Changelog
Follow up on the latest improvements and updates.
RSS
improved
Merchandise Plan
Assortment Plan
Item Plan
⏪ Last Last Week & Last Last Last Week
What's new
Two new time frames —
Last Last Week (LLW)
and Last Last Last Week (LLLW)
— are now in the Time Groups menu, so you can quickly look at the week before last or the one before that.What you can do
- Look back two or three weeks– Pick LLW for the week before last, or LLLW for the week before that, straight from the Time Groups menu.
- Stack them with LW and L4W– LLW and LLLW sit right between Last Week and Last 4 Weeks, so you can line up week-over-week comparisons in a single view.
- Pin them like any other time group– Pin, unpin, and reorder LLW and LLLW the same way you do with existing time groups.
Why it helps
- Compare recent weeks side by side without building custom ranges.
- Catch week-over-week trends — is last week's bump a one-off, or part of a pattern from two or three weeks back?
- Keep your Time Groups setup consistent whether you're in Item Plan or any other view that uses time groups.
improved
Merchandise Plan
Assortment Plan
Item Plan
📅 Month to Go time frame
What's new
There's a new time frame called
Month to Go (MTG)
in the Time Groups menu. It shows you the remaining weeks of the current month — the flip side of Month to Date.What you can do
- Plan the rest of the month– Pick Month to Go from the Time Groups menu to focus on the weeks still ahead in the current month.
- Pair it with MTD– Use MTG alongside Month to Date to see what's already happened and what's still to come in one view.
- Find it right where you'd expect– MTG sits just before Year to Go in the Time Groups dropdown, grouped with the other relative time frames.
Why it helps
- Quickly see what's left in the month without building a custom range.
- Make mid-month course corrections with a clear view of the remaining weeks.
- Less visual clutter in the Time Groups menu thanks to tighter spacing between sections.
new
Assortment Plan
🎨 Create Choices from PLM
What's new
You can now create new choices in your assortment plan directly from PLM styles in the Style Bank. Pick the PLM choices you want to bring in, right-click, and they'll be turned into fresh choices in your plan.
What you can do
- Select multiple PLM choices at once– A new checkbox column in the PLM tab of the Style Bank lets you tick as many rows as you need, or select all at once from the header.
- Create choices in one step– Right-click on your selection and pickCreate New Choice. Each selected PLM style becomes a new choice in the current assortment plan.
- Keep your filters and date range– The new choices inherit the filter overrides from your current view and use the date range you've set for choice creation, so you don't have to re-enter anything.
- See partial results clearly– If some choices can't be created, you still get the ones that succeeded along with a clear list of which ones failed and why.
Why it helps
- Skip the manual copy/paste step when pulling PLM styles into your plan.
- Bring in a batch of new styles in one action instead of one at a time.
- Keep your merchandising and PLM data in sync without leaving the assortment plan.
improved
Assortment Plan
Add Locations to ACG Snapshot
📍 Add Locations to ACG Snapshot
What's new
You can now add new locations directly to your ACG Snapshot — extending your ACG configuration without ever leaving the view.
What you can do
- Right-click to get started– In the ACG Snapshot, right-click and select "Add Location(s) to this Snapshot."
- Choose a reference ACG– Select the ACG to use as your reference; the system validates it against its eligibility criteria before moving forward.
- Pick your locations– Once validated, choose from the list of available locations to add.
- Review your changes– An approval screen summarizes what will change and notes that the forecast will run for the affected choices during the next nightly scheduled job.
- Confirm and done– Approve to apply the changes and get a success confirmation.
Why it helps
- Add locations to an ACG without navigating away from the snapshot view.
- Automatic eligibility validation means you only see locations that qualify.
- The approval screen keeps you informed about when forecast changes will take effect.
improved
Assortment Plan
Improved Filtering for Rationalization Scenarios
We've made it easier to build accurate rationalization scenarios with more control over your product selection.
What's new:
- Additional product filters are now available on top of existing Assortment filters, giving you more flexibility when defining your scenario scope
- If a rationalization scenario is created without a valid filter selected, the system will now block the scenario from being created and display a clear warning message prompting you to select an appropriate filter
Why it matters:
These changes help ensure your rationalization scenarios are always built on a well-defined product set — reducing errors and saving you time downstream.
You can now set a Beginning of Period (BOP) inventory target directly in the Merchandise Planning grid — giving you a way to anchor your plan to a specific inventory starting point and let Toolio reconcile the prior period automatically.
What's new:
- Click any BOP Target cell in the Inventory section of the planning grid to enter your desired opening inventory value
- Toolio automatically adjusts the prior period to reconcile the ending inventory to your target
- Clear a BOP Target at any time via the cell or right-click menu — the prior period adjustment resets and inventory recalculates downstream
Merchandise Planning now supports Rolling Inventory — ensuring your beginning and ending inventory values stay accurate even when you're viewing non-adjacent time periods.
What's new:
- Enable Rolling Inventory via a checkbox in the Scenarios dropdown
- Inventory chain calculations (BOP/EOP) now account for all periods in between, even those not visible on screen
- Skipping from Q1 to Q3? The chain still runs through Q2 so your Q3 opening inventory is always correct
- Rolling Inventory ensures the chain is calculated from fiscal year start, so BOP values are always in line with Fiscal year calculation even when you skip to a non-adjacent period.
To enable Rolling Inventory for your workspace, reach out to your Customer Success Manager.
Learn more on this help article.
improved
Assortment Plan
🔄 Re-Run Async Tasks from the Status Popup
What's new
You can now re-trigger any async task directly from the choice status popup — no need to go back to the right-click menu.
What you can do
- Hover over a status to reveal the refresh button– In the Async Tasks section of the status popup, hover any row to see a refresh icon next to the status chip.
- Click to re-run the operation– One click re-triggers that specific task (forecast, generate receipts, aggregate metrics, etc.) and shows a confirmation message so you know it started.
- Re-run without closing the popup– Stay in context while you kick off the operation again — no need to close the popup, right-click, and navigate a menu.
Why it helps
- Saves clicks when you need to retry a failed or stale operation — the action is right where you're already looking.
- Keeps you in context instead of breaking your flow with a right-click menu.
- Especially useful when reviewing multiple choices — you can check status and re-trigger in one place.
improved
Allocation
🔄 Allocation Strategy Retrend Control
What's new
You can now turn off retrend for individual choices directly in the Allocation Strategies grid. A new "Disable Retrend" checkbox column gives you choice-level control over whether retrend runs during allocation.
What you can do
- Disable retrend on specific choices– Check the "Disable Retrend" box next to any choice in the Allocation Strategies grid to skip retrend for that item.
- Bulk update retrend settings– Select multiple rows and update the Disable Retrend setting in bulk, just like other strategy fields.
- Copy and paste across rows– Use right-click copy/paste to quickly apply the same retrend setting across multiple choices.
Why it helps
- Fine-tune your allocation runs by excluding specific choices from retrend without affecting the rest of your plan.
- Save time when you know certain choices don't need retrend — no more workarounds or manual adjustments after the fact.
You can now create and manage PO Numbering Rules directly in Toolio — giving you control over how purchase orders are numbered based on your own grouping logic.
What's new:
- Create PO Numbering Rules with a name and custom grouping attributes
- Edit or delete existing rules at any time
- Destination Location is included by default in every new rule
Head to Settings > PO Numbering Rules to get started.
Load More
→