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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Getting Started With Toolio 

How Can I See if Toolio is Having an Outage?

Accessing Customer Support

Customer Support 

Platform

Change Event Operation Keys

Product Tips on Loading Screens

Change History Usage: Who Is Planning in Toolio?

Grid Capabilities

What Is the Product Summary Page?

Dashboards

Managing the List of Scenarios

Scenario Playing

Importing Presentation Profiles

Sell-Down Curves

Changing Cluster Groups and Year-Over-Year Reporting

Intelligence Settings

Events Page

Intelligence

Toolio AI

What Is Tooli?

Creating and Scheduling an Agent

What Is Agent Hub?

Creating Dashboard Widgets with Tooli

Sharing a Tooli Conversation

Charts, KPI Cards, and Live Grids in Tooli

Team Memory in Tooli

Tooli

Connecting to Toolio MCP Server

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Data & Integrations

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SSO Integration

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Core Attribute FAQs

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Importing Variant Location Plan Metrics into Assortment Plan

Testing Import Alerts and Webhooks

Importing Data 

Exporting Deleted Choices

Toolio / Slack Integration

Microsoft Azure Integration

Managing & Exporting Data

SFTP Managed File Transfer

Google Sheets integration

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Snowflake Integration

Amazon Redshift Integration

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Google Cloud Storage Integration

Data Warehouse Integration

Email Integration

Cin7 Integration

Inventory & Order Management Integration 

NetSuite Integration

NetSuite Integration - Toolio Saved Searches

Troubleshooting NetSuite Saved Search Deployments

NetSuite Integration 

Fulfil.io Integration

Shopify Integration

Exchanges via Shopify

Markdowns via Shopify

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Creating NetSuite Inventory Items & Purchase Orders From Assortment Plan

Features 

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In-Season Business Review View

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Workflows 

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How to Lock Receipts Through a Date

ABCXYZ Analysis

Location Assortment

Minimum Presentation Policies in Receipt Generation

Multi-Currency Planning in Assortment Plan

Similar Choices Tab

Forecast Confidence Score in New Assortment Plan

Line Planning

Recommended Purchase Orders - PO Numbering Rules

Ordering in Packs (Prepacks) on Purchase Orders

PO Manager

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Multiple Allocation Strategies

Minimum Presentation Policies in Allocation

Rounding Protection

Configuration

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Toolio - In Stock % View

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Setting up Allocation Strategies W/O AP Seeding

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Recommended Transfer Orders

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Recommended Redistribution Orders

Configuration & Settings

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Using the Toolio Overlay

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Toolio Overlay