Below is a list of our available out of the box workflows/views. If you want to use any of these that are not currently in your Toolio - Workflows section in the view selector, please contact your customer success representative.
View Name | View Definition | Defaults | Detailed Article |
Toolio - In-Season Planning | Planning using the Gross Sales Ticket, AIR (original ticket price), AUC and Discounts to derive your Gross Sales Retail and GM%. Receipts will be non-derived. | Current Year | |
Toolio - Pre-Season Planning | Planning using the Gross Sales Ticket, AIR, AUC and Discounts to derive your Gross Sales Retail and GM% for a future time period. Receipts are derived from Gross WOS Units. | Next Year | |
Toolio - Choice Planning | Building Plans based on choice count and productivity driving unit plans. AIR, AUC and Allowance will derive $ metrics and GM. | Current Year |
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Toolio - Pre-Season Sales by Sales Type (Net Sales) | This view is for planning at net sales by sales type for a pre-season workflow. It includes all necessary metrics to populate net sales, returns by type, and gross sales calculations. This updated view is structured to support planning net sales by type, incorporating returns to arrive at gross sales.
Please note, sales type metrics are required to utilize this view properly. Please reach out to your Customer Success Manager if you have questions. | Next Year |
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Toolio - In -Season Sales by Sales Type (Net Sales) | This view is for planning at net sales by sales type for a in-season workflow.
Please note, sales type metrics are required to utilize this view properly. Please reach out to your Customer Success Manager if you have questions. | This Year |
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