We’ve introduced Order Cycle Consolidation to the Recommended Purchase Order (RPO) — a new feature designed to streamline receipt scheduling. This enhancement automatically groups planned receipts within each defined order cycle per choice and shifts them to the start date of that cycle. For instance, if a product operates on a six-week order cycle, all receipts within that six-week period are consolidated into the first week. The process repeats for every cycle, reducing the number of receipt dates and creating a more predictable replenishment schedule.

You can now see the number of locations included in each Automated Cluster Group (ACG) directly on the screen. This makes it easier to confirm that your groups are set up correctly and include all the locations you expect—especially useful for teams managing large store networks.

Toolio now remembers your group expansions and collapses in the New Assortment Plan grid. When you save, your preferred group state stays intact — no need to re-expand or collapse rows.

This makes reviewing and organizing your assortments smoother and more consistent across updates.

We’ve added support for Quick Filter in Merchandise Plan and Assortment Plan, a powerful new feature that allows users to filter grid rows using a single piece of text input. Unlike column-specific filters, the Quick Filter compares the entered text against data in all columns, making it a fast and intuitive way to narrow down large datasets. This functionality can be used alongside individual column filters, giving users even more flexibility and control when searching or analyzing grid data.

We’ve made it easier to work seamlessly across scenarios in Merchandise Plan and Item Plan.

Previously, when switching between scenarios, the Actualize Scenario setting would reset — requiring you to manually turn it back on each time. With this update, your Actualize preference now stays enabled automatically as you move between scenarios.

This enhancement saves time, reduces repetitive steps, and ensures your planning intent remains consistent across all scenarios.

We’ve added createdAt and updatedAt timestamps to view permission settings, providing greater transparency and auditability. This enhancement allows users to track when specific view permissions were created and last modified, helping teams better manage access controls and maintain a clear history of permission changes.

We’ve made it easier to identify when clusters have been manually overridden.

User overrides in Automated Cluster Groups are now highlighted with a yellow Cell State indicator, so you can quickly distinguish between system-generated clusters and user edits.

Copy from Past determines which attributes in Assortment Plan are planned independently versus which are updated from your product feed.

We’ve improved Toolio’s integration configuration to give you more flexibility, especially for image workflows.

Historically, Copy from Past could only be set to True or False. With the new True If Not Empty option, you can now enrich your planning workflow with both placeholder uploads and product feed data.

Use this configuration for any attribute where you want product feed values to override only if they are non-empty.

This enhancement makes it easier to blend manual planning inputs with system data, ensuring your assortment stays both flexible and accurate.

You can read more about the configuration here and the placeholder planning workflows https://help.toolio.com/en/articles/9245999-plm-choices-choice-lifecycle#h_598f8b869e.

We’re excited to introduce Product Hierarchy–based filtering in Toolio Merchandise Plan! In addition to standard filtering, you can now filter your data by selecting full paths or specific sub-nodes from your Product Hierarchy tree. This new functionality provides greater flexibility and precision, making it easier to drill down into the exact categories and levels of detail you need for analysis. It'll soon be available in Assortment Plan as well.

Read more on the help article here.

Now, you can reconcile against select metrics and preview the reconciliation prior to saving the changes. In order to do that, go to Reconciliation in Merchandise Plan, then select 'Reconcile with Preview' option. You'll see on the bottom, Metrics List, select single or multiple metrics that you'd like to reconcile against and click Reconcile button.

Read more on this help article here.