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Workflows
14 articles
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
Wholesale Planning WorkflowOut 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
Reconciling Between Different Merchandise PlansToolio allows reconciling between multiple plans. Below are the steps.