Toolio Allocation Walkthrough: Demand-Driven Inventory Execution at Scale

See how Toolio's Allocation module takes your planning strategy all the way to store and SKU-level execution. This walkthrough covers how allocation works as part of the full Toolio platform — and as a standalone module for teams not yet using Assortment Planning. What's covered: Allocation Strategy Setup: Pre-configure reusable allocation profiles with safety stock, order cycles, sales curves, size curves, location curves, and presentation patterns. Profiles apply automatically to new strategies, reducing manual setup every cycle. Demand-Driven Optimization: The system calculates expected demand at the SKU-location level and uses an optimization engine to determine the ideal quantity for each store, factoring in sales forecasts, on-hand inventory, and supply chain constraints. Continuous Reforecasting: As new sales data comes in, Toolio continuously recalibrates allocation forecasts to chase demand at outperforming stores and stay aligned with your plan in real time. Smart Transfer Orders: When replenishment is needed, Toolio generates transfer order recommendations and pushes them directly into your ERP, eliminating manual work and reducing errors. Exception Management: Surface the stores and SKUs that actually need attention: stockout risks, overstock, size imbalances, and fast-selling items requiring urgent replenishment, without manually reviewing spreadsheets. Whether you're using Allocation alongside Merchandise Planning and Assortment Planning or as a standalone starting point, Toolio gives you a modular, demand-driven engine to optimize inventory at scale. 0:00 Platform overview 0:18 How Allocation connects to Assortment Planning 0:45 Standalone allocation & profile setup 1:26 Demand-driven optimization engine 1:57 Continuous reforecasting 2:15 Smart transfer orders & ERP integration 2:44 Exception management & insights 3:05 Summary & next steps Learn more at toolio.com