You can filter the data you see on Toolio using the filter button at the top of left of the grid. This feature is available in Merchandise Plan, Assortment Plan, and Item Plan modules.

Let's say you are building out your Men's Outerwear Assortment Plan for Holiday 2021 and want to only evaluate products that are Brown, Black, or Beige.

First, you would click Filter > Add a filter

Now, you are able to select from all fields which you can filter by. Upon defining your desired filter criteria, you can click out of the filter menu and your changes will be applied automatically.

Please note that for different fields, you can select between the include, excludes, equals, not equal, less than, greater than functions. Additionally, you can add multiple filters to further specify the data displayed.

Copy-Paste multiple filter conditions from Excel

You can copy-paste a list of filter conditions defined in Excel or Google Sheets cells to Toolio "has any of" or "has none of" filter options. To do so, let's say you have a list of Product Titles on Excel as in the table below.

Title

BLAKE JACKET

COMBO CORD JACKET

MODULAR TRENCH

WINDBREAKER JACKET

Copy the values in this list, then paste it in the Filter as in the screenshot below and you'll see that all are listed as separate titles in the filter component.

Please note that this operation only works for attributes defined as string, that means this will not work with the single select options.

Did this answer your question?