Flow Bookings to Sales lets you copy bookings data into your gross sales plan for wholesale clusters. This is the primary way to build a sales plan from incoming bookings in Assortment Plan.

Use Cases

Populating a sales plan based on incoming bookings for wholesale clusters
Updating your sales forecast mid-season as new bookings come in
Applying a rate factor (multiplier) to bookings when you expect actual sales to differ from booked amounts

Prerequisites

Before using Flow Bookings to Sales, make sure:

Bookings Feed is set up — work with your Customer Success Manager to configure the Bookings Feed integration.
At least one cluster is marked as Bookings Enabled — see Automated Cluster Groups for setup instructions. The "Bookings Enabled" flag is managed at Settings > Configuration > Intelligence > Clusters.

How to Flow Bookings to Sales

Right-click on a choice in Assortment Plan.
Select Flow Bookings to Sales from the context menu.
In the popup, choose the week range for the bookings window you want to flow.
Enter a Rate Factor — this is a multiplier applied to the bookings data. Use 1 to flow bookings as-is, or adjust up/down based on your expectations.
Click Apply.

Toolio copies the bookings data to gross sales (units, cost, retail, ticket) for all "bookings enabled" clusters in the chosen week range, multiplied by the rate factor.

Recommended Function Sequence

Since the Forecast function will revert your sales back to the system-generated forecast, always run functions in this order:

Forecast
Flow Bookings to Sales
[Optional] Generate Inventory
Generate Receipts

Flow Bookings to Sales is a stand-alone function — it is not auto-triggered by any other function and does not trigger any function itself.

Impact on Size Curves

When bookings are flowed, Toolio overrides the Size Curve percentages on the Size Cluster Tab with the bookings ratio from the chosen window. This means your size distribution will reflect the actual size mix from bookings rather than the default size curve.

Note: The Bookings % shown on the Size Cluster Tab is based on all open bookings, which may differ from the bookings in the specific window you flowed.

Comparing Bookings vs Sales

After flowing bookings, use the Toolio - Bookings vs Sales view in the Metrics section to compare your sales plan against bookings units and ticket. This helps you understand if there is risk to your sales forecast vs what has been pre-booked. See Out of the Box Workflows for more details.

FAQs

Why Are My Size Curve Overrides All Zeros After Flowing Bookings?

When you flow bookings to sales, Toolio writes size curve overrides based on the bookings ratio. If the bookings data for a particular cluster or window has no units, the overrides may be set to all zeros. To fix this:

Go to the Size Cluster Tab.
Right-click on any cell in the Size Curve Override column.
Select Delete Size Curve Overrides to remove the zero overrides and revert to the original size curve.

Once the overrides are removed, you can paste or enter new values normally.

Why Can't I Paste or Edit Size Curve Overrides?

If all size curve overrides are set to zero (for example, after flowing bookings with no data), the system treats these as active overrides. You need to remove the overrides first before you can paste new values. Right-click on the Size Curve Override column and select Delete Size Curve Overrides, then try pasting again.

Will Forecast Overwrite My Flowed Bookings?

Yes. Running the Forecast function will revert the sales plan back to the system-generated forecast. Always run Forecast before Flow Bookings to Sales, not after.