We’ve made it easier to share, protect and manage your scenarios.

The metric selector has been revamped to deliver noticeably faster, more responsive interactions — updating a single metric now only affects that item instead of refreshing the entire list. Improvement will be especially noticeable on Windows users, where slowness was more noticeable.

Customers will see reduced UI lag on large metric lists and a smoother, snappier experience when browsing and updating metrics.

We’re excited to introduce Data Scope, a powerful new way to control data visibility across Toolio!

Data Scope defines which subset of your product hierarchy (Eg., ) a user can access.

It ensures users only see and work with data that’s relevant to their role — improving both and .

Data Scope is currently supported in the Merchandise Planning (MFP) module. All MFP actions — — automatically respect the user’s defined Data Scope. Support for other modules is coming soon.

During rollout, all roles start with an “” Data Scope (full access).

Admins can then:

You can read more Data Scope and User Management in general here on the Help article.

The promotional causal indicator provides planners with a clear, visual way to understand when promotional causals are applied across weekly, monthly, quarterly planning grids. When promotions are active, subtle icons appear directly in the grid headers, allowing users to quickly identify impacted periods at a glance. Hovering over an indicator reveals interactive tooltips that surface key metrics—such as lift and discount percentages, application rule and type—supporting faster, more informed decision-making. Just note that when hovering, try to hover from the left hand side rather than right as on the right you also have cell width controllers.

Read more on the help article here.

Planners can also click into any indicator to access full promotion details for deeper review or adjustments, and when multiple promotions overlap in the same week, the system displays layered indicators to ensure complete visibility into all active drivers.

We’ve enhanced how Promotional Causals can be defined!

Previously, promotions could only be set at the weekly level. With this update, you can now choose “Use Specific Dates” to define promotions using exact start and end dates on the calendar.

This enhancement provides more flexibility in defining promotions that don’t fit neatly into full-week periods — making your forecasting and planning even more accurate.

You can read more Promotional Casuals here on the help article.

We’ve refreshed the Presentation Profile to make product presentations easier to read and more flexible for merchandisers. The update lets you control how presentation columns are organized, improves readability, and preserves your preferred view so you can work faster and with less setup.

Previously, you had to wait for a report to fully finish calculating before making any changes. Now, you can stop the generation at any point and immediately adjust filters or timelines. This lets you quickly narrow your view and get to the insights you need—without waiting for the full report to load.

This is available on Merchandise Plan and Assortment Plan, and will soon be added to Allocation.

You can now view the full set of Assortment Filters directly within the page.

Previously, it was difficult to understand what criteria defined an assortment beyond its name. With this update, you can display all applied filters—called —right on the Assortment Summary. This makes it easy to quickly understand exactly what’s included (and excluded) in any assortment without digging into the details.

We’ve rolled out several enhancements to make managing your Location Lists faster, clearer, and more flexible:

We’re rolling out an update to New Assortment Plan this upcoming Tuesday Nov 18 at 3 am EST that improves how receipt metrics are calculated. This change ensures that Assortment Plan aligns with Merchandise Plan, making it easier to reconcile the two.

Receipt Units Plan will now represent your total receipt plan for the given time frame — a fixed number that no longer changes when you create/approve RPOs, or issue Purchase Orders. Additional Receipts Units Plan (detailed below) represents the incremental Receipt need which the system recommends you chase into.

3 new metrics are being introduced as a result:

These changes mean your receipt totals in Assortment Plan and Merchandise Plan will now match, and your reconciliation process will be clearer and more consistent.

Previously, receipt metrics in Assortment Plan changed dynamically as RPOs were created or approved, which made comparisons to Merchandise Plan tricky. With this update, receipt-related metrics are now fixed and easier to interpret — helping you track progress toward your buying goals without fluctuating values.

For full details, including example scenarios, visit the updated help article:

👉 Understanding Updates to Receipt Metrics in Assortment Plan

This update will be applied automatically on Tuesday, and no action is needed on your part.

If you have any questions or feedback, feel free to reach out to us!