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Follow up on the latest improvements and updates.

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new

Lock Seeding: protect your allocation work when re-seeding

You can now lock an Allocation Strategy so that re-seeding it from Assortment Plan no longer overwrites your work.
Why it matters
Until now, re-seeding a choice that already had a strategy overwrote everything you had set up in Allocation: locations, minimum presentation, safety stock, curves, and profiles. Allocators risked losing their work whenever a plan was re-seeded.
What's new
  • A new
    Lock Seeding
    checkbox at the Allocation Strategy level. Check it to protect the strategy.
  • Seeding now shows what will happen before you confirm, for example:
    Allocation strategies: 1 new, 1 updating, 1 locked.
  • Locked strategies keep all of their settings. Unlocked strategies update as before. New choices get a fresh strategy.
  • Your forecast is untouched: locking freezes only your strategy settings, so your sales plan keeps refreshing on each allocation run as it always has.
  • You can still edit a locked strategy at any time; uncheck
    Lock Seeding
    to allow a full re-seed.

improved

Assortment Plan

Intelligence

AI

🪟 Ask Tooli for Views on Assortment Plan

What's new
You can already ask Tooli to build and manage your saved views on Merchandise Plan, Allocation and Assortment Plan Reporting. That now covers the
Assortment Plan grid
and a choice's
Metrics tab
too.
Describe the layout you want and get it saved as a view, with the metrics, the grouping and the time grain already set.
What you can do
  • Build a plan grid view by describing it:
    Say which metrics you need, how to group the rows, and the time grain. Tooli saves the view and hands you the link that opens it.
  • Build a Metrics tab view:
    The same for the pivot inside a choice, including what belongs on rows, what belongs on columns, and the filters it applies.
  • Refine it in the same conversation:
    Add a metric, change the grouping, set the sorting, add a conditional formatting rule, rename it. Everything else stays as it was, including your column widths and pinned columns.
  • Show and hide columns:
    Tidy up a busy grid, or bring hidden columns back, without changing what the view is built from.
Why it helps
  • Describe the view once and Tooli sets it up, so you skip the metric, grouping and time grain pickers.
  • Ask for a change on the view your team already opens, and Tooli edits that one, keeping its name.

new

Assortment Plan

🏭 System Recommended Warehouse Splits

What's new
Toolio can now split a Recommended Purchase Order across warehouses based on demand. Assign the new
System Recommended
split profile to a PO line and Toolio works out how many units each warehouse should receive, using the planned demand of the stores it fulfills and the stock it already has on hand or on order.
image
What you can do
  • Pick System Recommended on the Split PO step:
    the new profile is pinned at the top of the split profile list on every PO line. Your fixed-percentage profiles work exactly as before.
  • Split by demand:
    Toolio attributes each store's planned demand to the warehouse that fulfills it, so a warehouse's share of the order reflects what its stores are planned to sell.
  • Net out stock on hand and on order:
    before splitting, Toolio subtracts what each warehouse is projected to hold at the order's start date: current inventory, plus units arriving on open POs, minus planned sales until then. The order covers the gap.
  • Save and keep working:
    the calculation runs in the background. Toolio tells you when it starts, and when it finishes you can jump straight back to the Split PO step to review the results. While it runs, Save, Approve, Issue, and Optimize Packs are paused with a tooltip explaining why.
  • See which lines were skipped:
    lines Toolio couldn't split, for example with no planned demand in the window, are marked with a warning on the line items grid so you can handle them by hand.
  • Keep splits fresh as you edit:
    change units or dates on a line that uses System Recommended and Toolio recalculates its split on your next save.
Why it helps
  • Warehouse quantities follow your plan instead of fixed percentages you maintain by hand.
  • You buy the gap: stock already sitting at a warehouse, or already heading there, reduces what the order sends it.
  • No waiting on big documents: the calculation runs in the background while you keep planning.

improved

Assortment Plan

Metrics tab views can now follow the page timeframe

Saved views on the Assortment Plan Metrics tab used to keep the exact date range they were saved with — and there was no way to remove it. Now you can choose.
What you can do
  • Check
    Use Page Timeframe
    in the Metrics tab's three-dots menu – the tab re-syncs to the page timeframe, and saving the view removes its pinned range for good
  • Pin a range when you want one
    – picking a timeframe inside the tab and saving still keeps that exact range on the view
Why it helps
  • No more views stuck in the past
    – older views no longer snap back to the dates they were saved with
  • One timeframe to manage
    – change the page timeframe once and the Metrics tab follows
Read more in Metrics Management - Plan Review

new

Merchandise Plan

Intelligence

AI

📊 Tooli Builds Your Presentations

What's new
Ask Tooli for the insights you need, then ask it to turn them into a presentation. You get a PowerPoint file you download straight from the chat.
Tooli building a presentation from the last 4 weeks
What you can do
  1. Ask for the analysis.
    "Summarize the last 4 weeks." Tooli reads your Merchandise Plan and does the work.
  2. Ask for the deck.
    "Turn that into a presentation."
  3. Download it.
    The file lands in the conversation. Open it in PowerPoint, or upload it to Google Slides.
Want a different cut, fewer slides, or one more section? Ask, and Tooli rebuilds it.
Why it helps
The reviews you already run take real time to assemble. A Monday morning review of last week, a quarterly merchandising review, whatever you need to walk the room through. Tooli does the analysis and builds the slides in the same conversation, so your time goes to the decisions instead of the deck.

new

Merchandise Plan

Assortment Plan

Intelligence

AI

🏷️ Ask Tooli About Your Dynamic Groups

What's new
Tooli can now read the dynamic groups you've set up, so you can ask which group a value sits in, or what rolls up under a group, right in the chat.
What you can do
  • Ask where a value sits:
    "Which group is Hats in?" Tooli names the group in every grouping that has assigned that department. The same value often sits in a different group depending on the grouping, so you get all of them, not just one.
  • Ask what's in a group:
    "Which departments roll up under All Accessories?" Tooli returns the values assigned to that group and how many there are.
  • See your groupings for any attribute:
    Ask what groupings exist over Department, Class, Vendor, Color, or your locations, and Tooli lists them with the number of groups in each.
  • Ask what a saved view is grouped or filtered to:
    When a view, report, or rule points at a dynamic group, Tooli can now look that group up and tell you its name and what's in it.
  • Count what landed in Other:
    For groupings with Other switched on, Tooli reports how many unassigned values ended up there.
Why it helps
  • Check what a group contains without opening the Dynamic Grouping menu in each module.
  • Find every grouping a vendor or department belongs to in one question, which matters when each department has its own scheme.
  • Know what a saved view is filtered to before you read the numbers off it.

new

Intelligence

Settings & Configuration

AI

📈 Edit Curves and Allocation Defaults with Tooli

What's new
Tooli can now change your Intelligence settings, not just read them. Ask for a weight to be fixed, a curve to be regenerated or a new curve to be set up, and Tooli writes the change straight back to Settings. Nothing lands until you approve it in the conversation. The same works from your own AI assistant connected through the Toolio MCP Server.
What you can do
  • Change a curve's settings:
    Say something like "rename the Denim size curve to Denim FW26 and move its time frame to the last 26 weeks" and only that changes. Which products it covers, its partitions and everything else stay as they were.
  • Fix weights without leaving the conversation:
    Change the size spread at one location, the weekly weights on a sales or launch curve, or a location's contribution on a location curve. "Set the Boston store's size spread on the Denim curve to S 20, M 35, L 30, XL 15" is one ask, not five edits.
  • Regenerate from current data:
    Ask for a size, sales or location curve to be regenerated and Tooli queues it and tells you when the new weights are in.
  • Create a curve by describing it:
    Say what the curve is for, which products it covers and the period it should learn from, for example "a dynamic size curve for women's denim over the last 52 weeks". Duplicate an existing size curve when you want a starting point, or convert a static one to dynamic. Price filters are in dollars, so "retail over $300" means over $300.
  • Delete what you no longer need:
    Ask Tooli to remove the curves or rules you are done with, and it confirms with you first.
  • Manage allocation defaults:
    Create or edit a rule, change the order rules are applied in, or apply one to your allocation plan.
  • Look up one location's weights:
    Ask for a single location or size on a size curve instead of reading every row.
  • Ask from your own AI assistant:
    Connect Toolio through the MCP Server and do the same from Claude or another AI assistant, alongside your other tools.
Why it helps
  • Fix a wrong weight the moment Tooli finds it, instead of writing it down and opening Settings later.
  • Set up curves for a new season in one conversation rather than one form at a time.
  • Tooli reports every row's values before and after the change, and the reason for any row it refused, so you can check the edit or put it back.
Available for organizations with Tooli or the Toolio MCP Server and Intelligence settings enabled, for users with write access. Connecting to Toolio MCP Server

improved

Assortment Plan

Edit Assortments Directly from the Assortment Summary

You can now edit an existing assortment without recreating it — and see who created each one.
What you can do
  • Edit an assortment
    – right-click it on the New Assortment Plan screen and select Edit to change its name, filters, product hierarchy, and time frame.
  • Get recalculated metrics automatically
    – when you change an assortment's scope, Toolio recalculates its metrics in the background; use the Refresh button to load the latest numbers.
  • See who created each assortment
    – a new Created By attribute is available on the summary grid, filled in for your existing assortments too.
Why it helps
  • No more recreating from scratch
    – adjusting a season's dates or widening a filter used to mean building a new assortment; now it's a quick edit.
  • Ownership at a glance
    – filter or group by creator to find your plans in a busy list.
Read more in Creating a New Assortment.

improved

Assortment Plan

🗂️ Expand All is now saved with your view in Assortment Plan

What's new
Expanding your grouped rows on the Assortment Plan is now part of the view you save. Set the grid up the way you want it, save the view, and it comes back that way every time you open it.
What you can do
  • Save an expanded grid
    – Choose Expand All, save the view, and every group is already open the next time you load it.
  • Save a collapsed grid
    – Collapse All is remembered the same way, so a view you use as a summary opens collapsed.
  • Use whichever menu you're already in
    – Expand All and Collapse All are available from Grid Options in the view menu, from the Expand / Collapse submenu on a column header, and from the right-click menu on any row.
  • See that you have something to save
    – Expanding or collapsing marks the view as unsaved, so it is clear the change is not stored yet.
Why it helps
  • No more re-expanding the same groups every time you open a view or refresh your data.
  • Views you set up for your team open in the state you left them in.
  • One less click between opening a plan and reading the numbers you came for.
expand-all-view-state

new

Assortment Plan

AI

✏️ Edit Assortment Plan with Tooli

What's new
Tooli can now change your Assortment Plan. Ask for an edit in plain language and Tooli applies it to the line items / choices you name.
What you can do
  • Edit many choices at once:
    Ask Tooli to set launch and end dates, unit cost, retail, ticket, markdown weeks, growth rate, or adjusted ROS across a whole set of choices in one go.
  • Target a single cluster:
    Name the cluster or channel you mean and the change lands only there, so staggered launches stay as they are.
  • Add placeholder styles:
    Ask for new placeholder choices in an assortment, the same as Add New Style in the grid. They pick up the assortment's filters, so they appear in your view straight away.
  • Clear a value:
    Ask Tooli to blank a field and it empties, the same as pressing Delete on the cell.
  • Run plan operations:
    Ask Tooli to forecast, generate receipts, generate inventory, or recalculate rate of sale, and it tells you when each one finishes.
Why it helps
  • Make the same change across dozens of choices in one ask instead of editing cell by cell.
  • Tooli reports the value each field held before the change, so you can check the edit or put it back.
  • Ask what your numbers say and change them in the same conversation.
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