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 +4
31 articles in this collection
Written by Eytan Daniyalzade, Jay Tian, Angela Qiu and 4 others
Features

Replenishment Configuration

You can create organization level replenishment configuration or manage this granularly at product level.
Jeffrey Sayavong avatar
Written by Jeffrey Sayavong
Updated over a week ago

Item Plan Module - Reports

Item reporting to highlight big impacts.
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Seeding in Item Plan

Leverage historical information to create new Item Plans.
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Configuring Views in Item Planning

How to configure attributes, metrics, filtering and grouping in the Item Plan
Jay Tian avatar
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
Jay Tian avatar
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
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Using Time Frames and Time Groups

Adjusting the Time Frame and Time Grouping options in Item Planning
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Pivoting Data in Item Plan

How to use Pivot views to transform your data and build dynamic reports.
Brandon Stine avatar
Written by Brandon Stine
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
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Export Full Data from Item Plan

Reference these steps to export your data from Item Plan.
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago
Workflows

Choosing the Right Forecast Method

A guide for the multiple methods of forecasting
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Forecasting Features in Toolio Webinar

Join our VP of Planning, Chris Conroy, as he walks through forecasting functionalities in Toolio
Caitlin Dubay avatar
Written by Caitlin Dubay
Updated over a week ago

Seeding Item Plan to Merchandise Plan

Caitlin Dubay avatar
Written by Caitlin Dubay
Updated over a week ago

Forecasting Function - Size Spread

How to use the Size Spread field in our Item Plan forecast function to generate demand plans using size spreads.
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Forecasting New Choices from AP to IP

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.
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

Forecasting in Item Plan

How to use the forecast function to generate demand plans for 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

Constrain Sales by Inventory

Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Function - Update Prices

Item Planning incorporates cost & price information from the Product Master and / or Pricing Table. This article explains the details.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
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.
Brandon Stine avatar
Written by Brandon Stine
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.
Brandon Stine avatar
Written by Brandon Stine
Updated over a week ago

Generate Assortment Plan from Item Plan

How to generate Assortment Plan line items from Item Plan
Brandon Stine avatar
Written by Brandon Stine
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