In order to make sure you’re comparing the right time frames to each other within Toolio, you can configure your retail calendar to your specifications. You can also configure multiple calendars which can be used in different Merchandise Plans (i.e. Finance Plan, Store Plan, or Day Level Plan). This article covers how to configure your calendars - for details around how to apply them when configuring your Merchandise Plans, please refer to the Configuring Merchandise Plans article.
Configuring Your Calendar
To start configuring a new Calendar navigate to
Settings > Organization > Calendar Settings and click 'Add' in the top right. You'll then be prompted with the following popup:
To create a calendar config, please fill out each of the fields:
The name of your calendar
The level of calender granularity:
How weeks are grouped into months:
Last Day of the Week
The final day of each week
Last Month of the Year
The final month in the calendar year
Determines how to calculate year boundaries:
Last Day Nearest EOM
Once you've filled out every field, please click 'Create' to save your new calendar. Please note that upon saving, you will not be allowed to change your calendar configuration, aside from the name.
After you've created the calendar, you'll find that it will be listed in the list of available Calendars:
You can click on the Open Calendar popup to preview your calendar in the Toolio Retail Calendar tool:
Once you're happy with your calendar configuration, please move on to the Configuring Merchandise Plans article to create a new Merchandise Plan using your calendar.
How to determine which year is displayed for week and month abbreviations?
For plans that are spanning multiple calendar years, e.g. NRF 4-5-4 calendar, users can choose which year to display for month & week abbreviations.
This is controlled via `Organization > Settings`. Please see below on how it can be configured.
Say we’re going from Feb-Jan. Does it work as follows for plan year 2023:
First month of the year - always shows 2023
Last month of the year - always shows 2024
Current mont of the year - 2023 for all except, Jan which would be 2024