Toolio

A glossary of the operation keys Toolio records in Change History, with the full list grouped by area.

Change Event Operation Keys

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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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A quick lap of the product so you know where everything lives.

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Getting Started With Toolio 

How Can I See if Toolio is Having an Outage?

Accessing Customer Support

Customer Support 

Platform

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

Toolio API Keys

Data & Integrations

Integration Guide

Managing Integrations

SSO Integration

Import Templates

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Importing Variant Location Plan Metrics into Assortment Plan

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Toolio / Slack Integration

Microsoft Azure Integration

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SFTP Managed File Transfer

Google Sheets integration

Automated CSV Feeds

CSV Integration

Google BigQuery Integration

Syncing Data & Pagination

Snowflake Integration

Amazon Redshift Integration

Looker Integration

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

Assortment Planning  

Creating NetSuite Inventory Items & Purchase Orders From Assortment Plan

Features 

Forward Inventory Position View

In-Season Business Review View

Retrend AP Views Overview

Workflows 

Next Generation Assortment Planning

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

Wholesale Sell-Out Planning

Workflows

Allocation

Multiple Allocation Strategies

Minimum Presentation Policies in Allocation

Rounding Protection

Configuration

Importing Allocation Strategies

Allocation Strategies - Summary Widgets

Exporting Allocation Strategies

Unconstrained Need Units in Allocation

Overriding Gross Sales Units in Allocation

Toolio - In Stock % View

Business Overview (Allocation OOTB View)

Setting up Allocation Strategies W/O AP Seeding

Allocator In-Season Views Overview

Recommended Transfer Orders - Summary Widgets

Recommended Transfer Orders

Redistribution - Location Transfers Between Stores

Recommended Redistribution Orders

Add Ons & Resources

Getting Started with the Toolio Overlay

Using the Toolio Overlay

Toolio Overlay Security and Privacy

Toolio Overlay