Merchandise Planning

Covers how to use the Merchandise Planning module, provides an overview of the features, and demonstrates end-to-end planning workflows.

Eytan Daniyalzade avatar Jay Tian avatar Angela Qiu avatar +3
44 articles in this collection
Written by Eytan Daniyalzade, Jay Tian, Angela Qiu and 3 others
Features

Custom Views

Using custom Views, you can create a more personalized view of the data you are looking at. Read below for more.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Reconcile Merchandise Plan & Item Plan

Overview of reconciliation feature and out of the box views to compare your top down and bottom up plans.
Jeremiah Luttrell avatar
Written by Jeremiah Luttrell
Updated over a week ago

Utilizing Folders

Caitlin Dubay avatar
Written by Caitlin Dubay
Updated today

Grouping & Dynamic Hierarchy

How to use Grouping and Dynamic Hierarchy to change the way you view or build your plans
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Actualize Your Plan Using the Act/Plan Metric

How to enable actuals within Toolio.
Caitlin Dubay avatar
Written by Caitlin Dubay
Updated over a week ago

Creating a Planning Attribute

If you want to updates the Attributes that you plan by, please see the steps below.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Filtering Data

Read here to see how you can filter data on Toolio
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Copying and Pasting Data From/Into Excel

Toolio supports the ability to copy data from Excel files and to paste directly into Toolio, and vice versa.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Features and capabilities of the Toolio Grid

Please see below for Toolio's support for commonly used grid-based features.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Updating Metric Names and Formulas

How to update and configure Metrics to fit your plan
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Understanding Open To Buy

Using Open To Buy metrics to improve your inventory management workflow
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Reset Plan Values

Angela Qiu avatar
Written by Angela Qiu
Updated over a week ago

Seeding Your Plan Using Historical Data

Leverage historical information or data from another attribute to create new plans.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Scenario Playing

Using Toolio's Scenario Playing capability, you can plan out multiple scenarios in a single place. See below for more info.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Locking and Spreading

Lock the metrics / dimensions you want to hold constant in your spread operations.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Top-Down Planning and Spreading

Plan top-down by setting top-level metrics and spreading to lower levels in your hierarchy
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Time-Based (horizontal) Planning and Spreading

Set top time-based metrics and spread them over individual months and weeks
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Bottom-Up Planning

Plan bottom-up by setting lower level metrics and rolling up its impacts to higher levels in your hierarchy
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Planning by % of TTL in Merchandise Plan

Plan your hierarchy with percentages by utilizing the % of TTL variant
Jeremiah Luttrell avatar
Written by Jeremiah Luttrell
Updated over a week ago

Using the Reallocate Function

How to reallocate planned values into another attribute option
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Inverse calculations and changing output metric

See below for how you can change which metric is an input and which metric is an output.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Adding Conditional Formatting Rules

How to add Conditional Formatting Rules to improve data visualization
Jay Tian avatar
Written by Jay Tian
Updated over a week ago
Workflows

Handling carryover & clearance products through Lifecycle attribute

See how you can handle carryover & clearance products and remnant inventory on Toolio
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Common Planning Workflows in Toolio

This article covers how to configure views for common planning workflows in Toolio
Jeremiah Luttrell avatar
Written by Jeremiah Luttrell
Updated over a week ago

In-Season Planning Workflow

Out Of Box Views in Merchandise Planning Module to help build workflows and process
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Pre-Season Planning Workflow

Out Of Box Views in Merchandise Planning Module to help build workflows and process
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

In-Season Planning - Workflow Retail

Out Of Box Views in Merchandise Planning Module to help build workflows and process
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Pre-Season Planning - Workflow Retail

Out Of Box Views in Merchandise Planning Module to help build workflows and process
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Reporting - Merchandise Plan Module

Weekly reports to review sales actuals vs plan and LY.
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

In-Season Planning & Reforecasting Workflows

Once you create an initial plan, you will likely be reforecasting on a periodic basis. This article covers how Toolio facilitates that.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Inventory Planning Workflows

Toolio supports various inventory & receipts planning workflows. Read below to learn more.
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Written by Eytan Daniyalzade
Updated over a week ago

Flowing On Order to Receipts

Part of the in-season planning process is flowing On Order into Receipts, when you know you cannot affect the receipts.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Projecting from Retail Calendar to Gregorian

Toolio supports projecting your Plans in Retail Calendar into Gregorian Calendar.
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Written by Eytan Daniyalzade
Updated over a week ago

Choice and Style Count Planning

Toolio automatically captures historical new choice and style counts and enables planning these moving forward.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Importing a Merchandise Plan

See the steps below to import a Merchandise Plan created outside of the platform into Toolio
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago