Configuration & Settings

Using the Toolio Configuration Worksheet

How to approach and configure your attributes and options using the Toolio Configuration Worksheet

Written by Jay Tian
Updated over a week ago

Using Mappers to Map Data to Toolio Attributes

This document will provide an overview of how to create a Mapper, to set the Mapper as default, and to use the Mapper in a manual import.

Written by Eytan Daniyalzade
Updated over a week ago

User Roles & Access

Managing user access and roles in Toolio.

Written by Angela Qiu
Updated over a week ago

Scheduled Reports Deliveries

How to schedule report deliveries to email on a Monthly, Weekly, Daily or Custom recurrence.

Written by Caitlin Dubay
Updated over a week ago

Organization time zone

Toolio supports data coming in from multiple time zones but all data is converted to the organizational time zone.

Written by Eytan Daniyalzade
Updated over a week ago

Creating Custom Attributes

Toolio uses attributes for planning and reporting. Please see below for how to define custom Attributes.

Written by Eytan Daniyalzade
Updated over a week ago

Creating and managing Options

Options define the values that single-select Attributes can take. Please see the steps below on how to manage Options.

Written by Eytan Daniyalzade
Updated over a week ago

Manage Time Frames

Written by Angela Qiu
Updated over a week ago

How to Configure Your Retail Calendar

Configure your retail calendar

Written by Eytan Daniyalzade
Updated over a week ago

Managing Spreads

How to add, delete, and edit spreads

Written by Angela Qiu
Updated over a week ago

Multi-currency support

Toolio has out of the box support for multi-currency data and currency conversions. Please see below for how it works.

Written by Eytan Daniyalzade
Updated over a week ago

NRF Color Groups

Please see here for a list of Color Groups or Color Families provided by the NRF.

Written by Jeremiah Luttrell
Updated over a week ago

Updates to Toolio: Merchandise Plan Interface

Review this article for an overview about our newest update to Toolio's Merchandise Planning module.

Written by Jeremiah Luttrell
Updated over a week ago

Metric Formatting Basis Points (bps) or %

Display your metrics in your desired format.

Written by Chris Conroy
Updated over a week ago

Updates to Toolio: BOP Calculations

Review this article for an overview about our newest update to Toolio.

Written by Jeremiah Luttrell
Updated over a week ago