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 - In-Season Planning - Retail | Planning using Gross Sales Retail, AUR (the price after discounts and markdowns) and AUC. Discounts will derive your Gross Sales Ticket and IMU%. Receipts will be non-derived and valued at Unit Ticket Price. | Current Year | |
Toolio - Pre-Season Planning - Retail | Planning using Gross Sales Retail, AUR and AUC. Discounts will derive your Gross Sales Ticket and IMU% Receipts will be derived by Gross WOS Units and valued at Unit Ticket Price. | Next Year | |
Toolio - In-Season Planning - Net Sales | Planning starting with the bottom line. Net Sales Retail, AUR, AUC after Returns. Discounts will derive your Gross Sales Ticket and IMU%. Receipts will be derived by Gross WOS Units and valued at Unit Ticket Price. | Next Year |
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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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