Toolio

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

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

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.

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

How to generate Item Plan lines from Products/Variant

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

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

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

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

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

How to generate Assortment Plan line items 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.

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

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