Toolio

Review of the discounts applied to the forecasts in our Item Plan forecast function.

Forecasting Function - Discount Calculation

Chris Conroy

Eytan Daniyalzade

Angela Qiu

Covers how to use the Item Planning module, provides an overview of the features and SKU planning workflows.

Item Planning 

An Overview Of Features & Workflows In The Item Planning Module

Item Plan 101

Here you will find a comprehensive training video that covers all the features and standard functionality of Item Planning.

Item Plan End-to-End Walkthrough

Jay Tian

Overview

You can create organization level replenishment configuration or manage this granularly at product level.

Replenishment Configuration

Item Plan Module - Reports

Leverage historical information to create new Item Plans.

Seeding in Item Plan

How to configure attributes, metrics, filtering and grouping in the Item Plan

Configuring Views in Item Planning

How to use Grouping to change the way you view or build your item plans

Using Groups to Plan on Multiple Levels

Adjusting the Time Frame and Time Grouping options in Item Planning

Using Time Frames and Time Groups

How to use Pivot views to transform your data and build dynamic reports.

Pivoting Data in Item Plan

Setup Forecast Profiles to streamline Item Plan forecasting, by setting default forecasting preferences for specific groups of items

Forecast Profiles in Item Plan

Reference these steps to export your data from Item Plan.

Export Full Data from Item Plan

Jeffrey Sayavong

Features

A guide for the multiple methods of forecasting

Choosing the Right Forecast Method

Join our VP of Planning, Chris Conroy, as he walks through forecasting functionalities in Toolio

Forecasting Features in Toolio Webinar

Seeding Item Plan to Merchandise Plan

How to use the Size Spread field in our Item Plan forecast function to generate demand plans using size spreads.

Forecasting Function - Size Spread

How to use the Like for Like method in our Item Plan forecast function to generate demand plans for new choices built in Assortment Plan.

Forecasting New Choices from AP to IP

How to use the forecast function to generate demand plans for products.

Forecasting in Item Plan

How to generate Item Plan lines from Products/Variant

Pushing Products into Item Plan

Constrain Sales by Inventory

Item Planning incorporates cost & price information from the Product Master and / or Pricing Table. This article explains the details.

Function - Update Prices

Push Assortment Plan Buys to Item Plan to validate all metrics against your Merch Plan

Validating Seasonal Buys with Topline Plans

How to use the Generate Receipts feature to generate receipt plans and guide Purchase Order creation.

Generating Receipts in Item Plan

Use the Min/Max function to ensure that your inventory position remains above a minimum threshold

Generating Receipts using a Minimum Unit Threshold

How to update Receipts or Inventory without generating a new receipt plan.

Generate Inventory Function in Item Plan

How to generate Assortment Plan line items from Item Plan

Generate Assortment Plan from Item Plan

Item Plan allows you to plan at any level within the hierarchy, either top-down or bottom-up from the SKU level up.

Top Down & Bottom Up Planning In Item Plan

Item Plan allows you to generate a size spread based on historical or recent sales information. Please see this article on how.

Generating Size Spreads in Item Plan

See the steps below to import an Plan created outside of the platform into Toolio

Importing an Item Plan

Workflows 

How to use the Like for Like method in our Item Plan forecast function to generate demand plans for newer products.