Next Generation Assortment Planning
Covers how to use the Next Gen Assortment Planning module, provides an overview of the features and line planning work-flows.
16 articles
Receipt Overrides in APReceipt overrides allow you to manually update system-generated recommendations
Assortment Plan SettingsSetting target plan type and target plan scenario in AP
Assortment Plan - Context Menu ActionsThis article outlines Context Menu Actions on Assortment Plan
Assortment Markdown PlanningMarkdown Planning provides the platform for managing the end of a product lifecycle balancing sell through and margin considerations.
New Assortment - Planning - Out of the Box WorkflowsOverview of Out of the Box Views for Line Building and Metrics Sections on the new Assortment Plan
Best Practices for Creating Choices: Repeat vs. ExtendWhen building assortments, you’ll often need to decide whether to repeat or extend an existing choice. Understanding the differences will help you manage strategies, inputs, and product lifecycles more effectively.
Choice Status PanelThe Choice Status panel gives a quick view of a Choice’s health — showing validations, background tasks, and key IDs for easy troubleshooting and sharing.
Location Lists in Assortment Plan
PO Manager
PO Recommendations and Approval Workflows
Recommended Purchase Orders - Splitting Purchase Orders by WarehouseHow to create Warehouse Split Profiles and split Purchase Orders
Collaboration in Assortment PlanHow collaboration works in Assortment Plan at choice level and inbox of comments
Using Style or CC Counts in Assortment Plan for Hindsighting and ReportingTrack and analyze your assortment breadth using Distinct Style, Choice, and SKU Counts for better planning, reporting, and hindsighting.
Reporting
Overview of how to use Assortment Plan Reporting and Out of the Box Reports
Assortment Plan Reporting OverviewToolio's Assortment Plan module provides powerful reporting capabilities to analyze assortments across product and time hierarchies.
Snapshotting Assortment Plan ReportsToolio allows snapshotting the current version of the Assortment Plan for comparison later on.
Tooli InsightsTooli Insights is a smart analytics capability built into that helps you understand your business performance across time — fast.