Item Planning

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

Eytan Daniyalzade avatar Jay Tian avatar Angela Qiu avatar +3
22 articles in this collection
Written by Eytan Daniyalzade, Jay Tian, Angela Qiu and 3 others
Workflows

Seeding Item Plan to Merchandise Plan

Caitlin Dubay avatar
Written by Caitlin Dubay
Updated today

Forecasting in Item Plan

How to use the Forecasting feature to generate demand plans for existing core products.
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Pushing Products into Item Plan

How to generate Item Plan lines from Products/Variant
Angela Qiu avatar
Written by Angela Qiu
Updated over a week ago

Validating Seasonal Buys with Topline Plans

Push Assortment Plan Buys to Item Plan to validate all metrics against your Merch Plan
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Generating Receipts in Item Plan

How to use the Generate Receipts feature to generate receipt plans and guide Purchase Order creation.
Jeremiah Luttrell avatar
Written by Jeremiah Luttrell
Updated over a week ago

Generating Receipts using a Minimum Unit Threshold

Use the Min/Max function to ensure that your inventory position remains above a minimum threshold
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Generate Inventory Function in Item Plan

How to update Receipts or Inventory without generating a new receipt plan.
Jeremiah Luttrell avatar
Written by Jeremiah Luttrell
Updated over a week ago

Generate Assortment Plan from Item Plan

How to generate Assortment Plan line items from Item Plan
Jeremiah Luttrell avatar
Written by Jeremiah Luttrell
Updated over a week ago

Top Down & Bottom Up Planning In 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.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Generating Size Spreads 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.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Importing an Item Plan

See the steps below to import an Plan created outside of the platform into Toolio
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago