The Merchandise Planning module enables you to build out merchandise plans to meet your organization’s financial targets. It supports setting sales, margin, inventory, and receipt plans, and provides robust scenario planning and reconciliation between top-down and bottom-up plans. The module is designed to replace spreadsheet-driven processes and centralize planning workflows.

Toolio allows planning at any level of the product, location, and time hierarchy. You can plan and analyze by channel, division, department, subdepartment, category, class, and more. Plans can be created down to the day level, with the default being week level, and can extend for multiple years. Values can be spread down to the lowest level, configurable per plan, and you can translate between plans at different granularities, such as location plan vs. merchandise plan, with support for custom calendar configurations.

Toolio supports cost, retail, and unit-level merchandise plans. Hundreds of retail metrics are available out of the box, and you can add custom metrics as needed.

Toolio comes preconfigured with out-of-the-box views for pre-season planning, in-season planning, open-to-buy, data validation, and finance. These views serve as templates to help structure your planning and reporting workflows and can be customized as needed.

Toolio can integrate with FP&A systems to import topline financial numbers, which can be used as scenarios in Merchandise Planning. All modules are interconnected, so top-down guidance from Merchandise Planning is immediately available in Assortment Planning, and bottom-up plans can be reconciled into Merchandise Planning.