Changelog
Follow up on the latest improvements and updates.
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new
Assortment Plan
🔍 Rate of Sale Product Preview
What's new
You can now preview exactly which products are included in a Rate of Sale calculation, right from the ROS model dialog — no guesswork needed.
What you can do
- Preview matching products– Click "Preview Products" in the ROS model dialog to see a gallery of all choices that match your current filters and timeframe.
- See key metrics at a glance– Each product card shows gross sales units, AUR, returns rate, and total allowances so you can validate the inputs driving your ROS.
- Preview a single row– When viewing ROS for a specific choice, the preview automatically narrows to just that product.
- Jump to Reporting– Click "View in Reporting" to open the full Assortment Reporting view, pre-filtered and grouped by the same choices, for deeper analysis.
Why it helps
- Understand what's behind the numbers — see the actual products driving a Rate of Sale value before you commit to a plan.
- Catch filter mistakes early by verifying that the right products are included.
- Move seamlessly from ROS review to detailed reporting without re-entering filters.
improved
Merchandise Plan
Intelligence
AI
Tooli Insights is Now Available in Merchandise Financial Planning
We’ve expanded Tooli Insights to support the Merchandise Financial Planning (MFP) module, allowing planners to ask performance and planning questions directly within their workflow.
Tooli automatically detects the module you are working in and responds using the relevant data. When you're in MFP, Tooli analyzes MFP metrics such as sales, receipts, inventory, and plan variance to generate insights.
What you can do
Ask questions in the context of:
- Performance & Variance
- Planning & Forecast
- Inventory & Receipts
- Conversational follow-ups:hierarchy (division, department, class), scenario, metrics
Real-time scenario analysis
You can now create a new scenario and immediately ask Tooli questions about it, without waiting for data refresh cycles.
Assumptions & current limitations
- If no scenario is specified, Tooli assumes the Master scenario
- If no timeframe is specified, Tooli assumes the last season (last 13 weeks)
- Derived metrics are not yet supported (planned for a future release)
- Extremely granular queries requiring very large data retrieval may return a performance protection message
Read more about Tooli Insights in this help article.
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new
Merchandise Plan
🔄 Reset Plan Values
You can now reset all plan values for a specific timeframe — like a week or month — back to zero, directly from the column header.
What you can do
- Reset an entire timeframe at once – Right-click a column header (when timeframes are in columns), then select Functions > Reset Plan Values to zero out all plan values for that period.
- Start fresh before re-planning – Use this when you want to redo a month from scratch or before copying values from another period.
Why it helps
- No need to manually clear cells one by one — reset an entire week or month in two clicks.
- Makes it easy to re-plan a period or prepare it for a copy-paste from another timeframe.
new
Assortment Plan
🔄 Disable Retrend per Choice
What's new
You can now turn off retrending at the choice level in Assortment Planning. A new "Disable Retrend" checkbox lets you control which choices get retrended and which ones keep their original forecast untouched.
What you can do
- Turn off retrend for specific choices– Uncheck the Disable Retrend checkbox on any choice to stop retrending from adjusting its forecast. The system removes retrend changes and preserves your original forecast as-is.
- Re-enable retrend anytime– Check the box again and the system picks retrending back up for that choice — no need to redo anything.
- On by default when Retrend is active– If Retrend is turned on, new choices come with the checkbox already selected so your current workflow stays the same unless you decide to change it.
Why it helps
- Fine-tune your forecast at the choice level without turning off Retrend for the entire plan.
- Keep original forecasts intact for specific choices where retrend adjustments aren't needed.
- Quickly toggle retrend on or off per choice as your planning needs evolve.
new
Settings & Configuration
đź“‹ Duplicate Exporter Configurations
What's new
You can now duplicate any exporter configuration with a single right-click. Instead of rebuilding an exporter from scratch, just select "Duplicate" from the context menu and get an exact copy — mapper, filters, integration details, trigger frequency, and all — ready to tweak.
What you can do
- Duplicate any exporter– Right-click on an exporter configuration and select "Duplicate" to instantly create a copy with all settings carried over.
- Start from a working setup– The copy includes everything from the original: mapper, filters, integration details, and trigger frequency. Just rename it and adjust what you need.
- Find it where you'd expect– The "Duplicate" option sits right in the context menu next to Edit, so it's always one click away.
Why it helps
- Save time when setting up similar exporters — no need to configure everything from scratch.
- Reduce errors by starting from a known-good configuration instead of building a new one manually.
- Easily create variations of an exporter for different scenarios (e.g., different filters or schedules) without re-entering shared settings.
improved
Merchandise Plan
Share Private Scenarios in Merchandise Plan
You can now share private MFP scenarios with other users in Merchandise Planning.
Previously, private scenarios were only visible to their creator. With this update, you can collaborate more effectively by granting access to specific team members, without making the scenario public to everyone.
What’s new:
- Share private MFP scenarios with selected users
- Assign access as Viewer (view-only) or Editor (can make changes)
- Maintain control over visibility and collaboration
This makes it easier to review, align, and iterate on plans while keeping sensitive work scoped to the right audience.
Read more about Scenario Planning in this help article.
new
Assortment Plan
đź”— Assortment Plan Reporting to Line Plan Deep-Link
You can now jump straight from Assortment Plan Reporting into the Assortment Plan with one click — filtered to the exact attribute you were looking at, with your date range, scenario, and other options carried over automatically.
What you can do
- Click through from any attribute column– Hover over a choice attribute cell (e.g. Division, Department, Class) in the Reporting grid and click the link icon to open the Assortment Plan filtered to that value.
- Keep your context– Your current Reporting dataset options (date range, scenario, etc.) travel with the link, so the Assortment Plan opens in the same state — no need to re-select filters.
- Open in a new tab– The Assortment Plan opens in a separate tab, so you don't lose your place in Reporting.
Why it helps
- Go from seeing a number in Reporting to exploring the plan behind it without manually recreating filters.
- Works the same way as the Allocation Plan → Allocation Strategy deep-link you may already be using.
- Saves time when you need to drill into specific attributes across Reporting and the Assortment Plan.
Below is what it looks like in action
improved
Assortment Plan
Intelligence
Location Exclusion Improvements
We’ve made location exclusions easier to manage and understand.
Override Location Exclusions
- You can now override a location exclusion rule.
- This allows you to include a location even if it’s excluded by a rule.
Simplified “Manage Exclusion” Dialog (AP)
- Removed redundant checkboxes.
- Removed the separate “Location List Rule” column.
- If a rule exists, you’ll now see the rule name directly.
- If blank, no location list rule applies.
New “Source” Column
- Shows where the final inclusion/exclusion state comes from.
- System → driven by system rules.
- Adjusted → manually overridden.
- Example: Excluded by rule → Source = System, Manually included → Source = Adjusted
Read more about Location Exclusion in this help article.
new
Merchandise Plan
🌱 Seeding for Daily Merchandise Plans
What's new
You can now seed a Merchandise Plan that uses a daily calendar — filling it with data from another daily MP as the starting point for your plan.
What you can do
- Seed your daily MP– Open the Seed dialog on any day-level Merchandise Plan and populate it using data from another daily MP.
- Choose a daily MP as your source– When your target plan is daily, the source selector shows only Day Level Plans, keeping your options relevant and clean.
Why it helps
- Saves time when starting a new daily plan — no need to manually enter values from scratch.
- Keeps your seeding workflow consistent: the same Seed dialog you already know now works for daily MPs too.
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