We’re excited to introduce Product Hierarchy–based filtering in Toolio Merchandise Plan! In addition to standard filtering, you can now filter your data by selecting full paths or specific sub-nodes from your Product Hierarchy tree. This new functionality provides greater flexibility and precision, making it easier to drill down into the exact categories and levels of detail you need for analysis. It'll soon be available in Assortment Plan as well.

Read more on the help article here.

Now, you can reconcile against select metrics and preview the reconciliation prior to saving the changes. In order to do that, go to Reconciliation in Merchandise Plan, then select 'Reconcile with Preview' option. You'll see on the bottom, Metrics List, select single or multiple metrics that you'd like to reconcile against and click Reconcile button.

Read more on this help article here.

In many planning scenarios, users need to group entities flexibly based on business context rather than fixed hierarchies—such as grouping vendors by strategic importance, brands by performance tiers. These groupings are often ad hoc, user-defined, and not consistently supported by rigid data structures.

The objective of the Dynamic Groupings feature is to empower users with the ability to create, manage, and apply flexible, custom groupings of attribute values (e.g., brands, suppliers) within the planning interface. These groupings behave like hierarchical levels—allowing aggregation, filtering, and value spreading—without requiring changes to the underlying data model.

Read more on this help article here.

You can now pin all columns to the left or remove all pins directly from the column header menu in Assortment Plan, Compare, and the Metrics Panel.

This makes it easier to keep key columns visible while scrolling large grids and improves consistency with the existing Merchandise Plan functionality

We’ve released the Promotional Casuals Import function that makes it easier to apply promotions across multiple products and locations without manually listing every choice.

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Instead of listing out every choice/location, you can now define promotions using product (choice) and location filters.

Imports match existing promotions by name and update them automatically.

Promotions can apply to one or multiple weeks within a timeframe.

Promotions are applied at choice-location level for this first release.

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Required columns now include:

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You can read more about Promotional Casuals in our help center here.

When configuring an exporter, you’ll now see a Data Formatting section at the bottom of the exporter form. This allows you to choose how numeric values are displayed in your exports.

You can select from two options:

This flexibility ensures you can tailor exports to your preferred workflow, whether for quick reporting or deeper data analysis.

Note that we’ve released the Formatted/Unformatted option for the Item Plan exporters first. We’re continuing to roll this out across the remaining exporters and expect to complete those in the coming few days.

You can read more about Exporters in our help center here.

We’ve introduced two powerful new capabilities to help you better understand and validate how metrics are calculated in Toolio. These features are currently available in the Merchandise Planning & Item Planning modules and will be added to other modules in the future.

Please see more here.

Please see more here.

See both of these capabilities come together in this short video.

Previously, when creating promotional casuals, users were required to manually submit a list of locations using the Location List dropdown. This process could be time-consuming and less intuitive, especially when managing large or dynamic location sets.

With our latest update, we've replaced the Location List dropdown with a new Location Filters section. This enhancement allows users to filter locations based on key attributes—such as channel, region, or other location-specific criteria—making the selection process faster, more accurate, and scalable.

To ensure a smooth transition, we've also migrated all existing promotional casuals to align with the new system. Any previously selected locationIds have been preserved and integrated with the new filtering structure.

You can see it below and read more about Promotional Casuals here.

You can now copy size curve values from one location to all locations in just one click. Using the new option, you can quickly replicate a row across every location without needing to enter values one by one.

This update makes it much easier and faster to set up and manage static size curves, especially when you want to apply the same distribution across your entire store set.

You can see it below and read more about it here.

You can now see the Choice Count when assigning PLM or StyleBank entries to choices. This makes it easy to track how many choices have already been linked to each entry. Need to find unassigned items? Just filter by Choice Count = 0.

You can read more about it in our help center here.