Changelog

Follow up on the latest improvements and updates.

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What's new
You can now plan unit costs, retail prices, and ticket values in local currencies directly within Assortment Plan — bringing the same multi-currency capability from Merchandise Plan down to the choice level in AP.
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What you can do
  • Plan in your cluster's local currency — Set unit cost, unit retail, and unit ticket in the currency for each selling region (e.g., euros for a European cluster, CAD for a Canadian cluster)
  • Switch between currencies at any time — In the Offering Set, toggle between Cluster Currency and any specific currency; numbers update automatically using your configured exchange rates
  • Track currency impact in Metrics — See how exchange rate changes affect your ticket prices and margins week over week across your planning horizon
  • View rolled-up data in Reporting — Control which currency you're viewing and see plan totals with exchange rate conversions applied
Why it helps
  • Global and regional teams can work in the currency that makes sense for their market — without manual conversion
  • Exchange rate shifts are reflected automatically across your plan on a time-series basis, so numbers always stay accurate
  • All data is stored in your organization's base currency, keeping rollups and cross-region comparisons consistent
Note: Multi-currency in AP requires a feature flag and cluster currency configuration. Reach out to your Customer Success Manager to get it enabled.
Read more on the help article here.

improved

Intelligence

Analytics

Promo Impact for Promotional Causals

What's new
When creating a Promotional Causal, you can now get a data-driven recommendation for the optimal promotion — and simulate different scenarios to see the expected demand impact before committing.
Screenshot 2026-06-16 at 17
What you can do
  • See a recommended promotion
    – When setting up a Promotional Causal, Toolio shows you a recommended Discount % and Expected Lift % based on historical promotional performance for the selected product, location, and timeframe.
  • Simulate a discount
    – Enter a Discount % and Toolio calculates the predicted Lift % you can expect.
  • Simulate a target lift
    – Enter a Target Lift % and Toolio recommends the Discount % needed to hit it.
  • Evaluate before you commit
    – Click
    Simulate
    at any point while building your causal to test scenarios without creating a promotion.
Screenshot 2026-06-16 at 17
Why it helps
  • Take the guesswork out of promotional planning — recommendations are powered by the Price Elasticity model for your partition.
  • Quickly compare promotion strategies and understand their expected demand impact in one place.
  • Test scenarios before applying them, so you go in with confidence.
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Note:
Promo Impact requires initial tenant setup. Reach out to your Customer Success Manager to enable it for your organization.
What's new
The Recommended Transfer Orders grid now supports row grouping with optional, configurable aggregation. Group your Transfer Orders by any column and choose which columns to roll up into a per-group value — calculated server-side, so even large sets stay fast.
What you can do
  • Group by any column
    – Organize the grid by size, color, source or destination location, and more.
  • Aggregate the columns you choose
    – Aggregation is configured per column, with the available methods depending on the column type: Sum, Average, Min, Max, and Count for numbers; Min, Max, and Count for dates; Count and Distinct Count for text.
  • Drill in when you need to
    – Expand any group to see the individual Transfer Orders beneath it.
Why it helps
  • Review and validate recommended transfers by location, category, or size at a glance, then dig into the detail only where it matters.
  • Stay responsive on large Transfer Order sets, since grouping and aggregation are computed on the server.
What's new
You can now add summary widgets above the Recommended Transfer Orders grid to get a quick read on your active result set — things like how many units are in scope, how many destinations are stocked out, or the split between allocations and redistributions — without having to dig through the rows yourself.
What you can do
  • Add widgets from the kebab menu – Click the menu in the top-right corner of the RTO page and select Add Widget to choose which widgets to show. Use Add all or Remove all to toggle the whole set at once.
  • See your transfer volume at a glance – The Allocation Summary widget shows Total Units across the filtered result set, with SKU count, location count, and transfer count underneath.
  • Spot stockout and inventory pressure – Widgets for Stockouts, Over-Max, and Below Min show what share of your recommendations fall into each category, so you can immediately see if a result set is skewed toward emergency replenishment.
  • Widgets are saved with your View – Your widget setup persists across reloads, view switches, and shared links, so your colleagues see the same layout when you send them a URL.
Why it helps
  • Get a summary of what's in scope without scanning individual rows — especially useful when working with large, filtered result sets.
  • Catch inventory pressure signals (stockouts, over-max, below-min) before you start approving transfers.
  • Widgets are off by default, so your grid stays clean until you decide to add them.
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Rate of Sales (ROS) can be calculated over multiple nonconsecutive time windows. See help article here for details of the calculations.
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improved

Assortment Plan

📐 Actuals in the Size Plan tab

Open a choice and head to the
Size Plan
tab — it now has the same
Actualize Scenario
option you already use on the Metrics tab. Turn it on and your actual sales get merged into the plan for periods that have already happened, so you can review size-level plans against what really sold.
What you can do
  • Actualize from the Size Plan tab
    – Open the scenario menu (the
    Master
    button in the toolbar), check
    Actualize Scenario
    , then refresh to see the blended view.
  • See real numbers for elapsed periods
    – Past weeks show actual values while future weeks keep your plan, with totals recomputing automatically.
  • Read the variant at a glance
    – Once actualized, variant labels update to
    Act / Plan - Adjusted
    and
    Act / Plan - System
    so it's clear what you're looking at.
Why it helps
  • Review size-level plans against actual performance without leaving the Size Plan tab or switching to Metrics.
  • Spot where a size's real sell-through is running ahead of or behind plan, mid-season.
  • Brings the Size Plan tab to parity with the Metrics tab, so the choice detail dialog behaves consistently.
Screenshot 2026-06-12 at 6
What's new
The
Allocation Plan
grid now supports
on-demand (lazy) loading
. Instead of loading every row up front, the grid loads only the top-level groups first and fetches the rows beneath each group as you expand them.
What you can do
  • Open large Allocation Plans much faster — only the top-level groups load initially, collapsed.
  • Expand a group to load its rows on demand; collapsing and re-expanding a group you've already opened is instant, with no re-fetch.
  • Turn lazy loading on or off anytime from the
    (more options) menu at the top right of the Allocation Plan page.
Lazy Loading toggle in the Allocation Plan more-options menu
Lazy loading currently applies when no metric filter is active — with a metric filter, the grid loads fully. Support for metric-filtered views is coming soon.
Why it helps
Large assortments across many locations no longer load all at once, so the Allocation Plan opens faster and stays responsive. Your numbers are identical whether lazy loading is on or off — only the loading behavior changes.
Want this turned on for your team?
Reach out to your Customer Success team.
You can now see how much to trust each forecast method — directly in the Assortment Plan line plan grid. A new Forecast Confidence Score tells you which method, Statistical or ML, is performing best for each cluster before you plan around it.
Screenshot 2026-06-11 at 12
What you can do:
  • See the score at a glance
    – The Forecast Confidence Score appears on each choice row in the line plan grid.
  • Dig into the details
    – Double-click the score to open the Forecast Confidence Metrics popup and compare Statistical and ML performance side by side.
  • Understand what's driving the score
    – Review three metrics per method per cluster: Confidence Score (overall trust), Model Accuracy (how well it tracked demand changes), and Data Quality (how clean and stable the underlying sales history is).
  • Pick your forecast method per cluster
    – Set each cluster to Statistical Forecast, ML Forecast, Best Confidence (Toolio picks the better scorer), or Organization Default.
  • Spot shaky forecasts before you commit
    – Scan for LOW scores across your line plan and give those choices a closer look before building receipts or setting buys.
Screenshot 2026-06-11 at 12
Why it helps:
  • Know which forecast method to trust for each cluster — without guessing.
  • Let Toolio automatically pick the better-performing method cluster by cluster using Best Confidence.
  • Catch low-confidence choices early, before they affect your buys.
For full details on the scoring methodology and forecast method selection, see our help documentation.
What's new
You can now remove individual products straight from the
ROS Product Preview
. Each product card has a new menu (the vertical "⋮" that appears on hover) with a
Remove from ROS Model
action — so you can curate exactly which products feed a Rate of Sale calculation without leaving the preview.
What you can do
  • Open the ROS Product Preview for a choice and review the products matching your filters.
  • Hover any card, open the
    menu, and choose
    Remove from ROS Model
    . The product is dropped from the preview and added to a "does not include" filter on the ROS model.
  • Keep removing as many products as you like — they're collected into a single exclusion. Hit
    Save
    to apply it.
Why it helps
Outlier or irrelevant products can skew a Rate of Sale. Removing them used to mean hand-building exclusion filters; now it's a one-click action right where you're reviewing the products — giving you a cleaner, more representative ROS with far less effort.
Screenshot_2026-06-09_at_10_08_46 PM
What's new
You can now set a minimum number of units to allocate
per choice
on an Allocation Strategy, so every store gets at least that many units of a style — even when size-level minimums can't be met.
What you can do
  • Set a minimum per choice on a strategy
    – Use the new "Minimum Presentation" column on the Allocation Strategy grid to set how many units of each choice should land at each location.
  • Override by location
    – Open Allocation Strategy Overrides to set different minimums for specific stores.
  • Set defaults for new strategies
    – The Allocation Defaults form has a new "Minimum Presentation" field so new strategies start with a sensible value baked in.
  • Bulk edit across locations
    – Edit Minimum Presentation alongside Safety Stock and Order Cycle from the Bulk Override dialog.
Why it helps
  • Guarantee that a style shows up at every store, even when you can't enforce minimums on every size.
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