Just like you organize Views with Sections, you can now do the same within your Dashboards. Group related reports, metrics, and visualizations into neatly labeled sections so your team can find exactly what they need—faster.

Dashboards can now be renamed with just a few clicks.

We have released enhancements to the Scheduled Snapshots functionality including the Merchandise Financial Planning (MFP) module available via Settings > Data Management > Scheduled Snapshots. These improvements provide a more structured and user-friendly experience when scheduling snapshots for the Merchandise Plan and Assortment Plan modules.

When Merchandise Plan is selected:

When Assortment Plan is selected:

Read more about the Snapshots in Merchandise Plan here.

We’ve added a new filterable column — "Last Exported At" — to the Recommended Purchase Order (RPO) table!

This enhancement makes it easier than ever to manage your export workflows. With this new filter, you can:

This helps ensure cleaner data exports, reduces duplication, and streamlines your purchasing process.

This enhancement was added to Toolio on May 13th, 2025, and applies only to purchase orders created on or after this date. Exported purchase orders created before this date cannot be filtered using this enhancement.

Head over to the Recommended PO table now to check it out — and let us know what you think!

We’ve expanded the capabilities of the Exporter configuration to support specific plan types within the Merchandise Plan (MFP) module!

Previously, exports from MFP were limited to a single module. Now, when setting up or editing an exporter, you can choose from multiple plan types, including:

This enhancement gives you greater control and granularity over the data you export, enabling more tailored workflows for your planning needs—whether you're sending data to NetSuite, cloud storage, or exporting manually.

Under Source Settings in the Exporter setup, you’ll now find a dropdown (Module Name) to select the specific plan.

Read more about how to configure and manage your exporters here.

Toolio now offers enhanced flexibility for managing supplier Minimum Order Quantities (MOQs) by allowing users to apply these constraints during the receipt generation process. Previously handled during the Recommended Purchase Order stage, MOQ adjustments can now be made earlier in the workflow—providing greater visibility and control over size, color, or overall unit requirements before a purchase order is created.

Read more on the help articles here.

We’re excited to announce a powerful enhancement to Automated Cluster Groups in Toolio—.

This update allows teams to define clusters based on future-facing store plans instead of solely relying on historical performance. It’s especially useful when expected future performance deviates from past trends, enabling more accurate and intentional clustering decisions.

When creating a new Automated Cluster Group, you’ll now see “Merchandise Plan” as a selectable data source—available for any merchandise plan that has Location enabled.

Upon selection, the following inputs become available:

Read more about Location Plans in ACGs and Automated Cluster Groups in general here.

We’ve introduced four new built-in views in the Purchase Orders module to help you better track, manage, and act on your POs—all without needing to build custom filters from scratch.

Here’s what’s new:

📦 Purchase Orders

A complete view of all POs in the system—ideal for auditing and high-level monitoring. Includes order and receipt details across cost, retail, and ticket metrics.

⏳ Outstanding POs

Easily track POs that still have units outstanding. Helps you stay on top of what’s in transit and what’s still expected to arrive.

🗓 POs By Order Date

View POs that have been ordered recently and have at least 1 unit. Great for planning around incoming inventory and managing your short-term receiving calendar.

🚨 Past Due

Catch POs that are past their expected delivery date but still marked as active. Sorted by most recent Due Date and includes conditional formatting to highlight POs with 0 units received.

You can find all of these under Master Data > Purchase Order. Let us know what you think or if you'd like help customizing them! Also, you can learn more about them here.

You can now quickly remove bulk overrides directly from the context menu. Simply select the relevant choices, right-click, and choose Remove Overrides for Allocation Strategy to streamline cleanup and maintain accurate allocation logic. Please see here for more.

We’re excited to announce the rollout of Multi-Currency Support in Toolio’s Merchandise Plan!

You can now view and plan in multiple local currencies while maintaining your company’s base currency. Toolio automatically converts values using weekly exchange rates for actualized data either through supplied rates through imports or through a third-party API and lets you define future exchange rates in Settings for planned metrics.

You’ll also see a new currency selector in MP, allowing you to toggle between currencies seamlessly.

Read more about Multi-Currency Support here.

We’ve added powerful new collaboration features to the Assortment Plan to streamline team communication—right where the work happens.

What’s New:

No more scattered feedback—just clear, contextual communication.

Read more on the help article here.

Start collaborating today in your Assortment Plan!