Changelog
Follow up on the latest improvements andΒ updates.
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What's new
The new Tooli is here, and with it
Skills
β planning Agents that live on the Toolio platform. Tooli used to take you from data to insight; Skills takes you the rest of the way, from insight to action. Each Skill is an Agent that runs a multi-step workflow end to end against the live state of your plan and hands back a decision-ready artifact β or, for allocation, the recommended moves themselves, ready to execute on your say-so. Three Skills ship today.
A redesigned Tooli
The old Tooli was a sidebar β handy for a quick question, gone by the next one. The new Tooli is a persistent AI workspace that stays with you through the workday.
- Full conversation historyβ searchable, shareable threads you can pick up a day later and keep going.
- Works across your whole planβ MFP, Assortment, Item Plan, and Allocation from one place.
- Shared contextβ a whole team can work the same thread, so there's less re-explaining and faster alignment.
What a Skill is
Type a slash command and the Agent takes it from there: it plans its own steps, pulls live data across your plan, applies your team's rules, and returns a structured artifact β a deck, a readout, a risk list, or a CSV a planner can act on. Not a saved prompt or a macro; a workflow with judgment baked in. Anyone in your org can write one, save it once, and share it across the team.
The three Skills available today
All three are tenant-agnostic β they discover your calendar, hierarchy, channels, and metrics at runtime, so they work on your plan with no configuration.
- /monday-morning-reviewβ Your Monday business read: four metrics (Net Sales, Margin %, Allowances %, Net WOS) for the last completed week vs. Plan and LY, with a 4-week trend and an auto-drill into the drivers. Exec-ready in three minutes.
- /allocation-reviewβ Your allocator's weekly review, and the one Agent that doesn't stop at the read. It flags what's stocked out, at risk, or over-allocated, then recommends the concrete moves to fix it β strategies to deactivate, overstock to clear, units to reallocate β and executes them on your say-so.
- /quarterly-business-reviewβ The QBR as an Agent: a quarter-vs-Plan-vs-LY scorecard, driver attribution, inventory position, a mix/price/volume bridge, and a 13-week forward outlook, all from live Merchandise Plan data.
Why it helps
- Consistent output by constructionβ the same Agent runs the workflow every time, so last week's readout and this week's are comparable no matter who ran them.
- Playbooks stop living in one person's headβ the methodology your best planner carries becomes shared, permanent capability.
- Coverage doesn't depend on who's onlineβ a senior planner's two-hour ritual finishes in seconds.
How to get started
Open the new Tooli and type
/
to browse the Skills library. Fork a starter Agent or build one from scratch, tailor it to how your team works, and run it.Availability
The new Tooli and Skills are in
public beta
, included for every tenant on the new Tooli at no additional cost while we refine the product. At general availability they'll move to a freemium model β included with every Toolio seat up to a generous usage threshold, with usage-based pricing beyond that. We'll give clear advance notice before any pricing changes. Reach out to your account team to turn them on.You can read more about the new Tooli here.
improved
Allocation
π Group & Summarize Transfer Orders in Single Page Mode
What's new
Single Page mode for Recommended Transfer Orders just got easier to find and a lot more useful. Flip it on to slice your transfer (and redistribution) orders like a spreadsheet β group rows, drag columns into Values, and see running totals right in the grid.
What you can do
- Turn Single Page on from the 3-dot menuβ It now lives as a clean on/off switch in the same menu, so you can jump in and out without leaving the grid.
- Summarize date columnsβ Drag a date column into Values and pick min or max to see the earliest or latest date, instead of a blank.
- Count unique valuesβ Use Distinct Count on any column (like Color or Style) to see how many different values you have β and it stays accurate even when rows are nested in groups.
- See the math in the headerβ Each summarized column now shows what it's doing right in its header (e.g. sum(Quantity), Distinct Count(Color)), so there's no guessing.
- Switch back cleanlyβ Turn Single Page off and your grouping clears automatically, dropping you back into the standard paginated grid with no leftover settings.
Why it helps
- Get a quick rollup of your transfer orders β totals, date ranges, and unique counts β without exporting to a spreadsheet.
- Trust your summaries: dates and counts now come through correctly, even with nested groups.
- Always know how a column is being totaled, straight from its header.
The View Selector buttons in Assortment Plan are now in a consistent, intuitive order β matching the layout you're used to across all other modules.
What's new:
- Compare sits on the left β matching where its panel opens
- Style Bank sits on the right β matching where its panel opens
- Button order is now consistent across all modules, so there's no relearning when switching views
Head to any Assortment Plan grid to see the updated toolbar.
new
Allocation
Recommended Redistribution Orders
What's new
Toolio can now suggest inter-location transfers β pulling excess from stores that have too much and sending it to stores running short, all at the SKU level. You review the suggestions, adjust them, and export the approved ones to your ERP.
What you can do
- Group locations that can supply each otherβ Set up redistribution groups in Settings and define which stores can send to which, with priority, lead time, and an on/off switch per direction.
- Run the engine on demandβ From the new Recommended Redistribution Orders page under Allocation, filter by product category, location, or order category and click Run Redistribution to generate SKU-level transfer suggestions.
- See why each transfer was suggestedβ Each row shows source excess, destination shortfall, POLS, transfer date, receipt date, and units.
- Adjust before exportingβ Inline-edit transfer date, receipt date, or units.
- Bulk export to your ERPβ Select the recommendations you want, right-click Export, confirm, and they're on their way.
- Control who can do whatβ Four new permissions (view, export, configure groups, trigger runs) let you give read-only access to some users and full control to others.
Why it helps
- Stop guessing or relying on spreadsheets to move stock between locations β Toolio surfaces the highest-impact transfers for you.
- Keep excess from sitting in the wrong stores while others lose sales to shortfall.
- Stay in control: every recommendation is editable, and nothing moves until you export it.
Learn more
When your connection to Task Manager tasks (background task notifications) drops, you'll now see a clear disconnect indicator along with a Reconnect button β no need to refresh the page to get back in sync.
What's new:
- A disconnect indicator appears in the Task panel when the notification connection is lost
- A Reconnect button lets you restore the connection instantly, with a loading state so you know it's working
- Connection status updates automatically once reconnected
new
Assortment Plan
AI
Similar Choices Tab is now live in AP
The feature is being enabled progressively across tenants as part of a phased rollout.
You can now explore up to 20 similar products directly within AP for any selected choice.
How to access
- Click the arrow to open the Offering Set menu (bottom sheet)
- Navigate to the Similar Choices
What you will see
Similarity Indexβ the average similarity score of the top 5 most similar choices, representing the overall strength of the similarity signal.
Average Similarity β the average score across all 20 returned choices
Number of Products β defaults to 20; if placeholders are hidden via the top-left three-dot menu, fewer choices may appear
Per-choice similarity signals alongside standard related-choice attributes:
- Descriptive Similarity
- Attribute Similarity
- Price Similarity
How Similarity Index is calculated
The score combines three signals:
- Descriptive similarity β overlap in product titles, descriptions, and text content
- Attribute overlap β shared color, fabric, silhouette, fit, and related characteristics</li>
- Price proximity β how close the retail prices are
Additional functionality
- You can now mark a choice as Not Similardirectly from the tab.
What is coming next
- Similarity Index as a planning attribute in AP Line Planning
- Similarity Index integration into Like-for-Like Forecasting
- Similarity Index integration into Cannibalization features
What's new
You can now assign access types within Data Scope to give users precise control over what they can view versus edit across your product hierarchy.
What you can do
- Set Read & Write or Read access per hierarchy selectionβ When configuring a Data Scope, each Division, Department, or Class node is assigned an access type.
- Read & Writeβ the user can view and edit data within that scope.
- Readβ the user can view data within that scope but cannot make edits.
- Mix access types across the hierarchyβ for example, give a planner full edit access on their primary division and view-only access on adjacent divisions, all within one Data Scope.
When it's useful
- Separating active planning access from read-only visibility within the same product hierarchy.
- Granting cross-divisional context to planners without exposing edit rights outside their area.
Available in
Merchandise Financial Plan (MFP)
and Assortment Plan (AP)
. Rationalization support is coming soon.improved
Assortment Plan
π Net Sales Units for ROS Models
What's new
You can now plan ROS directly to Net Sales Units in the Assortment Plan, alongside Gross Sales Units and Demand Units.
What you can do
- Pick Net Sales Units in the ROS Model dialogβ Choose "Net Sales Units" from the Metric to Use dropdown on any ROS Model.
- Skip planning a return profileβ If you're planning to net, you no longer need to plan a return profile to back into net from gross.
When it's useful
- For businesses that plan to net rather than to gross.
new
Allocation
AI
βοΈ Update Allocation Strategies in your AI Client
What's new
Your AI Client can now make changes to your allocation strategies, not just answer questions about them. Tell it what you want to update and it will do the work for you β including kicking off a re-run and letting you know when it's done.
What you can do
- Surface exceptions and act on recommendationsβ Ask your AI Client to find strategies that look off (failed runs, stale overrides, mismatched safety stock, low sell-through) and propose specific updates. Review the recommendations, then tell it to go execute them β no swivel-chairing between analysis and action.
- Update safety stock or presentation profile in massβ Ask your AI Client to bump safety stock days or change the presentation profile across a whole set of strategies in one go, instead of editing them one by one.
- Set or remove allocation strategy overridesβ Apply per-location overrides across many strategies at once, or clear them out when they're no longer needed.
- Re-run allocation strategiesβ Once your changes are in, ask your AI Client to re-run the affected strategies so the new recommendations reflect your updates.
- Track status of a runβ Check in on a queued allocation run anytime and your AI Client will tell you whether it's still working, finished, or hit a problem.
- Preview before you commitβ Ask "what would change if I do X?" and see the diff before anything is actually written.
Why it helps
- Move from "find the problem" to "fix the problem" in one conversation, instead of jumping between dashboards, spreadsheets, and the planning UI.
- Skip the click-by-click work of tuning strategies row by row.
- React faster to supply changes, seasonal pivots, or new store openings by adjusting many strategies in one conversation.
- Stay in control β preview changes first and watch run status, all without leaving the chat.
new
Intelligence
AI
A new way to interact with your Toolio data: the Toolio MCP Server
A new way to interact with your Toolio data
The
Toolio MCP Server
is here, and it changes how your team gets answers out of Toolio.Plug Toolio into an AI assistant like Claude, ask a question in plain English, and get real analysis back in minutes: trends, callouts, and recommendations included. No more chasing the right view, building a one-off report, or waiting on someone else to pull the numbers.
Why this is a big deal
Customers are already moving real planning workflows into Claude. MCP meets your planners where they're actually working instead of pulling them back into yet another UI.
It also lets you blend Toolio data with the other MCP servers you use (finance, marketing, supply chain), so the answer to "why did margin slip last week?" can pull from every system that matters, in one conversation.
Early customer pilots have been the strongest reaction we've seen to a release this year. Allocation has been an especially powerful use case, and Merchandise Plan is great for pulling together a Monday Morning recap in seconds.
What it covers
Read-only access to the four core Toolio planning modules:
- Merchandise Plan: financial data aggregated by department, category, class, or location
- Assortment Plan: metrics at choice and cluster levels
- Item Plan: SKU-level performance analysis
- Allocation: inventory distribution across locations
Sample use cases
A few prompts to give you a feel for what's possible. Each one returns a real, written analysis with the underlying numbers, and most of them get more interesting when you keep the conversation going.
Monday Morning report (Merchandise Plan):
Give me a Monday Morning recap on last weekβs performance vs. plan and LY. Call out the categories that drove the variance and where weβre trending against the OTB.
Allocation triage:
Which top-20 SKUs are most under-allocated heading into next week, and what transfers would you recommend? Flag any stores that are stocked-out on best sellers.
Cross-functional question (paired with finance / marketing MCPs):
Why did margin slip in Womenβs last week? Pull MFP markdown data alongside last weekβs promo calendar and paid spend and tell me what changed.
See it in action
You can see below what an interaction with Toolio MCP could look like
How to get started
Want to try it now?
Head to our help center guide and work with your organization's admin to enable the connector.Want to learn more first?
Reach out to your Customer Success team, or keep an eye out for an upcoming webinar we'll be announcing shortly.Load More
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