Assortment Planning

Smart Planning and Buying With AI-Driven Assortment Planning Software

Develop home run products and make smarter buying decisions with AI-driven insights and visual line sheets—ensuring the right products, in the right mix, at the right time
Platform Overview Hero Image

Better Buying Starts with Toolio

Automated Workflows From Planning to Production

Establish budgets, develop assortments, collaborate with your design team, and place purchase orders all in one system.

Blend Creativity with Data

Slice and dice performance data and add product images to line sheets for visual and numeric assortment breakdowns.

Data-Driven, Winning Assortments 

Use hindsighting and attribute analysis to develop new products and assortments based on past successes.

Get the right mix with breath & depth rationalization

Top-down to bottom-up reconciliation

Easily connect your assortment plan to your merchandise plan to spot gaps, adjust for changes, and keep everything on track.

Smarter assortment choices

Use AI-driven insights to fine-tune your SKU mix, avoid over-assortment, and keep inventory streamlined—so you’re only stocking what sells.

Kickstart planning with smart start

Let AI do the heavy lifting by automatically generating cluster-appropriate placeholders, so you can build better assortments, faster.

Plan seasonal assortments with confidence

Seamless PLM Integration

Pull in developed styles from your PLM and quickly assign them to placeholders, streamlining your adoption process.

Smarter assortment choices

Use AI-driven insights to fine-tune your SKU mix, avoid over-assortment, and keep inventory streamlined—so you’re only stocking what sells.

Gallery view brings your assortment to life

Bring product imagery front and center with Gallery View in Toolio’s Assortment Plan—seamlessly filter, group, and sort key details for better merchandising decisions!

Core products always in-stock

Smarter forecasting, less guesswork

Let AI handle forecasting and retrending to create accurate projections—while keeping full control to make adjustments when needed.

Plan promotions with confidence

Keep your promo calendar in one place and automatically factor in discounts and sales lifts for more precise forecasting.

Replenish the right way

Stay in stock without overbuying— get recommendations for ideal receipts based on demand, lead times, and safety stock policies.

On-time, organized purchase orders

Intelligent receipt consolidation

Combine ideal receipts into purchase orders while factoring in MOQs, freight methods, and supply chain needs—so ordering stays efficient and cost-effective.

Satisfy MOQs without overstocking

Pull forward receipts to hit vendor minimums while keeping costs low and inventory optimized.

Smart purchase order management

Review and approve POs with full visibility into their impact on inventory—before sending them to vendors.

Clear, actionable reporting

Capture assortment snapshots

Filter and analyze your assortment by time, product, or location attributes to get a clear, big-picture view of how it evolves.

See how your assortment changes

Monitor shifts from pre-season to in-season to understand trends, performance, and opportunities for improvement.

Plan smarter with ‘what-If’ scenarios

Easily create and compare different planning scenarios to see the financial impact before making decisions.

What Retailers Are Saying

Stacey Shriefer

Vice President Inventory Planning

“Toolio was instrumental in showing our merchants that they could have 50-75% less SKU count and do the same amount of sales. We expect $5M in cost savings and efficiency gains.”

Maggie Barclay

Planning Director

"There are so many metrics that have given us the data we need to feel more confident about buying deeper into merchandise. The weeks of supply metric has helped us see potential to reorder styles if they are selling at a fast rate or pivot with additional marketing tools if a style is moving at a slower rate."

Laura Smith

Inventory Planning Manager

“We have cut down on inventory while maintaining in stock rate goals. We are able to plan smarter because we are now planning by channel, where we were planning at a total company level prior to Toolio.”

Frequently Asked Questions

How are assortments created and managed in Toolio?

Assortments are created by selecting a set of attributes (such as department, category, or cluster) and a timeframe (e.g., season). Products can be included in multiple assortments across different seasons, and Toolio allows planning by time and cluster groups by location. This enables both new and existing assortments to be managed in a unified workflow, with the ability to roll up and review as a singular plan over time.

What is the lowest level of planning granularity in the Assortment Planning module?

The lowest level of planning in the Assortment Plan is at the Choice (typically style/color) x Cluster (group of locations) level. This allows for detailed planning by product and location group, supporting both broad and highly localized assortment strategies.

How does Toolio support clustering and localization of assortments?

Toolio provides automated clustering, which analyzes data trends and location attributes (such as space and geography) to create clusters of stores expected to behave similarly for subsets of products. Each assortment choice is associated with a cluster for a time period, allowing for dynamic expansion or contraction of assortments as seasons or store attributes change.

Can I use historical data and rationalization to inform assortment decisions?

Yes, Toolio enables users to hindsight previous assortments for insights into performance, width, and depth. The system supports rationalization to recommend the ideal width and depth of the assortment based on financial targets and historical trends. Users can also compare current plans to past assortments for better decision-making.

How does the system handle placeholders and integration with product development?

Toolio allows for the creation of placeholder products in the assortment plan, which can later be matched to real styles from a style bank integrated with ERP or PLM systems. This supports planning for new products before final style adoption and ensures a seamless workflow from product development to assortment execution.

Merchandise Plan

See Toolio In Action

The best way to understand what Toolio could do for you is to see for yourself. Get started with our team today!