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.

Views in this section contain easy to use reports to get a summary of your purchase orders.

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.

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.

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

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.

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.