Toolio

Add Ons & Resources

What the Toolio Overlay is, why it is useful, and how to install it from the Chrome Web Store and sign in with your Toolio account.

Getting Started with the Toolio Overlay

How to read the Product Stats panel, use collection-page chips and sorting, configure the overlay, and jump into Toolio.

Using the Toolio Overlay

What the Toolio Overlay can and cannot access on your storefront, what it sends to Toolio, how sign-in and offboarding work, and how updates are reviewed and released.

Toolio Overlay Security and Privacy

See your live Toolio data right on your own storefront. Install, sign in to, and get the most out of the Toolio Overlay browser extension.

Toolio Overlay

Product Updates

Status Page

Toolio Academy

Resources

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Create your workspace and invite the people you work with.

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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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A quick lap of the product so you know where everything lives.

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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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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

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

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 Data 

Exporting Deleted Choices

Exporting Data from a Grid

Toolio / Slack Integration

Microsoft Azure Integration

Managing & Exporting Data

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

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

Allocation

Multiple Allocation Strategies

Minimum Presentation Policies in Allocation

Rounding Protection

Configuration

Importing Allocation Strategies

Allocation Strategies - Summary Widgets

Exporting Allocation Strategies

Unconstrained Need Units in Allocation

Overriding Gross Sales Units in Allocation

Toolio - In Stock % View

Business Overview (Allocation OOTB View)

Setting up Allocation Strategies W/O AP Seeding

Allocator In-Season Views Overview

Recommended Transfer Orders - Summary Widgets

Recommended Transfer Orders

Redistribution - Location Transfers Between Stores

Recommended Redistribution Orders

Configuration & Settings

Collections