Ollie Feature

Currently, we are able to filter orders by a date range (e.g. Feb 1 2022 - Feb 4 2022) but not by one specific date. We'd also like to be able to simply select one day (e.g. 'Feb 1 2022') and have all orders placed on that date show up. This would make it easier for us when generating reports for specific dates.

It would be super helpful if we could have a Delivery Driver or Route field within the Order page. It would be similar to the Sales Rep function, where we could assign a driver to a delivery leaving our warehouse. We would also need this added as a Filter when sorting through the Orders page.

As a Seller, I need to be able to search for products by Product Name or SKU in the Price List view.

Now that orders aren't going to Logistics, we need to be able to edit an order that has been shipped in Ollie Orders. Various reasons for this...a customer adds to order, an item is damaged in shipment, order is not picked correctly, inventory is incorrect and item isn't available, etc. Ideally we should be able to edit orders until the status changes to Batched and which point the order should be locked. <COMMENTS> Steven Chung Per Scott, could lead to performance concerns if done retrospectively, but may tackle on go forward. 0 · Internal · December 13, 2021 · Reply Steven Chung Set up UX session for review https://untappd.atlassian.net/browse/OLLIE-200 0 · Internal · October 29, 2021 · Reply Steven Chung https://untappd.atlassian.net/browse/OLLIE-543 0 · Internal · December 13, 2021 · Reply Steven Chung marked this post as PLANNED 0 · October 5, 2021 · Steven Chung Buyer facing impact. 0 · Internal · September 22, 2021 · Reply Steven Chung Will this affect US Expansion? It is critical that invoices that match the orders so that it can be reconciled in other mission critical back end systems (e.g.: ERP, Accounting, etc...). This will impact every Seller irregardless of geographic market, 3PL and/or Self Distributed, etc... 0 · Internal · September 8, 2021 · Reply Steven Chung The Product and Development teams are reviewing this need. We're targeting to addressing this in Q4 '21. 0 · August 6, 2021 · Steven Chung Merged in a post: Amend invoice orders@twinsailsbrewing.com The ability to amend Ollie invoices when Dtap short ships. May 18, 2021 July 14, 2021 · Unmerge Steven Chung Scope: Change rep, price list, line item Target early Q4 Export to DT is one way Export to CW is one way, but can be updated Export to QBO is one way, but can be updated Global change that would be beneficial for ON expansion Laura, Scott, Karl, Tobie Status related 4 star effort Next steps, set up working sessions post SL migration. Target 2nd week of Aug, ClickUp Ticket https://app.clickup.com/t/8640458/PROD-86 0 · Internal · July 14, 2021 · Reply Steven Chung Product & Dev Discovery meeting scheduled for Aug 11th. More to follow. 0 · Internal · August 6, 2021 · Reply orders@twinsailsbrewing.com Do we have a ETA on this? 0 · May 27, 2021 · · Reply Tracy McLean Definitely need this ability especially for home warehouse as right now if an order is shipped and you need to make an adjustment, you have to void the order and reenter 0 · May 12, 2021 · · Reply Maya I agree, this is an important option for us also. 0 · April 27, 2021 · · Reply monica@kitschwines.ca Definitely agree with this feature, need to be able to edit orders after shipped. The account administrator should also be able to edit the sales rep on the order, very important for us to be able to assign a sales rep since we use an orderdesk. 0 · April 23, 2021 · · Reply Sophie Oliver Also, thanks for your feedback re transfers! I've created a separate post/feature request for this for our reference and have added both Lachlan & Alison as voters so you stay notified on any updates :) 0 · April 20, 2021 · Sophie Oliver marked this post as UNDER REVIEW Our engineers are working with Direct Tap to see what we can do here. Unfortunately, the new Camelot system has some technical limitations which block us from sending order updates from Ollie to Camelot once an order has already been sent (instead of updating the order in Camelot, it just sends a duplicate order containing the updates). In the meantime, we will be releasing an update to the integration soon which will send any order updates in Camelot back to Ollie, so if an order is edited in Camelot, that will be reflected in Ollie. 0 · April 20, 2021 · · Reply Alison Costello Sophie Oliver: Is this update a possibility for warehouses that are managed internally? We have a large number of orders that are self delivered, and Camelot is not used at any point. 0 · May 4, 2021 · · Reply monica@kitschwines.ca Alison Costello: yes us too - this feature is super important for our other warehouses not just Camelot 0 · May 6, 2021 · 33Acresbrewing Sophie Oliver: Even if there is not a live integration, it would be helpful if we could manually edit the order to match what is being delivered. Then we can provide DT/ the customer with an accurate invoice instead of them getting one that does not match what they are physically receiving. There are many scenarios where we know the customer isn't getting what was ordered after sending to DT but before the delivery. 0 · August 26, 2021 · Reply Anthony Palmer Definitely agree with Alison here, super important to have this option 0 · April 15, 2021 · Reply lachlan@vibrewing.com Can we also have a feature that allows us to edit transfers once they are shipped? 2 · April 15, 2021 · · Reply Alison Costello lachlan@vibrewing.com : Agreed. This would be super helpful. 0 · April 19, 2021

As a user, I want to be able to be able to set my personal default warehouse views when I sign into Ollie Order (then we can filter more from there). I do not want to see every order from every warehouse (unless I specificially change a filter to do so). <COMMENTS> terra@yellowdogbrew.com This would be very helpful! 0 · December 13, 2021

It would be great if the Customer Group lists had more information. Specifically phone number, last order date and an option to quickly place an order for the customer. This way we can easily scan the list for the upcoming delivery day and know who doesn't have an order placed and easily reach out to them to get the order. <COMMENTS> Bryn Thomas This is a great idea! I think its less important to have the day it was added to the group. more importantly it should have the last time they ordered. maybe even have a field to know what days deliveries are for them. notes on preference of contact? email/text/phonecall? 0 · January 31, 2022 ·

submitted on behalf of Chloe @The Parkside Brewery: Currently, when a seller needs an order moved to "Accepted" status, they have to reach out to support. Looking for an enhancement to allow the seller to do this on their own in the system without needing support assistance.

There should be a notification in Ollie that alerts you if an order has been sitting in 'Awaiting Shipment' status for longer than 10 days. If Direct Tap misses an order, it would be great to have the system alert you if something has been sitting there for a certain number of days. <COMMENTS> Bryn Thomas good idea! 0 · January 10, 2022 · · Reply Jas Gane I agree, this would be a really helpful tool!

Sellers would like to be able to hold orders until past due orders are cleared up. <COMMENTS> Steven Chung Laura Zuniga This is a UX that could be considered for the Buyer Payment Method Authorization https://www.figma.com/file/gPbpbyko8V6VTRkB6WTwOy/Payment-Methods?node-id=0%3A1 0 · Internal · September 8, 2021 · Reply Sophie Oliver marked this post as UNDER REVIEW 0 · April 27, 2021 · Sophie Oliver Hey Jesse Bannister! What would the ideal functionality look like for you (and other requesters)? Would it be something like a pop-up message notifying you that the customer you are creating an order for has outstanding invoices? Thanks :) 0 · April 27, 2021 · Jesse Bannister Sophie Oliver: that would work. Just some level of alert. Maybe just an icon on the charge. Customer has past due. Card Expiring link to the orders page or card update page. see example.

Currently, to delete a draft order, you have to go to each one individually. It would be nice to include an option to use batch options for these -- for example, if there are multiple draft orders to delete, be able to delete at once from the order page. <COMMENTS> ejensen@bigrockbeer.com I am still looking for an update on this one. We have over 1500 drafts that we would have to go in one by one to delete. 0 · February 22, 2022 · ejensen@bigrockbeer.com is there any update on this one? 0 · January 31, 2022 ·