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Follow up on the latest improvements andΒ updates.

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new

AI

πŸ–ΌοΈ Product Images in Tooli

What's new
Tooli now natively supports product images. Ask for a PDF, deck or report, and Tooli places your product photos in the file, where it used to leave a "View image" link.
Tooli turns a request for a line sheet into a PDF with product photos, names and net sales
What you can do
  • Get line sheets with photos:
    Ask Tooli for a PDF of your top choices, and each row shows the product next to its numbers.
  • Build decks with your products in them:
    Ask for a presentation on a class or vendor, and the key products show up as pictures.
  • Pull images from any plan:
    Photos come through from your assortment plan, item plan, allocations and transfer orders.
Why it helps
  • You can review a line faster when you can see the product.
  • The file is ready to share as soon as Tooli hands it over.

new

Merchandise Plan

AI

✏️ Edit Your Merchandise Plan with Tooli

What's new
Tooli can now edit your Merchandise Plan. Until now it could only read it. Ask for a change in plain language, review every number it would move, and save only when you say so. Edits run through the same rulesets as the grid. The same tools are available to Claude, Cursor and any other AI assistant connected to the Toolio MCP server.
A planner asks Tooli for a 2028 plan at +5% over 2027, reviews a by-division preview where gross sales and units rise 5% and AUR holds, then says "Apply" and the edit is saved
What you can do
  • Ask for a plan change in a sentence:
    For example, "Build a 2028 plan at +5% over 2027 in a new scenario and keep AUR and IMU flat."
  • Preview before anything is saved:
    See every cell the edit would change, by division and by month, with before and after values. A preview never writes to your plan.
  • Pick the ruleset:
    Run the edit under any of your Merchandise Plan rulesets and see which metrics each one lets you edit. Try a second ruleset if the first doesn't hold your rates the way you want.
  • Save with one word:
    Say "apply" and the same edit is saved. If any part of the edit is refused, nothing is saved.
  • Work in a scenario:
    Build next year's plan in a private scenario and leave Master untouched until you're ready.
  • Use the assistant you prefer:
    Ask Tooli inside Toolio, or connect Claude or Cursor to the Toolio MCP server and ask there.
Why it helps
  • Turn a top-down target into a full plan without spreading it by hand across every division and week.
  • You see whether AUR, IMU and return rates hold while you can still change the edit.
  • Saves go through your rulesets, so a plan built in chat follows the same rules as one built in the grid.

new

Assortment Plan

πŸ“Š Build Your Own Rollups in Assortment Plan

What's new
The new Rollups panel puts your key numbers right above the Assortment Plan grid, in tabs of KPI tiles, tables and charts that you set up yourself. Turn it on in Assortment Plan Settings.
What you can do
  • Turn it on in settings:
    An admin turns on
    Rollups Panel Enabled
    in Assortment Plan Settings, and the
    Rollups
    button appears on every plan.
  • Build tabs of widgets:
    Add number tiles, tables, and pie, bar and line charts. Pick the metrics, variants, grouping and top or bottom N for each one.
  • Compare the same weeks:
    Use
    To Date
    to compare actuals, plan and last year up to the last closed week, or pick Last 4 Weeks, Month to Date and other rolling periods.
  • Keep a shared view:
    Tabs are saved for your whole team. Mark the ones everyone relies on, like Overview and Reconciliation, as static so they always come first.
  • Dig deeper in one click:
    Open any widget in Reporting with its filters, grouping and metrics already set.
Why it helps
  • See how the assortment is tracking against plan, last year and your Merchandise Plan without leaving the plan.
  • In-season numbers no longer look far behind plan just because future weeks are counted.
  • Your team works from the same overview and reconciliation every time.
Read more in How Do I Use the Rollups Panel in Assortment Plan? in the Help Center.

new

Settings & Configuration

AI

πŸ’¬ Tooli in Slack

product-update-tooli-slack-hero
What's new
You can now ask Tooli questions in Slack. Mention @Toolio in a channel or send it a direct message, and it answers from your plans in the same thread.
What you can do
  • Ask from any channel the bot is in:
    Mention @Toolio with a question like "How did Outerwear sell last week vs plan?" and the answer lands in a thread under your message.
  • Keep the conversation going:
    Reply in the thread to follow up. Once Tooli has answered there, you don't need to mention it again.
  • Send it a direct message:
    Ask Tooli on its own when the question doesn't belong in a team channel.
  • See what it's working on:
    While it works, Tooli shows what it's reading, like "Reading the merchandise plan…", and each answer names the agent that replied.
  • Choose who answers where (admins):
    In Settings, under AI & Agents > Slack Integration, pick a default agent, then pin a specific agent, roles and datascope to individual channels. A channel rule always wins over the default.
Why it helps
  • Get a number in the channel where your team is already talking about it, without opening Toolio and building a view.
  • Everyone in a planning channel sees the same answer, so the discussion starts from one set of figures.
  • Admins control which agent answers in each channel and what data it can see there.
Tooli in Slack works with Slack only for now. To set it up for your team, reach out to your Customer Success Manager and we'll help you get connected. To learn more about the slack integration, please see here.

new

Assortment Plan

Platform

πŸ›οΈ Toolio Overlay: Your Planning Data on Your Own Storefront

What's new
The Toolio Overlay is a Chrome extension that shows your live Toolio numbers on your own website. Browse a product page or a collection grid and you see sales, inventory, and weeks of supply for each product, right where your customers see it. It's available now on all Shopify accounts.
The Product Stats panel with metric tiles, weeks of supply, and the size curve
Toolio chips on the product cards of a collection page, each with a colored weeks-of-supply bar
What you can do
  • Open Product Stats on any product page:
    A panel docks next to the page with last week and last 4 weeks sold, AUR, return rate, on hand, on order, next PO date, and a full size curve. Switch between the whole style and the color you're looking at.
  • Scan a whole collection at once:
    Every product card gets a small chip with its key metrics and a colored weeks-of-supply bar. Red means running out, green is healthy, yellow is overstocked.
  • Sort the grid by performance:
    Reorder the products on the page by any Toolio metric, such as units sold or weeks of supply. Only your view changes. Shoppers see the site as usual.
  • Scope to a channel or a store:
    Pick a sales channel, or a single location to see how a product is doing in one store.
  • Jump into Toolio:
    Click
    Open in Toolio
    to go straight to that product's Product Summary for the full breakdown.
Why it helps
  • Judge a style while you're looking at it on your site, without pulling a report.
  • Decide what to feature, mark down, or put ad spend behind based on how much stock you have left.
  • Planning, e-commerce, and marketing all look at the same numbers.
  • Setup is quick: install it from the Chrome Web Store and sign in with your Toolio account. The overlay is visible only to you, and it never changes what shoppers see.
If you'd like the overlay on a non-Shopify site, reach out to your Customer Success Manager and we'll help you set it up.
To get started, read Getting Started with the Toolio Overlay and Using the Toolio Overlay. If your IT team wants to review it first, send them Toolio Overlay Security and Privacy.

new

Merchandise Plan

Assortment Plan

Item Plan

Allocation

πŸ“Œ Your Visualization Saves with the View

What's new
Your chart now saves with the view. Set up a visualization once β€” pick the rows you want to plot, choose a chart type, hide the series you don't need β€” then save the view, and it's waiting for you every time you open it.
What you can do
  • Keep your chart after a reload
    – Refresh the page, switch to another view and come back, or change a filter or date range. Your chart returns exactly as you left it.
  • Keep the exact rows you plotted
    – The rows you clicked are remembered along with the grouping level they sit at, so a chart built on a sub-level stays on that sub-level instead of jumping up to a total.
  • Keep your chart type and hidden series
    – Whichever chart type you picked comes back with the view, and any series you hid from the legend stays hidden.
  • Share a chart with your team
    – The chart belongs to the view, so everyone who opens that view sees the same one.
  • Clear it when you're done
    – Turn Visualize off and save the view to take the chart off it.
  • Use it across your planning grids
    – Works in Merchandise Plan, Item Plan, Allocation, and the Metrics and Reporting panels in Assortment Plan.
Why it helps
  • Stop rebuilding the same chart every morning β€” set it up once and it's there.
  • Shared views now carry their chart, so your team starts from the same picture instead of each person recreating it.
  • Nothing changes behind your back: your chart is only updated when you save the view.

improved

Assortment Plan

Intelligence

Allocation

πŸ“‰ Trend Dampening

What's new
Retrend now supports Trend Dampening, so a recent sales trend doesn't push your forecast in the same direction forever β€” its influence fades over time and the forecast eases back toward your original plan.
What you can do
  • Control how long a trend sticks around
    – Set a Grace Window to keep the retrend effect at full strength for a set number of weeks before it starts to fade.
  • Choose how the fade happens
    – Pick Exponential dampening (fades faster at first, then levels off β€” tune the speed with Half-life) or Linear dampening (fades at a steady, constant rate).
  • Set when it fully resets
    – Use Horizon to define how many weeks out the forecast fully returns to your original, original forecast.
  • Apply it broadly or case-by-case
    – Turn on Trend Dampening globally so it applies to every choice, or enable it for a single choice in the Assortment Plan when it needs its own settings.
  • Preview the effect before committing
    – See how your Grace Window, Dampening Style, Half-life, and Horizon settings shape the forecast right in the configuration window before you save.
image
Why it helps
  • Keeps a short-term spike or dip from permanently skewing your forecast for the rest of the season.
  • Gives you control over how quickly you trust a new trend versus your original plan.
  • Lets you fine-tune dampening for specific choices that behave differently from the rest of your assortment.
Read more in In Season Retrending.

improved

Dashboard

Platform

πŸ“… Pick the period on Product and Hierarchy Summary

What's new
Product Summary and Hierarchy Summary now have a Period control next to the Channel selector. Pick the last 4, 8, 13, 26 or 52 weeks, or month, quarter or year to date. Both pages open on the last 8 weeks.
Product Summary with the Period control set to L8W and the KPI strip following it
What you can do
Everything on the page follows what you pick: the KPI strip, the weekly sales chart, the size curve, and the location, colour and door tables. Each KPI tile names the period it covers.
The Last Week tile stays on screen whatever you select, so you can read the most recent week alongside the longer window. On Order keeps its own forward horizon, since those units have not landed yet.
Periods count completed weeks only, so a partial current week does not drag an average down.
Tile names come from your own metric configuration, so each one uses your team's wording.
Why it helps
Eight weeks smooths out one odd week without burying a trend the way a full year does. When eight weeks is the wrong read, say a seasonal style that only started selling last month, you switch once and every figure on the page moves with it.

new

Assortment Plan

πŸ”Ž Find Assortments by Their Scope on the Assortment Summary

Finding the right assortment in a long list just got easier: the Assortment Summary can now filter by what each assortment is scoped to.
What you can do
  • Filter by scope
    – open
    Filter
    , add a
    Scope:
    field such as Department, Class or Supplier, and see only the assortments whose saved filters include that value.
  • Search across the hierarchy
    – Division, Department, Class and Product Hierarchy work together, so Department = Clothing also brings back assortments scoped to a class under Clothing.
  • Combine with regular filters
    – pair scope with Name, Season or Created By, and save the result as a view for your team.
  • Sort and search the list
    – order the summary by any column and find an assortment by name from the toolbar.
Why it helps
  • Teams with hundreds of assortments see only their own area without scanning the Dataset Filters column.
  • Saved views turn that narrowed list into a one-click starting point.
Read more in Creating a new assortment.

improved

Assortment Plan

πŸ“ˆ Gross Sales Units vs Last Year in Assortment Plan Line Building

Gross Sales Units vs Last Year
What's new
Gross Sales Units on the Assortment Plan Line Building workflow now has two more variants you can tick on:
Act LY
, what the choice actually sold in the same weeks last year, and
Plan vs Act LY %
, how far above or below last year you are planning.
What you can do
  • Tick them on from the Variants menu
    – Open the view menu, go to Variants, and check Act LY and Plan vs Act LY %. They sit right under Act, Plan and System.
  • See last year beside the plan
    – Act LY lands next to Plan and Act on every choice, so the comparison is on the row you are already working in.
  • Read the gap as a percentage
    – Plan vs Act LY % does the math for you. Positive means you are planning above last year, negative means below.
  • Scan a whole assortment at once
    – Sort on the percent column to pull the choices furthest from last year to the top.
  • Keep it in your view
    – Save the view once the variants are on and they come back every time you open it.
Why it helps
  • Catch a choice planned well over or under last year before the buy is locked.
  • Keeps the last-year comparison in the grid you already plan in, instead of an export.
  • Rolls up over each choice's own selling window, so it lines up with the plan sitting next to it.
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