We’ve expanded Promotional Causals to give you more flexibility and control when modeling promotional impacts across Allocations, Item Planning, and Assortment Planning.

You can now create promotions that go beyond simple percentage discounts:

These new types make it easier to model real-world retail campaigns and align promotional behavior with how pricing is executed in stores or online.

We’ve added new configuration options to control how promotions interact with each other:

(for Stackable promotions only)

This enhancement ensures accurate modeling for complex multi-offer campaigns and avoids over- or under-applying discounts.

For now, the new promotion types and application logic (Amount Off, Set Price, Stackable/Non-Stackable/Exclusive) are only supported through the UI.

CSV imports continue to support the existing Percentage Off promotion type.

Bulk import support for the new configurations is coming soon!

These updates allow your teams to:

Go to to explore the new options.

You can read more Promotional Casuals here on the help article.

We’ve added a new Dataset Selection Dropdown at the top of the Create Purchase Order modal, complete with search functionality to help you quickly find the right assortment dataset. When a dataset is selected, timeframes and filters automatically populate based on its configuration, streamlining the PO creation process. You can also opt for “No dataset (manual entry)” if you prefer to set parameters yourself. This update provides an alternative to manually selecting timeframes and filters on RPOs — now, when you choose an assortment dataset, its settings will automatically carry over to your RPO for a faster and more consistent workflow.

You can read more here on the help article.

Until now, sharing a Toolio page meant first saving a dataset and view so that others in your company could access it — often leading to extra saved views created solely for sharing purposes.

With our latest update, Toolio now supports that automatically capture all configuration details — including filters, scenarios, and metric selections.

This means you can now share exactly what you’re seeing needing to create or save a view.

This capability is currently available in , with rollout to additional modules coming in the next few weeks.

This update enhances the Choice Status popup in Toolio, giving planners and merchants quicker access to key identifiers and progress details—without needing to leave their current workflow.

You can now auto-generate inventory directly within Item Plan, bringing it to feature parity with Merchandise Plan.

With auto-generate inventory enabled, your inventory projections update automatically with every inventory-impacting edit. You can also save this setting to your view, so your plans always reflect real-time inventory changes.

You can read more about this functionality here.

When using the seed function with the Act/Plan variant, Toolio now seeds the actualized Beginning of Period Inventory for the current week. This update only affects Beginning of Period Inventory metrics — all other metrics will continue to copy the plan into the current week until it has fully actualized.

We’ve redesigned how locations are selected when creating or editing Presentation Profiles.

You can now easily choose from individual locations or predefined location lists using a new, tabbed selector.

Selecting and managing many locations is now much faster and less error-prone, especially for retailers with large store networks.

Previously, when a user excluded a location from the Assortment Plan, the related choice(s) that were seeded to the Allocation Plan did not reflect those exclusions.

With this improvement, excluded locations in the Assortment Plan are now correctly carried over to the Allocation Plan — ensuring consistency and saving you time when managing plan exclusions.

You can now set Min Presentation (minimum units by size) for source locations (warehouses/DCs). This lets you reserve a fixed number of units by size at a warehouse so allocations will not draw stock below that floor.

Include warehouse as a location while creating a presentation profile, and set the minimum units value by size. Associate the created Presentation Profile in Allocation Strategy.

When the allocation engine runs, Toolio will stop allocating from that warehouse for a size if doing so would drop inventory below the configured minimum.

This is per-size and per-warehouse, so it’s more precise than Holdback %.

Settings → Presentation Profiles

We’ve added a current week highlight across all time-based visualizations in Toolio. A vertical orange line now marks the present week on any chart with a time axis, giving planners immediate context for where they are in the timeline and making trend analysis and progress tracking more intuitive and visually clear