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Updates to Toolio: Merchandise Plan Interface
Updates to Toolio: Merchandise Plan Interface

Review this article for an overview about our newest update to Toolio's Merchandise Planning module.

Updated over a week ago

What is changing?

  • We are releasing a new and improved User Interface within Merchandise Plan!

  • With this change you will notice more flexible reporting, ease of pivoting data, and improved performance when planning in MP.

  • Scroll down for a quick video showcasing these updates!

Why are we making this change?

  • We are making this change to optimize performance within Merchandise Plan as well as streamlined functionality across all of Toolio.

What are the impacts?

Impacts to User Interface

  • Plan vs. Pivot: With the new UI, Plan and Pivot views can easily be accessed from the same screen. You can navigate to the Pivot view by adjusting the Group By settings so that Metrics are under Columns

  • Views: Out of the Box and Custom views will be migrated to the new UI.

Impacts to Actualized Data

  • Actual data will not be impacted

Impacts to Planned Data

  • Plan data will not be impacted

How do I access the new User Interface?

  • Once the new UI has been enabled in your account, you will notice it as an additional option in the Merchandise Plan dropdown, called MP - New

  • The old frontend will be available temporarily as you transition to the new UI.

When is this update occurring?

  • This update will take place on a rolling basis starting in March 2022.

  • Your Customer Success Manager will work with you to communicate the exact date, and address any questions.



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