One of the biggest challenges merchandisers face is aligning their top-down and bottom-up plans. Toolio's Assortment Rollup feature can help streamline the reconciliation process.

Assuming that you've already completed your Merchandise Plan in Toolio and are now building your Assortment Plans, you can easily compare between the two using the Assortment Rollup.

Navigate to the Assortment Plan Rollup by first selecting an existing Assortment Plan (or creating a new one). After you have selected an Assortment Plan, please click the dropdown arrow to expose the Rollup section:

You will now see the Assortment Rollup with the Product Mix on your right hand side:

Assortment Plan totals are referred to under the 'Rollup' column. You should use your Merchandise Plan values (referred to as 'Plan' in this section) as a reference point during the Assortment Planning process. As you save any changes to the Assortment, the values in the Rollup section will also update. For Merchandise Plan updates or if you like to manually update Rollup updates, you can use the 'Sync' option under three dots, menu button.

You can switch to Actualize mode for the Rollup section which will turn the Plan metrics to Act/Plan so that you can also monitor your reconciliation of Rollups during the in-season period as well.

You can adjust the metrics that you see in the rollup section by clicking the three dots and Assortment Plan Settings. You will be taken to the Assortment Plan Settings page where you can add metrics via the Add button on the bottom, or right click to remove metrics. You can also rearrange any of the metrics by clicking and dragging the line itself.