Merchandise Planning

Confident Decisions Start with Next-Gen Merchandise Planning

Easily view, manage, and stay in control of your merchandise financial plan and Open-to-Buy—all in one place.
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Better Planning Starts with Toolio

Stay aligned with your business goals

AI helps you build merchandise plans that support your growth, profitability, and cash flow targets. Easily create top-down plans by channel, category, or location—without the guesswork

Keep Your Open-to-Buy Flexible

AI-powered insights generate receipt plans that align with your inventory targets, giving you real-time visibility to adjust and chase opportunities as they come up.

Plan for Anything

Market shifts happen—AI helps you stay ahead. Test different scenarios, analyze financial impacts, and use real-time performance data to adjust forecasts on the fly.

Merchandise Planning Powered by AI

Centralized Plan & Actuals Data

Automate data integration for better version control, ensuring real-time updates for consistency and accuracy across teams

Auto-Actualization

Update plans with actuals as data flows in to reduce manual work and keep plans aligned in real-time

Lock & Spreading

Lock key values while dynamically adjusting others, giving you effortless control and flexibility over your metrics

Quickly configure and view data that matters most

Personalized views

Build views tailored to your critical metrics and attributes to ensure the right people are seeing the right data

Custom metrics and attributes

Get deeper, more relevant analysis to track important KPIs without relying on rigid or generic reporting tools

Dynamic hierarchy and aggregation

Easily roll up or drill down by any attribute to quickly analyze performance without creating multiple reports

Create, compare, and refine your merchandise plan

Scenario planning

Stay agile by creating retail scenarios to explore different outcomes, helping your team quickly test and choose the best strategy

Plan snapshots

Save plan snapshots over time to track changes, measure progress, and analyze how your plans evolve.

Plan seeding

Quickly generate new plans using historical data, trends, or existing plans to stay aligned with past performance and growth goals.

Multi Plans

Open to Buy for your Merchandise Plan

Build views tailored to your critical metrics and attributes to ensure the right people are seeing the right data

Store Plans

Get deeper, more relevant analysis to track important KPIs without relying on rigid or generic reporting tools

Wholesale Plan

Easily roll up or drill down by any attribute to quickly analyze performance without creating multiple reports

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.”

Mike Carrozza

VP of Product Strategy

“One of the biggest changes [using Toolio] has been the ability to see cost impacts immediately. Before, we’d spend hours manually calculating margin shifts in meetings. Now, we can make those decisions instantly.”

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."

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!