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Recommended Transfer Orders - Summary Widgets

Add at-a-glance summary widgets above the Recommended Transfer Orders grid to spot inventory pressure before approving transfers.

Summary Widgets are at-a-glance tiles you can add above the Recommended Transfer Orders grid to read the key numbers behind your transfers without scrolling through individual rows. Each widget is scoped to whatever filters are active on the grid, so the numbers always reflect exactly what you're looking at — and they recompute automatically as you change those filters.

Widgets are off by default, so you start with a clean grid and turn on only the ones you care about.

Summary widgets above the Recommended Transfer Orders grid

Use Cases

  • Sanity-check a batch of transfers before exporting — total units, SKUs, locations, and transfer count at a glance.

  • Catch inventory pressure early: destinations that are stocked out, below their minimum, or already over their max presentation.

  • Spot when you're moving stale or non-selling product, or skewing transfers toward lower-priority destinations.

  • See where the volume is going — top destinations, top products, and channel mix — for the current filter set.

Adding and Managing Widgets

Click the kebab menu () in the top-right corner of the Recommended Transfer Orders page and choose Add Widget. The dialog lists every available widget with a short description. Check the ones you want, or use Select all to toggle them on or off together, then click Apply.

The Add Widget dialog, listing the available widgets with a Select all toggle

You can drag the handle on a widget to reorder it. Your selection, order, and visibility are saved with your View — so your setup persists across reloads, view switches, and shared links, and your colleagues see the same widgets when you share a View with them.

Available Widgets

All numbers respect the grid's active filters and update as those filters change.

Allocation Summary

Total recommended units for the current filters, with SKU, location, and transfer counts.

Allocation Value

Total retail value of the in-transit units, with the cost tied up and the implied margin %.

Stockouts

Share of recommendations being sent to destinations with zero on-hand inventory — your emergency stockout coverage. This tile is clickable (see Filtering the Grid from a Widget below).

Over-Max

Share of recommendations being sent to destinations that are already above their max presentation level.

Below Min

Share of recommendations being sent to destinations that are below their min presentation level.

Avg Lead Time

Average number of days between the transfer date and the receipt date for the current filters.

Style Age

Lifecycle split of the recommendations: new (≤ 7 days since first sale), mature (8–90 days), and legacy (over 90 days or never sold). The headline percentage is the share that is legacy.

Non-Selling Risk

Share of recommendations on SKUs with no sale in the last 30 days (or never sold) — i.e. stale product being moved.

Priority Mix

Destination store priority breakdown: tier 1, tier 2, and everything else. The headline percentage is the share going to tier 1 destinations.

Channel Mix

Destination channel split. The percentage shows the largest channel's share.

Top Destinations

The destinations receiving the most units. The percentage shows the top destination's share of all in-transit units.

Top Products

The products receiving the most units (rolled up from their variants). The percentage shows the top product's share of all in-transit units.

Filtering the Grid from a Widget

The Stockouts widget is clickable. Clicking it filters the grid down to the matching rows — destinations at zero on-hand inventory — so you can jump straight from the summary number to the transfers behind it. Clicking replaces any existing filter on that column.

FAQs

Why are my widgets empty or showing zero?

Widgets reflect the grid's active filters. If you've filtered down to a narrow set of rows, the widgets summarize only those rows. Clear or widen your filters to see broader numbers.

Do hidden widgets slow down the page?

No. Toolio only fetches the data needed for the widgets you've turned on, so widgets you haven't added cost nothing.

Will my coworkers see the same widgets?

Yes, if they're using the same View. Widget selection and order are saved as part of the View, so a shared View carries your widget setup with it.

How do I remove a widget?

Open Add Widget from the kebab menu () and uncheck it, or use Select all to clear them all at once.

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