📅 Day in the Life for Allocation

7 new out-of-the-box views built around how allocators actually work — organized into a weekly workflow that takes you from Monday morning exceptions through your business review. No report building required.

This is the first chapter of the Day in the Life work — stay tuned.

Item Planning now uses a "Load Data" button — just like Merchandise Planning — so you control exactly when data refreshes instead of the grid reloading automatically every time you change a parameter.

You now get an email notification when someone mentions you in a comment, so you never miss a conversation that needs your attention.

Please see an example below

New out-of-the-box (OOTB) views and supporting metrics have been added to enable in-season, exception-based reforecasting directly in line planning in the AP Module.

Retrending leverages recent sales performance (~8 weeks of "good week" data), removes outliers, and adjusts forecasts using ML (Triple Exponential Smoothing) — while preserving the sales curve shape and seasonality.

Top = what changed.

Bottom = why it changed.

See the help article for full details.

The Size Curve Spread grid now has the same Views, Group By, and Conditional Formatting controls you're used to in other grids — so you can customize what you see, how it's organized, and which cells stand out.

Today, Location Exclusion rules in Toolio are all-or-nothing, they’re either on or off. For teams managing large, seasonal assortments, this often means manually updating rules every season time-consuming, error-prone, and hard to scale.

We’re introducing start and end dates for Location Exclusion rules, giving you precise control over when exclusions apply.

No more seasonal cleanup or manual toggling. With time-based exclusions, your rules stay aligned with your business automatically, saving time and reducing errors.

You can now generate sales curves and size curves using net sales — which subtracts returns from gross sales — giving you a more accurate picture of true selling performance.

We’ve rolled out several usability and reliability improvements to the Rationalization and Hindsight tabs:

on both tabs

Added a CTA

Added a

Removed the and CTAs:

We’ve introduced a new In-Stock Percent OOTB view to help you better understand how well your planned assortment is actually showing up in-store.

This view compares what should be in a location with what’s actually available at the start of each week, giving you a clearer picture of execution.

🔍

Along with the view, we’ve added a set of metrics to make in-stock performance more transparent:

– Identifies items expected at a location (based on minimum presentation or gross sales plan)

– Items with inventory > 0 at the beginning of the week

– Items that were both planned and actually available

– The key metric: (Planned and In Stock ÷ Planned)

By default, the report shows:

⚠️ Filtering guidance

This report is designed to work best with minimal filtering. Applying filters—especially date filters—can impact historical accuracy by excluding items that were planned in earlier weeks.

🧠 Important to know

Items that are in stock but not planned: Will appear in the report. Do not impact your in-stock percentage. The metric focuses strictly on how well your planned assortment is being executed.

This update gives you a more accurate, actionable view of in-store performance—so you can quickly spot gaps between plan and reality.

Let us know what you think!

The ROS Model is critical to setting an initial forecast target, and Calculated ROS is a key input into that process. Until now, you could see the aggregated result but not what went into it. Now, the ROS percentiles dialog includes a "By Choice-Location" tab that lets you drill one step deeper — you can see exactly which choices were included in the calculation and how each one contributed, broken down by location or cluster.