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 +2
43 articles in this collection
Written by Eytan Daniyalzade, Jay Tian, Angela Qiu and 2 others
Features

Reconcile Merchandise Plan & Item Plan

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

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

Forecasting in Merchandise Plan

How to use the forecast function to generate gross sales plans.
Chris Conroy avatar
Written by Chris Conroy
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

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

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
Brandon Stine avatar
Written by Brandon Stine
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

Adding & Managing 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
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Merchandise Plan - Workflow Views

Index of the different workflows in Merchandise Plan module
Chris Conroy avatar
Written by Chris Conroy
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

Wholesale 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 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.
Eytan Daniyalzade avatar
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.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

First Sale Date & Choice/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
FAQ

Editing a Merchandise Plan View

Here 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.
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Cannot Edit a Cell

There are a few possibilities for why the cell in question may be read-only.
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Can multiple people be planning at the same time?

This covers how Toolio handles concurrent plan creation
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Adjustment Metrics

From BOP to EOP and the in-between
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Unable to Right Click on the Toolio Grid

If right click is not enabled on your Mac, this prevents right clicks on the Toolio Grid. Please see below on how to address this.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Not Displaying All Attributes

If you don't see the attribute you want displayed in your plan, you can manually add it to your view.
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Parent Value Cannot Be Less Than The New Value

This error might happen while doing % of TTL planning
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Less Than Locked Child Values Error

This error is returned when you are attempting to update a metric that currently contains locked values.
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Reconciling Inventory data between years

Please see how to diagnose when BOP for next year is not matching up with EOP of previous year
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago