Improved User Experience when Generating Inventory & Receipts in Item Plan

Our new update gives you better visibility into the impacts of your changes before committing to saving your plans when you’re planning receipts and inventory in Item Plan.

To generate inventory or receipts, right click on the time period that you want to update, select functions, and click either “Generate Inventory From Receipt” if you have receipts values planned, or click “Generate Receipts from Inventory” if you have inventory values planned. A banner will pop up on the top of the screen letting you know what action you just completed. From there, you can make adjustments and preview changes in real time. Once you’re ready, save or cancel your changes. Click HERE for more information on this workflow. 

Imports Status Tracking

Under the Data & Imports page, you’ll now be able to see the percentage completion of your imports under the column “Status”.

Feature Requests & Toolio's Roadmap

Be sure to check out our Roadmap for other planned features and updates to Toolio. Is there a feature you think would be a great addition? Let us know here!