Changelog
Follow up on the latest improvements andΒ updates.
RSS
new
Merchandise Plan
Assortment Plan
Item Plan
Allocation
π Your Visualization Saves with the View
What's new
Your chart now saves with the view. Set up a visualization once β pick the rows you want to plot, choose a chart type, hide the series you don't need β then save the view, and it's waiting for you every time you open it.
What you can do
- Keep your chart after a reloadβ Refresh the page, switch to another view and come back, or change a filter or date range. Your chart returns exactly as you left it.
- Keep the exact rows you plottedβ The rows you clicked are remembered along with the grouping level they sit at, so a chart built on a sub-level stays on that sub-level instead of jumping up to a total.
- Keep your chart type and hidden seriesβ Whichever chart type you picked comes back with the view, and any series you hid from the legend stays hidden.
- Share a chart with your teamβ The chart belongs to the view, so everyone who opens that view sees the same one.
- Clear it when you're doneβ Turn Visualize off and save the view to take the chart off it.
- Use it across your planning gridsβ Works in Merchandise Plan, Item Plan, Allocation, and the Metrics and Reporting panels in Assortment Plan.
Why it helps
- Stop rebuilding the same chart every morning β set it up once and it's there.
- Shared views now carry their chart, so your team starts from the same picture instead of each person recreating it.
- Nothing changes behind your back: your chart is only updated when you save the view.
improved
Assortment Plan
Intelligence
Allocation
π Trend Dampening
What's new
Retrend now supports Trend Dampening, so a recent sales trend doesn't push your forecast in the same direction forever β its influence fades over time and the forecast eases back toward your original plan.
What you can do
- Control how long a trend sticks aroundβ Set a Grace Window to keep the retrend effect at full strength for a set number of weeks before it starts to fade.
- Choose how the fade happensβ Pick Exponential dampening (fades faster at first, then levels off β tune the speed with Half-life) or Linear dampening (fades at a steady, constant rate).
- Set when it fully resetsβ Use Horizon to define how many weeks out the forecast fully returns to your original, original forecast.
- Apply it broadly or case-by-caseβ Turn on Trend Dampening globally so it applies to every choice, or enable it for a single choice in the Assortment Plan when it needs its own settings.
- Preview the effect before committingβ See how your Grace Window, Dampening Style, Half-life, and Horizon settings shape the forecast right in the configuration window before you save.

Why it helps
- Keeps a short-term spike or dip from permanently skewing your forecast for the rest of the season.
- Gives you control over how quickly you trust a new trend versus your original plan.
- Lets you fine-tune dampening for specific choices that behave differently from the rest of your assortment.
Read more in In Season Retrending.
improved
Dashboard
Platform
π Pick the period on Product and Hierarchy Summary
What's new
Product Summary and Hierarchy Summary now have a Period control next to the Channel selector. Pick the last 4, 8, 13, 26 or 52 weeks, or month, quarter or year to date. Both pages open on the last 8 weeks.
What you can do
Everything on the page follows what you pick: the KPI strip, the weekly sales chart, the size curve, and the location, colour and door tables. Each KPI tile names the period it covers.
The Last Week tile stays on screen whatever you select, so you can read the most recent week alongside the longer window. On Order keeps its own forward horizon, since those units have not landed yet.
Periods count completed weeks only, so a partial current week does not drag an average down.
Tile names come from your own metric configuration, so each one uses your team's wording.
Why it helps
Eight weeks smooths out one odd week without burying a trend the way a full year does. When eight weeks is the wrong read, say a seasonal style that only started selling last month, you switch once and every figure on the page moves with it.
new
Assortment Plan
π Find Assortments by Their Scope on the Assortment Summary
Finding the right assortment in a long list just got easier: the Assortment Summary can now filter by what each assortment is scoped to.
What you can do
- Filter by scopeβ openFilter, add aScope:field such as Department, Class or Supplier, and see only the assortments whose saved filters include that value.
- Search across the hierarchyβ Division, Department, Class and Product Hierarchy work together, so Department = Clothing also brings back assortments scoped to a class under Clothing.
- Combine with regular filtersβ pair scope with Name, Season or Created By, and save the result as a view for your team.
- Sort and search the listβ order the summary by any column and find an assortment by name from the toolbar.
Why it helps
- Teams with hundreds of assortments see only their own area without scanning the Dataset Filters column.
- Saved views turn that narrowed list into a one-click starting point.
Read more in Creating a new assortment.
improved
Assortment Plan
π Gross Sales Units vs Last Year in Assortment Plan Line Building
What's new
Gross Sales Units on the Assortment Plan Line Building workflow now has two more variants you can tick on:
Act LY
, what the choice actually sold in the same weeks last year, and Plan vs Act LY %
, how far above or below last year you are planning.What you can do
- Tick them on from the Variants menuβ Open the view menu, go to Variants, and check Act LY and Plan vs Act LY %. They sit right under Act, Plan and System.
- See last year beside the planβ Act LY lands next to Plan and Act on every choice, so the comparison is on the row you are already working in.
- Read the gap as a percentageβ Plan vs Act LY % does the math for you. Positive means you are planning above last year, negative means below.
- Scan a whole assortment at onceβ Sort on the percent column to pull the choices furthest from last year to the top.
- Keep it in your viewβ Save the view once the variants are on and they come back every time you open it.
Why it helps
- Catch a choice planned well over or under last year before the buy is locked.
- Keeps the last-year comparison in the grid you already plan in, instead of an export.
- Rolls up over each choice's own selling window, so it lines up with the plan sitting next to it.
What's new
Tooli has two new entry points, so you can reach it from any screen in Toolio without going back to the top bar.
Keyboard shortcut.
Press Cmd + J
on Mac, or Ctrl + J
on Windows, to open Tooli from anywhere. Press it again to close. It works on every screen, including while you are inside a grid.Launcher.
A round Tooli button now sits in the lower right of the window. Click it to open Tooli, and drag it to whichever corner suits you. Toolio remembers where you left it, and it steps out of the way while Tooli is open.The Tooli button in the top bar is unchanged, so nothing you already do has to change.
What you can do
- Open Tooli in the middle of an edit, ask about the numbers in front of you, and close it with the same keystroke.
- Move the launcher clear of a wide grid once, and find it in the same place next time.
- Skip the trip to the header on a smaller screen, where the top bar is furthest from where you are working.
Why it helps
Most of the questions planners bring to Tooli come up in the middle of something else, and every extra click is a reason not to ask. Putting Tooli one keystroke or one click from wherever you already are makes it part of planning rather than a place you go.
new
Assortment Plan
Dashboard
Analytics
π¦ Hierarchy Summary: A Single Page for a Category
What's new
You can now open any level of your product hierarchy and see how it is trading on one screen. Pick a division, department, or category from the command bar and you get its sales, inventory, weeks of supply, and every product underneath it, without building a view or filtering a plan.
What you can do
- Open any category from the command barβ PressCMD+K, type the name, and pick it from theHierarchysection. Each result shows its full path, so a category that exists under more than one division is easy to tell apart.
- Filter the whole page by channelβ Choose Ecommerce, Retail, Wholesale, or any channel you plan by, and every figure on the page follows: the KPIs, the sales trend, the breakdown, and the assortment. Each channel shows its share of the category's sales before you click.
- See what is carrying the categoryβ The treemap sizes every style by its sales, so the products driving the business are the biggest tiles. Switch the treemap to size by on hand to see where inventory is sitting instead.
- Click into a single productβ Selecting a tile shows that product's sales, inventory, weeks of supply, and share of the category beside the map, with a link through to its Product Summary page.
- Drill down a level at a timeβ The breakdown lists the level directly underneath, with each one's share, sales, and weeks of supply. Click through to open it, and use the breadcrumb to step back up.
- Judge the stock position at a glanceβ Weeks of supply comes with a Healthy, Heavy, or Overstocked reading, next to on hand, on order, return rate, and allowance rate.
Why it helps
- Answer "how is this category doing" in seconds, rather than opening a plan and building a view to find out.
- See a category the way your business is actually organised, by channel, instead of one blended number.
- Find the overstocked or dead products inside a category without scrolling a grid.
- Go from a category down to a single product, and back up, without losing your place.
Note:
Hierarchy Summary is only available for customers that have Assortment Planning. You can read more about this capability here.You can now lock an Allocation Strategy so that re-seeding it from Assortment Plan no longer overwrites your work.
Why it matters
Until now, re-seeding a choice that already had a strategy overwrote everything you had set up in Allocation: locations, minimum presentation, safety stock, curves, and profiles. Allocators risked losing their work whenever a plan was re-seeded.
What's new
- A new Lock Seedingcheckbox at the Allocation Strategy level. Check it to protect the strategy.
- Seeding now shows what will happen before you confirm, for example: Allocation strategies: 1 new, 1 updating, 1 locked.
- Locked strategies keep all of their settings. Unlocked strategies update as before. New choices get a fresh strategy.
- Your forecast is untouched: locking freezes only your strategy settings, so your sales plan keeps refreshing on each allocation run as it always has.
- You can still edit a locked strategy at any time; uncheck Lock Seedingto allow a full re-seed.
improved
Assortment Plan
Intelligence
AI
πͺ Ask Tooli for Views on Assortment Plan
What's new
You can already ask Tooli to build and manage your saved views on Merchandise Plan, Allocation and Assortment Plan Reporting. That now covers the
Assortment Plan grid
and a choice's Metrics tab
too.Describe the layout you want and get it saved as a view, with the metrics, the grouping and the time grain already set.
What you can do
- Build a plan grid view by describing it:Say which metrics you need, how to group the rows, and the time grain. Tooli saves the view and hands you the link that opens it.
- Build a Metrics tab view:The same for the pivot inside a choice, including what belongs on rows, what belongs on columns, and the filters it applies.
- Refine it in the same conversation:Add a metric, change the grouping, set the sorting, add a conditional formatting rule, rename it. Everything else stays as it was, including your column widths and pinned columns.
- Show and hide columns:Tidy up a busy grid, or bring hidden columns back, without changing what the view is built from.
Why it helps
- Describe the view once and Tooli sets it up, so you skip the metric, grouping and time grain pickers.
- Ask for a change on the view your team already opens, and Tooli edits that one, keeping its name.
new
Assortment Plan
π System Recommended Warehouse Splits
What's new
Toolio can now split a Recommended Purchase Order across warehouses based on demand. Assign the new
System Recommended
split profile to a PO line and Toolio works out how many units each warehouse should receive, using the planned demand of the stores it fulfills and the stock it already has on hand or on order.
What you can do
- Pick System Recommended on the Split PO step:the new profile is pinned at the top of the split profile list on every PO line. Your fixed-percentage profiles work exactly as before.
- Split by demand:Toolio attributes each store's planned demand to the warehouse that fulfills it, so a warehouse's share of the order reflects what its stores are planned to sell.
- Net out stock on hand and on order:before splitting, Toolio subtracts what each warehouse is projected to hold at the order's start date: current inventory, plus units arriving on open POs, minus planned sales until then. The order covers the gap.
- Save and keep working:the calculation runs in the background. Toolio tells you when it starts, and when it finishes you can jump straight back to the Split PO step to review the results. While it runs, Save, Approve, Issue, and Optimize Packs are paused with a tooltip explaining why.
- See which lines were skipped:lines Toolio couldn't split, for example with no planned demand in the window, are marked with a warning on the line items grid so you can handle them by hand.
- Keep splits fresh as you edit:change units or dates on a line that uses System Recommended and Toolio recalculates its split on your next save.
Why it helps
- Warehouse quantities follow your plan instead of fixed percentages you maintain by hand.
- You buy the gap: stock already sitting at a warehouse, or already heading there, reduces what the order sends it.
- No waiting on big documents: the calculation runs in the background while you keep planning.
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