Item Planning

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

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

Overview

Item Plan 101

An Overview Of Features & Workflows In The Item Planning Module

Written by Jay Tian
Updated over a week ago

Item Plan End-to-End Walkthrough

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

Written by Jeremiah Luttrell
Updated over a week ago

Features

Item Plan Module - Reports

Item reporting to highlight big impacts.

Written by Chris Conroy
Updated over a week ago

Seeding in Item Plan

Leverage historical information to create new Item Plans.

Written by Jeremiah Luttrell
Updated over a week ago

Configuring Views in Item Planning

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

Written by Jay Tian
Updated over a week ago

Sorting in Item Plan

Toolio allows you to easily sort by different attributes or metrics in Item Plan

Written by Jay Tian
Updated over a week ago

Using Groups to Plan on Multiple Levels

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

Written by Jeremiah Luttrell
Updated over a week ago

Using Time Frames and Time Groups

Adjusting the Time Frame and Time Grouping options in Item Planning

Written by Jeremiah Luttrell
Updated over a week ago

Pivoting Data in Item Plan

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

Written by Jeremiah Luttrell
Updated over a week ago

Forecast Profiles in Item Plan

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

Written by Jeremiah Luttrell
Updated over a week ago

Export Full Data from Item Plan

Reference these steps to export your data from Item Plan.

Written by Jeremiah Luttrell
Updated over a week ago

Workflows

Seeding Item Plan to Merchandise Plan

Written by Caitlin Dubay
Updated today

Forecasting in Item Plan

How to use the Forecasting feature to generate demand plans for existing core products.

Written by Chris Conroy
Updated over a week ago

Pushing Products into Item Plan

How to generate Item Plan lines from Products/Variant

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

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.

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

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.

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

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.

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.

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

Written by Eytan Daniyalzade
Updated over a week ago