Overview
Toolio enables users to define reusable default values for choice attributes within an assortment plan.
These defaults are applied at the time of Assortment Creation screen to streamline data entry and ensure consistency. The defaults act as a starting point for planning and can be overridden by imports or user edits as needed. The goal is to reduce the number of clicks that are made at the time of planning.
Check out the following demo of Assortment Plan Defaults:
1. Configuring Assortment Plan Defaults
Assortment Plan Defaults are managed from a dedicated settings screen where users can view, create, edit, and delete default sets.
Creating a New Default Set
Users can add a new default set by defining a name and optionally configuring planning parameters.
Required Field
Name
Must not be empty.
Optional Fields
Automated Cluster Group
Size Curve
Sales Curve
Launch Curve
Return Profile
Minimum Presentation (numeric)
Presentation Profile
Safety Stock (numeric)
Order Cycle (numeric)
Lead Time (numeric)
Default Discount Rate (numeric)
Target Sell Through (numeric)
All optional fields can be left blank and filled in later if needed.
Editing Default Sets
Existing default sets can be edited at any time from the right click action menu on the list.
Changes apply to future usage of the default set and do not retroactively modify existing assortments or choices.
Deleting Default Sets
Users can delete default sets that are no longer needed from the right click action menu.
Deleted default sets will not be available for future assortment creation.
Filtering Defaults
Users can quick filter the default sets list directly from the settings screen to quickly locate specific configurations.
2. Creating an Assortment with Defaults
When creating a new assortment, users can optionally apply a predefined set of Assortment Plan Defaults.
The Create Assortment form includes a Default Attribute Set dropdown.
Selecting a default set automatically seeds the assortment with predefined planning parameters.
This configuration is optional. If no default set is selected, the assortment is created without prefilled defaults.
3. Applying Assortment Defaults to the choices
When a default set is selected, the system applies those defaults when creating new choices across all creation endpoints, including:
Style Bank
Compare Mode
Right-click create actions
Note:
If a choice already exists in the assortment:
Its attribute values are not changed when defaults are applied.
Defaults only apply to newly created choices.