Use Location Plans in Automated Cluster Groups

We’re excited to announce a powerful enhancement to Automated Cluster Groups in Toolio—

you can now use Location Plans as the data source for clustering

This update allows teams to define clusters based on future-facing store plans instead of solely relying on historical performance. It’s especially useful when expected future performance deviates from past trends, enabling more accurate and intentional clustering decisions.

What’s New

When creating a new Automated Cluster Group, you’ll now see “Merchandise Plan” as a selectable data source—available for any merchandise plan that has Location enabled.

Upon selection, the following inputs become available:

Merchandise Plan Type
Choose from all location-enabled plan types relevant to your workflow.
Scenario
Select a specific scenario (e.g., Master Plan, Current Plan, or Original Plan). We recommend using a plan that reflects your latest version of the truth.
Partition Selector
Choose from product attributes included in the selected Merchandise Plan to define how you want to group products for clustering.
Demand Metric
Define the clustering logic around either demand or inventory need by selecting from gross sales units/retail or receipts units/retail.

Read more about Location Plans in ACGs and Automated Cluster Groups in general here.