💡 New: Dynamic Size Curves are a new feature. See the difference between Size Curves and Size Spreads here

Toolio has been utilizing Size Spreads which will soon be replaced by Size Curves. There are two specific use cases for Size Curves:

Static Size Curves: Users would like to define the size curves based on a manual entry or through imports (will be introduced soon).
Dynamic Size Curves: System calculates the size curves based on sales information defined for a specific or relative period based on specific filters and these defined size curves get updated periodically based on a defined update cadence.

⚙️Set Up: There is a one time set up to start using Size Curves. Please see the relevant steps here.

Creating a Static Size Curve

To create a Dynamic Size Curve, follow the steps defined below:

Go to Settings > Size Curves
Click on ADD button on the right hand side
Enter a name for Size Curve
Define the Size Scale from the dropdown that is available, the values are pulled from the Option values that are defined on the Settings menu.
Select Static to create a Static Size Curve

Viewing and Customizing the Static Size Curves Details

On Settings > Size Curves
Double click on the Static Size Curve that you are interested in
A window on the bottom will appear with empty values of
1. Is Eligible checkbox - checked
2. %TTL value per size
Next, you should edit both the checkbox and enter the values
When you complete the data entry, click on SAVE.
You can also filter by Location or size on this Details view.

Creating a Dynamic Size Curve

To create a Dynamic Size Curve, follow the steps defined below:

Go to Settings > Size Curves
Click on ADD button on the right hand side
Enter a name for Size Curve
Define the Size Scale from the dropdown that is available, the values are pulled from the Option values that are defined on the Settings menu.
Select Dynamic to create a Dynamic Size Curve
Define a Time Frame that will be used in Size Curve calculation as a filter
1. Defined Time Frame
2. Plan Year
3. Relative Time Frame
4. Custom Time Frame
Define Filters that will be used in Size Curve calculation, the system will filter the sales metric which is selected to use per this defined filter.
For example, you can select the filters as Class: Tops, Color: Red, size curve will be calculated using the sales of these criterion
Define Update Cadence (Weeks) which will re-calculate the Size Curve based on this defined period using the Time Frame defined on Step #6.
Select the Metric to Use which can be
1. Gross Sales Retail
2. Gross Sales Unit
3. Demand Retail
4. Demand Units
Click CREATE

Demand Retail and Demand Units

Demand metrics is to show you what sales could have been based on having the stock. You build your demand metrics by setting your look back period and minimum WOS to determine whether a week is a "good week" or not. You can find more information about configuring Demand Metrics here.

If you have enabled Demand to be calculated on Settings > Demand, then you'd be able to use the Demand metrics for Size Curve calculation.

Viewing the Status of Dynamic Size Curves

Once you created a Dynamic Size Curve, it'll go to Generating status until it is Completed.

Go to Settings > Size Curves
All available Size Curves are listed on this screen.
On the very right of column: Status, you'll be able to view the status of the Dynamic Size Curve that is generated. The status can be:
1. Generating
2. Pending
3. Completed
You can also filter the Size Curves list based on specific attributes using the Filter component above.

Viewing and Customizing the Dynamic Size Curves Details

On Settings > Size Curves
Double click on the Size Curve that you are interested in
A window on the bottom will appear with
1. Is Eligible checkbox
2. %TTL value per size
You can edit both the checkbox and the values if you'd like to override the results of the dynamic size curve.
You can also filter by Location or size on this Details view.

Other Size Curve Actions

On the right click to the Size Curves list, you'll get the following options

Generate

You can update the Size Curves if there are any changes to your underlying data by clicking on Generate option.

Once clicked, the size curves will go back to Generating status until it is completed.

Edit

You can change the Size Curves configuration values by clicking on Edit option. This will open the Size Curves pop-up for you to change the values.

Once Saved, the size curves will go back to Generating status until it is completed.

Delete

You can delete created Size Curves by clicking on Delete option.

Video Overview

FAQs

What is the difference between Size Spreads and Size Curves?

Historically Toolio allowed manually creating Size Spreads using Item Plan, or importing them manually. Given its importance, we've created a standalone Size Curve Generator module to create Size Curves, and have them be dynamically updated. To support existing Size Spread capabilities in Item Plan forecasting and Assortment Planning, we automatically create a Size Spread with the same name for each Size Curve that is created. Below is how it works:

User created a dynamic Size Curve
System automatically creates a corresponding Size Spread
User uses the generated Size Spread in Item Plan & Assortment Plan

In the future, we will be deprecating Size Spreads and will only utilize Size Curves.

How can I set up my account to start using Size Curves?

Size Curves are generated at the SKU Location level. So there are 2 pieces of setup to enable Size Curves.

Ensure Your Account Is Set Up with Locations: When you go to Master Data > Locations, you should be seeing the appropriate locations for your account. Please see this article to learn more about location management in Toolio.
One Time Data Refresh for SKU x Location under Settings > Data Refresh. See below for how to do the Data Refresh for SKU x Location data.

Note: If you have any questions on how to set up Size Curves, please reach out to your Customer Success Manager.