To streamline your Item Planning workflows, Toolio allows you to easily sort by different attributes and metrics. For example, you may want to quickly understand your current inventory position and focus on products which need
Please see a step by step overview this feature below:
1. Once you are in the Item Plan module, you can simply select the Sort button, to the right of the Groups button:
2. As shown above, when you click "Add," you will be displayed a dropdown of all available attributes and metrics you can select from. You can easily select or search from this menu.
3. Once you've selected a field to sort by, you can further define whether you would like the sort order to be Ascending or Descending.
4. Finally, you can select multiple criteria to sort which can be easily dragged and dropped to adjust the sort hierarchy. In the example below, the Units Sold sorting occurs prior to the Returns Units sorting.
Please note that for non numerical attributes, the Ascending and Descending sort orders will be configured alphabetically. All sorting occurs with respect to the Group and Time Range configurations. Please read more about configuring views in Item Planning here.
Sorting by a Unique Column
You can also sort metrics when they are in column groupings. To do this, hover over the grouped column header, and you’ll see that 3 dots will be shown. Click on the 3 dots, and then select “sort by this column” (in either descending or ascending order).
Your metrics will be sorted based on the column selected. You can also see your sort logic under the Sort menu on top.
Sorting the Options
Options can be re-ordered and this will determine the order in which they will show up after sorting. To configure the order, please refer to "Options and Sort Order" section of the Creating, Importing, & Managing Options article.
Related Articles:
Item Planning Overview