Changelog
Follow up on the latest improvements andΒ updates.
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new
Allocation
ποΈ Allocation Strategies Summary Widgets
What's new
You can now add summary widgets above the Allocation Strategies grid to get a quick read on your strategies before you calculate and allocate β how many are ready to run, which are missing setup, and how much supply is available to push β without scanning individual rows.
What you can do
- Add widgets from the kebab menuβ Click the menu in the top-right corner of the Allocation Strategies page and select Add Widget to pick which widgets to show. Use Select all to toggle the whole set at once.
- Check readiness at a glanceβ Strategy Readiness shows the split across Calculated, Ready to Calculate, Warning / In Progress, and Blocked, so you can see what's runnable before a calculation pass.
- Catch setup gaps and timing riskβ Setup Completeness flags strategies missing a location list, size curve, sales curve, or start date, and Lifecycle Timeline surfaces strategies allocating past their end date plus what's starting, ending, or phasing out soon.
- See the supply on the tableβ Supply to Allocate and Inbound POs show source on-hand, on-order, and inbound PO units for the current filter set.
- Jump from a number to the rows behind itβ Click a widget breakdown row, like Blocked or "no size curve," to filter the grid down to exactly those strategies.
- Keep your setup in your viewβ Your widget selection and order are saved with your view, so they persist across reloads, view switches, and shared links, and colleagues see the same layout when you send them a URL.
Why it helps
- Know what's ready to run β and what's blocked or missing setup β before you kick off a calculation.
- Spot timing and supply issues early instead of finding them mid-allocation.
- Widgets are off by default, so your grid stays clean until you decide to add them.
You can read more about it here. Also if you have suggestions on other helpful widgets, please get in touch with us!
improved
Settings & Configuration
βοΈ See and assign Rulesets from the View Permissions screen
What's new
You can now see and assign the
Metric Rule Set
for each View directly from Settings β Module Settings β View Permissions
. A new Ruleset
column shows which rule set each View uses, and admins can change it inline β no need to open each View one at a time.What you can do
- See every View's ruleset at a glanceβ The new Ruleset column displays the assigned rule set (or "None") for each View, right alongside its permission level, context, and creator.
- Assign or change a ruleset inlineβ Pick a rule set from the dropdown, or set it back to "None" to fall back to Output Metrics. Copy/paste or drag-and-drop values across rows to update many Views at once.
- Filter by rulesetβ Use the toolbar filter to quickly find all Views on a given rule set.
Why it helps
- Manage ruleset assignments in bulk from one screen instead of opening each View individually.
- Audit at a glance which Views are on which rule set, so your team's plans flex consistently.
Toolio Restricted Views remain locked and can't be edited from this screen.
Learn more: Public & Private Views
There's a new course covering Toolio's Allocation Redistribution engine β calculating Excess, Shortfall, and Potential Lost Sales, matching stores with excess to stores in need, setting up redistribution groups, working the matrix, running the engine, and reviewing and exporting the resulting recommendations as transfer orders.
If you're new to redistribution or just want a refresher before your next run, this is the one to take!
Head on over to Toolio Academy to learn more!
New Out-of-the-Box AP Day in the Life Views
To help planners make faster, more informed in-season decisions, we've added
two new out-of-the-box AP views
, each paired with a supporting dataset. These views are designed to answer common day-to-day planning questions without requiring customers to build their own reporting.---
FWD Inventory Position
Dataset:
Current Week + TW + N26 WeeksThe
Forward Inventory Position
view provides a forward-looking snapshot of your inventory position and receipt plan, making it easy to identify inventory risks and opportunities before they impact the business.The view includes:
* Beginning of Period (BOP) Inventory
* Forward Weeks of Supply
* Gross Sales Units (Current Week + Next 26 Weeks)
* Percent of Total Sales Plan
* Potential Lost Sales
* Receipt Plan
* Units On Order
* Additional Receipts Left to Place
Forward Weeks of Supply Enhancement
The
Forward Weeks of Supply
metric has recently been enhanced.Previously, the calculation was capped by the number of weeks included in the dataset. If inventory extended beyond the dataset horizon, the metric stopped at that max number of weeks in the view.
Now, if inventory exceeds the dataset weeks, the calculation uses the average planned sales to estimate the WOS. This provides a more accurate, truly forward-looking Weeks of Supply metric. More about this update to FWD WOS can be found here
Built-In Exception Highlighting
To help planners quickly identify areas requiring attention, the view includes built-in conditional formatting.
*
Forward Weeks of Supply
is highlighted when coverage falls below 4 weeks
, making it easy to identify products that may be at risk of stocking out.*
Potential Lost Sales
is highlighted whenever the value is greater than zero
, helping planners quickly identify where current receipts may not be sufficient to support demand.These thresholds can be easily adjusted to align with your organization's planning practices.
Business Questions This View Helps Answer
* Which choices have the lowest inventory coverage?
* Where am I at risk of stocking out?
* Which choices have potential lost sales?
* Are those lost sales occurring on my highest-volume products?
* Which receipts still need to be placed?
* Where should I prioritize additional buys?
* Which choices may not have enough inventory to support upcoming promotions or markdown events?
By default, the view is configured at the
choice level
, allowing planners to prioritize individual products. However, it can easily be grouped by dimensions such as Department, Division, Brand, Channel, or Class to support broader assortment reviews.### Recommended Workflow
Many planners will use this as a weekly exception report:
- Review products with low weeks of supply.
- Identify products with potential lost sales.
- Prioritize high-volume styles using Percent of Total Sales Plan.
- Review receipts left to place.
- Decide whether to chase inventory, adjust receipts, delay promotions, or accept the inventory risk.
---
In Season Business Review
Dataset:
Last 4 Weeks + Next 4 WeeksThe
In-Season Business Review
provides a concise view of recent performance alongside upcoming plans, helping planners understand where the business has been and where it's headed.Customers familiar with Allocation will recognize a similar layout and workflow.
The view includes:
* Last Four Weeks Performance
* Gross Weeks of Supply
* Last Week Performance
* Current Week Plan
* Current Week Inventory Position
* Next Four Weeks Plan
* Potential Lost Sales
* Units On Order
* Additional Receipts Left to Place
* Re-Trend Adjustment Rate
### Built-In Exception Highlighting
The view also includes conditional formatting to help planners focus on the biggest opportunities and risks.
*
Potential Lost Sales
is highlighted whenever the value is greater than zero
.*
Re-Trend Adjustment Rate
is highlighted whenever the recommendation is greater than +25% or less than -25%
, making it easy to identify products with significant plan changes.*
Gross Weeks of Supply
is highlighted when coverage falls below 4 weeks
, helping planners quickly identify products with limited inventory coverage.### Business Questions This View Helps Answer
* How has the business performed recently?
* What does the next 4 weeks look like?
* Where do inventory risks exist over the next four weeks?
* Which products require immediate attention?
### Recommended Workflow
Many planners will use this view as part of their weekly business review:
- Review recent sales performance.
- Compare current inventory against this week/months plan.
- Evaluate planned demand over the next four weeks.
- Review products with potential lost sales.
- Evaluate Re-Trend recommendations.
- Confirm receipts are sufficient to support demand.
- Identify where inventory, receipts, or demand plans need adjustment
---
Together, these two out-of-the-box views provide a simple, actionable framework for in-season inventory management. The
Forward Inventory Position
helps planners proactively manage inventory coverage and receipt planning over the next six months, while the In-Season Business Review
combines recent performance with near-term plans to support weekly decision making.new
improved
Allocation
π¬ Scheduled Report Deliveries in Allocation
What's new
You can now schedule recurring report deliveries straight from your Allocation Plan and Allocation Strategies pages, and export Allocation Strategies as a PDF on demand β so the right people get the right view of your allocations without anyone pulling reports by hand.
What you can do
- Schedule allocation reportsβ Open the three-dot menu on the Allocation Plan or Allocation Strategies page and chooseScheduled Report Deliveriesto set up recurring email delivery of the view you're looking at.
- Export strategies as a PDFβ Right-click the Allocation Strategies grid, openExport All, and pickPDF Exportto get a print-ready snapshot delivered to your email.
Why it helps
- Keep stakeholders in the loop automatically β schedule a delivery once and stop exporting the same report every week.
- Share a clean, print-ready snapshot of your allocation strategies without screenshots or spreadsheet cleanup.
What's new
You can now view your assortment broken down by individual stores and location groups directly in Assortment Plan. Location Assortment projects cluster-level data to the location level, giving merchants a ground-level picture of which choices are present at each store or market.
What you can do
- Filter your assortment by one or more locations to see exactly which choices are available at a specific store or market
- Group by any location attribute β grade, region, type, or custom attributes β with choices repeating per location bucket, just like in reporting
- Switch to Gallery View to visualize your store-level assortment as product cards
- Right-click any row to open Manage Exclusions and add or remove locations from specific choices
Why it helps
- Merchants can answer "what does my assortment look like in California stores?" without building a separate report or exporting data
- Works with your existing datasets β no new setup required
- Scoped to assortment presence, keeping the view fast and focused on what's where, not on financial planning metrics
new
Data Import
π₯ Presentation Profile CSV Import
What's new
You can now import presentation profiles in bulk by uploading a CSV file, instead of setting them up manually. Choose between
Incremental
(add and update without disturbing existing profiles) or Full Replace
(completely overwrite a profile with what's in the file).What you can do
- Import presentation profiles from a CSVβ Upload a file to create or update presentation profiles across locations and sizes in one go, rather than configuring each profile by hand.
- Choose your import modeβ Set the import mode toIncrementalto layer new data on top of what's already there, orFull Replaceto completely swap out a profile's contents with the file.
- Get row-level error feedbackβ Invalid rows (unrecognized SKUs, bad locations, out-of-range Min/Max values, or missing profile names) are flagged with a reason. An entire profile is skipped if any of its rows are invalid, keeping your profiles consistent.
- Re-upload safelyβ Duplicate rows in the same file are collapsed automatically. Re-uploading a file won't create duplicate data.
Why it helps
- Cuts out repetitive manual configuration when setting up presentation profiles for a large catalog or during initial implementation.
- Full Replace mode makes it straightforward to refresh a profile completely from a new file without leaving stale mappings behind.
We just dropped a new course in the Toolio Academy covering two of the most-asked-about tabs in the New AP Offering Panel β Size Cluster and Size Plan!
Here's the quick version of how they work together:
Size Cluster
lets you view and adjust how sizes are distributed across your automated clusters for a choice offering. Size Plan
is where you see whether that distribution is playing out in your actual sales data. Configure β monitor β adjust.The course covers:
- What each tab does and where to find it
- How size curves connect to both tabs
- Step-by-step walkthroughs for configuring active sizes per cluster and reading your size-level plan data
- Common gotchas (including what to do when active size checkboxes behave unexpectedly)
Head to the Toolio Academy to check it out. As always, reach out to your CSM with questions!
What's new
You can now create and run multiple allocation strategies on the same product. Each strategy applies its own allocation logic to a different set of stores or time periods while drawing from the same shared inventory, and they run together as a single combined allocation.
What you can do
- Create a related strategy in one clickβ Right-click an existing strategy and selectCreate Related Strategy. It inherits most settings automatically, leaving you to set just the location list and Allocation Group.
- Configure each strategy independentlyβ Every related strategy keeps its own inputs: location list, dates, ROS/forecast, order cycle, safety stock, prioritization method, and location overrides.
- Organize with Allocation Groupsβ Group related strategies together with labels, similar to Assortment Groups.
- Set priority for shared inventoryβ Use the Allocation Strategy Priority attribute to decide which strategy gets shared warehouse inventory first when strategies compete β lower numbers take priority.
- Avoid conflicts automaticallyβ Overlap validation prevents two strategies from serving the same store during the same timeframe.
Why it helps
- Run full-price and outlet strategies on the same product with separate parameters.
- Give different store groups their own replenishment schedules.
- Phase in next-season allocations while the current season keeps running elsewhere.
- Let different planners manage separate subsets of stores.
- Serve multiple distribution channels from a single warehouse.
Learn more: Multiple Allocation Strategies
new
Assortment Plan
Multi-Currency Planning in Assortment Plan
What's new
You can now plan unit costs, retail prices, and ticket values in local currencies directly within Assortment Plan β bringing the same multi-currency capability from Merchandise Plan down to the choice level in AP.
What you can do
- Plan in your cluster's local currency β Set unit cost, unit retail, and unit ticket in the currency for each selling region (e.g., euros for a European cluster, CAD for a Canadian cluster)
- Switch between currencies at any time β In the Offering Set, toggle between Cluster Currency and any specific currency; numbers update automatically using your configured exchange rates
- Track currency impact in Metrics β See how exchange rate changes affect your ticket prices and margins week over week across your planning horizon
- View rolled-up data in Reporting β Control which currency you're viewing and see plan totals with exchange rate conversions applied
Why it helps
- Global and regional teams can work in the currency that makes sense for their market β without manual conversion
- Exchange rate shifts are reflected automatically across your plan on a time-series basis, so numbers always stay accurate
- All data is stored in your organization's base currency, keeping rollups and cross-region comparisons consistent
Note: Multi-currency in AP requires a feature flag and cluster currency configuration. Reach out to your Customer Success Manager to get it enabled.
Read more on the help article here.
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