Changelog

Follow up on the latest improvements and updates.

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We’re excited to introduce Gallery View—a brand-new way to visualize your data in Toolio!
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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.
  1. Switch to Gallery View at the top right
  2. 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.
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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:
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.
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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!
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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.
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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.
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Read more about it in the help article here.

new

Assortment Plan

Intelligence

Settings & Configuration

Allocation

Location Exclusions in Assortment & Allocation Planning

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.
What Is It?
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.
Why It Matters
Previously, managing product-to-location restrictions meant tedious workarounds using clustering logic, manual overrides, or allocation hacks. Now, with Location Exclusions, Toolio helps you:
  • Enforce compliance with supplier, regulatory, and brand requirements
  • Prevent planning errors with centralized rules and imports
  • Keep forecasts and allocations accurate and aligned with your strategy
Key Features
  • Manual Rules:
    Define exclusions using choice and location filters on attributes like Department, Fabric, or Region.
  • Import Support:
    Upload bulk exclusions using a standardized file format.
  • Manual Enforcement:
    Flag exclusions directly within Assortment Planning and Allocation views.
Each exclusion dynamically impacts clustering, ROS (rate of sale), and more—ensuring your plan reflects reality.
Where You’ll Use It
  • Settings → Intelligence → Location Exclusions:
    View, filter, create, and audit all exclusions.
  • Assortment Planning (AP):
    Excluded locations appear as “Rule Exclusion,” are uneditable, and automatically adjust your clusters and forecasts.
  • Allocation Strategies:
    Excluded locations are automatically removed from override rules, with clear visibility into exclusions.
Screenshot 2025-06-12 at 12
Screenshot 2025-06-12 at 13
Dynamic Re-Evaluation
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.
Screenshot 2025-06-12 at 13
What’s Coming Next?
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.
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