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.

by

Eytan Daniyalzade

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Trending Articles

Read up on the latest for planners, merchants, and allocators

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Webinars

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.

Allocation

Allocation: Optional Strategy Inputs

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Allocation

Allocation: Inputs and Their Setup

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Allocation

Allocation: 101 Intro

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Allocation

AP / Allocation: Seeding an Allocation from AP

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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.