Changelog
Follow up on the latest improvements and updates.
RSS
improved
Assortment Plan
Choice Count Visibility in Style Bank Assignments
You can now see the Choice Count when assigning PLM or StyleBank entries to choices. This makes it easy to track how many choices have already been linked to each entry. Need to find unassigned items? Just filter by Choice Count = 0.

You can read more about it in our help center here.
We’re excited to announce that Public and Private Views are now available in Assortment Plan and Allocation, expanding the control and flexibility you already enjoy in Merchandise Plan.
This enhancement gives you more control over who can see and edit saved views, helping your team stay organized as you scale. With four distinct permission types—Private, Public Non-Restricted, Public Restricted, and Toolio Restricted—you can customize visibility and editing rights to match your workflows.
You can now override Receipts in AP, via the Receipts Plan tab of any choice.

In any case where you may want to make a change to the system-generated receipts, you can do so via the override functionality, which allows you to:
- Change the Receipt Date/Week of system-generated receipts
- Update the Total Units of each system-generated receipt
- Fine tune the Size Level distribution of your receipt units
This allows you to easily make changes to the system-generated receipt plan. Upon saving your overrides, you are also able to run Receipt Generation function once more - at which point the system continues to respect your overridden values while also computing future receipt recommendations according to your overrides.
Please read more about how to use Receipt Overrides here
new
Assortment Plan
Platform
Automated Cluster Groups
Assortment Planning – Update to Filtering by Channel and Cluster
We’ve made an improvement to filtering in Assortment Planning to give you more precision and control. Previously, when filtering by channel or cluster, the page returned all choices that matched any of the selected filter criteria—even if a choice was only partially associated.
With today’s update, you can now filter to a specific cluster or channel, and the results will include only the choices linked to that selection.
What’s Changed
- Precise Filtering -Filtering by a channel or cluster now returns only the choices associated with that specific selection.
- Automated Cluster Attribute -When filters are applied, the Automated Cluster attribute will display only the filtered clusters. Expanding details will still show all clusters associated with the choice, ensuring full visibility.
- Accurate Aggregations -Metrics like sales and receipt plans will now reflect only the filtered clusters or channels, improving accuracy in reporting and decision-making.
- More Efficient Edits -Line-level edits (such as overrides) will now apply only to the filtered locations, making mass updates faster and more targeted.

Here is a video walk through.
We’ve expanded Column Sort capabilities to more screens so you can organize your data your way—faster than ever:
- Metrics, Offerings, and Receipt Plan screens in Assortment Plan

- Recommended Purchase Orders screens
We’ve also introduced Column Filtering to the Recommended Purchase Orders screen—saving you extra clicks and helping you get to the right data instantly.

new
Merchandise Plan
Settings & Configuration
Data Restriction in Merchandise Plan
The Merchandise Plan (MFP) module now supports data restrictions, allowing you to filter master data (e.g., Product, Variant, or Location) based on selected attributes. This ensures that plans operate only on the relevant subset of data.
Navigation
- Go to Settings → Module Settings → Merchandise Plan.
- Click on Plan Management.
- Select the specific Plan you want to configure.
- Add the Data Restrictionutilizing product-variant and/or location filters.
Configuring Data Restrictions
- In the selected plan scenario, locate the Data Restriction section.
- Choose the attributes you want to filter by. Common options include:
- Division / Department
- Channel
- Set the values for the selected attributes.
- Example:To restrict the plan to wholesale operations in Store Plan, set:Channel = WHOLESALE
- Save the configuration.

Once applied, the plan will only consider the subset of master data that meets the selected conditions. For example, if
Channel = WHOLESALE
is selected, only products and locations associated with wholesale operations will be included in planning actions.Read more about the Data Restriction in Merchandise Plan on this help article.
"This Week" shortcuts in date pickers! Save time with instant access to current periods!
Simply click the new "This Week" (or "This Month") links next to your date dropdowns to instantly jump to the current business period. No more scrolling through dropdowns or hunting for today's date - just one click and you're there.

We’ve added Public and Private Views in Merchandise Plan to give you more control over who can see and edit saved views, making it easier to keep your workspace views organized as your team grows. With four distinct permission types—Private, Public Non-Restricted, Public Restricted, and Toolio Restricted—you can tailor visibility and editing rights based on your role, quickly identify view types via view icons, and manage settings in bulk from the admin page. This feature is currently available in Merchandise Plan (and multi-plans) and will roll out to Assortment Plan and Allocation Plan in the upcoming weeks.

Read more about Public and Private Views on this help article.
improved
Settings & Configuration
Product Update: Enhanced Conditional Formatting Dialog
We’ve rolled out improvements to the Conditional Formatting experience to give you more control and clarity when managing rules.
✅
What’s New
- Name Your Rules: You can now assign a custom name to each rule using the new Name input field—available as the first field in the dialog.
- Smarter Rule Display: Named rules will be shown with your custom labels. If no name is provided, we’ll continue to use the existing naming convention.

improved
Settings & Configuration
Importer Change Tracking Now Available
You can now view the last updated time of an importer. This helps ensure that no unauthorized or unexpected changes have occurred since the last time you completed data validation.

If you suspect that an importer may have been modified, you can:
- Check the “Last Updated” timestamp directly in the importer list.
- Review detailed modifications in the Change History, accessible via the “Toolio - Import Updates” view.
This feature improves visibility and auditability of importer configurations, especially during data onboarding or validation workflows.

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