Toolio

Built for Retail

Designed specifically for retail, providing strategic merchandise planning, allocation, and assortment. Advanced planning and budgeting capabilities enable precise control over categories, products, and locations to meet demand.

Key Benefits

• Real time demand metrics and analytics help optimize inventory, reducing stockouts and overstocking.
• Robust pre season and in season planning tools for detailed merchandise strategy.
• Powerful “what-if” analysis and scenario planning capabilities drive smarter decision making.
• Seamlessly integrates with NetSuite, adding a dedicated merchandise planning layer that aligns with execution and financial processes.
• Advanced allocation, assortment planning, and demand forecasting for optimized inventory investment.

Customer Quote

We finally have a comprehensive view into our plans and results across regions and normalized for currency. Not having to manage this data frees up our time to analyze, create different forecasts and scenarios, and ultimately make more informed decisions about inventory.

Toolio + Netsuite: A Perfect Match

By combining NetSuite’s operational power with Toolio’s strategic planning and budgeting tools, retailers gain a comprehensive solution designed to maximize efficiency, agility, and profitability.

Merchandise Planning

• Centralized Plan and Actuals Data: Single source of truth for all your merchandise financial planning and reporting.
• Auto-Actualization: Seamless integrations to your commerce stack to automate actualizations. Save time and avoid costly errors.
• Locking and Spreading: Streamline top-down, bottom-up, or middle-out planning by locking, spreading and inverse calculations.
• Personalized Layouts: See your data how you want. Create custom views of your metrics, attributes and date ranges for different stakeholders and use cases.
• Custom Metrics and Attributes: Define custom attributes and metrics to analyze your business through your unique KPIs.
• Dynamic Hierarchy & Aggregation: Roll-up plans and actuals by any of your attributes. Change aggregations on the fly to see roll-ups by channel or by category.
• Scenario Playing: Test, implement and track progress against multiple scenarios in a single view.
• Plan Snapshot: Create plan snapshots to seamlessly compare your latest forecast to initial company goals.
• Plan Seeding: Simplify plan creation by pulling in historical data, builds and ratios across any custom date range.

Assortment Planning

Rationalization

• Top-Down / Bottom-Up Reconciliation: Reconcile assortment plan to merchandise plan to identify gaps and manage the deviation from plan.
• Rationalization: Leverage depth & width recommendations to prevent SKU proliferation and over-assortment.
• Smart Start: Smart start your line planning and wedge building by automatically creating cluster appropriate placeholders.

Seasonal Line Planning

• Hindsight: Compare to past assortments and select comparable products to automatically and accurately quantify buys.
• PLM Integration: Seamlessly run your adoption process by pulling developed styles from your PLM and easily assigning them to placeholders.
• Gallery View: Virtual fashion wall to visualize the assortment over time and make planning changes directly in the gallery view.

Core Replenishment

• Forecasting Engine: Automate forecasting and retrending to streamline creating projections, while maintaining ability for overrides, to improve forecasting accuracy.
• Promo Planning: Centralize promo calendar and automatically account for discounts and lifts in sales forecasts.
• Replenishment: Optimize inventory by recommending ideal receipts to meet the demand plan, while accounting for lead times and inventory polices like safety stock.

Purchase Order Manager

• Receipt Consolidation: Consolidate receipts to generate purchase orders, while accounting for minimum order quantities, different freight methods and other supply chain considerations.
• MOQ: Ensure minimums are met by pulling forward receipts ensures cost saving from vendors can be maximized.
• Purchase Order Management: Manage and approve purchase orders to project the impact on inventory, before final approval is provided to the vendor.

Reporting

• Snapshots: Slice and dice and roll-up assortment by time, product attributes and location attributes to provide a holistic view of the assortment over time.
• Advanced Analysis: Track changes on the assortment over time to understand the evolution of the assortment from pre-season to in-season.
• Scenario Playing: Seamlessly create different scenarios and compare them to assess the financial implications of each.

Allocation

• Accurate Store Level Demand Forecasts: Leverage AI / ML and statistical forecasting to anticipate demand SKU x Location level demand that incorporates new product launches, promotions and many other inputs.
• Intelligent Transfer Order Suggestions: Generate transfer orders based on safety stock targets, replenishment frequency and presentation constraints.
• Optimize Inventory Deployment: Our SKU rationing logic ensures that we optimize the placement of your inventory down to the last unit to maximize your sales and inventory turn.
• End to End Planning: Plan inventory based on forecasted demand by location with the integration to the item planning module.
• Turn-key Integrations: Save time and avoid costly errors by automating transfer order creation in your ERP directly from Toolio.
• Store Manager View: Give visibility to your store managers so that they understand when they should expect replenishment by style.
• Automated Store Clusters: Automatically create store clusters by product performance to drive initial allocation.
• Store Capacity Constraints: Manage and respect store level capacity constraints to ensure each store receives what it can carry.
• Minimum Display Quantities: Set minimum display quantities to ensure desired product presentation by store.

Toolio AI

• Leverage your data, refine your forecasts, and streamline decision-making with AI-enhanced tools for better retail planning.
• Whether you’re a growing brand or a global enterprise, Toolio helps brands scale confidently, reduce costs, and stay agile in a competitive landscape.
• Cleanse data by adjusting for promotions, markdowns, one-time events, and out-of-stocks—ensuring accurate insights so you learn from past anomalies instead of repeating them.
• Get precise depth and width recommendations aligned with top-down targets, store distribution strategies, and cleansed historical data. Ensure you’re buying the right products in the right quantities to maximize sales and minimize waste.
• Tournament forecasting takes the guesswork out of planning. Test and select the most accurate model for reliable, consistent predictions for better decisions.
• Access actionable performance analytics and seamless Monday reporting. Ask your data anything and get instant answers.