Minimum Presentation Policy controls how your presentation floor combines with forecasted demand when Toolio generates receipts in Assortment Plan. Instead of a single org-wide behavior, you choose one of three policies — Additive, Balanced, or Inclusive.
Use Cases
Additive adds the presentation minimum on top of demand cover, so the choice always carries its minimum above forecasted sales. Apply this policy when presentation in the stores is a primary concern, for example, displays need additional units that may not sell regularly.
Balanced treats the minimum as a replacement for the safety-stock buffer when the minimum is larger, then adds order-cycle demand on top. Apply this policy when slower selling could otherwise reduce inventory holding below a desirable presentation level. (recommended)
Inclusive compares the minimum against demand over the Safety Stock + Order Cycle window and uses whichever is greater. Apply this policy as a reactive approach for a slow-selling product, where holding additional stock is unlikely to improve full-price sell-through.
Because the policy is set per choice, you no longer have to pick one behavior for the whole organization — each choice can carry its own.
How the Policy Works
Every policy is built from two values Toolio computes for each choice over the receipt horizon:
Reorder Point — when projected beginning-of-period (BOP) inventory falls to or below this level, Toolio places a replenishment order.
Order-Up-To — the target inventory level Toolio replenishes to. The order quantity is
Order-Up-To − projected BOP.
Both are derived from your demand forecast and your presentation minimum:
SS demand is the forecasted gross sales over the Safety Stock window (the first
Safety Stockweeks).OC demand is the forecasted gross sales over the Order Cycle window (the next
Order Cycleweeks).Min Pres is the choice-level Presentation Minimum or the assigned Presentation Profile value. If both are set, the Presentation Profile takes precedence and the Presentation Minimum is ignored.
The Three Policies
Policy | Reorder Point | Order-Up-To |
| SS demand + Min Pres | SS demand + Min Pres + OC demand |
| max(SS demand, Min Pres) | max(SS demand, Min Pres) + OC demand |
| max(SS demand, Min Pres) | max(Min Pres, SS demand + OC demand) |
Additive stacks the presentation minimum on top of demand — you always carry Min Pres above what sales require. It is the most conservative policy and generates the most presentation-driven receipts when Min Pres is high relative to demand.
Balanced lets Min Pres replace the safety-stock buffer when it is larger, but order-cycle demand is always added on top. The minimum competes with safety stock only, not the full Safety Stock + Order Cycle window. It sits between Additive and Inclusive in how aggressively it orders.
Inclusive compares Min Pres against demand over the Safety Stock + Order Cycle window (SS demand + OC demand) and uses whichever is greater. If demand is high enough, the minimum has no effect on the buy. It is the least conservative policy and generates the fewest presentation-driven receipts.
[Screenshot: ChoicePlan grid with the Minimum Presentation Policy column expanded, showing the Additive / Balanced / Inclusive options]
Worked Example
Take a choice with SS demand = 16 units, OC demand = 8 units, and Min Pres = 100 units. Because the presentation minimum is well above demand, the policy you pick changes how much inventory the choice carries:
Policy | Reorder Point | Order-Up-To |
| 16 + 100 = 116 | 16 + 100 + 8 = 124 |
| max(16, 100) = 100 | 100 + 8 = 108 |
| max(16, 100) = 100 | max(100, 16 + 8) = 100 |
Additive holds the most inventory and Inclusive the least.
Where the Policy Is Set
You can set Minimum Presentation Policy at three levels, from most to least specific:
Per choice — the
Minimum Presentation Policycolumn in Assortment Plan. Set or change the policy for any choice directly. This value can be left blank.As an assortment default — the
Minimum Presentation Policyfield in Assortment Plan Defaults, so newly created choices start with the policy you want.Org-level default — the default policy for your organization, configured in
Settings > Configuration > Module Settings > Assortment Plan > Assortment Plan Settings. This is the fallback used whenever a choice's policy is blank.
[Screenshot: Choice row in Assortment Plan with the Minimum Presentation Policy, Presentation Minimum, and Presentation Profile columns visible]
[Screenshot: Settings > Configuration > Module Settings > Assortment Plan > Assortment Plan Settings with the org-level Minimum Presentation Policy default highlighted]
How the Default Is Resolved
The Minimum Presentation Policy on a choice is optional. When it is set, that value is used. When it is left blank, Toolio falls back to the org-level default configured in Assortment Plan Settings. So the resolution order is:
The choice's own
Minimum Presentation Policy, if set.Otherwise, the org-level default from Assortment Plan Settings.
Interaction With Other Receipt Inputs
Minimum Presentation Policy only changes how the reorder point and order-up-to target are computed. The rest of the Receipt Generation pipeline behaves as documented in Receipts Generation and Reviewing Receipts Plan:
Receipt Order Multiple still rounds final receipts up to the configured increment.
Target Sell Through still applies for seasonal choices with a defined end date or phase out date.
MOQ in Receipt Generation still applies after the policy is honored.
After the Phase Out Date, presentation minimums drop to 0, so the policy no longer drives receipts for that choice.
FAQs
Which policy is the default?
When a choice's Minimum Presentation Policy is blank, Toolio uses your organization's default, set in Settings > Configuration > Module Settings > Assortment Plan > Assortment Plan Settings. Your admin controls that value, so check Assortment Plan Settings to see which policy applies by default in your account.
Does the policy matter if Min Pres isn't set?
No. With no Presentation Minimum and no Presentation Profile assigned, Min Pres is zero, so all three policies reduce to the same demand-driven calculation. The receipt plan is identical regardless of which policy is selected.
Does this apply to both Presentation Minimum and Presentation Profile?
Yes. Whichever attribute is active on the choice is used as Min Pres. If both are set, the Presentation Profile takes precedence and the Presentation Minimum is ignored.
How does this interact with Target Sell Through?
Target Sell Through controls how aggressively a seasonal choice is sold down by its end date; the policy controls the presentation floor over the receipt horizon. Both can apply to the same choice — Toolio honors the floor while still aiming to meet the Target Sell Through by the end date.