Assortment Planning

Covers how to use the Assortment Planning module, provides an overview of the features and line planning work-flows.

Jay Tian avatar Kristen Henry avatar Chris Conroy avatar +3
32 articles in this collection
Written by Jay Tian, Kristen Henry, Chris Conroy and 3 others
Features

Creating NetSuite Inventory Items & Purchase Orders from Assortment Plan

How to Generate a NetSuite Purchase Order from Assortment Plan in Toolio
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Written by Jay Tian
Updated over a week ago

Configuring Assortment Planning Views

How to configure attributes, metrics, and grouping for your assortment plan views
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Written by Jay Tian
Updated over a week ago

Understanding the Assortment Rollup

The Assortment Rollup feature in Toolio helps you reconcile between your Merchandise Plan and Assortment Plan forecasts
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Written by Jay Tian
Updated over a week ago

Managing Single-Select Attributes in Assortment Plan

Options define the values that single-select Attributes can take. These can be added on the fly in Assortment Plan.
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Written by Brandon Stine
Updated over a week ago

Using & Configuring Clusters in Assortment Plan

How to use and configure and use clusters in Toolio's AP Module
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Written by Jay Tian
Updated over a week ago

View All Assortment Plan Items in Models

You can view and manage all assortment plan items in Toolio by going through Account > Models
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Written by Brandon Stine
Updated over a week ago

Carrying Forward Products and Defining Like-for-Like Products using the Hindsight Mode

Carrying Forward Products and Defining Like-for-Like Products using the Hindsight Mode
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Written by Jay Tian
Updated over a week ago

Understanding the Product Mix feature

How to use the Product Mix feature to understand and evaluate your Assortment Plan
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Written by Jay Tian
Updated over a week ago

Importing Existing Line Plans into Toolio

How to import line plans (i.e. assortment plans) created externally
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Written by Jay Tian
Updated over a week ago

Planning by % of TTL in Assortment Plan

Plan your assortment with percentages by utilizing the % of TTL variant
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Written by Brandon Stine
Updated over a week ago

Spread Management in Assortment Planning

The Spread Management feature allows you to easily break down style level plans to the size and channel levels
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Written by Jay Tian
Updated over a week ago

Using Hindsight mode to Compare against Historic Data

How to use Hindsight mode in your Assortment Plan to compare against historic values
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Written by Jay Tian
Updated over a week ago

Exporting Assortment Plans

How to export your assortment plan outside of Toolio
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Written by Jay Tian
Updated over a week ago