Toolio comes with several built-in views to help you easily manage your purchase orders (POs). These views are designed to provide actionable insights and streamline your workflows based on the status, timing, and completeness of your orders.
Below is a quick breakdown of each out-of-the-box PO view and how it can be used.
Reports
Views in this section contain easy to use reports to get a summary of your purchase orders.
Toolio - Outstanding POs
This view shows POs that are in the future and have outstanding units yet to be received. It is sorted by Due Date and clearly shows how many units are on order to be received by date.
Toolio - POs by Order Date
This filtered view shows all POs that have a non-zero quantity and were ordered in the last N weeks. It is sorted by Order Date, so that you can see the most recent POs that you've ordered first.
Use Case:
Allows teams to track new POs that are actively expected to ship soon.
Helps merchandising and planning teams prioritize newer orders that are in the pipeline.
Toolio - Purchase Orders
This view provides a comprehensive look at all POs in the system, regardless of their fulfillment status. It provides an easy way to quickly drill down into the details associated with each Purchase Order. Just add PO Number to the filter and see all line items associated with that Purchase Order
Validation
Views in this section contain easy to use exception reports to understand unexpected behaviors with your Purchase Orders, such as those that are past due and have pending units to receive.
Toolio - Past Due
This view highlights POs that are past their expected delivery date and are still marked as active in the system. It’s filtered to only show POs with Due Dates in the past and is sorted by Due Date (descending), so the most recently past due POs appear at the top.
Even if a PO has been fully received, it will still appear here if its status is active—this doesn’t cause any issues in Toolio. To help you focus on true exceptions, we use conditional formatting to call out POs that are past due and have not received any units.
Handling Past Due POs
If POs are late, but still active, it's best practice to handle this in the mapper that sets the Due Date to today if it's in the past. This can be achieved by adding the following logic in the import mapper for purchase orders.
Due Date = new Date(Math.max(Date.now(), new Date('{Due_date}'))) This ensures that Toolio takes the max of current day and the due date, to ensure that the past Due Dates are brought up to today.