Attributes define how you will interact with the Toolio platform. Attributes will affect how your data is visualized across the Merchandise Plan, Assortment Plan, and Item Plan modules. You can read more about Attributes and how they are used in Toolio, here.
Please jump to the Spreads section for more information on configuring size, channel, or location scales in Assortment Planning.
Overview
You will be introduced to the Toolio Configuration Worksheet at the beginning of your onboarding process. The Attributes tab in the Toolio Configuration Worksheet is specifically designed to help create custom attributes to help structure how your data will be visualized on the platform. The Options tab will be where you define the possible values single-select Attributes can take.
Please see the video for a walkthrough.
Attributes
You should approach this section by first considering your intended workflow in Toolio and perhaps reference your current planning process. You will see the following columns in the Attributes tab:
Column | How to Interpret | Example |
ATTRIBUTE | What do you want the display name of your attribute to be? | Division, Department, Color, Season, Gender |
MODEL | Which Data Model should this attribute live on? | (Drop down select) Variant, Inventory, Sale, Purchase Order |
TYPE | Based on the potential options for this attribute, how would you classify the input type? | Drop down select) Single-select, String, Number, Date, Currency, Metric |
MP | Mark this as True if you would like to use the attribute as a Planning Attribute in the Merchandise Plan Module - leave blank otherwise. | True |
Options
Adjacent to the Attributes tab, you will find the Options tab. This tab will automatically populate the headers with all attributes you have defined on the Attributes tab where the type is single-select. Since you have configured these attributes as single-select, Toolio requires a set of potential option values for each attribute. These parameters will define all possible inputs for your single-select attributes.
Please make sure you format and spell all options the same way your products are attributed during this process. Any discrepancies from your product feed in spelling or formatting in the Options tab will cause data to be incorrectly attributed when imported.
In the case that you need to add or edit any Attributes or Options after your account has been configured, you can easily do so by going to Settings>Attributes. Please read more about creating custom attributes and managing options.
