Item Planning

Covers how to use the Item Planning module, provides an overview of the features and SKU planning workflows.

Jay Tian avatar Kristen Henry avatar Angela Qiu avatar
15 articles in this collection
Written by Jay Tian, Kristen Henry, and Angela Qiu
Features

Generating Receipts using a Minimum Unit Threshold

Use the Min/Max function to ensure that your inventory position remains above a minimum threshold
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Generate Inventory and Receipts Function in Item Plan

Using the Generate Inventory from Receipts or Generate Receipts from Inventory functions to update plans in Item Plan
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

Generating Receipts in Item Plan

How to use the Generate Receipts feature to generate receipt plans and guide Purchase Order creation.
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

Seeding in Item Plan

Leverage historical information to create new Item Plans.
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

Sorting in Item Plan

Toolio allows you to easily sort by different attributes or metrics in Item Plan
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Forecasting in Item Plan

Forecasting automates the creation of Item Level sales (demand) projections.
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Using Groups to Plan on Multiple Levels

How to use Grouping to change the way you view or build your item plans
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

Using Time Frames and Time Groups

Adjusting the Time Frame and Time Grouping options in Item Planning
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

Pivoting Data in Item Plan

How to use Pivot views to transform your data and build dynamic reports.
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Written by Kristen Henry
Updated over a week ago

Generate Assortment Plan from Item Plan

How to generate Assortment Plan line items from Item Plan
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago

Pushing Products into Item Plan

How to generate Item Plan lines from Products/Variant
Angela Qiu avatar
Written by Angela Qiu
Updated over a week ago

Export Full Data from Item Plan

Reference these steps to export your data from Item Plan.
Kristen Henry avatar
Written by Kristen Henry
Updated over a week ago