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Merchandise Planning
Covers how to use the Merchandise Planning module, provides an overview of the features, and demonstrates end-to-end planning workflows.
Multiple Plans in Merchandise Plan
Snapshots in Merchandise Plan
Reconcile Merchandise Plan & Item Plan
Generate Inventory in Merchandise Plan
Grouping & Dynamic Hierarchy
Forecasting in Merchandise Plan
Creating a Planning Attribute
Filtering Data
Moving Data from Toolio into Excel
Understanding Open To Buy
Reset Plan Values
Seeding Your Plan Using Historical Data
Time-Based (horizontal) Planning and Spreading
Bottom-Up Planning
Planning by % of TTL in Merchandise Plan
Using the Reallocate Function
Adding & Managing Conditional Formatting Rules
Handling carryover & clearance products through Lifecycle attribute
Common Planning Workflows in Toolio
Merchandise Plan - Workflow Views
In-Season Planning Workflow
Pre-Season Planning Workflow
In-Season Planning - Workflow Retail
Wholesale Planning Workflow
Pre-Season Planning - Workflow Retail
Reporting - Merchandise Plan Module
In-Season Planning & Reforecasting Workflows
Inventory Planning Workflows
Flowing On Order to Receipts
Projecting from Retail Calendar to Gregorian
First Sale Date & Choice/Style Count Planning
Importing a Merchandise Plan
Editing a Merchandise Plan View
Cannot Edit a Cell
Can multiple people be planning at the same time?
Adjustment Metrics
Unable to Right Click on the Toolio Grid
Not Displaying All Attributes
Parent Value Cannot Be Less Than The New Value
Less Than Locked Child Values Error
Reconciling Inventory data between years