Changelog
Follow up on the latest improvements and updates.
RSS
improved
Assortment Plan
Intelligence
AI
Like for Like Forecast
What's new
You can now generate an AI forecast for a new, replacement, or low-history choice by linking it to a similar choice and using that choice's sales pattern as the forecasting input.
What you can do
- Link a similar choice– Open the target choice's Offering Set, go to the Similar Choices tab, right-click an eligible similar choice, and select Link Choice (Like for Like Forecast).
- Forecast without sales history– Run forecasting and the system generates an AI Forecast for your choice using the linked choice's historical demand pattern, even if your choice has no sales data of its own.
- Review the result right away– The generated forecast is available for review inOriginal AI Forecast Unitsas soon as the run completes.
- Relink or unlink anytime– Point the link to a different similar choice, or remove it, whenever the comparison no longer fits.
Why it helps
- Get a realistic forecast for new or replacement products before they build up any sales history of their own.
- Keep historical sales data clean — linking never copies or alters sales records for either choice.
- Stay in control of the Forecast Type — unlinking keeps the choice on AI Forecast until you decide to switch it back.
Learn more in the AI Forecast help article.
improved
Merchandise Plan
🗂️ Scenario Sections in Merchandise Planning
What's new
You can now group your scenarios into sections in Merchandise Planning — the same way you organize your views. Related scenarios stay together, and your scenario menus stay tidy no matter how many scenarios your team maintains.
What you can do
- Create a section– Click Add Section at the top of the Change Scenarios or Show Other Scenarios menu and give it a name.
- Move a scenario into a section– Open Scenario Options → Change Section and pick a section, or choose No Section to move it back out.
- Select a whole section at once– In Show Other Scenarios, each section has a single checkbox that selects or clears all of its scenarios; a dash shows a partial selection.
- Reorder by dragging– Drag scenarios and whole sections to set the order they appear in your plan; a section's scenarios move together as a block.
Why it helps
- Find the right scenario quickly instead of scrolling one long list.
- Keep working plans, forecasts, and snapshots grouped the way your team thinks about them.
- Your plan columns follow the same order you set in the menu, so comparisons read the way you arranged them.
Learn more in the Scenario Planning help article.
improved
Assortment Plan
📍 Distinct Location Count metric on Assortment Plan
What's new
Toolio now has a Distinct Location Count metric in the Assortment Plan. For any choice, it shows how many distinct locations sell that choice in a given week, on both a Plan and Actual basis.
What you can do
- Add Distinct Location Count to your Metrics tab and reporting views, alongside the existing Distinct Style, Choice, and SKU Count metrics.
- See how many locations carry each choice in a given week, for both Plan and Actuals.
- Roll it up correctly over time and across your product hierarchy. A location that sells a choice in multiple weeks is counted once, not summed.
Why it helps
- Understand how widely each choice is distributed, not just how much it sells.
- Compare planned vs. actual location coverage to catch choices that are under or over distributed.
- Bring location breadth into your assortment decisions as a first-class metric.
improved
Intelligence
📌 Pin and share the partition you're working on
What's new
When you open a
Size
, Sales
, or Location Curve
and select a partition, Toolio now keeps that partition pinned to the top of the partition list, shows it in the panel title, and lets you link straight to it.What you can do
- Keep your place— the partition you select stays pinned (and highlighted) at the top of the list, so it stays in view while you review its spreads or contributions, no matter how long the list is or how far you scroll.
- Know what you're viewing— the panel title now shows the curve and the selected partition (for example,Men / Footwear), so it's always clear which values are on screen.
- Jump straight to a partition— your selection is saved in the page link, so you can bookmark it or share a link that opens the curve with that exact partition already selected.
Why it helps
On curves with many partitions, it was easy to lose track of which one you had open once the list scrolled. Now your selection stays put, the title keeps you oriented, and you (or a teammate) can jump back to the exact partition in one click — less scrolling, fewer mis-clicks, and faster reviews.
improved
Assortment Plan
Allocation
Jump straight to the right size curve partition
What's new
When you open a size curve from the Assortment Plan or Allocation Plan, it now takes you straight to the partition that matches the choice you clicked — instead of always dropping you on the first one. And any partition you're viewing now has its own shareable link.
What you can do
- Open the right partition in one click– Click "Open size curve" from a choice in the Assortment Plan or Allocation Plan and land directly on that choice's partition.
- Share a link to an exact partition– The link updates as you switch partitions, so you can send a teammate a URL that opens the precise partition you're looking at.
- See where you are at a glance– The panel title now shows the partition next to the curve name (e.g. "Spring Dresses / Kids - Clothing").
- Trust the fallback– If a choice doesn't map to a partition, you land on the first one and get a clear heads-up instead of quietly seeing the wrong data.
Why it helps
- Skip the manual hunt for the partition that goes with your choice.
- Point a colleague straight to the exact partition you're discussing.
- Always know which partition you're looking at without second-guessing.
improved
Assortment Plan
📏 See a choice's actual sizes right on the Assortment Plan grid
What's new
Hover any cell in the
Size Curve
column on the New Assortment Plan grid to instantly see the actual variant sizes
a choice's assigned product carries — with a one-click copy
button. The same size details (Variant Size Values, Size Curve Size Values, and Size States) now also appear in the choice status Validations → Details
panel even when size selection passes, not only when it fails.What you can do
- Glance at a choice's real sizes right on the grid — no need to open the Offerings panel or wait for a validation error.
- Hover a Size Curve cell to see Variant Size Values, Size Curve Size Values, and Size States together.
- Copy any size list to your clipboard in a single click.
Why it helps
Until now, a choice's real sizes were only visible by digging into the Offerings panel — or when a size-validation check failed. Surfacing them directly on the grid lets you spot-check size coverage and catch mismatches while you plan, without breaking your flow.
We've enhanced our OOTB Retrend views with a Period-to-Go (PTG) version — giving planners a forward-looking read on how their plans have shifted, not just a full-lifecycle one.
What's new
The PTG Retrend view shows Period-to-Go versions of:
Original Forecast Gross Sales — your inputs plan
Gross Sales Plan — your current plan
System Gross Sales Plan — where retrend suggests
Instead of comparing full lifecycle totals, PTG isolates what's still ahead — so planners can clearly see how their remaining plan has changed, and align faster on what to do next.
Why it matters
The original Retrend release showed lifecycle-level impact. PTG answers the more actionable question: "From today forward, how different is my plan now vs. my input plan?" — without noise from weeks that have already played out.
new
Allocation
🎛️ Allocation Strategies Summary Widgets
What's new
You can now add summary widgets above the Allocation Strategies grid to get a quick read on your strategies before you calculate and allocate — how many are ready to run, which are missing setup, and how much supply is available to push — without scanning individual rows.
What you can do
- Add widgets from the kebab menu– Click the menu in the top-right corner of the Allocation Strategies page and select Add Widget to pick which widgets to show. Use Select all to toggle the whole set at once.
- Check readiness at a glance– Strategy Readiness shows the split across Calculated, Ready to Calculate, Warning / In Progress, and Blocked, so you can see what's runnable before a calculation pass.
- Catch setup gaps and timing risk– Setup Completeness flags strategies missing a location list, size curve, sales curve, or start date, and Lifecycle Timeline surfaces strategies allocating past their end date plus what's starting, ending, or phasing out soon.
- See the supply on the table– Supply to Allocate and Inbound POs show source on-hand, on-order, and inbound PO units for the current filter set.
- Jump from a number to the rows behind it– Click a widget breakdown row, like Blocked or "no size curve," to filter the grid down to exactly those strategies.
- Keep your setup in your view– Your widget selection and order are saved with your view, so they persist across reloads, view switches, and shared links, and colleagues see the same layout when you send them a URL.
Why it helps
- Know what's ready to run — and what's blocked or missing setup — before you kick off a calculation.
- Spot timing and supply issues early instead of finding them mid-allocation.
- Widgets are off by default, so your grid stays clean until you decide to add them.
You can read more about it here. Also if you have suggestions on other helpful widgets, please get in touch with us!
improved
Settings & Configuration
⚙️ See and assign Rulesets from the View Permissions screen
What's new
You can now see and assign the
Metric Rule Set
for each View directly from Settings → Module Settings → View Permissions
. A new Ruleset
column shows which rule set each View uses, and admins can change it inline — no need to open each View one at a time.What you can do
- See every View's ruleset at a glance– The new Ruleset column displays the assigned rule set (or "None") for each View, right alongside its permission level, context, and creator.
- Assign or change a ruleset inline– Pick a rule set from the dropdown, or set it back to "None" to fall back to Output Metrics. Copy/paste or drag-and-drop values across rows to update many Views at once.
- Filter by ruleset– Use the toolbar filter to quickly find all Views on a given rule set.
Why it helps
- Manage ruleset assignments in bulk from one screen instead of opening each View individually.
- Audit at a glance which Views are on which rule set, so your team's plans flex consistently.
Toolio Restricted Views remain locked and can't be edited from this screen.
Learn more: Public & Private Views
There's a new course covering Toolio's Allocation Redistribution engine — calculating Excess, Shortfall, and Potential Lost Sales, matching stores with excess to stores in need, setting up redistribution groups, working the matrix, running the engine, and reviewing and exporting the resulting recommendations as transfer orders.
If you're new to redistribution or just want a refresher before your next run, this is the one to take!
Head on over to Toolio Academy to learn more!
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