One of the biggest challenges merchandisers face is aligning their top-down and bottom-up plans. Toolio's Assortment Rollup feature can help streamline the reconciliation process.


Assuming that you've already completed your Merchandise Plan in Toolio and are now building your Assortment Plans, you can easily compare between the two using the Assortment Rollup.

Please see a walkthrough below:

Navigate to the Assortment Plan Rollup by first selecting an existing Assortment Plan (or creating a new one). After you have selected an Assortment Plan, please click the dropdown arrow to expose the Rollup section:

You will now see the Assortment Rollup with the Product Mix on your right hand side:

By default, the Rollup will display Gross Sales AUR, Gross Sales Margin, Gross Sales Retail, and Gross Sales Units from your Merchandise Plan (for the same time criteria as your current Assortment Plan).

You should use your Merchandise Plan values (referred to as 'Plan' in this section) as a reference point during the Assortment Planning process (Assortment Plan totals are referred to under the 'Rollup' column). As you save any changes to the Assortment or Merchandise Plan, the values in the Rollup section will also update.

Related Articles

Configuring Custom Views in Toolio

Using Views in Merchandise Planning

Grouping & Dynamic Hierarchy

Importing Existing Line Plans into Toolio

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