The Merchandise Planning module allows you to build out a merchandise plan to help meet the financial targets of your organization.

The video below gives a high level overview of this module and covers the following:

  • How to access the Merchandise Planning module

  • The core capabilities of the Toolio Grid

  • Ability to see the metrics and the time periods

  • Where to locate the Views, Filter, Group and Time Period capabilities

  • How to make edits, top-down spreading and saving your edits

*Please note the Financial Planning module has since been renamed Merchandise Planning

Where To Go Next?

Now that you have learned the basics of Merchandise Planning in Toolio, below are a few other articles you will find interesting!

Toolio Metrics & Variants Overview

Platform Features

Merchandise Planning Capabilities

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