Toolio

Covers how to use the Next Gen Assortment Planning module, provides an overview of the features and line planning work-flows.

Next Generation Assortment Planning

Segment your assortment by performance and demand predictability — configure ABCXYZ analyses in Settings and view the resulting grades as columns on your Line Plan.

ABCXYZ Analysis

Translate your cluster-level assortment plan into a location-level view — see which choices are present at each location, filter and group by location attributes, and manage exclusions.

Location Assortment

Choose how Minimum Presentation combines with forecasted demand — Additive, Balanced, or Inclusive — on a per-choice basis.

Minimum Presentation Policies in Receipt Generation

How to plan in multiple currencies in Assortment Plan — set unit costs and retail prices per cluster currency, with automatic exchange rate conversion across metrics and reporting.

Multi-Currency Planning in Assortment Plan

Explore up to 20 similar products for any selected choice directly within the Assortment Plan Offering Set.

Similar Choices Tab

What the Forecast Confidence Score is, how to read the popup metrics, and how to pick the right forecast method

Forecast Confidence Score in New Assortment Plan

Line Planning

Configure rules that automatically group RPO line items by attributes like Vendor, Style, or Season and assign unique PO numbers to each group.

Recommended Purchase Orders - PO Numbering Rules

How to build a pack catalog, assign packs to choices, and optimize a Recommended Purchase Order into prepacks and singles.

Ordering in Packs (Prepacks) on Purchase Orders

PO Recommendations and Approval Workflows

PO Manager

Turn your partners' consumer demand forecast into partner inventory projections and week-by-week sell-in shipment recommendations.

Wholesale Sell-Out Planning

Workflows

Product Updates

Status Page

Toolio Academy

Resources

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