Kickoff
Toolio Training & Webinars
Welcome to Toolio's Retail Academy
Leverage Toolio's best-in-class Merchandising Platform.
Merchandise Planning
View, understand and manage your merchandise financial plan and Open-to-Buy in one place.
Kickoff
Toolio 101 - Integrated Planning
Overview that provides a basic introduction to Toolio
Training Session 1
Merchandise Planning 101
High level overview of the merchandise planning module within Toolio
Training Session 1
Merchandise Planning End to End
Comprehensive training video that covers all the features and standard functionality of Merchandise Planning.
Training Session 1
Key Concepts
Overview of key concepts for planning
Training Session 1
Building Views
Views allow building personalized view of the data you are looking at
Training Session 1
Reporting
Weekly reports to review sales actuals vs plan and LY
Training Session 1
Flow On Order
Flowing On Order into Receipts, without affecting the receipts
Training Session 1
Generate Inventory
How to update Inventory automatically or manually
Training Session 1
"In-Season Workflow "
Out Of Box Views in Merchandise Planning Module to help build workflows and process
Training Session 2
Seeding
Leverage historical information or data from another attribute to create new plans
Training Session 2
Spreading
Plan top-down by setting top-level metrics and spreading to lower levels in your hierarchy
Locking
Lock the metrics / dimensions you want to hold constant in your spread operations
Training Session 2
Pre-Season Workflow
Out Of Box Views in Merchandise Planning Module to help build workflows and process
Training Session 2
Scenarios
Scenario Planning capability allows planning out multiple scenarios in a single place
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.
Module Kickoff & Goal Setting
Assortment Planning 101
Overview of the New Assortment Planning process in Toolio
Training Session 1: Setup
Locations
Like for Like Stores, Close / Open Dates , Is Selling Location
Training Session 1: Setup
Size Curves
Create Dynamic and Static Size Curves either based on sales information or your manual inputs.
Training Session 1: Setup
Partitioning
Partitioning concept as it relates to the creation of curves in Toolio
Training Session 1: Setup
Sales Curves
Creation and application of sales curves as a method of defining a seasonality index for new and ongoing items.
Training Session 1: Setup
Automated Clusters
How to configure Cluster Groups created by Machine Learning
Training Session 1: Setup
Return Profiles
How to manage retail returns by creating and applying return profiles to improve inventory and sales decisions.
Forecasting Choice
How to use the forecast function to generate gross sales plans
Training Session 2: In Season
System | Adjusted Metrics
Keep system calculated metrics separate from edited metrics
Training Session 2: In Season
Plan Review
Manage and adjust Choice Metrics per your plans and visualize your plans
Training Session 2: In Season
Assortment Plan Rollup
Helps you reconcile between your Merchandise Plan and Assortment Plan forecasts
Training Session 2: In Season
ROS Calculator
Rate Of Sale Calculator & Analytics
Training Session 3: Pre-Season
Creating New Assortment
How to create a new assortment, viewing assortment summary and more
Training Session 3: Pre-Season
Hindsight & Rationalization
Overview of the assortment rationalization process available in the new Assortment Planning module
Training Session 3: Pre-Season
Creating New Choice
Explore 5 different ways to create a placeholder choice
Training Session 4: PO Management & Exceptions
Receipt Generation
How to Generate Receipts and Review the Receipts Plan per choice
Creating a PO
How to review existing POs and create new POs
Training Session 4: PO Management & Exceptions
Approving a PO
How to Approve and Commit a Purchase Order
Reviewing a PO
How to review PO details, adjust and finalize the choices, related receipts units and dates, finally split POs through PO numbers as needed
Allocation
Maximize your full-price sell through, utilizing AI/ML driven optimization of your available inventory across your supply chain.
Training Session 1
Allocation End to End
Learn about End to End processes in Allocation
Training Session 1
Allocation Overview
Overview for the allocation module
Training Session 1
Allocation Views and Data Sets
Out of the Box Views that help understand allocation strategies
Training Session 1
Demand Type
Demand type as a component of forecasting in the allocation module
Training Session 1
Location Lists
Key Field setup in order to run allocations
Training Session 1
Location Curves
Creation and application of a location curve to infer the relative performance of a product per location
Training Session 1
Sales Curves
Creation and application of sales curves as a method of defining a seasonality index for new and ongoing items
Training Session 1
Size Curves
Create Dynamic and Static Size Curves either based on sales information or manual inputs
Training Session 1
Presentation Profiles
Creation and application of sales curves as a method of defining a seasonality index for new and ongoing items
Training Session 1
Start and End Dates
Application and business logic of start, end and phase out dates to allocation strategies
Training Session 2
Views and Reports
Planning and customizing views, folders, and reports
Training Session 2
Process and Flow
Manage profit and inventory across all locations
Training Session 2
Strategy Status
Describes the different statuses available on each allocation strategy and the easy color coding associated with it
Training Session 2
Validation
Audit your data with these views to ensure all data is matching expectations
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
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.
Go to Deck
Merchandise Planning
View, understand and manage your merchandise financial plan and Open-to-Buy in one place.
Merchandise Plan
Merchandise Planning: Creating & Saving Views
Go to File
Merchandise Plan
Merchandise Planning: Seeding & Merging
Go to File
Merchandise Plan
Merchandise Planning: Multiplan & Reconciliation
Go to File
Merchandise Plan
Merchandise Planning: Pre-Season Planning Workflows
Go to File
Merchandise Plan
Merchandise Planning: In Season Forecasting and Scenario Planning
Go to File
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
Go to File
Assortment Plan
AP: Optional Sales Inputs
Go to File
Assortment Plan
AP: Pre-Season Planning
Go to File
Assortment Plan
AP: Markdown Planning
Go to File
Assortment Plan
AP: In Season Planning
Go to File
Assortment Plan
AP & MP: How to Utilize Toolio for Uncertain Times
Go to File
Assortment Plan
AP: Receipt Generation and Its Inputs
Go to File
Assortment Plan
AP: PO Management and Constrained Receipts
Go to File
Allocation
Maximize your full-price sell through, utilizing AI/ML driven optimization of your available inventory across your supply chain.
