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 PlanToolio offers you to configure and maintain multiple independent plans at different time and attribute granularities
Snapshots in Merchandise PlanToolio offers you to take snapshots of your plans and revisit any time in future as you like.
Reconcile Merchandise Plan & Item PlanOverview of reconciliation feature and out of the box views to compare your top down and bottom up plans.
Generate Inventory in Merchandise PlanHow to update Inventory automatically or manually
Grouping & Dynamic HierarchyHow to use Grouping and Dynamic Hierarchy to change the way you view or build your plans
Forecasting in Merchandise PlanHow to use the forecast function to generate gross sales plans.
Creating a Planning AttributeIf you want to updates the Attributes that you plan by, please see the steps below.
Filtering DataRead here to see how you can filter data on Toolio
Moving Data from Toolio into ExcelToolio supports the ability to copy data from Excel files and to paste directly into Toolio, and vice versa.
Understanding Open To BuyUsing Open To Buy metrics to improve your inventory management workflow
Reset Plan Values
Seeding Your Plan Using Historical DataLeverage historical information or data from another attribute to create new plans.
Time-Based (horizontal) Planning and SpreadingSet top time-based metrics and spread them over individual months and weeks
Bottom-Up PlanningPlan bottom-up by setting lower level metrics and rolling up its impacts to higher levels in your hierarchy
Planning by % of TTL in Merchandise PlanPlan your hierarchy with percentages by utilizing the % of TTL variant
Using the Reallocate FunctionHow to reallocate planned values into another attribute option
Adding & Managing Conditional Formatting RulesHow to add Conditional Formatting Rules to improve data visualization
Common Planning Workflows in ToolioThis article covers how to configure views for common planning workflows in Toolio
Handling carryover & clearance products through Lifecycle attributeSee how you can handle carryover & clearance products and remnant inventory on Toolio
Merchandise Plan - Workflow ViewsIndex of the different workflows in Merchandise Plan module
In-Season Planning WorkflowOut Of Box Views in Merchandise Planning Module to help build workflows and process
Pre-Season Planning WorkflowOut Of Box Views in Merchandise Planning Module to help build workflows and process
In-Season Planning - Workflow RetailOut Of Box Views in Merchandise Planning Module to help build workflows and process
Wholesale Planning WorkflowOut Of Box Views in Merchandise Planning Module to help build workflows and process
Pre-Season Planning - Workflow RetailOut Of Box Views in Merchandise Planning Module to help build workflows and process
Reporting - Merchandise Plan ModuleWeekly reports to review sales actuals vs plan and LY.
In-Season Planning & Reforecasting WorkflowsOnce you create an initial plan, you will likely be reforecasting on a periodic basis. This article covers how Toolio facilitates that.
Inventory Planning WorkflowsToolio supports various inventory & receipts planning workflows. Read below to learn more.
Flowing On Order to ReceiptsPart of the in-season planning process is flowing On Order into Receipts, when you know you cannot affect the receipts.
Projecting from Retail Calendar to GregorianToolio supports projecting your Plans in Retail Calendar into Gregorian Calendar.
First Sale Date & Choice/Style Count PlanningToolio automatically captures historical new choice and style counts and enables planning these moving forward.
Importing a Merchandise PlanSee the steps below to import a Merchandise Plan created outside of the platform into Toolio
Topline Product Performance - Merchandise Plan ReportsMulti-level report to hone in on your category performance and WOS.
Topline Product ST% - Merchandise Plan ReportsMulti-level report to hone in on your category performance and ST%.
Topline Gross to Net - Merchandise Plan ReportsShowing the impacts of discounts and returns on your sales and margin.
Editing a Merchandise Plan ViewHere we will cover how you can customize an out of the box (OOB) view & workflow in the merchandise plan module to fit your business needs.
Cannot Edit a CellThere are a few possibilities for why the cell in question may be read-only.
Can multiple people be planning at the same time?This covers how Toolio handles concurrent plan creation
Adjustment MetricsFrom BOP to EOP and the in-between
Unable to Right Click on the Toolio GridIf right click is not enabled on your Mac, this prevents right clicks on the Toolio Grid. Please see below on how to address this.
Not Displaying All AttributesIf you don't see the attribute you want displayed in your plan, you can manually add it to your view.
Parent Value Cannot Be Less Than The New ValueThis error might happen while doing % of TTL planning
Less Than Locked Child Values ErrorThis error is returned when you are attempting to update a metric that currently contains locked values.
Reconciling Inventory data between yearsPlease see how to diagnose when BOP for next year is not matching up with EOP of previous year