We’re excited to announce the release of Location Exclusions, a powerful new capability designed to give your teams granular control over where specific products can and cannot be planned or allocated.

Location Exclusions let you restrict product availability at specific locations based on a range of factors—like supplier rules, regional constraints, or brand guidelines. Whether you're planning assortments or setting allocation strategies, you can now centrally manage these exclusions with ease and transparency.

Previously, managing product-to-location restrictions meant tedious workarounds using clustering logic, manual overrides, or allocation hacks. Now, with Location Exclusions, Toolio helps you:

Each exclusion dynamically impacts clustering, ROS (rate of sale), and more—ensuring your plan reflects reality.

If a product's attributes change (e.g., a Category update, Style No), Toolio will re-evaluate its eligibility automatically in Phase 2. But now, you need to manually trigger this via "Reload Exclusion Index" for the specific choice(s) in AP to ensure accurate planning.

We’re exploring effective date support for temporary exclusions, some automations and improvements.

You can read more about the Location Exclusions here.

We’re excited to bring the Green Run Button feature—previously introduced in Assortment Plan—to Merchandise Plan!

With this update, instead of processing a request for every individual input change, all modifications will be bundled and sent only when you click the Green Button. This improvement enhances usability, making adjustments to line planning configuration smoother and more efficient.

You can now add Purchase Order document-level attributes directly to the Recommended Purchase Order (RPO) screen such as Ship Terms, Vendors etc. This enhancement is in direct response to customer feedback requesting more flexibility and visibility when generating and reviewing recommended POs.

To configure it, similarly on how you'd add an attribute, go to Settingss > Organizational Settings > Attributes and select "Recommended Purchase Order Document" from the options and create your attribute.

We’re excited to share an update that makes tracking data changes even easier. You can now click on any cell (in Merchandise Plan) to instantly see the most recent change made to it. For higher level cells, e.g. time aggregations or product aggregations, it would show you the date of the last change that was done on any cell underneath.

If you need more detail, you can quickly access the full change history for that period to review all edits in context. This enhancement provides greater transparency and helps ensure data accuracy and accountability across your workflows.

You can read more about this here and here is a quick video overview.

A dataset is a saved set of filters and timeframes that defines the data you work with in reports and views. Instead of recreating filters for every view, you can now save and reuse datasets across multiple views—keeping your analysis streamlined.

For example, if you often filter for Men’s Division and Tops, simply save that setup as a dataset and apply it whenever you need by pinning.

Decoupled Structure: Datasets (filters/timeframes) are now separate from Views (grouping/sorting), giving you more flexibility.

Read more here on the help article.

All your existing views now come with datasets tied to them (named after the view). No disruption—just a more organized experience.

We’ve introduced two helpful buttons that appear when you hover over items in the Attributes, Metrics, and Variants menus (under the View menu):

✅ Select Only This Item – Instantly deselects all other options and selects just this one.

⬆️ Move to Top – Moves the selected item to the top of the list for easier access.

These actions make organizing and focusing your view faster and more efficient.

We’ve made it even easier to navigate your planning workflows! You can now access the Size Curve and Sales Curve associated with an Allocation Strategy in just one click.

Simply hover over the relevant cell, and you’ll see a link icon. Clicking this icon will instantly open the corresponding curve in a new tab—so you can review details without breaking your flow.

📌 Coming soon: This streamlined experience is being extended to all other curves and the Assortment Plan, helping you work faster and smarter across Toolio.

Toolio now supports the LLLY (Last Last Last Year) variant across all modules, in addition to existing LY and LLY variants. This allows users to reference data from three years prior in their planning workflows—ideal for analyzing long-term trends and seasonal patterns. LLLY is automatically available wherever LY and LLY are used, including in metrics, reports, and dashboards.

Toolio is excited to announce the upcoming release of Data Sets in Merchandise Planning — a significant enhancement designed to provide greater flexibility, control, and transparency in your planning workflows.

To help you prepare for this update, we’ve created a recorded walkthrough that outlines what’s coming and how you’ll be able to leverage this new capability ahead of the release.

We anticipate that the new functionality will be available by the end of next week.

Just like you organize Views with Sections, you can now do the same within your Dashboards. Group related reports, metrics, and visualizations into neatly labeled sections so your team can find exactly what they need—faster.

Dashboards can now be renamed with just a few clicks.