Toolio introduced offering level Lock Forecast functionality in addition to the choice level Lock Forecast controls.

By default, the system copies calculated forecast results into Adjusted Metrics so you can continue planning with system-recommended outputs, but you may want to manually edit these results for certain use cases. To prevent the system from overwriting your changes, you can enable the Lock Forecast checkbox and save. Forecasts can be locked at either the choice level or the offering level by navigating to the Offering Set tab and adding the Lock Forecast attribute, giving you granular control for individual clusters. Once locked, future executions of the Forecast function will preserve your edited Adjusted Sales Plan and system calculations will no longer be applied.

Read more about Lock Forecast on this help article.

Learn how gives you greater visibility and control during reconciliation by allowing you to review results before they’re saved to your plan. This training shows how to validate outcomes, apply business logic, and ensure accuracy before finalizing changes. Head over to Toolio Academy to learn how to use this enhanced reconciliation workflow with confidence!

Learn how defines and controls access to specific subsets of data within Toolio’s product hierarchy. The Toolio Academy explains how Data Scope ensures users only see and interact with information relevant to their role, improving data security and operational efficiency. You’ll learn how Data Scope manages visibility across divisions, departments, and classes to align data access with organizational structure and user responsibilities.

Learn how can enhance the Assortment Planning workflow by enabling planners to work with — (ACGs). This training covers how Location Lists act as a flexible filtering layer on top of existing ACGs, helping reduce duplication, simplify maintenance, and support more adaptable planning. You’ll also learn where Location Lists are managed, how they appear in exclusions, and how they integrate into Line Planning and downstream calculations. Check out the Toolio Academy for more information!

New training is now available covering recent enhancements to Promotional Causals. Learn what’s changed, how the updates improve accuracy and usability, and best practices for applying them in your workflows. Check out the training in Toolio Academy to stay aligned and get the most value from the new functionality.

We have introduced a new tab called "Size Cluster" to the New AP module, that provides our user an ability to view and revise sizes and associated size curves at cluster detail.

Read more in this help article

In a recent change, we have introduced various backend and frontend code changes that requires users to select a filter for ROS calculations. These changes impact New Assortment and Allocation modules, as we use the same ROS Model calculation for both.

Read more in this help article

We have added a new tab called Size Plan to New AP to help users view size-inventory group metrics in a time series format similar to the Metrics tab. Source data of this tab is similar to the Receipts Plan tab, hence location-wise lowest available level is Inventory Group.

Read more in this help article

We’ve enhanced the Assortment Creation experience by adding a Product Hierarchy Selector directly to the creation modal. Using the same familiar selector from Filters, this optional field allows you to quickly narrow down products by hierarchy, helping you focus on what matters most. While not required, selecting a hierarchy can improve performance in Assortment Plan overall and deliver faster, more relevant results, making assortment creation more efficient. You can use Product Hierarchy selector and standard filtering combined for your assortments.

Read more about Assortment Creation on this help article.

We’ve enhanced Location Management in Assortment Planning with Location Lists, giving planners a more flexible way to manage subsets of stores without creating new cluster groups. Location Lists can now be enabled for use in AP and applied directly in Line Planning as an additional filter on top of existing ACGs. This allows teams to plan for groups like Hot Stores, Cold Stores, or Luxury locations using existing clusters, while the system automatically applies intersection logic, location counts, and forecasting based on the selected locations. The result is less cluster duplication, cleaner setup, and faster, more adaptable planning.

Read more on this help article.