Changelog
Follow up on the latest improvements and updates.
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new
Allocation
Allocation Strategy Imports
What's new
You can now import a file to create new allocation strategies in bulk — including store assignments and start and end dates. Note: the import creates new strategies only and will not update any that already exist in Toolio.
What you can do
- Create strategies from a file– Each row represents a style-color and store combination. Use this sample file as a reference for the required format and fields.
- Import start and end dates– Dates are applied directly when the strategy is created, so your allocation window is set from the start.
- Define store inclusion per style-color– Stores listed in the file are included; any store not listed is excluded.
- Override in the UI when needed– Start and end dates can still be adjusted per strategy or per location in Toolio after import.
Why it helps
- Eliminates manual strategy setup for large assortments — import once and your strategies are ready.
- Allocators stay in control: the import is the starting point, and everything can be adjusted in the UI after creation.
new
improved
Assortment Plan
Confirmed PO Matching with RPO
RPOs exported from
Approved
status now stay on your on-order plan until the actual PO is imported and matched — closing the projection gap that used to exist while orders were being processed outside of Toolio.>
Note:
Exporting from Approved requires a feature flag — contact your Toolio team to enable it. RPOs advanced to Issued manually still drop off the plan immediately, as before.What you can do
- Export from Approved to hold on-order values– Your AP projections stay intact while the order is in flight. Once the actual PO is imported, Toolio matches it to the originating RPO, moves it toConfirmed, and swaps it out of the plan automatically.
- Let Toolio do the matching– Toolio links incoming POs to their originating RPO by RPO number. No manual reconciliation needed. Just ensure recommended_purchase_order_number is included when importing your PO data.
- Trace the full order lifecycle– RPOs now follow a clear path: Draft → Approved → Exported →Confirmed.
improved
Allocation
🏷️ Custom Attributes on Allocation Strategies
What's new
You can now add custom attributes to your Allocation Strategies, the same way you do on Choices. Tag strategies with the metadata that matters to your team, and have it show up right in the grid.
What you can do
- Add custom columns to Allocation Strategies– Define attributes like strategy type, owner, channel, season, or any other tag your team uses, and see them as columns on each strategy.
- Edit attribute values inline– Click into the custom attribute column and update the value directly. Changes save immediately and are available everywhere the strategy is used.
- Filter and sort by your own attributes– Use custom attribute columns to slice your strategy list the way your team actually thinks about allocation.
- Keep Allocation Strategy and Choice consistent– Because attributes now work the same on both, the mental model is one concept across the app.
Why it helps
- Organize strategies around the dimensions your team cares about, not just the ones Toolio ships out of the box.
- Reuse the attribute workflow you already know from Choice, with no extra training.
- Unlock downstream use cases (grouping, reporting, automation) that depend on tagging strategies with your own metadata.
improved
Merchandise Plan
Assortment Plan
Item Plan
⏪ Last Last Week & Last Last Last Week
What's new
Two new time frames —
Last Last Week (LLW)
and Last Last Last Week (LLLW)
— are now in the Time Groups menu, so you can quickly look at the week before last or the one before that.What you can do
- Look back two or three weeks– Pick LLW for the week before last, or LLLW for the week before that, straight from the Time Groups menu.
- Stack them with LW and L4W– LLW and LLLW sit right between Last Week and Last 4 Weeks, so you can line up week-over-week comparisons in a single view.
- Pin them like any other time group– Pin, unpin, and reorder LLW and LLLW the same way you do with existing time groups.
Why it helps
- Compare recent weeks side by side without building custom ranges.
- Catch week-over-week trends — is last week's bump a one-off, or part of a pattern from two or three weeks back?
- Keep your Time Groups setup consistent whether you're in Item Plan or any other view that uses time groups.
improved
Merchandise Plan
Assortment Plan
Item Plan
📅 Month to Go time frame
What's new
There's a new time frame called
Month to Go (MTG)
in the Time Groups menu. It shows you the remaining weeks of the current month — the flip side of Month to Date.What you can do
- Plan the rest of the month– Pick Month to Go from the Time Groups menu to focus on the weeks still ahead in the current month.
- Pair it with MTD– Use MTG alongside Month to Date to see what's already happened and what's still to come in one view.
- Find it right where you'd expect– MTG sits just before Year to Go in the Time Groups dropdown, grouped with the other relative time frames.
Why it helps
- Quickly see what's left in the month without building a custom range.
- Make mid-month course corrections with a clear view of the remaining weeks.
- Less visual clutter in the Time Groups menu thanks to tighter spacing between sections.
new
Assortment Plan
🎨 Create Choices from PLM
What's new
You can now create new choices in your assortment plan directly from PLM styles in the Style Bank. Pick the PLM choices you want to bring in, right-click, and they'll be turned into fresh choices in your plan.
What you can do
- Select multiple PLM choices at once– A new checkbox column in the PLM tab of the Style Bank lets you tick as many rows as you need, or select all at once from the header.
- Create choices in one step– Right-click on your selection and pickCreate New Choice. Each selected PLM style becomes a new choice in the current assortment plan.
- Keep your filters and date range– The new choices inherit the filter overrides from your current view and use the date range you've set for choice creation, so you don't have to re-enter anything.
- See partial results clearly– If some choices can't be created, you still get the ones that succeeded along with a clear list of which ones failed and why.
Why it helps
- Skip the manual copy/paste step when pulling PLM styles into your plan.
- Bring in a batch of new styles in one action instead of one at a time.
- Keep your merchandising and PLM data in sync without leaving the assortment plan.
improved
Assortment Plan
Add Locations to ACG Snapshot
📍 Add Locations to ACG Snapshot
What's new
You can now add new locations directly to your ACG Snapshot — extending your ACG configuration without ever leaving the view.
What you can do
- Right-click to get started– In the ACG Snapshot, right-click and select "Add Location(s) to this Snapshot."
- Choose a reference ACG– Select the ACG to use as your reference; the system validates it against its eligibility criteria before moving forward.
- Pick your locations– Once validated, choose from the list of available locations to add.
- Review your changes– An approval screen summarizes what will change and notes that the forecast will run for the affected choices during the next nightly scheduled job.
- Confirm and done– Approve to apply the changes and get a success confirmation.
Why it helps
- Add locations to an ACG without navigating away from the snapshot view.
- Automatic eligibility validation means you only see locations that qualify.
- The approval screen keeps you informed about when forecast changes will take effect.
improved
Assortment Plan
Improved Filtering for Rationalization Scenarios
We've made it easier to build accurate rationalization scenarios with more control over your product selection.
What's new:
- Additional product filters are now available on top of existing Assortment filters, giving you more flexibility when defining your scenario scope
- If a rationalization scenario is created without a valid filter selected, the system will now block the scenario from being created and display a clear warning message prompting you to select an appropriate filter
Why it matters:
These changes help ensure your rationalization scenarios are always built on a well-defined product set — reducing errors and saving you time downstream.
You can now set a Beginning of Period (BOP) inventory target directly in the Merchandise Planning grid — giving you a way to anchor your plan to a specific inventory starting point and let Toolio reconcile the prior period automatically.
What's new:
- Click any BOP Target cell in the Inventory section of the planning grid to enter your desired opening inventory value
- Toolio automatically adjusts the prior period to reconcile the ending inventory to your target
- Clear a BOP Target at any time via the cell or right-click menu — the prior period adjustment resets and inventory recalculates downstream
Merchandise Planning now supports Rolling Inventory — ensuring your beginning and ending inventory values stay accurate even when you're viewing non-adjacent time periods.
What's new:
- Enable Rolling Inventory via a checkbox in the Scenarios dropdown
- Inventory chain calculations (BOP/EOP) now account for all periods in between, even those not visible on screen
- Skipping from Q1 to Q3? The chain still runs through Q2 so your Q3 opening inventory is always correct
- Rolling Inventory ensures the chain is calculated from fiscal year start, so BOP values are always in line with Fiscal year calculation even when you skip to a non-adjacent period.
To enable Rolling Inventory for your workspace, reach out to your Customer Success Manager.
Learn more on this help article.
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