Minimum Presentation Policy controls how your presentation floor combines with forecasted demand when Toolio calculates how much each location needs during allocation. Instead of a single fixed behavior, you set the policy per Allocation Strategy, picking one of three: Additive, Balanced, or Inclusive. This is the same set of policies available per choice in Assortment Plan.

The policy governs how Toolio computes each location's Need for a choice over an order period. Two values drive that calculation:

Both are derived from your demand forecast and your presentation minimum:

The Need that the policy produces is what the allocation engine then tries to fulfill from your source locations, subject to available inventory and your Prioritization Method.

Additive stacks the presentation minimum on top of demand, so each location always carries Min Pres above what sales require. It is the most conservative policy and generates the most presentation-driven transfers when Min Pres is high relative to demand. Apply it when in-store presentation is a primary concern, for example when displays need additional units that may not sell regularly.

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, so it sits between Additive and Inclusive in how aggressively it allocates. Apply it when slower selling could otherwise pull a location below a desirable presentation level. Balanced is the system default in Allocation and reproduces Toolio's previous allocation behavior, so strategies that leave the policy unset allocate exactly as before.

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 transfer. It is the least conservative policy: it triggers replenishment as often as Balanced (same Reorder Point) but drives the least inventory. Apply it as a reactive approach for slow-selling product, where holding additional stock is unlikely to improve full-price sell-through.

Take one location on a strategy with SS demand = 8 units, OC demand = 4 units, and Min Pres = 20 units. Because the presentation minimum is well above demand, the policy you pick changes how much inventory the location is driven to:

Additive drives the most inventory to the location and Inclusive the least. When Min Pres is zero the three policies are identical; once Min Pres is at or below SS demand, Balanced and Inclusive both give the demand-driven result, while Additive still adds the minimum on top.

You can set Minimum Presentation Policy at three levels, from most to least specific:

The Min Presentation Policy on a strategy is optional. When it is set, that value is used. When it is left on Default, Toolio falls back through the following order:

Because the system default is Balanced, no configuration is required to keep your current allocation behavior — a strategy with an unset policy and no org-level default resolves to Balanced.

Minimum Presentation Policy and Prioritization Method are complementary settings that both involve minimum presentation, but they answer different questions:

Toolio first uses the policy to compute each location's Need, then uses the Prioritization Method (Demand First or Minimum Presentation First) to distribute constrained supply across those locations.

When a strategy's Min Presentation Policy is left on Default, Toolio uses your organization's default from Settings > Module Settings > Allocation > Allocation Configuration. When that is also unset, the system default Balanced applies. Balanced reproduces Toolio's previous allocation behavior, so no action is needed to keep allocating as you did before.

No. With no Minimum Presentation and no Presentation Profile on the strategy, Min Pres is zero, so all three policies reduce to the same demand-driven calculation and produce an identical allocation.

Yes — the three policies and their formulas are identical. The difference is where you set them and the default: in Allocation the policy lives on the Allocation Strategy and the system default is Balanced, while in Assortment Plan it lives on the choice and the system default is Additive.

The policy sets each location's Need; the Prioritization Method decides the order in which constrained supply is distributed across locations when there is not enough to go around. See the How It Works With Prioritization Method section above for the full explanation.