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Assortment Plan

Intelligence

Settings & Configuration

Allocation

Location Exclusions in Assortment & Allocation Planning

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.
What Is It?
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.
Why It Matters
Previously, managing product-to-location restrictions meant tedious workarounds using clustering logic, manual overrides, or allocation hacks. Now, with Location Exclusions, Toolio helps you:
  • Enforce compliance with supplier, regulatory, and brand requirements
  • Prevent planning errors with centralized rules and imports
  • Keep forecasts and allocations accurate and aligned with your strategy
Key Features
  • Manual Rules:
    Define exclusions using choice and location filters on attributes like Department, Fabric, or Region.
  • Import Support:
    Upload bulk exclusions using a standardized file format.
  • Manual Enforcement:
    Flag exclusions directly within Assortment Planning and Allocation views.
Each exclusion dynamically impacts clustering, ROS (rate of sale), and more—ensuring your plan reflects reality.
Where You’ll Use It
  • Settings → Intelligence → Location Exclusions:
    View, filter, create, and audit all exclusions.
  • Assortment Planning (AP):
    Excluded locations appear as “Rule Exclusion,” are uneditable, and automatically adjust your clusters and forecasts.
  • Allocation Strategies:
    Excluded locations are automatically removed from override rules, with clear visibility into exclusions.
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Dynamic Re-Evaluation
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.
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What’s Coming Next?
We’re exploring effective date support for temporary exclusions, some automations and improvements.
You can read more about the Location Exclusions here.