Toolio

Covers how to use the Allocation module, provides an overview of the features, and demonstrates end-to-end planning workflows. 

Allocation

How to create allocation strategies in bulk using a file import.

Importing Allocation Strategies

Toolio - In Stock % View

Business Overview (Allocation OOTB View)

Setting up Allocation Strategies W/O AP Seeding

An 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.

Allocator In-Season Views Overview

Workflows

Generate, review, and export system-recommended transfers that rebalance inventory across your locations.

Redistribution - Location Transfers Between Stores

Review and export system-recommended transfers that move inventory between locations to clear excess and cover shortfall.

Recommended Redistribution Orders

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