Changelog
Follow up on the latest improvements and updates.
RSS
improved
Settings & Configuration
Product Update: Enhanced Conditional Formatting Dialog
We’ve rolled out improvements to the Conditional Formatting experience to give you more control and clarity when managing rules.
✅
What’s New
- Name Your Rules: You can now assign a custom name to each rule using the new Name input field—available as the first field in the dialog.
- Smarter Rule Display: Named rules will be shown with your custom labels. If no name is provided, we’ll continue to use the existing naming convention.
improved
Settings & Configuration
Importer Change Tracking Now Available
You can now view the last updated time of an importer. This helps ensure that no unauthorized or unexpected changes have occurred since the last time you completed data validation.
If you suspect that an importer may have been modified, you can:
- Check the “Last Updated” timestamp directly in the importer list.
- Review detailed modifications in the Change History, accessible via the “Toolio - Import Updates” view.
This feature improves visibility and auditability of importer configurations, especially during data onboarding or validation workflows.
improved
Merchandise Plan
Assortment Plan
Item Plan
Allocation
Ability to delete all Conditional Formatting at once
Previously you had to delete Conditional Formatting rules one by one, which could be time consuming if you had many rules. Now, you can delete all Conditional Formatting with one click.
improved
Merchandise Plan
Assortment Plan
Item Plan
Allocation
Ability to delete all Separators at once
Previously you had to delete separators one by one, which could be time consuming in large views. Now, you can delete all separators with one click.
improved
Settings & Configuration
Admin Feature: See and change permissions of Private Scenarios
- All scenarios—public or private—are now visible to Admins users.
- Admins can now edit permissions of any scneario, regardless of its visibility setting.
- This empowers power users to help unblock teams, make corrections, and ensure continuity across planning efforts.
new
Assortment Plan
📢 New Feature: % of Total Now Supported for Distinct Count Metrics
You can now use % of Total (TTL) with Distinct Style, Choice, and SKU Count metrics in Toolio. This makes it easier to understand how each item contributes to your overall assortment breadth—whether by style, choice, or SKU.
Where it works:
- Assortment Plan Reporting views
Use case example:
- Quickly see what % of your total assortment is made up by a specific style or cluster.
No setup needed—this is live now!
To learn more about Distinct Count Metrics, check out our help article here.
new
Assortment Plan
📢 New Release: Gallery View in Reporting is Here!
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.
🔍 What You Can Do
- Spot Top-Sellers:See your best-performing groups at a glance with visual cards.
- Compare to Last Year: Quickly enable side-by-side views for YoY comparisons.
- Group Your Way: Use Group By to display performance at the Class, Department, or other levels.
- Customize Cards: Choose which metrics and attributes to display—including optional product images.
- Limit by Rank: Focus on your top 10, 20, or any number of groups using row limits.
🚀 How to Get Started
Go to the Reporting module.
- Switch to Gallery View at the top right
- Set your filters, groupings, and metrics—and you’re good to go!
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.
new
Merchandise Plan
Settings & Configuration
Daily Scheduled Snapshots for MFP
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
Settings > Data Management > Scheduled Snapshots
, and applies to snapshots created for the Merchandise Plan module.What’s New?
Daily Recurrence Option
- A new Daily frequency is now available under the Recurrence field when scheduling snapshots.
- Allows automatic daily backups of selected MFP scenarios.
Use Case: High-Frequency Planning
- Supports planning teams that update scenarios frequently and require tighter version control.
- Provides improved data traceability and confidence in rolling updates.
Storage Optimization
- As a general system measure to manage data storage, we’ve introduced a cleanup process that removes snapshots older than 30 days.
- This applies automatically to scheduled snapshots and helps keep system performance optimized.
- It is not configurable by users and not surfaced in the UI.
Recap: Previously Released Enhancements
- Module Name Selection:Choose between Merchandise Plan or Assortment Plan when creating a snapshot.
- Context-Specific Snapshot Fields:
- Merchandise Plan: Select a Scenario (snapshot name is automatically derived).
- Assortment Plan: Manually enter a Snapshot Name.
- Consistent Snapshot Fields:Naming Convention (incremental or time-based), Recurrence (now including Daily for MFP), and Time remain standard across modules.
Check out the help documentation for more information about the Scheduled Snapshots.
new
Assortment Plan
Analytics
AI
Tooli Insights
We’re thrilled to introduce
Tooli
, the first generation of our Toolio Chatbot, built to bring powerful insights and planning assistance directly to your fingertips.What is Tooli?
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:
- Identifying opportunities
- Simulating planning scenarios
- Enabling seamless approval and execution by the user
Current Availability
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.
Why This Release Matters
Our primary goal is to learn how you want to interact with AI-driven planning. To that end:
- We will anonymously record your prompts to improve Tooli’s capabilities and user experience.
- Your feedback will be critical in shaping the future of Tooli’s roadmap and integration with other planning modules.
To help you get started:
- Watch the release video to see Tooli in action.
- Check out the help documentation for guidance on how to make the most of Tooli in your planning workflows.
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.
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