Workflows
9 articles
- 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.