Allocation
Covers how to use the Allocation module, provides an overview of the features, and demonstrates end-to-end planning workflows.
14 articles
Configuration
Overview of different inputs to fine-tune the Toolio Allocation algorithms
- Multiple Allocation StrategiesHow to run more than one allocation strategy on the same actual choice using Related Strategies, Allocation Groups, and Allocation Strategy Priority.
- Minimum Presentation Policies in AllocationChoose how Minimum Presentation combines with forecasted demand — Additive, Balanced, or Inclusive — on each Allocation Strategy.
- Rounding ProtectionHow Toolio rounds a transfer quantity up instead of down when strict rounding would leave a store projected to stock out before its next order cycle.
- Importing Allocation StrategiesHow to create allocation strategies in bulk using a file import.
- Allocation Strategies - Summary WidgetsAdd at-a-glance summary widgets above the Allocation Strategies grid to check readiness, setup gaps, and available supply before you calculate and allocate.
- Exporting Allocation StrategiesHow to export Allocation Strategies data from Toolio to cloud storage (S3, SFTP, Azure, or GCS) or as a downloadable CSV
- Unconstrained Need Units in AllocationSee what units you'd need to ship if supply weren't limited, side-by-side with your real constrained allocation numbers.
- Overriding Gross Sales Units in AllocationHow to override forecasted Gross Sales Units in Allocation Details and how System Gross Sales Units preserves the original system value.
- Toolio - In Stock % View
- Business Overview (Allocation OOTB View)
- Setting up Allocation Strategies W/O AP Seeding
- Allocator In-Season Views OverviewAn overview of the out-of-the-box views designed to support an allocator's day-in-the-life — from daily exception management to weekly business reviews.
Recommended Redistribution Orders
Review and export system-recommended transfers that move inventory between locations to clear excess and cover shortfall.