have an % of TTL column that auto calculates based off of Weights of all Values whenever you add a new Value.   

Conditional Formatting for Master Data Pages

You’re now able to add conditional formatting rules to your Master Data Pages to better visualize your data. To add a conditional formatting rule, expand the Views menu and select Conditional Formatting.

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