Toolio

Open the Rollups panel on the Merchandise Plan page to summarize your plan in tabs of KPI tiles, tables and charts.

How Do I Use the Rollups Panel in Merchandise Plan?

Features 

Product Updates

Status Page

Toolio Academy

Resources

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Getting Started With Toolio 

How Can I See if Toolio is Having an Outage?

Accessing Customer Support

Customer Support 

Platform

Change Event Operation Keys

Product Tips on Loading Screens

Change History Usage: Who Is Planning in Toolio?

Grid Capabilities

What Is the Product Summary Page?

What Is the Hierarchy Summary Page?

Dashboards

How Comp Metrics Are Calculated in Location Plans

Metrics

Managing the List of Scenarios

Scenario Playing

Importing Presentation Profiles

Sell-Down Curves

Changing Cluster Groups and Year-Over-Year Reporting

Intelligence Settings

How to Skip Forecasting for Specific Choices

Events Page

Intelligence

Toolio AI

What Is Tooli?

Creating and Scheduling an Agent

What Is Agent Hub?

Creating Dashboard Widgets with Tooli

Sharing a Tooli Conversation

How Do I Use Toolio Agents in Slack?

How Do I Build and Check Rollups Widgets with Tooli?

How Does Tooli Handle Your Data?

What Are Routines?

Charts, KPI Cards, and Live Grids in Tooli

Team Memory in Tooli

Tooli

Connecting to Toolio MCP Server

Toolio API Keys

Data & Integrations

Integration Guide

Managing Integrations

SSO Integration

Import Templates

Sharing Integration Credentials

Core Attribute FAQs

Integration FAQs

Integration Overview 

Importing Variant Location Plan Metrics into Assortment Plan

Testing Import Alerts and Webhooks

Importing Choices and Plan Metrics into Assortment Plan

Importing Data 

Exporting Deleted Choices

Exporting Data from a Grid

Exporting Recommended Purchase Orders at Document Level

Toolio / Slack Integration

Microsoft Azure Integration

How to Reclass Products in Toolio

Managing & Exporting Data

Data Population / Refresh

SFTP Managed File Transfer

Google Sheets integration

Automated CSV Feeds

CSV Integration

Google BigQuery Integration

Syncing Data & Pagination

Snowflake Integration

Amazon Redshift Integration

Looker Integration

Google Cloud Storage Integration

Data Warehouse Integration

Email Integration

Cin7 Integration

How Do I Connect GoodDay to Toolio?

Inventory & Order Management Integration 

NetSuite Integration

NetSuite Integration - Toolio Saved Searches

Troubleshooting NetSuite Saved Search Deployments

NetSuite Integration 

Fulfil.io Integration

Shopify Integration

Exchanges via Shopify

Markdowns via Shopify

Automating UI Tests in Toolio

Merchandise Plan Selectors

Test Automation

Master Data - Transfer Orders & Transfer Receipts Views & Reports

Master Data

Merchandise Planning 

Assortment Planning  

Creating NetSuite Inventory Items & Purchase Orders From Assortment Plan

Forward Inventory Position View

In-Season Business Review View

Retrend AP Views Overview

Workflows 

Next Generation Assortment Planning

Offset Receipt Metrics in Assortment Plan

Demand Influencers in Assortment Planning

Minimum Presentation Weeks in Receipt Generation

Forecast Accuracy in New Assortment Plan

How to Lock Receipts Through a Date

ABCXYZ Analysis

Location Assortment

Minimum Presentation Policies in Receipt Generation

Multi-Currency Planning in Assortment Plan

Similar Choices Tab

Forecast Confidence Score in New Assortment Plan

Line Planning

How Do I Use the Rollups Panel in Assortment Plan?

Assortment Rollup