Please note that the Allocations Algorithm in Toolio has been updated so that Receipts are now sellable in the same period. Previously, receipts were only considered sellable in the following period. This means receipts are sellable in the same week they are received if your Allocations is at the week level, and receipts are sellable within the same day if you have allocations enabled at the day level. You can read more about Toolio's Allocation logic here.

​As mentioned, Day Level Allocations is also now available - which runs the same Allocation logic down to the day level granularity. You can read more about it here and contact your Toolio Customer Success team to enable this feature.

Please see below for an overview of the Allocation changes which have been released, which highlights the differences between:

We’re streamlining your reporting experience! For all tenants using New Assortment Plan, Reporting Beta is now the default page.

🔹 What’s Changing?

✅ No more duplicate menu items – The previous “Reporting” and “Reporting [Beta]” options are now consolidated (if it was enabled for you).

✅ A single, seamless experience – The “Reporting” menu will now directly open the latest version.

This update simplifies navigation and ensures you’re always using the latest reporting capabilities. 🚀

We’re making it easier than ever to manage your dashboards in Toolio! You can now duplicate entire dashboards with just one click. 🎉

How It Works:

That’s it! All your widgets and settings will be cloned into a new dashboard, saving you time and effort.

We’re excited to introduce a new enhancement to Assortment Plan Reporting (beta)! You can now easily view the formulas behind Derived Metrics directly in the UI.

Simply right-click on any derived metric, and the formula will appear at the top of the context menu. This update provides greater transparency into how your metrics are calculated, helping you analyze and interpret data.

You can now adjust the Row Height and the Font Size that you have for all your grids on Toolio. This allows users to get data in a more compact way and to see more data at once. This is controlled under . See here to learn more.

We’re excited to bring the Green Run Button feature—previously introduced in Reporting [beta]—to our Planning page!

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.

We’re excited to introduce a new "Self" checkbox option under Filters in the ROS Model! This enhancement allows filters to dynamically reference their own choice ID, simplifying ROS configuration and improving efficiency.

See the help article here.

Try it out and let us know your feedback! 🚀

We're excited to announce a new enhancement designed specifically for retailers managing multiple warehouses. Recognizing that retailers often rely on several warehouses—each chosen for its geographical proximity or tax advantages—we’ve built a solution that simplifies and optimizes purchase order management.

In order to use the functionality, first you need to define your Warehouse Split Profiles under Settings and then apply this selection on Recommended Purchase Orders where this release introduces a new intermediary step: Step 2. Then system will apply the split based on the ratios defined on Split Profiles with the new Purchase Order numbers for the selected Destination Locations.

Read more on the help article here.

Markdown Planning provides a platform for managing the end of a product lifecycle, balancing sell through and margin considerations. Use the new assortment planning module to set markdown strategies and review sales and inventory data segmented by full price and markdown metrics.

Check out the help center for more information and chat to your CSM about enabling it in your environment. https://help.toolio.com/en/articles/10166497-assortment-markdown-planning

Historically seeding operation would be running for all the metrics at once, or running for the metrics that the user has selected. Now we have added the ability to "Select View Metrics" while seeding in case you might want to seed only Sales or Returns related metrics.

Furthermore, in the Select Metrics dialog, we will highlight the selected metrics by automatically displaying them at the top.

Hope you will find it useful!