Ollie Feature

Each step of the delivery process should have it's own colour. Currently an order shows as Green when it's been accepted and then also as Green when it's Delivered. Often, orders have trouble moving from Accepted if there is a problem between Camelot and Ollie and when this happens a customer will be billed for an order they never receive. It would be much easier to catch these errors if the Accepted colour was different than the delivered colour <COMMENTS> jan@joiefarm.com Logged on today to ask for this same feature. Happy to see it's already gained so much traction! The colour coding would really help my team avoid oversight during fulfilment. 0 · January 7, 2022 · Chereen Dupuis I agree. Different colours would make it so much easier to look at. 0 · December 3, 2021 · Jas Gane I agree that this would make it so much easier to read the status for each order. Currently 'Accepted', 'Shipped' and 'Delivered' are all the same shade of green. These 3 statuses are all very different, so would be great if they were different colours e.g. 'Accepted' could be yellow, 'Shipped' could be blue and 'Delivered' could be green. 0 · November 18, 2021 · Frances Banner Yes please!! 0 · November 10, 2021 · Dawn Lennie yes, this would be so helpful 0 · November 8, 2021 · Tracy McLean completely agree with author 0 · November 1, 2021 · Steven Chung Laura Zuniga Feedback to consider for status colour UI improvements

Ideally have a deposit option linked to the customer, not just customer type. Being able to turn off deposits per customer.

Request to add to Ollie a "Task Reminder" option. Katrice said the following: "We used to be able to set a task reminder on clients' profiles with a date that would send us a notification. Our team used this feature whenever we needed to follow up with a client about new releases they are waiting on etc." <COMMENTS> Alicia McCaffrey Yes I agree as well 0 · January 12, 2022 · Corrie Ashton I agree a follow up flag would be helpful for anyone using the CRM function within Ollie. 0 · January 10, 2022

I have attached a copy of what I would like to do in Ollie. I need to be able to upload the invoice to the BCLDB website with the original amount and then print off the doc 60's with the keg returns on the invoice and the amount to be paid. We want to be able to give the customer the doc 60 with the keg deposit and the keg return on it. Each week we download the batch from Ollie Order, then upload it to the BCLDB website. When I do this I have to have a keg deposit amount in the batch. So I can't do what you're suggesting, for example product - 174.00 gst - 8.70 keg deposit - 30 total - $212.70 The total I have to submit to BCLDB is $212.70, but if I put the keg return in the adjust it changes the total to $182.70

We need 'supplier pickup' as an option for a fulfillment method when placing an order to direct tap.

Would like the ability to see the delivery days of external warehouse integrations such as direct tap on orders for customers. <COMMENTS> Steven Chung KD: Nice to have 0 · Internal · November 26, 2021 · Reply Steven Chung Add customer to route group to identify delivery schedule. How to manage Route Groups doc Get delivery days from DT and identify how to manage delivery days to share with community of users. Kristina Dyk Jesse Bannister 0 · Internal · July 28, 2021 · Reply Steven Chung Kristina Dyk Is this related to the external inventory update by any chance or do you know if we solved this? https://app.clickup.com/t/8640458/DEV-5708 0 · Internal · July 16, 2021 · Reply Kristina Dyk Steven Chung: This is separate from inventory. It hasn't been resolved yet. What he's asking for is a way to display what days Direct Tap delivers to various buyers. They have set delivery days and if it was displayed within the app that would be helpful for sellers. 0 · Internal · July 27, 2021 · Reply Sara Park Yes!! everyone i speak to misses this feature from saleslitre - you must bring this back as part of the program 0 · June 22, 2021