Changelog

Follow up on the latest improvements and updates.

RSS

When configuring an exporter, you’ll now see a Data Formatting section at the bottom of the exporter form. This allows you to choose how numeric values are displayed in your exports.
You can select from two options:
Formatted
  • Applies standard formatting to values.
  • Units → 1 decimal place (e.g., 1250.4)
  • Dollars → 2 decimal places (e.g., $1,250.45)
Unformatted
  • Exports the raw values as stored in the system.
  • Eg. 1,250.4456123456
  • Useful when you plan to apply your own formatting rules in external tools (e.g., Excel, BI platforms).
Screenshot 2025-09-05 at 11
This flexibility ensures you can tailor exports to your preferred workflow, whether for quick reporting or deeper data analysis.
Note that we’ve released the Formatted/Unformatted option for the Item Plan exporters first. We’re continuing to roll this out across the remaining exporters and expect to complete those in the coming few days.
You can read more about Exporters in our help center here.

improved

Merchandise Plan

Item Plan

Diagnose and Validate Metric Calculations

We’ve introduced two powerful new capabilities to help you better understand and validate how metrics are calculated in Toolio. These features are currently available in the Merchandise Planning & Item Planning modules and will be added to other modules in the future.
1. Show Calculations
  • You can now click Show Calculations on a metric (e.g., Weeks of Supply Units) to see the full formula, along with all the inputs used.
  • The breakdown shows you exactly how the final value was derived.
  • Need to double-check? You can copy the calculation into Excel for further validation.
Screenshot_2025-09-04_at_4_23_37 PM
Please see more here.
2. Add Dependencies to View
  • Many metrics are derived from multiple inputs. With the new Add Dependencies option, you can quickly expose all of the underlying input metrics directly in your view.
  • This makes it easier to trace and understand the factors influencing your results.
Screenshot_2025-09-04_at_4_29_26 PM
Please see more here.
🎥 Watch It in Action
See both of these capabilities come together in this short video.
Previously, when creating promotional casuals, users were required to manually submit a list of locations using the Location List dropdown. This process could be time-consuming and less intuitive, especially when managing large or dynamic location sets.
With our latest update, we've replaced the Location List dropdown with a new Location Filters section. This enhancement allows users to filter locations based on key attributes—such as channel, region, or other location-specific criteria—making the selection process faster, more accurate, and scalable.
Screenshot 2025-09-04 at 17
To ensure a smooth transition, we've also migrated all existing promotional casuals to align with the new system. Any previously selected locationIds have been preserved and integrated with the new filtering structure.
You can see it below and read more about Promotional Casuals here.

improved

Settings & Configuration

Copy Row to All Locations for Size Curves

You can now copy size curve values from one location to all locations in just one click. Using the new
Functions > Copy Row to All Locations
option, you can quickly replicate a row across every location without needing to enter values one by one.
This update makes it much easier and faster to set up and manage static size curves, especially when you want to apply the same distribution across your entire store set.
You can see it below and read more about it here.
Screenshot_2025-09-03_at_11_02_08 PM
You can now see the Choice Count when assigning PLM or StyleBank entries to choices. This makes it easy to track how many choices have already been linked to each entry. Need to find unassigned items? Just filter by Choice Count = 0.
Screenshot_2025-09-02_at_10_44_37 AM
You can read more about it in our help center here.
We’re excited to announce that Public and Private Views are now available in Assortment Plan and Allocation, expanding the control and flexibility you already enjoy in Merchandise Plan.
This enhancement gives you more control over who can see and edit saved views, helping your team stay organized as you scale. With four distinct permission types—Private, Public Non-Restricted, Public Restricted, and Toolio Restricted—you can customize visibility and editing rights to match your workflows.
You can now override Receipts in AP, via the Receipts Plan tab of any choice.
image
In any case where you may want to make a change to the system-generated receipts, you can do so via the override functionality, which allows you to:
  • Change the Receipt Date/Week of system-generated receipts
  • Update the Total Units of each system-generated receipt
  • Fine tune the Size Level distribution of your receipt units
This allows you to easily make changes to the system-generated receipt plan. Upon saving your overrides, you are also able to run Receipt Generation function once more - at which point the system continues to respect your overridden values while also computing future receipt recommendations according to your overrides.
Please read more about how to use Receipt Overrides here

new

Assortment Plan

Platform

Automated Cluster Groups

Assortment Planning – Update to Filtering by Channel and Cluster

We’ve made an improvement to filtering in Assortment Planning to give you more precision and control. Previously, when filtering by channel or cluster, the page returned all choices that matched any of the selected filter criteria—even if a choice was only partially associated.
With today’s update, you can now filter to a specific cluster or channel, and the results will include only the choices linked to that selection.
What’s Changed
  • Precise Filtering -
    Filtering by a channel or cluster now returns only the choices associated with that specific selection.
  • Automated Cluster Attribute -
    When filters are applied, the Automated Cluster attribute will display only the filtered clusters. Expanding details will still show all clusters associated with the choice, ensuring full visibility.
  • Accurate Aggregations -
    Metrics like sales and receipt plans will now reflect only the filtered clusters or channels, improving accuracy in reporting and decision-making.
  • More Efficient Edits -
    Line-level edits (such as overrides) will now apply only to the filtered locations, making mass updates faster and more targeted.
Screenshot 2025-08-20 at 10
Here is a video walk through.
We’ve expanded Column Sort capabilities to more screens so you can organize your data your way—faster than ever:
  • Metrics, Offerings, and Receipt Plan screens in Assortment Plan
Screenshot_2025-08-15_at_8_55_02 AM
  • Recommended Purchase Orders screens
We’ve also introduced Column Filtering to the Recommended Purchase Orders screen—saving you extra clicks and helping you get to the right data instantly.
Screenshot_2025-08-15_at_8_59_17 AM

new

Merchandise Plan

Settings & Configuration

Data Restriction in Merchandise Plan

The Merchandise Plan (MFP) module now supports data restrictions, allowing you to filter master data (e.g., Product, Variant, or Location) based on selected attributes. This ensures that plans operate only on the relevant subset of data.
Navigation
  1. Go to
    Settings → Module Settings → Merchandise Plan
    .
  2. Click on
    Plan Management
    .
  3. Select the specific Plan you want to configure.
  4. Add the
    Data Restriction
    utilizing product-variant and/or location filters.
Configuring Data Restrictions
  1. In the selected plan scenario, locate the Data Restriction section.
  2. Choose the attributes you want to filter by. Common options include:
  • Division / Department
  • Channel
  1. Set the values for the selected attributes.
  • Example:
    To restrict the plan to wholesale operations in Store Plan, set:
    Channel = WHOLESALE
  1. Save the configuration.
image
Once applied, the plan will only consider the subset of master data that meets the selected conditions. For example, if
Channel = WHOLESALE
is selected, only products and locations associated with wholesale operations will be included in planning actions.
Read more about the Data Restriction in Merchandise Plan on this help article.
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