When you make changes to your product attributes (i.e. add new attributes or change attributes for your products), you will need to trigger a data refresh so that Toolio can aggregate your sales, inventory, and purchase order information according to the updated attributes. Similarly, a data refresh will be necessary if you are not changing your product attributes, but are updating data for a historic period (i.e. there is already date for that time period in Toolio).
Please see below for a step by step walkthrough:
1. Navigate to the Settings page by clicking on your initials in the top right hand side:
2. Select the Data Refresh tab, under the Imports section:
3. There are two ways to refresh data on this page:
Option A: The Refresh Wizard:
Select the three dots in the top right corner of the grid
Using the UI, select the Plan Type(s), Context(s), and and timeframe you are trying to refresh
Please note, the more data you are selecting the longer the refresh will take
Select Refresh
Here is a video on using the Refresh Wizard:
Option B: Using the Data Refresh Grid
You can also refresh data using the grid itself. Please see below video for a walkthrough on the process:
FAQs
Why is there no context of Transfer Receipt in Data Refresh? Does the TO refresh also refresh transfer receipts?
Yes, transfer orders and transfer receipts are controlled by the Transfer Orders context, so refreshing transfer orders will refresh transfer receipts as well.