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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Getting Started With Toolio 

How Can I See if Toolio is Having an Outage?

Accessing Customer Support

Customer Support 

Platform

Change Event Operation Keys

Product Tips on Loading Screens

Change History Usage: Who Is Planning in Toolio?

Grid Capabilities

What Is the Product Summary Page?

What Is the Hierarchy Summary Page?

Dashboards

Managing the List of Scenarios

Scenario Playing

Importing Presentation Profiles

Sell-Down Curves

Changing Cluster Groups and Year-Over-Year Reporting

Intelligence Settings

How to Skip Forecasting for Specific Choices

Events Page

Intelligence

Toolio AI

What Is Tooli?

Creating and Scheduling an Agent

What Is Agent Hub?

Creating Dashboard Widgets with Tooli

Sharing a Tooli Conversation

How Do I Use Toolio Agents in Slack?

Charts, KPI Cards, and Live Grids in Tooli

Team Memory in Tooli

Tooli

Connecting to Toolio MCP Server

Toolio API Keys

Data & Integrations

Integration Guide

Managing Integrations

SSO Integration

Import Templates

Sharing Integration Credentials

Core Attribute FAQs

Integration FAQs

Integration Overview 

Importing Variant Location Plan Metrics into Assortment Plan

Testing Import Alerts and Webhooks

Importing Choices and Plan Metrics into Assortment Plan

Importing Data 

Exporting Deleted Choices

Exporting Data from a Grid

Toolio / Slack Integration

Microsoft Azure Integration

How to Reclass Products in Toolio

Managing & Exporting Data

Data Population / Refresh

SFTP Managed File Transfer

Google Sheets integration

Automated CSV Feeds

CSV Integration

Google BigQuery Integration

Syncing Data & Pagination

Snowflake Integration

Amazon Redshift Integration

Looker Integration

Google Cloud Storage Integration

Data Warehouse Integration

Email Integration

Cin7 Integration

Inventory & Order Management Integration 

NetSuite Integration

NetSuite Integration - Toolio Saved Searches

Troubleshooting NetSuite Saved Search Deployments

NetSuite Integration 

Fulfil.io Integration

Shopify Integration

Exchanges via Shopify

Markdowns via Shopify

Assortment Planning  

Creating NetSuite Inventory Items & Purchase Orders From Assortment Plan

Features 

Forward Inventory Position View

In-Season Business Review View

Retrend AP Views Overview

Workflows 

Next Generation Assortment Planning

Offset Receipt Metrics in Assortment Plan

Demand Influencers in Assortment Planning

Minimum Presentation Weeks in Receipt Generation

How to Lock Receipts Through a Date

ABCXYZ Analysis

Location Assortment

Minimum Presentation Policies in Receipt Generation

Multi-Currency Planning in Assortment Plan

Similar Choices Tab

Forecast Confidence Score in New Assortment Plan

Line Planning

Recommended Purchase Orders - PO Numbering Rules

Ordering in Packs (Prepacks) on Purchase Orders

Recommended Purchase Orders - System Recommended Warehouse Splits

PO Manager

Wholesale Sell-Out Planning

Workflows

Hub & Spoke Allocation

Allocation

Multiple Allocation Strategies

Minimum Presentation Policies in Allocation

Rounding Protection

Location Capacity in Allocation

Importing Location Capacity

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Importing Allocation Strategies