Merchandise Planning

Covers how to use the Merchandise Planning module, provides an overview of the features, and demonstrates end-to-end planning works-flows.

Eytan Daniyalzade avatar Summer Stewart avatar Jay Tian avatar +1
30 articles in this collection
Written by Eytan Daniyalzade, Summer Stewart, Jay Tian and 1 other
Features

Using the Reallocate Function

How to reallocate planned values into another attribute option
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Grouping & Dynamic Hierarchy

How to use Grouping and Dynamic Hierarchy to change the way you view or build your plans
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Planning by % of TTL

Plan your hierarchy with percentages by utilizing the % of TTL variant
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

Top-down planning and spreading

Plan top-down by setting top-level metrics and spreading to lower levels in your hierarchy
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Bottom-up planning

Plan bottom-up by setting lower level metrics and rolling up its impacts to higher levels in your hierarchy
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Time-based (horizontal) planning and spreading

Set top time-based metrics and spread them over individual months and weeks
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Written by Eytan Daniyalzade
Updated over a week ago

Locking and Spreading

Lock the metrics / dimensions you want to hold constant in your spread operations.
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Written by Eytan Daniyalzade
Updated over a week ago

Seeding your plan using historical data

Leverage historical information or data from another attribute to create new plans.
Summer Stewart avatar
Written by Summer Stewart
Updated over a week ago

Scenario Playing

Using Toolio's Scenario Playing capability, you can plan out multiple scenarios in a single place. See below for more info.
Summer Stewart avatar
Written by Summer Stewart
Updated over a week ago

Inverse calculations and changing output metric

See below for how you can change which metric is an input and which metric is an output.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Adding Conditional Formatting Rules

How to add Conditional Formatting Rules to improve data visualization
Jay Tian avatar
Written by Jay Tian
Updated over a week ago
Planning Workflows

Inventory Planning Workflows

Toolio supports various inventory & receipts planning workflows. Read below to learn more.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Common Planning Workflows in Toolio

This article covers how to configure views for common planning workflows in Toolio
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

In-Season Planning & Reforecasting Workflows

Once you create an initial plan, you will likely be reforecasting on a periodic basis. This article covers how Toolio facilitates that.
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Written by Eytan Daniyalzade
Updated over a week ago

Flowing On Order to Receipts

Part of the in-season planning process is flowing On Order into Receipts, when you know you cannot affect the receipts.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Updating BOP (Beginning of Plan) values for the first week

Toolio connects inventory values from one year to the other. See here for how to update BOP values for the beginning of the year.
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Written by Eytan Daniyalzade
Updated over a week ago

Projecting from Retail Calendar to Gregorian

Toolio supports projecting your Plans in Retail Calendar into Gregorian Calendar.
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Written by Eytan Daniyalzade
Updated over a week ago

Importing a Merchandise Plan

See the steps below to import a Merchandise Plan created outside of the platform into Toolio
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Written by Eytan Daniyalzade
Updated over a week ago

Choice and Style Count Planning

Toolio automatically captures historical new choice and style counts and enables planning these moving forward.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago