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Creating Custom Attributes

Toolio uses attributes for planning and reporting. Please see below for how to define custom Attributes.

Updated this week

Before starting, please familiarize yourself on what Attributes are used for.

1. Accessing custom attributes

To access Attributes, start by clicking on your profile icon in the upper-right corner of the screen. From the dropdown, select Settings. Once you're on the Settings page, navigate to Configuration > Organization Settings > Attributes.

2. Look at existing Attributes

Under the Attributes section in settings, you can define custom attributes and assign them to different models. A custom attribute can have a pre-defined list of values or can be free form.

Below you can see how the attributes are listed in the Attributes section.

3. Add new Attribute

By clicking on Add Attribute you can create a new attribute. Note that, each attribute is assigned to a particular model. In the example below, we are adding an attribute with the name Subclass, to the Product Model. Select type of data - number, date, text, percentage, single select, etc. If we want the attribute to be a single-select attribute, make sure to add the Option list first before adding the attribute. You can see here on how to create new Options.

4. Assigning the Option to the Attribute

Now that we have created an Option and added the Values it can take, we can now assign the Option back to the Attribute.

That's it! Now we have a new Single-Select Attribute with pre-defined list of Options to choose from.

5. Derived Metric Attributes

Some merchants track additional product-level metrics—such as fabric consumption per unit—and want these metrics to roll up into meaningful totals on their purchase orders (POs) or in Line Planning. Toolio now supports this by allowing you to combine incoming variant attributes with system-generated metrics using derived attributes.

Toolio enables you to create a derived attribute on any model, as an example, let's take the following one on Recommended PO Line model that multiplies:

Fabric Consumption = Adjusted Receipt Units × Fabric Consumption (meters per unit)

This gives you the total meters of fabric required for that PO line.

Steps to follow:

  1. A new attribute is added on the selected data model in Settings > Attribute by selecting Storage: Derived and then the formula input field becomes available.

  2. A derived formula is defined

  3. The value is now displayed directly on the data model selected as an attribute, giving visibility into the defined derived attribute.

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