Changelog
Follow up on the latest improvements andย updates.
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new
Merchandise Plan
Assortment Plan
Intelligence
AI
๐ท๏ธ Ask Tooli About Your Dynamic Groups
What's new
Tooli can now read the dynamic groups you've set up, so you can ask which group a value sits in, or what rolls up under a group, right in the chat.
What you can do
- Ask where a value sits:"Which group is Hats in?" Tooli names the group in every grouping that has assigned that department. The same value often sits in a different group depending on the grouping, so you get all of them, not just one.
- Ask what's in a group:"Which departments roll up under All Accessories?" Tooli returns the values assigned to that group and how many there are.
- See your groupings for any attribute:Ask what groupings exist over Department, Class, Vendor, Color, or your locations, and Tooli lists them with the number of groups in each.
- Ask what a saved view is grouped or filtered to:When a view, report, or rule points at a dynamic group, Tooli can now look that group up and tell you its name and what's in it.
- Count what landed in Other:For groupings with Other switched on, Tooli reports how many unassigned values ended up there.
Why it helps
- Check what a group contains without opening the Dynamic Grouping menu in each module.
- Find every grouping a vendor or department belongs to in one question, which matters when each department has its own scheme.
- Know what a saved view is filtered to before you read the numbers off it.
new
Intelligence
Settings & Configuration
AI
๐ Edit Curves and Allocation Defaults with Tooli
What's new
Tooli can now change your Intelligence settings, not just read them. Ask for a weight to be fixed, a curve to be regenerated or a new curve to be set up, and Tooli writes the change straight back to Settings. Nothing lands until you approve it in the conversation. The same works from your own AI assistant connected through the Toolio MCP Server.
What you can do
- Change a curve's settings:Say something like "rename the Denim size curve to Denim FW26 and move its time frame to the last 26 weeks" and only that changes. Which products it covers, its partitions and everything else stay as they were.
- Fix weights without leaving the conversation:Change the size spread at one location, the weekly weights on a sales or launch curve, or a location's contribution on a location curve. "Set the Boston store's size spread on the Denim curve to S 20, M 35, L 30, XL 15" is one ask, not five edits.
- Regenerate from current data:Ask for a size, sales or location curve to be regenerated and Tooli queues it and tells you when the new weights are in.
- Create a curve by describing it:Say what the curve is for, which products it covers and the period it should learn from, for example "a dynamic size curve for women's denim over the last 52 weeks". Duplicate an existing size curve when you want a starting point, or convert a static one to dynamic. Price filters are in dollars, so "retail over $300" means over $300.
- Delete what you no longer need:Ask Tooli to remove the curves or rules you are done with, and it confirms with you first.
- Manage allocation defaults:Create or edit a rule, change the order rules are applied in, or apply one to your allocation plan.
- Look up one location's weights:Ask for a single location or size on a size curve instead of reading every row.
- Ask from your own AI assistant:Connect Toolio through the MCP Server and do the same from Claude or another AI assistant, alongside your other tools.
Why it helps
- Fix a wrong weight the moment Tooli finds it, instead of writing it down and opening Settings later.
- Set up curves for a new season in one conversation rather than one form at a time.
- Tooli reports every row's values before and after the change, and the reason for any row it refused, so you can check the edit or put it back.
Available for organizations with Tooli or the Toolio MCP Server and Intelligence settings enabled, for users with write access. Connecting to Toolio MCP Server
improved
Assortment Plan
Edit Assortments Directly from the Assortment Summary
You can now edit an existing assortment without recreating it โ and see who created each one.
What you can do
- Edit an assortmentโ right-click it on the New Assortment Plan screen and select Edit to change its name, filters, product hierarchy, and time frame.
- Get recalculated metrics automaticallyโ when you change an assortment's scope, Toolio recalculates its metrics in the background; use the Refresh button to load the latest numbers.
- See who created each assortmentโ a new Created By attribute is available on the summary grid, filled in for your existing assortments too.
Why it helps
- No more recreating from scratchโ adjusting a season's dates or widening a filter used to mean building a new assortment; now it's a quick edit.
- Ownership at a glanceโ filter or group by creator to find your plans in a busy list.
Read more in Creating a New Assortment.
improved
Assortment Plan
๐๏ธ Expand All is now saved with your view in Assortment Plan
What's new
Expanding your grouped rows on the Assortment Plan is now part of the view you save. Set the grid up the way you want it, save the view, and it comes back that way every time you open it.
What you can do
- Save an expanded gridโ Choose Expand All, save the view, and every group is already open the next time you load it.
- Save a collapsed gridโ Collapse All is remembered the same way, so a view you use as a summary opens collapsed.
- Use whichever menu you're already inโ Expand All and Collapse All are available from Grid Options in the view menu, from the Expand / Collapse submenu on a column header, and from the right-click menu on any row.
- See that you have something to saveโ Expanding or collapsing marks the view as unsaved, so it is clear the change is not stored yet.
Why it helps
- No more re-expanding the same groups every time you open a view or refresh your data.
- Views you set up for your team open in the state you left them in.
- One less click between opening a plan and reading the numbers you came for.
new
Assortment Plan
AI
โ๏ธ Edit Assortment Plan with Tooli
What's new
Tooli can now change your Assortment Plan. Ask for an edit in plain language and Tooli applies it to the line items / choices you name.
What you can do
- Edit many choices at once:Ask Tooli to set launch and end dates, unit cost, retail, ticket, markdown weeks, growth rate, or adjusted ROS across a whole set of choices in one go.
- Target a single cluster:Name the cluster or channel you mean and the change lands only there, so staggered launches stay as they are.
- Add placeholder styles:Ask for new placeholder choices in an assortment, the same as Add New Style in the grid. They pick up the assortment's filters, so they appear in your view straight away.
- Clear a value:Ask Tooli to blank a field and it empties, the same as pressing Delete on the cell.
- Run plan operations:Ask Tooli to forecast, generate receipts, generate inventory, or recalculate rate of sale, and it tells you when each one finishes.
Why it helps
- Make the same change across dozens of choices in one ask instead of editing cell by cell.
- Tooli reports the value each field held before the change, so you can check the edit or put it back.
- Ask what your numbers say and change them in the same conversation.
new
Assortment Plan
๐ฆ Pack Ordering
What's new
Toolio can now turn a Recommended Purchase Order's size-level demand into
prepacks
โ pre-defined bundles of units across sizes โ plus a singles
remainder for whatever the packs can't cover cleanly. Build a catalog of packs, tell Toolio which packs apply to each choice, and let Toolio work out how many of each pack to buy.What you can do
- Build a pack catalogโ Create generic size-ratio packs or SKU-bound case packs under Settings โ Configuration โ Intelligence โ Packs, add custom attributes, and load them in bulk with the CSV importer.
- Assign packs to a choiceโ A new Packs tab on each choice shows the packs that apply. SKU-bound packs are matched to their product automatically but start excluded, so you include the ones you want; attach generic packs with Add Existing.
- Optimize a PO into packsโ A new Pack Optimization step in the PO wizard converts size-level demand into whole packs plus a singles remainder, always choosing the packs that meet demand with the least over-buy.
- Control the fillโ Per PO line, set Allow Singles, Demand Considered %, and Total Demand Overage % (set it to 0 for zero over-buy) to steer how far Toolio rounds up.
- Review and adjustโ Fine-tune pack counts by hand and re-run anytime; a stale hint flags when demand changed. Open the Pack Optimization Summary for fit, overage, and underage per choice.
Why it helps
- Buy the way your vendors ship โ in packs โ instead of translating loose units into cartons by hand.
- Meet demand with the least overage, and see exactly what falls to singles and why.
- Cut warehouse handling by receiving pre-packed size assortments.
Pack Ordering is rolling out per account โ reach out to your Customer Success Manager to enable it (feature flag
isPackOrderingEnabled
).new
Assortment Plan
๐ Show Calculations for Sell Through %
What's new
Show Calculations now covers Calculated Sell Through % and Phase Out Sell Through % in the new Assortment Plan. Right-click either metric on a choice or offering row and you get the formula, every number that fed it, and how the result was reached.
What you can do
- Open the breakdown from the grid:Right-click the cell and choose Show Calculations, or click the info icon that appears in the cell when you hover over it.
- Trace every input:The dialog splits the formula into its numerator (actualized and planned sales) and its denominator (BOP Units, actualized sales, Additional Receipts Units, Returns Units and On Order Units), each with its own figure, so a surprising percentage points you straight at the input behind it.
- See the result before it was capped:Sell through is capped to a 0% to 100% range. The dialog shows the raw result next to the capped one, so a choice reading 100% tells you whether sales outran the units in the denominator.
- Check the stored figure against the current inputs:The value saved on the plan sits beside the one rebuilt from today's metrics, and the dialog tells you when the two differ and why, whether that is an inventory run that has not caught up or a choice that has started selling.
- Read the same breakdown for Phase Out Sell Through %:Same formula, measured up to each offering's phase-out date. When no phase-out date is set, the two columns match and the dialog says so instead of leaving you to wonder.
- Work at either level:Open it on a choice row for the roll-up, or on an offering row for that offering's own numbers, along with the selling window each was measured over.
Why it helps
- Answer "why is this choice at 100%?" in the grid, without exporting the plan to rebuild the formula in a spreadsheet.
- Check a sell-through figure before you plan receipts against it.
- See which offering drives a choice-level number, since the breakdown reads at both levels.
Full details in Receipts Generation and Reviewing Receipts Plan.
improved
Platform
๐จ Conditional Formatting Rules, Rebuilt
What's new
The conditional formatting rule builder has been rebuilt. You now put a rule together in three clear steps โ which cells to format, when to format them, and how they should look โ with a
live preview
that shows the result as you go. It is in the same place, under Conditional Formatting
in the View
menu.
What you can do
- See the rule before you save itโ The live preview lights up matching cells on sample data and dims the rows your rule leaves alone, so you can tell at a glance whether the rule does what you meant.
- Follow three steps instead of one long formโ Apply To, When, and Style each tell you what they still need, and a sentence at the bottom reads the finished rule back to you in plain language.
- Duplicate a ruleโ Copy a rule and change one threshold or one colour, instead of building the whole thing again.
- Hide a rule without deleting itโ Switch a rule off with the eye icon to see the grid without it, then switch it back on. Handy while you are building a rule that overlaps one you already have.
- Tell your rules apartโ The rules list shows each rule with a swatch of its formatting and a description of what it does, so you do not have to open one to remember what it was for.
- Name a rule, or don'tโ Names are optional, and a rule without one is listed by its description.
Why it helps
- You find out whether a rule works while you are building it, not after you save it and go back to the grid.
- Reusing a rule you already tuned takes one click.
- Turning a rule off for a moment no longer means deleting and rebuilding it.
- Your existing rules carry over and keep formatting the grid exactly as before.
See Adding & Managing Conditional Formatting Rules for the full walkthrough.
new
Settings & Configuration
๐ Usage: see who is actually planning in Toolio
What's new
Change History
now has a Usage
view: a read-out of your team's planning activity over the last 30 or 90 days, built from the change events Toolio already records. No setup, no integration. Find it at Settings > Data Management > Change History
, then click Usage
.
What you can do
- See how many people saved work in the period, how often they came back, and how the last 7 days compare with the 7 before.
- Follow changes saved per day and active planners per week, with weeks the period cuts short marked as partial.
- Compare planners side by side: changes, work sessions, changes per session, days and weeks with a save, and the modules each person spends their time in.
- See which modules are actually being used, including any sitting at zero, and how each planner's work splits across them.
- Check the slowest operations, so a slow save is not mistaken for a slow planner.
- Narrow the planner table to one person or a group, and export the whole report to CSV from the โฎmenu.
Why it helps
Adoption questions used to mean asking around or guessing from a change log built for auditing one edit at a time. Usage answers them in the product: who is planning, in what, and whether that changed this week. It is the view to open before a business review, after a training session, or when a module has gone quiet and you want to know whether that is real.
Every figure is a saved change, so it measures work done rather than time logged in. Someone who spends the week reviewing plans without saving will not appear. Toolio staff and service accounts are left out, and the view is available to admins.
improved
Merchandise Plan
Assortment Plan
Module-Specific Data Scope
What's new
You can now assign multiple roles to the same user, with each role carrying its own module permissions and Data Scope โ so access can be tailored to both the module and the part of the product hierarchy.
What you can do
- Assign multiple roles to one userโ Give a user Role A and Role B at the same time, each with its own permissions and Data Scope.
- Set Data Scope per moduleโ Instead of one Data Scope applying everywhere, each role's Data Scope only applies to that role's module permissions.
- Mix and match access levelsโ For example, give someone Edit access to Women's Clothing in MFP and Edit access to Men's Clothing in AP, all through two roles on the same user.
Why it helps
- Grant exactly the access someone needs, without over-broadening a single role to cover every case.
- Configure permissions by both module and product hierarchy in one user profile.
- Cuts down on the number of custom roles you need to maintain.
Read more about User Management, Roles and Access here.
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