Changelog
Follow up on the latest improvements and updates.
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A new way to interact with your Toolio data
The
Toolio MCP Server
is here, and it changes how your team gets answers out of Toolio.Plug Toolio into an AI assistant like Claude, ask a question in plain English, and get real analysis back in minutes: trends, callouts, and recommendations included. No more chasing the right view, building a one-off report, or waiting on someone else to pull the numbers.
Why this is a big deal
Customers are already moving real planning workflows into Claude. MCP meets your planners where they're actually working instead of pulling them back into yet another UI.
It also lets you blend Toolio data with the other MCP servers you use (finance, marketing, supply chain), so the answer to "why did margin slip last week?" can pull from every system that matters, in one conversation.
Early customer pilots have been the strongest reaction we've seen to a release this year. Allocation has been an especially powerful use case, and Merchandise Plan is great for pulling together a Monday Morning recap in seconds.
What it covers
Read-only access to the four core Toolio planning modules:
- Merchandise Plan: financial data aggregated by department, category, class, or location
- Assortment Plan: metrics at choice and cluster levels
- Item Plan: SKU-level performance analysis
- Allocation: inventory distribution across locations
Sample use cases
A few prompts to give you a feel for what's possible. Each one returns a real, written analysis with the underlying numbers, and most of them get more interesting when you keep the conversation going.
Monday Morning report (Merchandise Plan):
Give me a Monday Morning recap on last week’s performance vs. plan and LY. Call out the categories that drove the variance and where we’re trending against the OTB.
Allocation triage:
Which top-20 SKUs are most under-allocated heading into next week, and what transfers would you recommend? Flag any stores that are stocked-out on best sellers.
Cross-functional question (paired with finance / marketing MCPs):
Why did margin slip in Women’s last week? Pull MFP markdown data alongside last week’s promo calendar and paid spend and tell me what changed.
See it in action
You can see below what an interaction with Toolio MCP could look like
How to get started
Want to try it now?
Head to our help center guide and work with your organization's admin to enable the connector.Want to learn more first?
Reach out to your Customer Success team, or keep an eye out for an upcoming webinar we'll be announcing shortly.improved
Assortment Plan
📬 Scheduled Report Deliveries for Assortment Reporting
What's new
You can now email Assortment Reporting on a schedule, or send it once on demand, from both the Reporting Gallery view and the Reporting Grid view.
What you can do
- Schedule deliveries from the Reporting Gallery view– Set up recurring email deliveries of the gallery as a PDF.
- Send the gallery now– Use the new SEND NOW button to email the gallery once, on demand, without creating a schedule.
- Schedule deliveries from the Reporting Grid view– Set up recurring email deliveries of the grid in PDF, CSV, or XLS.
- Manage everything in one place– All schedules show up under Settings → Scheduled Report Deliveries alongside your existing ones.
Why it helps
- Get Assortment Reporting in front of merchants, leadership, and cross-functional partners who don't live in Toolio.
- Pick the right format for the audience: PDF for a polished read, CSV or XLS for downstream analysis.
- SEND NOW covers the "just email this to the team now" case without leaving a schedule behind to clean up.
new
Merchandise Plan
📋 Deep Copy & Paste in Merchandise Planning
What's new
Regular copy/paste in MFP works at the top level: you copy a parent value, paste it onto another parent, and the value spreads down based on the destination's existing child penetration. With deep copy/paste, you copy the actual values at every level of the hierarchy, including the children, and paste them onto the destination so that the destination takes on the source's penetration instead of its own.
Example: in a Division > Department > Class hierarchy, if you copy a Division and regular paste it onto another Division, the destination keeps its own class-level penetrations and the new Division total spreads across them. If you deep copy that Division and deep paste, the destination's classes take on the source's class-level penetrations instead.
What you can do
- Deep copy a hierarchy– Select a parent row and press Cmd/Ctrl+Shift+C to copy that row plus the values of every descendant underneath it.
- Deep paste a hierarchy– Pick a target parent and press Cmd/Ctrl+Shift+V to apply the source's values, including children, onto the destination. The destination's penetration ends up matching the source's.
- Use the right-click menu– Right-click in the grid and pick "Advanced copy & paste" if you'd rather use the menu than the shortcut.
- Paste across columns– Paste onto any week or column. The values shift relative to where you paste, just like normal copy/paste.
Why it helps
- Carry a source's child penetration into the destination instead of having the destination re-spread based on its own existing penetration.
- Reuse a fully built-out plan across departments, categories, or classes without losing the underlying mix.
- Keep regular copy/paste exactly the way it is for everyday top-level edits.
new
Allocation
Allocation Strategy Imports
What's new
You can now import a file to create new allocation strategies in bulk — including store assignments and start and end dates. Note: the import creates new strategies only and will not update any that already exist in Toolio.
What you can do
- Create strategies from a file– Each row represents a style-color and store combination. Use this sample file as a reference for the required format and fields.
- Import start and end dates– Dates are applied directly when the strategy is created, so your allocation window is set from the start.
- Define store inclusion per style-color– Stores listed in the file are included; any store not listed is excluded.
- Override in the UI when needed– Start and end dates can still be adjusted per strategy or per location in Toolio after import.
Why it helps
- Eliminates manual strategy setup for large assortments — import once and your strategies are ready.
- Allocators stay in control: the import is the starting point, and everything can be adjusted in the UI after creation.
new
improved
Assortment Plan
Confirmed PO Matching with RPO
RPOs exported from
Approved
status now stay on your on-order plan until the actual PO is imported and matched — closing the projection gap that used to exist while orders were being processed outside of Toolio.>
Note:
Exporting from Approved requires a feature flag — contact your Toolio team to enable it. RPOs advanced to Issued manually still drop off the plan immediately, as before.What you can do
- Export from Approved to hold on-order values– Your AP projections stay intact while the order is in flight. Once the actual PO is imported, Toolio matches it to the originating RPO, moves it toConfirmed, and swaps it out of the plan automatically.
- Let Toolio do the matching– Toolio links incoming POs to their originating RPO by RPO number. No manual reconciliation needed. Just ensure recommended_purchase_order_number is included when importing your PO data.
- Trace the full order lifecycle– RPOs now follow a clear path: Draft → Approved → Exported →Confirmed.
improved
Allocation
🏷️ Custom Attributes on Allocation Strategies
What's new
You can now add custom attributes to your Allocation Strategies, the same way you do on Choices. Tag strategies with the metadata that matters to your team, and have it show up right in the grid.
What you can do
- Add custom columns to Allocation Strategies– Define attributes like strategy type, owner, channel, season, or any other tag your team uses, and see them as columns on each strategy.
- Edit attribute values inline– Click into the custom attribute column and update the value directly. Changes save immediately and are available everywhere the strategy is used.
- Filter and sort by your own attributes– Use custom attribute columns to slice your strategy list the way your team actually thinks about allocation.
- Keep Allocation Strategy and Choice consistent– Because attributes now work the same on both, the mental model is one concept across the app.
Why it helps
- Organize strategies around the dimensions your team cares about, not just the ones Toolio ships out of the box.
- Reuse the attribute workflow you already know from Choice, with no extra training.
- Unlock downstream use cases (grouping, reporting, automation) that depend on tagging strategies with your own metadata.
improved
Merchandise Plan
Assortment Plan
Item Plan
⏪ Last Last Week & Last Last Last Week
What's new
Two new time frames —
Last Last Week (LLW)
and Last Last Last Week (LLLW)
— are now in the Time Groups menu, so you can quickly look at the week before last or the one before that.What you can do
- Look back two or three weeks– Pick LLW for the week before last, or LLLW for the week before that, straight from the Time Groups menu.
- Stack them with LW and L4W– LLW and LLLW sit right between Last Week and Last 4 Weeks, so you can line up week-over-week comparisons in a single view.
- Pin them like any other time group– Pin, unpin, and reorder LLW and LLLW the same way you do with existing time groups.
Why it helps
- Compare recent weeks side by side without building custom ranges.
- Catch week-over-week trends — is last week's bump a one-off, or part of a pattern from two or three weeks back?
- Keep your Time Groups setup consistent whether you're in Item Plan or any other view that uses time groups.
improved
Merchandise Plan
Assortment Plan
Item Plan
📅 Month to Go time frame
What's new
There's a new time frame called
Month to Go (MTG)
in the Time Groups menu. It shows you the remaining weeks of the current month — the flip side of Month to Date.What you can do
- Plan the rest of the month– Pick Month to Go from the Time Groups menu to focus on the weeks still ahead in the current month.
- Pair it with MTD– Use MTG alongside Month to Date to see what's already happened and what's still to come in one view.
- Find it right where you'd expect– MTG sits just before Year to Go in the Time Groups dropdown, grouped with the other relative time frames.
Why it helps
- Quickly see what's left in the month without building a custom range.
- Make mid-month course corrections with a clear view of the remaining weeks.
- Less visual clutter in the Time Groups menu thanks to tighter spacing between sections.
new
Assortment Plan
🎨 Create Choices from PLM
What's new
You can now create new choices in your assortment plan directly from PLM styles in the Style Bank. Pick the PLM choices you want to bring in, right-click, and they'll be turned into fresh choices in your plan.
What you can do
- Select multiple PLM choices at once– A new checkbox column in the PLM tab of the Style Bank lets you tick as many rows as you need, or select all at once from the header.
- Create choices in one step– Right-click on your selection and pickCreate New Choice. Each selected PLM style becomes a new choice in the current assortment plan.
- Keep your filters and date range– The new choices inherit the filter overrides from your current view and use the date range you've set for choice creation, so you don't have to re-enter anything.
- See partial results clearly– If some choices can't be created, you still get the ones that succeeded along with a clear list of which ones failed and why.
Why it helps
- Skip the manual copy/paste step when pulling PLM styles into your plan.
- Bring in a batch of new styles in one action instead of one at a time.
- Keep your merchandising and PLM data in sync without leaving the assortment plan.
improved
Assortment Plan
Add Locations to ACG Snapshot
📍 Add Locations to ACG Snapshot
What's new
You can now add new locations directly to your ACG Snapshot — extending your ACG configuration without ever leaving the view.
What you can do
- Right-click to get started– In the ACG Snapshot, right-click and select "Add Location(s) to this Snapshot."
- Choose a reference ACG– Select the ACG to use as your reference; the system validates it against its eligibility criteria before moving forward.
- Pick your locations– Once validated, choose from the list of available locations to add.
- Review your changes– An approval screen summarizes what will change and notes that the forecast will run for the affected choices during the next nightly scheduled job.
- Confirm and done– Approve to apply the changes and get a success confirmation.
Why it helps
- Add locations to an ACG without navigating away from the snapshot view.
- Automatic eligibility validation means you only see locations that qualify.
- The approval screen keeps you informed about when forecast changes will take effect.
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