Changelog
Follow up on the latest improvements andΒ updates.
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new
Intelligence
Out of the Box Reports
AI
πͺ Create and Manage Your Views by Asking Tooli
What's new
Most planners have a report they have used for years, usually in a spreadsheet, that no system ever quite matched. You can now describe that report to
Tooli
, your AI assistant and have it built as a saved Toolio view. You can even upload the spreadsheet itself and ask for a view that looks like it.
What you can do
- Describe the report you wantβ Say which metrics you need, what belongs on rows and columns, the time grain and the filters, and get a new Merchandise Plan or Allocation Plan view saved and ready to open.
- Upload the file you use todayβ Attach your Excel report to the conversation and ask for a view like it. Tooli reads the layout, maps the columns to metrics, and tells you anything it couldn't match.
- Refine it until it's rightβ Keep going in the same conversation. Move a metric, change the grouping, switch the time grain, adjust the filters and dates until the view matches what you're used to seeing.
- Add or remove a metricβ Everything else stays as it was, including your column widths, pinned columns and the columns you had hidden.
- Show and hide columnsβ Tidy up a busy grid by hiding what you don't need, or bring hidden columns back, without changing what the view is built from.
- Clean up views you no longer needβ Your assistant confirms with you first, Toolio's built-in views are protected, and a view a dashboard depends on won't be removed.
Why it helps
- Bring the report your team already trusts into Toolio, instead of rebuilding it by hand or working around a layout that isn't yours.
- Get there in a conversation rather than through metric and grouping pickers, and adjust it as your thinking changes.
- Your shared setups stay safe: read-only views can't be changed, your existing view permissions still apply.
new
Platform
Hide Gridlines
You can now turn off the grid's gridlines for a cleaner, spreadsheet-free look β and the choice is saved with your view, so it's there every time you come back.
What you can do
- Hide the gridlines on any viewβ Open the views panel, hover over Grid Options, and click Hide Gridlines. The row and column lines disappear instantly; click Show Gridlines to bring them back.
- Save the look with your viewβ Save the view after toggling and it reopens the same way, for you and for everyone else who uses that view.
- Keep the borders you added yourselfβ Column borders you configured stay visible. Only the grid's default lines are removed.
- Find all display controls in one placeβ The Column Resizing menu is now called Grid Options, and it holds both the resizing actions and the gridlines toggle.
Why it helps
- Dense plans read more like a clean sheet of numbers β easier on the eyes in long working sessions.
- Different views can have different looks: keep gridlines on your working views and turn them off on report-style views.
- Nothing shifts when you toggle, so you can flip back and forth without losing your place.
Read more in Customizing Views.
new
Allocation
π·οΈ Promotional Causals in Allocation
What's new
Allocation Details now shows you which weeks have an active promotional causal driving the sales plan β the same flag you already know from Assortment Planning. No more jumping between screens to figure out why a week's plan looks the way it does.
What you can do
- Spot promo weeks at a glanceβ Weeks with an active promotional causal are marked in the column header, so you can see the promo impact while you review the plan.
- See the details on hoverβ Hover the marker to see each promotion's name, the weeks it covers, its lift and discount, and how it's applied.
- Jump straight to the promotionβ Open the promotional causal from the tooltip to review or adjust its setup.
- Trust what you seeβ The flag reflects exactly the promotions the allocation forecast applied for that choice and its locations, so it always matches the plan on screen.
Why it helps
- Understand an unexpected sales plan in seconds instead of cross-checking promotions elsewhere.
- Review promo-driven weeks with the lift and discount right in front of you.
- The same visual language across Assortment Planning and Allocation, so there's nothing new to learn.
new
Allocation
ποΈ Datasets in the Allocation Details Panel
What's new
The Allocation Details panel now has a dataset selector, and it shares its datasets with the Allocation Plan page. Switch between saved filter and time frame combinations right inside the panel β no more rebuilding filters every time you open it.
What you can do
- Switch datasets inside the details panelβ Click theDatasetsbutton next toFiltersto apply a saved dataset's filters and time frame.
- Use one shared dataset poolβ Datasets you save on the Allocation Plan page show up in the details panel, and datasets you save in the panel show up on the plan page.
- Open a view with its own datasetβ Pin a dataset to a saved view withChange Default Dataset, so the view always opens with the right filters and time frame.
- Keep the strategy focusβ Whichever dataset you pick, the panel stays scoped to the strategy you drilled into.
Why it helps
- Jump between saved location lists (e.g. outlet vs. branded stores) without re-adding filters each time.
- Control the details panel's time frame per view or per dataset instead of relying on a single default.
- Reuse the datasets your team already maintains on the Allocation Plan page.
You can see what it looks like below
Learn more: Allocation Module Views and Data Sets
What's new
You can now accept the System retrend for just a range of weeks β instead of unlocking your whole forecast or copying numbers over choice by choice.
What you can do
- Pick a week range and flow it β Select a range on the grid, right-click, and choose Flow System to Adjusted to accept the System (retrended) numbers into Adjusted for just those weeks.
- Keep your forecast locked β Your Lock Forecast setting stays checked the whole time, so nothing else changes outside the range you pick.
- See exactly where things stand β weeks outside your selected range keep their current Adjusted values, and the System line still shows the full retrend to the end of the plan (end date) β so you can always see where the two diverge.
- Trust your dollars, not just your units β derived metrics like AUR, retail dollars, and margin recalculate automatically from the flowed numbers, so units and dollars always agree. Promo Causal changed and that is only reflected on the System line? Flow System to Adjusted to see the AUR impacts of your promotions as well.
- Use it from wherever you're planning β Available from both the Metrics screen and the Line Plan screen.
Why it helps
- Accept a trend you believe in for the near term without committing to it for the rest of the season.
- Skip the manual, choice-by-choice copy work that used to eat up planning time.
- Keep receipts accurate β just run Generate Receipts afterward to bring them in line with your updated plan.
What's new
Tooli now suggests questions based on the page you're looking at. Open the assistant on a merchandise plan, allocation, or product view and you'll see one-click prompts tailored to what's on your screen.
What you can do
- Start with one clickβ Pick a suggested prompt instead of typing. Each suggestion is written for the page you have open, so it's always relevant.
- Ask about what you seeβ Tooli understands the view in front of you, so prompts like "Compare actuals to plan for my current view" answer from the exact grid you're looking at β no need to describe the page or repeat your filters.
- Go deeper in detail panelsβ Open a details panel (for example, an allocation's details) and the suggestions change with it, like "Explain the allocation for this style β which stores get units, how many, and what drives the split."
- Keep asking your own questionsβ Suggestions are shortcuts, not limits. Type anything you like, as always.
Why it helps
- No blank-page moment β you can see at a glance what Tooli can help with on each screen.
- Faster answers about the numbers in front of you, straight from the view you're on.
- Discover things Tooli can do that you might not have thought to ask, like explaining a specific allocation or checking where actuals are off plan.
You can see what it looks like below
.
new
Intelligence
Allocation
AI
π Edit Transfer Recommendations from your AI Assistant
What's new
The Toolio MCP Server can now
edit
Recommended Transfer Orders, not just read them. Ask your AI assistant to scale units down to fit a constraint you supply, or to move a transfer or receipt date, and it writes the change straight back to the recommendation your team acts on. Both datasets, Allocation and Redistribution, are now readable through MCP, so you can review before and after in the same conversation.What you can do
- Apply a capacity constraint the engine doesn't know aboutβ Tell your assistant something like "no store receives more than 400 units this week" or "cap this DC's outbound at one truck," and it scales the affected recommendations down and writes the new units back.
- Adjust units on the rows you nameβ Change in-transit-to-place units on specific recommendations, up to 50 rows in a single request.
- Move transfer and receipt datesβ Push a transfer out a week or pull a receipt in, on its own or alongside a unit change.
- Work with either datasetβ Read and aggregate Allocation or Redistribution recommendations, then edit rows in either one.
- See exactly what changedβ Every row comes back with its before and after values, and any row that was rejected comes back with the reason.
Good to know
- Exports reflect your edits.NetSuite, SFTP, S3 and CSV exports read these rows live, so an edited recommendation ships as edited.
- Allocation Plan metrics do not update yet.Transfer receipts, in transit, transfer in/out and the BOP rollforward keep their pre-edit values until the next allocation run.
- The next allocation run replaces these rowsand discards manual edits, so treat an edit as an adjustment to today's recommendation rather than a permanent override.
Why it helps
- Get engine output to respect a real-world constraint (truck space, DC labor, a store's back room) in seconds, instead of editing rows one at a time in the grid.
- Mass-edit allocation decisions in one request, which is hard to match in any grid interface.
- Review, adjust and verify in one conversation, in the assistant your planners already use.
You can see a sample conversation below.
Available for organizations with the Toolio MCP Server and the Allocation module enabled. Connecting to Toolio MCP Server
new
Platform
π Jump to Columns from the Quick Filter
What's new
The quick filter now finds columns, not just values. Start typing a column's name and matching columns appear right in the search panel β pick one and the grid scrolls straight to it, briefly highlighting the header so you can't miss it.
What you can do
- Find a column by nameβ Open the quick filter (ββ§F) and type part of a column's name. Matches appear instantly, best match first, with the matching text highlighted.
- Jump straight to itβ Click a suggestion, or move through the list with β/β and press Enter. The grid scrolls the column into view and flashes its header.
- Type it your wayβ Partial words and loose matches work. Typing a column's exact name highlights it automatically, so Enter takes you right there.
- Keep filtering rows as beforeβ Everything you type still filters rows at the same time. Picking a column simply clears the search and jumps.
Why it helps
- No more sideways scrolling through dozens of columns to find one metric.
- A fast keyboard flow: open the filter, type a few letters, press Enter β you're there.
- The header highlight makes the landing spot obvious, even on dense views.
new
Merchandise Plan
Item Plan
See Generate Inventory Status on the Grid
Until now, there was no way to tell from the plan grid whether Generate Inventory was active for your view, or which period it would recalculate from. You had to open the Scenarios menu to check the On/Off setting β and the start period wasn't visible anywhere. So when BOP and receipt values shifted, "Generate Inventory is running from week 33" looked the same as "nothing is happening."
What's new
The status bar at the bottom of your Merchandise Plan and Item Plan grids now shows Generate Inventory status, right next to
Last Imported
:
- On or Off at a glanceβ reflects the Auto Generate Inventory setting for your current scenario, and updates the moment you toggle it in the Scenarios menu.
- See where the recalculation startsβ the fiscal week the run begins from, matching the period shown in the flow-mode toolbar message. Hover the week to see its first calendar day.
- The label follows your calendarβ weekly plans read Start Week, monthly plans read Start Month.
The panel appears wherever the Auto Generate Inventory setting exists. On grids without it β read-only views, daily calendars, and Gregorian projections β it stays hidden rather than showing a setting you can't change.
improved
Dashboard
Analytics
π Product Summary: Your Location Attributes, Down to Size
The Locations panel on Product Summary knew a door by its name and its channel. Your locations carry far more than that. Every custom attribute you keep on Location is now a column in the panel, and any of them can group the doors.
What's new
- Your attributes, not a list we picked.The panel reads whatever custom columns your tenant keeps on Location and shows them as you have them set up: store type, district, climate, square footage, ownership, region, whatever your business runs on. There is nothing to configure, and single select values show as their labels rather than as option ids.
- Group by whichever one answers the question.Group by store type to compare flagships against outlets, by climate for a seasonal product, by district for a field team, by region for a topline read. Every figure rolls up to the grouping you choose: locations, on hand, units sold in the last four weeks, on order and weeks of supply.
- Size within each location.The panel reads channel, then location, then size, so you can open a single door and see which sizes are carrying it and which are gone.
- Weeks of supply at every level.Grouped rows used to leave that column empty. Every level carries its own now, from the grouping you picked down to the size.
What you can do
- Group by any attribute column.Open the column menu on the attribute you care about and chooseGroup by. Source groups the same way, and your grouping stacks on top of channel.
- Find the broken size in one door.Expand a location to see on hand, units sold in the last four weeks, on order and weeks of supply for every size it carries.
- Choose the columns you want to see.Three of your attributes show by default and up to six are available in theColumnsselector on the right edge of the grid. Whatever you pick, with the order and widths you set, is remembered the next time you open the page.
Why it helps
A door list is only useful when it is cut the way you already think about your fleet, and that differs by retailer: some plan by region, some by store type or door grade, some by climate or by field team. The panel now takes those groupings from your own location setup, instead of asking you to read a few hundred door rows and hold the grouping in your head.
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