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Merchandise Planning
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Merchandise Plan - Workflow Views
Merchandise Plan - Workflow Views
Index of the different workflows in Merchandise Plan module
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

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

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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