Allocation Module Views and Data Sets

Overview

Allocation is a detailed crucial workflow of an organization. Allocators need to act and react quickly to changing trends in the stores by sku by active assortment. Toolio has created out of the box views that can help identify risks and opportunities as well as the impacts your strategy changes have on your Inventory Turn and Sales Plans.

Allocation Strategies Section

Purpose: Set your strategies. Filter it for your needs and Save As. Treat like your Location Product Matrix.

Mandatory Fields:

Location List
Order Cycle / Safety Stock
Start Date
Demand Type
Demand (depending on Demand Type)
Sales Curve
Size Curve
Location Curve

Non-Mandatory Fields:

End Date
Presentation Profile
Phase Out Date

Allocation Strategies - Views

View Name	Defaults	Purpose
Section: `Toolio - Allocation Strategies` View: `Toolio - Allocation Strategies`	This view has no Default Filters and will be all of your choices.	This View is to set your strategies. Filter it for your needs and `Save As`. Treat like your Location Product Matrix. The last 2 columns will give you the last time the allocation was executed and the status

View Name	Defaults	Purpose
Section: `Toolio - Allocation Strategies` View: `Toolio - Source Has Inv And No Strategy`	Filters: Source Current Inventory >= 5 and Start Date is empty.	This view limits your choices down to ones that have not been given a strategy but do have inventory at the Source (warehouse/DC). Add any additional filters to help narrow down and specify your needs. You can also Filter by Source On Order to see future goods as well.

View Name	Defaults	Purpose
Section: `Toolio - Allocation Strategies` View: `Toolio - Strategies Require Inputs`	Filters: Status has any of `Requires Inputs`, `Ready to Calculate` or `Requires Initial Execution or User Input`.	This view narrows down strategy that have been started but not run yet either do to completion of the mandatory fields or timing.

View Name	Defaults	Purpose
Section: `Toolio - Allocation Strategies` View: `Toolio - Strategy Issues`	Filters: Status has any of `Failed`, `Warning`.	This view is to see any failed strategies or any strategies with warnings of a size mismatch.

Allocation Strategies - Allocation Details View

View Name	Defaults	Purpose
Section: `Toolio - Plan` View: `Toolio - Store Forecast`	This will default to information on the choice you have selected. Timeframe is for the Past 4 Weeks + the Next 9 Weeks. It filters the sizes and locations based on your curves and choice ID you have selected.	It contains all the metrics needed to validate your allocation output. Use this to review the forecast generated, the in transit on its way and the transfers to go.

Allocation Plan - Views

View	Data Set	Purpose
Section: `Toolio - Plan` View: `Toolio - Allocation Topline`	Section: `Toolio - Plan` Dataset: `Toolio - Current Allocation This Week + Next 2 Weeks`	This report shows a quick view into the BOP to EOP for each location highlighting the transfers from actuals to recommended. Add levels to the Groups to zoom in and out of product details.

View	Data Set	Purpose
Section: `Toolio - Plan` View: `Toolio - Allocation by Choice`	Section: `Toolio - Allocation` Dataset: `Toolio - Current Allocation This Week + Next 2 Weeks`	This report shows a quick view into the BOP to EOP for each Choice that has an allocation strategy, highlighting the transfers from actuals to recommended for each store. A great way to spot check your key drivers and/or new launches and how these will be stocked in stores.

View	Data Set	Purpose
Section: `Toolio - Plan` View: `Toolio - Store Forecast`	Section: `Toolio - Reports` Dataset: `Toolio - Store Forecast - Last 4 Weeks + Next 9 Weeks`	Use this to review the forecast generated, the in transit on its way and the transfers to go by week.

View	Data Set	Purpose
Section: `Toolio - Plan` View: `Toolio - Store Item Plan`	Section: `Toolio - Plan` Datasets: `Toolio - Inventory With No Plan - Stores` This dataset highlights the skus you have inventory in but no sales plan for. Add more filters to fine tune your dataset. `Toolio - No Transfers, Sales Planned - Stores` This dataset highlights the skus where you do have a sales plan but no transfers are in the current week + next 2 weeks. `Toolio - Sales Planned - Stores` This dataset is meant to filter to the assortment you plan on selling in stores. You can review your transfers, BOP and KPI's to ensure they are in-line with your goals. `Transfers Planned - Stores` This dataset filters for items that are being planned to transfer in the current week + the next 2 weeks. This can help your warehouse know what the overall units are expected to leave for proper staffing as well as being able to get a full list of everything being transferred.	This view lets you dive into the product to the store level to find you exceptions or outliers.

View	Data Set	Purpose
Section: `Toolio - Reports` View: `Toolio - Assortment Grid`	Section: `Toolio - Plan` Dataset: `Toolio - Current Allocation This Week + Next 2 Weeks` OR Section: `Toolio - Reports` Dataset: `Toolio - Last Week`	This view will show your assortment by store. The data is less important in this view as it really should be used as a way to understand how your strategies breakdown to store and product. This report would normally be shared with store ops so they can communicate to the stores what their assortments are based on the strategies. Hopefully limiting stores calling in saying they don't have a certain color or style.

View	Data Set	Purpose
Section: `Toolio - Reports` View: `Toolio - Product Performance`	Section: `Toolio - Reports` Dataset: `Toolio - Last Week`	This shows the best sellers of last week (or longer). Allocators can look quickly at the company best sellers and dive into the stores to see any red flags or allocation strategy changes needed.

View	Data Set	Purpose
Section: `Toolio - Reports` View: `Toolio - ROS`	Section: `Toolio - Reports` Dataset: `Toolio - ROS Data`	This View was intended to help users figure out their rate of sale in order to use that Demand Type in Allocation Strategies. ROS is Average Per Week divided by store count. It is using the last 4 weeks of data.

Related Articles:

Allocation 101

Process and Flow

Demand Types

Item Plan Module - Reports

Viewing & Managing Data Imports

Allocation 101

Location Lists In Allocation Strategies

Allocation Validation