Changelog
Follow up on the latest improvements andΒ updates.
RSS
improved
Intelligence
AI
π Download Files Straight from Chat
π Download Files Straight from Chat
What's new
You can now ask Tooli to hand you back a real, downloadable file right in the chat β no more copying data out by hand.
What you can do
- Ask for a file and get oneβ Just ask, like "prepare Monday morning report as a downloadable excel file," and Tooli drops a download chip into the conversation.
- Pick the format you needβ Excel, CSV, JSON, Markdown, or plain text are all supported.
- Grab it and goβ Click the chip to save the file, ready to open, share, or plug into another tool.
Why it helps
- Skip the copy-paste β take your data out of chat as a file you can actually use.
- Get results in the format that fits your next step, whether that's a report, a share-out, or further analysis.
new
Dashboard
Analytics
π Product Summary: A Single Page for One Product
Checking on one product used to mean opening a plan, filtering to the style, and hopping between views to piece together where inventory sits, how it has been selling, and which sizes are gone. Product Summary puts all of it on one page, one product at a time.
What's new
- A single page per product, covering identity, inventory, recent sales, size break, and per-location performance
- Eight KPI tilesat the top: last week and last four weeks of units sold with period comparisons, return rate, allowance rate, on hand with available to sell, on order, weeks of supply with an inventory health badge, and selling locations
- Weekly Salestrend by fiscal week, so a slow week is easy to tell apart from a real slowdown
- Size Curveshowing each size's units sold, on hand, and on order alongside its share of the total, which makes a broken size break obvious at a glance
- Locationsgrouped by channel, built to stay readable across a few hundred doors, with a quick filter to jump to one location
- Style level and color levelin the same place: open a style to see every color rolled up, or a single color on its own
What you can do
- Open it from anywhere with CMD+K(orCTRL+K). Start typing a product name, style number, or choice ID and pick it from theProductsection at the bottom of the results. The page opens in a new tab, so whatever you were working on stays put.
- Read a whole style at once.Open a style number and every figure rolls up across colors, with aColorspanel ranking each color by units sold and its share of the style total. The strongest seller is flagged.
- Drill from a style into a colorby clicking a color, or step back up from a color using the style name in the headline.
- Find one door fastusing the filter above theLocationsgrid, or expand a channel to compare the doors inside it.
- Spot the size that is about to run outby comparing each size's share of sales against its share of inventory.
Why it helps
When someone asks how a product is doing, the answer usually lives in four places at once. Product Summary is the fast read: is there too much stock, is it selling, which sizes are broken, and which doors are carrying it. It is read-only, so it is safe to open in the middle of a planning session without touching your plan.
You can learn more about this here.
improved
Assortment Plan
See when your Assortment was last synced with Merchandise Plan
You can now see exactly when each assortment last received Merchandise Plan data β so you always know whether the numbers you're looking at are up to date.
What's new:
- A new Last Syncedcolumn is available on the Assortment Summary grid β add it from the attribute selector to see the last sync timestamp per assortment
- The sync action in the right-click menu is now labeled Sync(previously "Refresh") to better reflect that syncing runs in the background and may take up to ~30 minutes on large assortments
Head to Assortment Summary, right-click any row, and select
Sync
to trigger a recalculation, or add the Last Synced
column to monitor sync recency across your assortments.improved
Assortment Plan
Intelligence
Automated Cluster Groups
Update Snapshot from Reference ACG
We've added a new way to keep your Automated Cluster Group (ACG) snapshots up to date when your clustering strategy evolves.
Previously, if you added new partitions to an existing Automated Cluster Group, the live ACG would reflect those changes, but any snapshots created from it would remain unchanged. Since Assortment Planning uses ACG snapshots, users often had to recreate snapshots to pick up the new partition structure.
With Update Snapshot from Reference ACG, you can now update an existing snapshot using a live Automated Cluster Group as the reference.
How it works
- Right-click an existing ACG Snapshot and select Update Snapshot from Reference ACG.
- Choose the live Automated Cluster Group to use as the reference.
- The system validates the selected ACG for eligibility.
- Review and confirm the update.
- The snapshot is updated with the latest partition structure and configuration from the reference ACG.
Any affected choices in Assortment Planning are automatically reforecast during the next nightly scheduled forecasting job.
This enhancement makes it much easier to maintain snapshots over time without recreating them whenever your Automated Cluster Group definitions change.
Learn more in the Automated Cluster Groups help article.
Global merchandising just got a whole lot easier. If your team plans across multiple regions and currencies, you know the pain of manually converting prices before they ever hit a plan β not anymore.
Our new course dives into everything you need to plan like a pro across currencies: setting unit cost, retail, and ticket values in each cluster's own local currency, using custom exchange rates so your future plans reflect real planned rates (not a static one), and switching between Metrics and Reporting views to see your numbers however you need β cluster by cluster or rolled up into one currency for clean cross-market comparisons.
We've also packed in the configuration and data side of things: how actualized data flows into Toolio with exchange rate, how to set up custom exchange rates so your plan reflects real, planned rates rather than a daily default, how to configure those rates at the cluster level, and how everything gets stored under the hood in your organization currency so rollups and metrics stay consistent no matter which currency you're viewing.
Whether you're planning your first international launch or just want a refresher on how currency flows through AP, this one's worth 15 minutes of your time.
Head on over to Toolio Academy to learn more!
improved
Item Plan
ποΈ Scenario Sections in Item Planning
What's new
Scenario sections are now available in Item Planning too. Group related scenarios into sections the same way you do in Merchandise Planning β and since both modules use the same scenarios, they share the same sections.
What you can do
- Create a section in Item Planningβ Click Add Section at the top of the Change Scenarios or Show Other Scenarios menu and give it a name.
- Move a scenario into a sectionβ Open Scenario Options β Change Section and pick a section, or choose No Section to move it back out.
- Select a whole section at onceβ In Show Other Scenarios, each section has a single checkbox that selects or clears all of its scenarios; a dash shows a partial selection.
- Reorder by draggingβ Drag scenarios and whole sections to set the order they appear in your plan; a section's scenarios move together as a block, and your plan columns follow the same order.
- Use one set of sections everywhereβ A section you create in Merchandise Planning appears in Item Planning, and the other way around.
Why it helps
- Keep Item Planning scenario menus tidy, no matter how many scenarios your team maintains.
- Organize scenarios once and see the same grouping in both Merchandise Planning and Item Planning.
- Your plan columns read the way you arranged the menu, so comparisons stay easy to follow.
Learn more in the Scenario Planning help article.
improved
Intelligence
AI
π Ask Toolio's AI about your change history
What's new
You can now ask about recent changes to your plans in plain language β like "what changed this week?" or "who's been editing this scenario?" β and get a clear answer. Ask Toolio's built-in AI, or your own AI assistant connected through the Toolio MCP Server. No more exporting a log to piece together what's been happening.
What you can do
- See recent activity at a glanceβ Ask what's changed lately and get the latest edits, who made them, and when.
- See who did whatβ Ask who's been making changes and get each person and the kinds of actions they took, most recent first.
- Scope to a timeframeβ Ask "what changed this week?" and narrow the answer to that period.
- Focus on a scenarioβ Ask about changes in a specific plan scenario to see the activity there.
- Ask from your own AI assistantβ Connect Toolio through the MCP Server and ask the same questions from Claude or another AI assistant, right alongside your other tools.
Why it helps
- Keep a pulse on recent planning activity without exporting a log.
- Know who's been in a plan and what they've been doing, right before your weekly review.
- Meet your planners where they already work β in Toolio, or in the AI assistant they already use.
>
Note:
Available where Toolio's AI assistant or the Toolio MCP Server is enabled; full change details are visible to admins.improved
Assortment Plan
Allocation
π Rate of Sale now respects each location's size range
What's new
Rate of Sale (ROS) is now calculated only from sales of the sizes that fall within the size range applying to what you're planning. Sales of out-of-range sizes no longer feed the rate or the Good Weeks evaluation. This applies in both Assortment Planning and Allocation.
How it works
- Assortment Planningβ The calculation uses the offering's Size Range. If none is set, every size in the sales history contributes.
- Allocationβ Each location uses its own effective size range: a per-location override when set, otherwise the strategy's Size Range. Locations that share a selling location are grouped and calculated over the union of their in-range sizes.
- No size range, no changeβ If nothing is set, the rate is simply left unfiltered by size, so every size present in the sales history contributes, exactly as before.
Why it helps
- Cleaner, more accurate ROS: a size you don't intend to carry can't inflate or deflate the rate.
- Consistent behavior across Assortment Planning and Allocation.
- On automatically, with no configuration required.
Learn more in the Rate of Sale (ROS) Calculator help article.
improved
Assortment Plan
Intelligence
AI
Like for Like Forecast
What's new
You can now generate an AI forecast for a new, replacement, or low-history choice by linking it to a similar choice and using that choice's sales pattern as the forecasting input.
What you can do
- Link a similar choiceβ Open the target choice's Offering Set, go to the Similar Choices tab, right-click an eligible similar choice, and select Link Choice (Like for Like Forecast).
- Forecast without sales historyβ Run forecasting and the system generates an AI Forecast for your choice using the linked choice's historical demand pattern, even if your choice has no sales data of its own.
- Review the result right awayβ The generated forecast is available for review inOriginal AI Forecast Unitsas soon as the run completes.
- Relink or unlink anytimeβ Point the link to a different similar choice, or remove it, whenever the comparison no longer fits.
Why it helps
- Get a realistic forecast for new or replacement products before they build up any sales history of their own.
- Keep historical sales data clean β linking never copies or alters sales records for either choice.
- Stay in control of the Forecast Type β unlinking keeps the choice on AI Forecast until you decide to switch it back.
Learn more in the AI Forecast help article.
improved
Merchandise Plan
ποΈ Scenario Sections in Merchandise Planning
What's new
You can now group your scenarios into sections in Merchandise Planning β the same way you organize your views. Related scenarios stay together, and your scenario menus stay tidy no matter how many scenarios your team maintains.
What you can do
- Create a sectionβ Click Add Section at the top of the Change Scenarios or Show Other Scenarios menu and give it a name.
- Move a scenario into a sectionβ Open Scenario Options β Change Section and pick a section, or choose No Section to move it back out.
- Select a whole section at onceβ In Show Other Scenarios, each section has a single checkbox that selects or clears all of its scenarios; a dash shows a partial selection.
- Reorder by draggingβ Drag scenarios and whole sections to set the order they appear in your plan; a section's scenarios move together as a block.
Why it helps
- Find the right scenario quickly instead of scrolling one long list.
- Keep working plans, forecasts, and snapshots grouped the way your team thinks about them.
- Your plan columns follow the same order you set in the menu, so comparisons read the way you arranged them.
Learn more in the Scenario Planning help article.
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