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Changelog

Follow up on the latest improvements and updates.

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improved

AI

✏️ Rename Your Tooli Conversations

What's new
You can now rename a Tooli conversation. Give a thread a title you'll recognize, and it keeps that title in the header and in your conversation history.
The Tooli header with the title "Spring dresses sell-through review" being typed into a text field, next to the History list where a hovered conversation shows a pencil icon
What you can do
  • Rename from the header:
    Click the conversation title at the top of Tooli, in the side panel or in fullscreen, and type a new one.
  • Rename from History:
    Hover a conversation in the History list and click the pencil icon.
  • Save or cancel with the keyboard:
    Press Enter or click away to save. Press Esc to keep the old title. Titles can be up to 80 characters.
  • Keep the title you chose:
    Tooli names new conversations from your first message. Once you rename one, Tooli leaves your title alone.
Why it helps
  • Find a past analysis in History by the name you gave it.
  • Tell apart several threads on the same department or season at a glance.

improved

Assortment Plan

🙈 Ignore Warning and Information Statuses

What's new
You can now ignore a
Warning
or
Information
row in the Choice Status panel once you have checked it and it is expected. An ignored row counts as passed, so the bar in the Choice Plan grid and the overall status chip show the next status instead. Click
Undo
to bring it back.
What you can do
  • Clear known warnings:
    Click
    Ignore
    in the
    Action
    column of the Validations list, for example on a size warning for a size you no longer carry.
  • Share it with your team:
    An ignore applies to the whole Choice, so everyone who opens it sees the same result.
  • Undo it any time:
    Click
    Undo
    on an ignored row to show it again.
  • Let a change bring it back:
    If the status or its message changes, the ignore ends and the row shows again.
Why it helps
  • Warnings you have already reviewed stop covering real problems in the grid.
  • Calculations stay the same, so ignoring a note never changes your plan.
Read more in Choice Status Panel in the Help Center.

improved

Allocation

🔗 Open the Assortment Plan and Product Summary from Allocation Strategies

What's new
When a strategy's Demand Type is
Assortment Plan
, you can now open that choice in the Assortment Plan straight from the Allocation Strategies grid. The title of each choice also opens its Product Summary.
Hovering a strategy's Demand Type opens the Assortment Plan filtered to that choice, and hovering its title opens the Product Summary
What you can do
  • Open the choice behind the demand:
    Hover the
    Demand Type
    cell of a strategy set to
    Assortment Plan
    and click the open-in-new-tab icon. The Assortment Plan opens filtered to that one choice.
  • Check how a product is doing:
    Hover the title and click the icon to open its Product Summary, with recent sales, inventory, size break and location detail.
  • Keep your place:
    Both links open in a new tab, so your Allocation Strategies view stays as you left it.
Why it helps
  • You can see the planned demand an allocation is built on without searching for the choice in the Assortment Plan.
  • You can check a product's recent sales and inventory before you run or adjust its allocation.

improved

Assortment Plan

📊 Rollups in Every Plan, Distinct Counts and Shareable Tabs

What's new
The Rollups panel is now on in every Assortment Plan. Widgets can count distinct SKUs, choices, styles and locations, and a link to your plan opens Rollups on the tab you shared.
The Rollups tab strip with the six Toolio tabs first, followed by a public tab and a private tab
What you can do
  • Find Rollups in every plan:
    The panel is on for every organization, with no setting to turn on. An admin can still turn it off in Assortment Plan Settings.
  • Count what is in the plan:
    Add Distinct SKU, Choice, Style and Location Count to any widget, against last year and as a share of the total.
  • Share a tab with a link:
    Copy the link to your plan while Rollups is open, and whoever opens it lands on the same tab.
  • See your own hierarchy:
    The standard tabs group by your most detailed product level and use your own names for it, like Class or Sub Category.
Why it helps
  • Every team gets the summary view without asking for it.
  • You can check the breadth of the assortment, like how many styles or choices you are buying, next to sales and receipts.
  • Pointing a colleague to the right tab takes one link.
Read more in How Do I Use the Rollups Panel in Assortment Plan? in the Help Center.

improved

Assortment Plan

📦 Target Sell-Through Buffer Now Phases Across the Lifecycle

Watch the walkthrough on Loom
Available behind a feature flag.
Reach out to your CSM to have it turned on. Once it's on, receipt recommendations will change shape for any choice that has a Target Sell-Through set. The total you buy stays the same. Only the timing of the buffer units changes.
What's new
Target Sell-Through adds buffer units on top of your sales plan. Until now, all of those units landed on the first receipt date, which inflated the opening buy. They are now spread across every receipt date Toolio generates for the choice, in proportion to what each date already buys, so the buffer builds through the lifecycle instead of arriving all at once.
What you can do
  • Buy the opening you planned:
    Your first receipt now reflects the sales plan and your Safety Stock, Order Cycle, and Lead Time settings, without the whole season's buffer on top.
  • Keep your overrides as they are:
    Receipt weeks you have overridden or locked are left out of the spread. They keep the quantity you set, and they don't count when the proportions are worked out.
  • Revisit anywhere you used Target Sell-Through to front-load:
    If you set a Target Sell-Through mainly to pull units into the initial buy, it no longer does that. Use a receipt override for a deliberate front-load, or Safety Stock for rolling coverage.
Why it helps
  • Improves average inventory turn, since the buffer is no longer sitting in stock from week one.
  • Lowers overstock exposure when the opening weeks of selling come in under plan.
  • Same total receipts and the same Calculated ST%. Only the phasing moves.
  • Overridden and locked receipt weeks stay where you put them.
Applies to choices with a Target Sell-Through set in Assortment Plan and Line Planning.

improved

Assortment Plan

🧭 Toolio Tabs, Widget Preview and Act / Plan in Rollups

What's new
The Rollups panel in Assortment Plan now comes with six standard Toolio tabs, shows a widget before you save it, and adds Act / Plan and Act / MP to every widget.
The Rollups panel with the Toolio tabs leading the tab strip and the Add Widget dialog showing a preview of a table widget
What you can do
  • Start from standard tabs:
    Overview, Product Mix, Buy Plan, Reconciliation, Season to Date and Forward Look are ready in every plan. Duplicate one to make it your own.
  • Keep tabs private or shared:
    Give a tab a permission, like saved views in the grid. Private tabs are only yours, and restricted tabs keep their place for everyone.
  • Hide the tabs you don't use:
    Hide a tab just for you, and bring it back from the hidden tabs menu.
  • See a widget before you add it:
    Click Preview in the widget dialog to see it with your plan's data while you build it.
  • Try a variation without losing the original:
    Save as New Widget keeps the widget you edited and adds your changes as a new one.
  • See where the season is heading:
    Act / Plan and Act / MP use actuals for closed weeks and the plan for the weeks ahead.
  • Read long tables easily:
    Long tables show how many rows are left, and wide tables show an arrow to scroll right.
Why it helps
  • Every team starts from the same proven set of tabs instead of a blank panel.
  • You get each widget right the first time, with fewer save and edit rounds.
  • You can tell early whether the assortment will land on the Merchandise Plan.
Read more in How Do I Use the Rollups Panel in Assortment Plan? in the Help Center.

new

Merchandise Plan

AI

👀 Preview Tooli's Edits in Your Merchandise Plan Grid

Watch the walkthrough on Loom
What's new
When you ask Tooli to change your Merchandise Plan, it now stages the edit in the grid you have open. Every cell it changes is highlighted, and nothing is saved until you press Save.
A planner asks Tooli in the sidebar to grow 2027 gross sales by department, raise AIR 3% and keep 12 weeks of supply. The grid next to it shows the new values highlighted as unsaved changes, with Save and Cancel at the top
What you can do
  • See the change where you plan:
    Ask Tooli in the sidebar, and the new numbers appear in your grid as unsaved cells. Tooli moves you to the first one.
  • Check it at every level:
    Expand departments, scroll through months, and look at sales, AIR, margin and weeks of supply before anything is written.
  • Save or cancel from the grid:
    Save applies the whole edit. Cancel drops it. You can also ask Tooli to cancel and try again a different way.
  • Keep your ruleset:
    Tooli stages the edit under the ruleset selected in your grid, so held and calculated metrics behave the same as when you type in a cell.
  • Ask why a cell won't change:
    If a cell is read-only, for example an actualized month, Tooli tells you why.
  • Switch the layout:
    Ask Tooli to regroup or filter, and it opens a private copy of your view. The original view stays as it was.
Why it helps
  • You review Tooli's work in the grid and totals you already use.
  • A change with several parts, such as growth by department plus a price increase plus a weeks of supply target, lands in one preview, so you see how the parts interact before you save.

new

Merchandise Plan

🗓️ Add Seasons as Columns in Merchandise Plan

What's new
You can now add your seasons as time groups in Merchandise Plan. Pick a season like 2026 Holiday and it becomes its own column, totaling the months or weeks inside it.
The Time Groups menu with the Time Frames submenu open and 2026 Holiday checked, next to a Merchandise Plan grid where a 2026 Holiday column totals November and December
What you can do
  • Add a season column:
    Open
    Time Groups
    , hover
    Time Frames
    and check the seasons you want. The list comes from the time frames in Organization Settings, and you can search it.
  • Plan at the season level:
    Type into a season column and the number spreads down to the months or weeks in it.
  • See it where it belongs:
    A season shows when it falls inside the date range you've selected, right after the last month or week it covers.
  • Arrange it like any other column:
    A season you pick joins the main Time Groups list, so you can reorder, align and pin it, and it is saved with the view.
  • Find relative groups faster:
    L4W, MTD, YTG and the other relative groups now sit in a searchable
    Relative
    submenu. Search by name or abbreviation.
Why it helps
  • See a season's total next to its months without adding up columns yourself.
  • Set a season target once and let Toolio spread it.
  • A shorter Time Groups menu, with seasons and relative groups one search away.

improved

Assortment Plan

📈 Share of Total and Clearer Numbers in Rollups

What's new
Rollups widgets in Assortment Plan now show each group's share of the total, read number tiles more clearly, and pick variants with the same list as the grid's view menu.
A Rollups panel with a table of department sales and shares, a weekly sales trend and a sales-by-division pie chart
What you can do
  • See each group's share:
    Add
    % of Grand TTL
    to see a group's share of all groups, or
    % of TTL
    to see its share of its parent, like the columns of the same names in the grid.
  • Read number tiles at a glance:
    The first scenario is the headline, other scenarios compare against it, and variances and shares show their own value.
  • Put metrics and variants in the order you want:
    Drag metrics in the widget editor, and drag variants in their list, to set the tile, column and series order. In a table, every metric follows the same variant order.
  • Find rows fast:
    Type in the quick filter on a table widget to show only the rows you need.
  • Know where a widget stands:
    A widget on To Date tells you when its season has not started yet, and a short message confirms every saved change.
Why it helps
  • Spot which classes or colors carry the season without exporting to a spreadsheet.
  • Tables and tiles read the same way every time, so the numbers are quicker to compare.
  • Next season's plans no longer look empty or broken before their first week.
Read more in How Do I Use the Rollups Panel in Assortment Plan? in the Help Center.

new

Merchandise Plan

🗂️ Collapse Time Columns into Months and Quarters

What's new
Merchandise Plan can now group your time columns by period. Weeks sit under their month and months under their quarter, and you can fold any period down to its total. Turn it on for a view from Grid Options.
Column grouping in Merchandise Plan: Q3 open with August showing its weeks, the other periods collapsed to their totals, and the eye on August's header that hides its total
What you can do
  • Turn on grouping for a view:
    Open the views panel, go to Grid Options and click
    Show Column Grouping
    .
  • Collapse a period to its total:
    Click the arrow next to a month or quarter. ⌘/Ctrl-click does the same for the other months of that quarter, and ⇧⌘/⇧Ctrl-click for every month.
  • Hide a period's total:
    Click the eye on an open month or quarter to hide its total while you work through the weeks. The same shortcuts apply.
  • Keep the layout:
    Grouping, collapsed periods and hidden totals are saved with the view.
Why it helps
  • See a full season and the weeks you're planning in the same view, without changing your time groups.
  • Fewer columns to scroll past when you only need one month's weeks.
  • Everyone who opens the view sees it the way you saved it.
Read more in Customizing Views in the Help Center.
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