June 4, 2024
41M
Resources
Toolio Resource Center
Articles, templates, guides, webinars, and more.
Featured Content

Q2 2026 Edition
In-Stock
“In-Stock” is Toolio’s quarterly look at what’s actually happening in retail planning, drawn from conversations with planning leaders, implementation partners, and the Toolio team.
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Trending Articles
Read up on the latest for planners, merchants, and allocators
Explore our webinars to discover how Toolio can revolutionize your planning processes, optimize inventory, and drive profitability.
Toolio Tuesdays
Join our biweekly best practice webinars to learn how to get the most out of Merchandise Planning, Assortment Planning, and Allocations in Toolio.

June 4, 2024
41M
Product Hierarchy and Merchandise Plan Best Practices
Learn best practices for setting up effective product hierarchies and attributes in Toolio to optimize your merchandise planning and drive better business insights.
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June 18, 2024
39M
Toolio Dashboard Creation
Learn how to create and customize powerful dashboards in Toolio to visualize key metrics, compare scenarios, and gain deeper insights into your retail planning data.
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July 2, 2024
42M
Utilizing and Leveraging Multi-Plan - Reconciliation Best Practices
Learn how to leverage Toolio's multi-plan functionality and reconciliation best practices to manage different planning hierarchies, calendars, and granularities for more effective merchandise planning.
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July 16, 2024
44M
Advanced Allocation Workflows - Presentation Profiles, Holdback %
Join Toolio's VP of Customer Success Danny Villarreal and Solutions Consultant Trey Kamb for an in-depth look at advanced allocation workflows in Toolio.
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July 30, 2024
44M
Curve Generation - Building Your Demand Based on Trends and Seasonality
Discover best practices for curve generation in Toolio, including building demand based on trends and seasonality, to enhance your merchandise planning and drive accurate forecasting.
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August 13, 2024
46M
Allocation Best Practices
Master retail allocation strategies with Toolio experts. Learn to create effective plans, use demand types and curves, optimize multi-channel inventory, and make real-time adjustments. Enhance retail performance with data-driven allocation techniques.
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September 10, 2024
45M
Scenario Planning Best Practices
This week's webinar covers how to create, manage, and compare scenarios using Toolio's software. Learn key techniques like data seeding, plan adjustments, and scenario merging. Perfect for both beginners and experts, this video offers practical tips to revolutionize your retail planning strategy.
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September 24, 2024
42M
Understanding Performance - Deciphering Reporting
Unlock Toolio's powerful reporting capabilities with expert guidance. Learn to navigate, customize, and leverage key reports in Merchandise and Assortment Planning. Master data analysis techniques to drive informed decisions and optimize retail performance across your business.
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October 8, 2024
46M
Toolio Product Catch Up: Integrating into your workflows
Toolio's latest updates enhance data management, store analysis, and forecasting capabilities. Get data notifications, comp store planning, presentation profiles, return modeling, and launch curves for optimized merchandise planning, assortment planning and allocation.
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October 22, 2024
46M
Scenario Planning & Best Practices in Merchandise Plan
Master scenario planning in Toolio's Merchandise Plan module with expert guidance on creating, comparing, and managing multiple plan versions. Learn essential workflows for effective merchandise planning.
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November 12, 2024
27 M
Toolio Administrative Management
Master Toolio's data import workflows and administrative functions. Learn essential techniques for managing data feeds, troubleshooting common issues, and optimizing your data validation processes.
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November 19, 2024
35 M
Curve Generation Best Practices
Learn the essentials of curve generation in Toolio, including how to create and optimize sales, size, and location curves to drive accurate demand planning and allocation decisions.
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Merchandise Planning
View, understand and manage your merchandise financial plan and Open-to-Buy in one place.

Merchandise Plan
Merchandise Planning: Creating & Saving Views
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Merchandise Plan
Merchandise Planning: Seeding & Merging
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Merchandise Plan
Merchandise Planning: Multiplan & Reconciliation
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Merchandise Plan
Merchandise Planning: Pre-Season Planning Workflows
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Merchandise Plan
Merchandise Planning: In Season Forecasting and Scenario Planning
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Assortment Planning
Develop home run products you’re missing with data-driven insights and visual line sheets with our easy-to-use assortment planning solution.

Assortment Plan
AP: Inputs and Automated Forecasting
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Assortment Plan
AP: Optional Sales Inputs
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Assortment Plan
AP: Pre-Season Planning
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Assortment Plan
AP: Markdown Planning
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Assortment Plan
AP: In Season Planning
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Assortment Plan
AP & MP: How to Utilize Toolio for Uncertain Times
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Assortment Plan
AP: Receipt Generation and Its Inputs
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Assortment Plan
AP: PO Management and Constrained Receipts
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Allocation
Maximize your full-price sell through, utilizing AI/ML driven optimization of your available inventory across your supply chain.
Open-to-Buy Template
Toolio's Open-to-Buy Template helps you create a merchandise plan that maps financial targets to merchandise receipts and sales plans.
Assortment Planning Template
Toolio's Assortment Plan Template helps you manage your seasonal assortments, see the sales forecast for your products and your receipts cost by supplier.
Item Planning Template
Toolio's Item Planning Template combines sales information, inventory levels on and hand on order, and creates purchase order recommendations looking at safety stock targets, MOQs and lead times.
Size Curve Generation Template
Predict optimal inventory levels across sizes with Toolio's Size Curve Generation Template
Purchase Order Template
Effectively manage Purchase Orders and Receipts with Toolio's Purchase Order Template
RFP Template
Shortcut vendor assessment and comparison with Toolio's RFP Template
Retail Calendar
Revamp your sales reporting and merchandising with the Toolio Retail Calendar
2023 Retail Playbook
Together with our partners, we put together this Ebook that breaks down 7 trends that have been gaining more traction in each of our areas of focus.
Toolio's Size Attribute List
Download the size attribute list below. Get the size matrix right for better product alignment, improved sell-through rates, and more effective forecasting.
Toolio's Retail Math Cheat Sheet
Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for the most important Retail Math metrics.
Toolio's Retail Terms Cheat Sheet
Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for the most important Retail Math metrics.
Toolio's Product Attribute Template
Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for the most important Retail Math metrics.
Color Code Attributes List
Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for the most important Retail Math metrics.
Tariff Impact Calculator
Grab this guide for key formulas, definitions, and insider tips to calculate and manage tariff-related costs.
Store Clustering Tool
Group stores by sales, size, and market traits so you can spot performance patterns and guide smarter planning.
Pack Size Optimization Tool
Create smarter size packs by analyzing demand patterns across your store network.