Changelog
Follow up on the latest improvements andΒ updates.
RSS
What's new
You can now filter the Allocation Plan by the start date a choice has at each location, including the dates you set in a strategy's location overrides. The existing
Start Date
filter only reads the date on the strategy header, so stores you moved to another date were easy to miss.What you can do
- Filter to one launch:AddStart Date (Allocation Strategy + Overrides)to your filters and chooseiswith the launch date. The plan narrows to the choices and stores starting that day.
- Cover a floorset window:Useis within,is on or afteroris on or beforeto see everything launching across a range of dates.
- Use the date set for each location:For each choice, a location uses its override date when the strategy has location overrides, and the strategy's start date otherwise. Stores excluded from a choice never match.
- Keep the DCs in view:A distribution center matches on the earliest start date of the strategies it ships to, so the source inventory shows up next to the stores it feeds.
- Export the same rows:The Allocation Plan export applies the filter too, so the file matches the grid.
Don't see the filter? Ask your Customer Success Manager to turn it on for the Allocation Plan.
Why it helps
- Review a whole floorset across every strategy in one view.
- Stores you moved to another date with an override land in the right launch.
- Check that each launch is stocked before its start date, with the DCs that supply it alongside.
What's new
Conditional formatting rules can now compare a metric with another metric, not just with a number you type. For example, you can highlight the weeks where ST Buffer Units is greater than Min Pres Units, or where Target ST differs from Projected ST.
What you can do
- Pick "Another metric" as the comparisonβ When you set a rule's condition, switch from "A value" to "Another metric" and choose the metric to compare against.
- Use four comparisonsβ Is equal to, is not equal to, is less than and is greater than.
- Compare like with likeβ Each cell is checked against the other metric for the same row, period and scenario. The list only offers metrics of the same type (units with units, percentages with percentages), and your view's metrics are listed first.
- See it update as you editβ Change the other metric in the grid and the highlighting refreshes on its own, no reload needed.
- Keep it in Excelβ Exported files carry the same highlighting.
- Use it across planning gridsβ Available in Merchandise Plan, Item Plan, Allocation, Assortment Plan Reporting, the Offering Metrics and Size Plan panels, and Hindsighting.
Why it helps
- See at a glance which of two metrics wins in a week, without adding helper metrics or checking cell by cell.
- Spot where a target has drifted from its projection as soon as it happens.
- Rules stay correct as the plan changes, since they compare live values instead of a fixed number.
improved
Assortment Plan
π Data Scope in Hindsight & Rationalization
What's new
Data Scope and permissions now apply to Rationalization. Each person only sees and works with the Rationalization data for the part of the product hierarchy they have access to, the same way it already works in Merchandise Plan and Assortment Plan.
What you can do
- Assign Rationalization access by roleβ InSettings β Roles, add the newRationalization Module ReadorRationalization Module Editpermission to a role, then pair it with a Data Scope.
- Give view-only accessβ With Read access, people can browse the Rationalization data in their scope, but they can't make overrides, seed, or rebuild scenarios.
- Let planners make changes within their scopeβ With Edit access, people can update Rationalization data for their assigned part of the hierarchy, and nothing outside it.
- Rely on scope everywhere in Rationalizationβ Data Scope applies to partitions, choices, and related data, so nobody sees data outside their scope by accident.
- Combine roles without surprisesβ If someone has more than one role, their permissions and Data Scopes are combined the same way they are in MFP and AP.
- Open Rationalization from AP Summaryβ Rationalization is opened from Assortment Summary, so Rationalization Module Edit also gives access to Assortment Summary.
Why it helps
- Each team works only with the categories it owns, which keeps Rationalization focused and uncluttered.
- Protect data from accidental edits by giving view-only access to people who just need to review it.
- Set up permissions once, the same way across MFP, AP, and Rationalization.
Read more in User Management, Roles and Access in the Help center.
improved
AI
βοΈ Rename Your Tooli Conversations
What's new
You can now rename a Tooli conversation. Give a thread a title you'll recognize, and it keeps that title in the header and in your conversation history.
What you can do
- Rename from the header:Click the conversation title at the top of Tooli, in the side panel or in fullscreen, and type a new one.
- Rename from History:Hover a conversation in the History list and click the pencil icon.
- Save or cancel with the keyboard:Press Enter or click away to save. Press Esc to keep the old title. Titles can be up to 80 characters.
- Keep the title you chose:Tooli names new conversations from your first message. Once you rename one, Tooli leaves your title alone.
Why it helps
- Find a past analysis in History by the name you gave it.
- Tell apart several threads on the same department or season at a glance.
improved
Assortment Plan
π Ignore Warning and Information Statuses
What's new
You can now ignore a
Warning
or Information
row in the Choice Status panel once you have checked it and it is expected. An ignored row counts as passed, so the bar in the Choice Plan grid and the overall status chip show the next status instead. Click Undo
to bring it back.What you can do
- Clear known warnings:ClickIgnorein theActioncolumn of the Validations list, for example on a size warning for a size you no longer carry.
- Share it with your team:An ignore applies to the whole Choice, so everyone who opens it sees the same result.
- Undo it any time:ClickUndoon an ignored row to show it again.
- Let a change bring it back:If the status or its message changes, the ignore ends and the row shows again.
Why it helps
- Warnings you have already reviewed stop covering real problems in the grid.
- Calculations stay the same, so ignoring a note never changes your plan.
Read more in Choice Status Panel in the Help Center.
What's new
When a strategy's Demand Type is
Assortment Plan
, you can now open that choice in the Assortment Plan straight from the Allocation Strategies grid. The title of each choice also opens its Product Summary.What you can do
- Open the choice behind the demand:Hover theDemand Typecell of a strategy set toAssortment Planand click the open-in-new-tab icon. The Assortment Plan opens filtered to that one choice.
- Check how a product is doing:Hover the title and click the icon to open its Product Summary, with recent sales, inventory, size break and location detail.
- Keep your place:Both links open in a new tab, so your Allocation Strategies view stays as you left it.
Why it helps
- You can see the planned demand an allocation is built on without searching for the choice in the Assortment Plan.
- You can check a product's recent sales and inventory before you run or adjust its allocation.
improved
Assortment Plan
π Rollups in Every Plan, Distinct Counts and Shareable Tabs
What's new
The Rollups panel is now on in every Assortment Plan. Widgets can count distinct SKUs, choices, styles and locations, and a link to your plan opens Rollups on the tab you shared.
What you can do
- Find Rollups in every plan:The panel is on for every organization, with no setting to turn on. An admin can still turn it off in Assortment Plan Settings.
- Count what is in the plan:Add Distinct SKU, Choice, Style and Location Count to any widget, against last year and as a share of the total.
- Share a tab with a link:Copy the link to your plan while Rollups is open, and whoever opens it lands on the same tab.
- See your own hierarchy:The standard tabs group by your most detailed product level and use your own names for it, like Class or Sub Category.
Why it helps
- Every team gets the summary view without asking for it.
- You can check the breadth of the assortment, like how many styles or choices you are buying, next to sales and receipts.
- Pointing a colleague to the right tab takes one link.
Read more in How Do I Use the Rollups Panel in Assortment Plan? in the Help Center.
improved
Assortment Plan
π¦ Target Sell-Through Buffer Now Phases Across the Lifecycle
Available behind a feature flag.
Reach out to your CSM to have it turned on. Once it's on, receipt recommendations will change shape for any choice that has a Target Sell-Through set. The total you buy stays the same. Only the timing of the buffer units changes.What's new
Target Sell-Through adds buffer units on top of your sales plan. Until now, all of those units landed on the first receipt date, which inflated the opening buy. They are now spread across every receipt date Toolio generates for the choice, in proportion to what each date already buys, so the buffer builds through the lifecycle instead of arriving all at once.
What you can do
- Buy the opening you planned:Your first receipt now reflects the sales plan and your Safety Stock, Order Cycle, and Lead Time settings, without the whole season's buffer on top.
- Keep your overrides as they are:Receipt weeks you have overridden or locked are left out of the spread. They keep the quantity you set, and they don't count when the proportions are worked out.
- Revisit anywhere you used Target Sell-Through to front-load:If you set a Target Sell-Through mainly to pull units into the initial buy, it no longer does that. Use a receipt override for a deliberate front-load, or Safety Stock for rolling coverage.
Why it helps
- Improves average inventory turn, since the buffer is no longer sitting in stock from week one.
- Lowers overstock exposure when the opening weeks of selling come in under plan.
- Same total receipts and the same Calculated ST%. Only the phasing moves.
- Overridden and locked receipt weeks stay where you put them.
Applies to choices with a Target Sell-Through set in Assortment Plan and Line Planning.
improved
Assortment Plan
π§ Toolio Tabs, Widget Preview and Act / Plan in Rollups
What's new
The Rollups panel in Assortment Plan now comes with six standard Toolio tabs, shows a widget before you save it, and adds Act / Plan and Act / MP to every widget.
What you can do
- Start from standard tabs:Overview, Product Mix, Buy Plan, Reconciliation, Season to Date and Forward Look are ready in every plan. Duplicate one to make it your own.
- Keep tabs private or shared:Give a tab a permission, like saved views in the grid. Private tabs are only yours, and restricted tabs keep their place for everyone.
- Hide the tabs you don't use:Hide a tab just for you, and bring it back from the hidden tabs menu.
- See a widget before you add it:Click Preview in the widget dialog to see it with your plan's data while you build it.
- Try a variation without losing the original:Save as New Widget keeps the widget you edited and adds your changes as a new one.
- See where the season is heading:Act / Plan and Act / MP use actuals for closed weeks and the plan for the weeks ahead.
- Read long tables easily:Long tables show how many rows are left, and wide tables show an arrow to scroll right.
Why it helps
- Every team starts from the same proven set of tabs instead of a blank panel.
- You get each widget right the first time, with fewer save and edit rounds.
- You can tell early whether the assortment will land on the Merchandise Plan.
Read more in How Do I Use the Rollups Panel in Assortment Plan? in the Help Center.
new
Merchandise Plan
AI
π Preview Tooli's Edits in Your Merchandise Plan Grid
What's new
When you ask Tooli to change your Merchandise Plan, it now stages the edit in the grid you have open. Every cell it changes is highlighted, and nothing is saved until you press Save.
What you can do
- See the change where you plan:Ask Tooli in the sidebar, and the new numbers appear in your grid as unsaved cells. Tooli moves you to the first one.
- Check it at every level:Expand departments, scroll through months, and look at sales, AIR, margin and weeks of supply before anything is written.
- Save or cancel from the grid:Save applies the whole edit. Cancel drops it. You can also ask Tooli to cancel and try again a different way.
- Keep your ruleset:Tooli stages the edit under the ruleset selected in your grid, so held and calculated metrics behave the same as when you type in a cell.
- Ask why a cell won't change:If a cell is read-only, for example an actualized month, Tooli tells you why.
- Switch the layout:Ask Tooli to regroup or filter, and it opens a private copy of your view. The original view stays as it was.
Why it helps
- You review Tooli's work in the grid and totals you already use.
- A change with several parts, such as growth by department plus a price increase plus a weeks of supply target, lands in one preview, so you see how the parts interact before you save.
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