Historically seeding operation would be running for all the metrics at once, or running for the metrics that the user has selected. Now we have added the ability to "Select View Metrics" while seeding in case you might want to seed only Sales or Returns related metrics.

Furthermore, in the Select Metrics dialog, we will highlight the selected metrics by automatically displaying them at the top.

Hope you will find it useful!

Toolio has introduced Show Totals on Column Groupings which is especially helpful in Location level reporting. Previously you were not able to see totals in columns when you get a rollup of for your locations i.e stores, DC, warehouses etc and this was only available on row level group by selection.

With this enhancement, you are now able to see the totals when locations are on column level as well. Of course, this functionality is not only limited to Location attributes but any attribute that you'd like to generate a view against.

All you need to do is add your attribute to Group by selection under 'ADD COLUMN' button and select 'Show Totals' checkbox.

Read more on the help article here.

To simplify filtering in large choice grids and help you quickly narrow down specific criteria, Toolio has introduced the Filter By option. This feature was previously available in the Merchandise Plan, Item Plan and Master Data modules and has now been extended to Assortment Plan.

You can also apply multiple filters simultaneously using the Filter By option to further customize your data-set.

Read more on the help article here.

The Scheduled Snapshots feature enables admin users to automate the snapshots of the Assortment Plan. They can be configured on either a weekly or monthly basis, ensuring consistent archiving of key metrics.

Once scheduled, snapshots run at the configured time and are automatically added to the snapshot list.

Created snapshots become available in AP Line Building and Reporting, enabling users to reference and utilize them.

While adding the scheduled snapshots to our system, there is a need to limit the manual snapshots:

Manual snapshots now allow for up to 20 snapshots at a time, with the ability to delete and replace as needed. This adjustment ensures data retention, aids in historical analysis, and integrates seamlessly into the Assortment Plan's reporting tools.

Please read more about the scheduled snapshots here.

Toolio can now automatically consider Good Weeks during the ROS calculation, filtering out any historic 'Bad Weeks' with insufficient inventory from being considered in your ROS calculations. A 'Good Week' is defined as any week where inventory was available to sell, i.e. any week where BOP Units+Receipt Units+Transfer Units > 0. Consequently, a 'Bad week' is defined as any week where no inventory was available to sell, i.e. BOP Units+Receipt Units+Transfer Units = 0. Please note that this evaluation takes place at the Location x Week x Choice granularity during ROS Calculation.

Please read more about calculated ROS here, and please reach out to your Toolio Customer Success team to enable or disable Good Week considerations from your ROS Calculations.

The Extended End Date feature allows you to project inventory levels beyond the planned end date of a choice. This ensures comprehensive inventory visibility, even after the original demand and receipts projections have concluded. Here’s how it works:

The extended projection runs until the earlier of:

For products with multiple linked choices, where gaps exist between launch dates:

The Extended End Date feature ensures you have a clear understanding of your inventory trajectory, accounting for any leftover stock and bridging the planning gap between product choices. This minimizes inventory surprises and aids in smoother transitions across product lifecycles.

Read more on the help article here.

By default, all locations are assigned to a cluster. To exclude a specific location, simply deselect the 'Included' checkbox—this will remove it from both the cluster and the selected Automated Cluster Group.

For more granular control over location exclusions, you can utilize location filters during the creation process. This filtering option allows you to exclude specific locations based on predefined criteria through the filtering on Automated Cluster Group creation. While these filtered-out locations will remain visible in your Automated Cluster Group list and maintain their cluster assignments for reference purposes, they will effectively be excluded from active participation in your Automated Cluster Group calculations and operations. When you need to add this location back, you can click on ‘Included’ to have this location part of your Clusters and Cluster Groups without having to create a new Cluster Group.

Read more on the help article here.

To keep users informed about the latest product enhancements, Toolio has added Canny integration to the UI. As new features are released, notifications will provide high-level details and links to help documentation, accessible by clicking on each update. Product update emails and monthly blog posts will also continue.

Check out our latest updates to Toolio! Including:

Please read more about these features in our Product Update blog post here. Be sure to also submit any feature requests on our Feedback page!

Check out our latest updates to Toolio! Including:

Please read more about these features in our Product Update blog post here. Be sure to also submit any feature requests on our Feedback page!