We’re excited to introduce Gallery View—a brand-new way to visualize your data in Toolio!

With Gallery View, you can now turn your reports into visual, card-based layouts, making it easier than ever to analyze top-performing products, compare across time periods, and share insights with your team.

Go to the Reporting module.

Gallery View is a great way to visualize performance, spot trends, and drive faster decision-making across your team. Give it a try and let us know what you think!

You can read more about it here.

We’ve expanded the Scheduled Snapshots capabilities for the Merchandise Planning (MFP) module to include a Daily recurrence option—providing greater flexibility for teams that need more frequent data capture.

This enhancement is available via , and applies to snapshots created for the Merchandise Plan module.

Check out the help documentation for more information about the Scheduled Snapshots.

We’re thrilled to introduce , the first generation of our Toolio Chatbot, built to bring powerful insights and planning assistance directly to your fingertips.

Tooli is designed to summarize and interpret your data intelligently. While this initial release focuses on New Assortment Planning, Tooli is just the beginning. In the future, it will evolve into a full-fledged AI Planning Agent—capable of:

This first version is available only to customers using the New Assortment Planning (New AP) module with data already loaded. As we expand access to other Toolio modules, Tooli will become available to more users across the platform.

Our primary goal is to learn how you want to interact with AI-driven planning. To that end:

To help you get started:

We’re excited to announce an enhancement to the Recommended Purchase Order (RPO) workflow: you can now choose to consolidate or keep separate receipt dates when creating POs. By checking or unchecking the new “Consolidate Dates” option, you can either combine all incoming receipts into a single line with the earliest delivery date for simplified bulk ordering, or maintain separate lines for each receipt with its original receipts schedule for more precise, staggered planning. This added flexibility makes it easier to align purchasing with your business needs and supplier timelines.

Read more here on the help article.

Previously, selecting cells in Compare Mode triggered the like-for-like workflow. Now, selecting cells shows a grid summary—including min, max, avg, and sum—just like in standard mode.

Try it out and get instant insights across your selection!

We’re pleased to announce the release of the Delink Choice from Placeholder feature in Toolio. This new capability allows users to remove an assigned actual choice from a placeholder, clearing all associated metrics to ensure data accuracy. By simply selecting the item, right-clicking, and choosing “Delink Choices,” planners can return a line to its placeholder state and freely reassign a new product from the Style Bank. This enhancement offers greater flexibility for correcting errors, updating assortments, and maintaining clean, reliable plans.

Read more about it in the help article here.

We’re excited to announce the launch of the Ignore Receipts functionality in Toolio’s Line Planning module. This new feature allows planners to exclude system-generated receipts from their Adjusted plan by simply checking the Ignore Receipts box and saving. Once enabled, regenerating receipts will zero out the Adjusted line, ensuring BOP values reflect the absence of system-suggested receipts. This gives teams greater flexibility to model plans based on their own assumptions and strategies, without being constrained by automated recommendations.

Read more about it in the help article here.

We’re excited to announce the release of Location Exclusions, a powerful new capability designed to give your teams granular control over where specific products can and cannot be planned or allocated.

Location Exclusions let you restrict product availability at specific locations based on a range of factors—like supplier rules, regional constraints, or brand guidelines. Whether you're planning assortments or setting allocation strategies, you can now centrally manage these exclusions with ease and transparency.

Previously, managing product-to-location restrictions meant tedious workarounds using clustering logic, manual overrides, or allocation hacks. Now, with Location Exclusions, Toolio helps you:

Each exclusion dynamically impacts clustering, ROS (rate of sale), and more—ensuring your plan reflects reality.

If a product's attributes change (e.g., a Category update, Style No), Toolio will re-evaluate its eligibility automatically in Phase 2. But now, you need to manually trigger this via "Reload Exclusion Index" for the specific choice(s) in AP to ensure accurate planning.

We’re exploring effective date support for temporary exclusions, some automations and improvements.

You can read more about the Location Exclusions here.

We’re excited to bring the Green Run Button feature—previously introduced in Assortment Plan—to Merchandise Plan!

With this update, instead of processing a request for every individual input change, all modifications will be bundled and sent only when you click the Green Button. This improvement enhances usability, making adjustments to line planning configuration smoother and more efficient.

You can now add Purchase Order document-level attributes directly to the Recommended Purchase Order (RPO) screen such as Ship Terms, Vendors etc. This enhancement is in direct response to customer feedback requesting more flexibility and visibility when generating and reviewing recommended POs.

To configure it, similarly on how you'd add an attribute, go to Settingss > Organizational Settings > Attributes and select "Recommended Purchase Order Document" from the options and create your attribute.