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 Data & Imports page by clicking on your initials in the top right hand side:

2. Select the Data Refresh tab

3. Sort and Filter for the data you would like to refresh. Please note that if you have updated product attributes, you will need to refresh all of the historic data. If you have updated historic data for a specific time range or context, you can filter to refresh just that time period. You can easily sort a column by simply clicking on it. You can also sort by multiple columns by using ctrl(cmd)+select.

4. You can now easily select any of the rows you would like to refresh and right click to show the Refresh Data button. Please note that you can use shift+select to quickly select all consecutive rows and ctrl(cmd)+select to select multiple.

5. Refresh your data and allow time for the changes to be reflected in Toolio. Please note that the duration of refresh will vary depending on the size of the data you are refreshing.

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