Locations are an important component to data actualization and planning workflows. Even if you are not reporting or planning explicitly at the location level, your locations serve as the linkage to classify your data and plans at the channel or region levels. Please see below for a detailed walkthrough of how to import and manage locations in Toolio
Importing Locations
To import your locations, simple navigate to your Toolio Settings > Imports. You can click 'New Import' and select Location:
You can find a sample Location import here which can be used as an import template. You can also find documentation around the required fields here.
Once your import is completed, you can view and manage your location settings under Master Data > Location.
Managing Locations
If you've already imported your location data, you can manage your existing locations directly in Master Data > Location:
Here, you can directly make changes to your location settings by:
Renaming values such as 'Location Name' and 'Location External Id'
Simply click on any cell and type in the new value, making sure to save your changes when prompted
Changing 'Is Source Location' to True/False
Click on the cell and select from the dropdown, making sure to save your changes
Managing source locations
Right click on any location line and select 'Manage Sources' - you will see all Source locations (locations where 'Is Source Location' = True) populate below:
From here, you can assign the following:
Location Eligibility - Indicates whether the destination location is able to receive inventory from a source location
Lead Time (Days) - The duration in days for inventory from the source location to be received and available to sell at the destination location
Priority - The prioritization of the source location, i.e. if Source Location 1 has priority 0 and Source Location 2 has priority 1, Source Location 1 will be the preferred source
Please see here for more details around how Locations & Source locations are used when generating Receipts in Item Plan.
Is Allocation Allowed
To define locations that are eligible for allocation, a flag is available in the location master data to define the whether locations are allowed to be included in allocations. simply set the flag to TRUE for any store that is allowed to receive allocations of inventory including the Online location. The source locations do not specifically need to be selected as TRUE as they will automatically be included as required. This setting reduces the number of locations that shows up in the curves and location lists.
Location Source Setup
To drive allocation source and destination relationships, the supply chain must be defined to provide the allocation engine with the priority of sources and lead time from source to destination location.
Navigate to Master Data > Location
Right click on a location and select Manage Sources
Select the source location and enter the lead time (including picking/processing time) to transfer stock from the source in question to the destination location. Note that you can specify multiple source locations but a priority needs to be established.
Is Selling Location and Selling Location
For Automated Clusters in next generation Assortment Plan, you'd need to configure your Selling Locations. This is important especially for two cases:
To define your Warehouses as Non-Selling Locations so that these Locations are not included in the Rate of Sale calculations which is the base of the forecast function to generate your Sales Plans
Second, to unify your locations which may attribute to a single location such as having multiple warehouses -which are selling locations- for your Web channel
To Configure
Use CMD+K and type "Locations" or
Navigate to Settings Menu
Go to Configuration > Organization Settings > Locations
Make sure your view includes 'Is Selling Location' and 'Selling Location'
Then to make a change, double click on the sell, and you'll be prompted with a dropdown which includes your options that are defined under 'Options' section for Selling Location and True/False options for Is Selling Location attribute
After you make your changes, click on Save.
Defining Locations
For Warehouses, set 'Is Selling Location' to False
For Web-Warehouses where there are sales attributed to, leave 'Is Selling Location' as True and define Selling Location
For all your other Locations, keep the configs as is which is by default 'Is Selling Location' : True and 'Selling Location' : (Uncategorized)
Then make sure that you create a new snapshot of your Automated Cluster Group. Please follow the instructions here for more.
FAQs
How does Toolio Allocation support multiple warehouses?
Toolio natively supports multiple warehouse allocation. For that, each store needs to be configured with the list of sources it can pull inventory from. You can set this up in Manage Sources setting explained here.
For each Destination Location, the following information would be provided:
Which source it can pull from and the priority pertaining to the source
Lead time from each of the sources
This can also be imported in data integration as can be seen in this example where Store-1 can be fulfilled from Warehouse 1 and Warehouse 2.
Once you have each source configured for a destination, Toolio's allocation algorithm generates the transfer from the higher priority source if possible, and then moves to the lower priority stores, while keeping the Lead Time from each source in consideration.
Related Articles
Using and Configuring Clusters