Toolio

Overview of reconciliation feature and out of the box views to compare your top down and bottom up plans.

Reconcile Merchandise Plan & Item Plan

How to update Inventory automatically or manually

How to use Grouping and Dynamic Hierarchy to change the way you view or build your plans

How to use the forecast function to generate gross sales plans.

If you want to updates the Attributes that you plan by, please see the steps below.

Read here to see how you can filter data on Toolio

Toolio supports the ability to copy data from Excel files and to paste directly into Toolio, and vice versa.

Using Open To Buy metrics to improve your inventory management workflow

Leverage historical information or data from another attribute to create new plans.

Set top time-based metrics and spread them over individual months and weeks

Plan bottom-up by setting lower level metrics and rolling up its impacts to higher levels in your hierarchy

Plan your hierarchy with percentages by utilizing the % of TTL variant

How to reallocate planned values into another attribute option

How to add Conditional Formatting Rules to improve data visualization

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