Ollie Feature

Is there a report to pull for all inventory for a specific date? In order for me to reconcile my inventory at month end without having to pull it on the 31st? <COMMENTS> Chereen Dupuis This would be super helpful! Also, we need the ability to choose one or more warehouses for the report. 0 · February 8, 2022 · Steven Chung Merged in a post: Inventory Report - Need to be able to select "As at Date" Louise Lalor Desperately need to add a date button to the above report so it can be run on a specific date. Need this to value inventory at month end. November 15, 2021 December 14, 2021 · Unmerge Steven Chung marked this post as UNDER REVIEW 0 · December 10, 2021 · Steven Chung https://untappd.atlassian.net/browse/OLLIE-532 0 · Internal · December 10, 2021 · Reply Steven Chung Choose specific date. Snapshot 0 · Internal · November 26, 2021 · Reply Louise Lalor Adding a date button to pull an Inventory by SKU Report would be an excellent addition to allow month entry inventory reconciliation from the CSV file that is relatively "clean" as compared the Inventory Reconciliation Report that has a date range field. 0 · November 25, 2021 · Kristina Dyk Additional feedback from Hillside Winery: My request to have a date button added to the Inventory by SKU Report is driven by the need to calculate our month end inventory value per the Ollie warehouses inventory. We have an inventory value in our accounting records however need to reconcile what is in Ollie and compare to our QuickBooks value. I am certain that being able to pull inventory at a specific date would be a hugely helpful to many users. To calculate the inventory value the specific vintage of each SKU is multiplied by the Cost of Goods Sold (COGS). The Inventory reconciliation report has a lot of information which is not needed to do this calculation and in addition the formatting makes pulling the SKUs and vintages difficult. Any idea when the date button might be added to the Inventory by SKU report? Thanks again for your help 0 · Internal · November 25, 2021 · Reply Kristina Dyk Additional feedback from Hillside Winery: The Inventory Reconciliation is cumbersome to manipulate in Excel with VLOOKUPs - which is what I need to use to calculate inventory value. The Inventory report is clean in that it has the SKU and the number of bottles - I am sure it would be of great value to other Ollie customers. Let me know if this might be possible? Otherwise I will have to use the above. Thank you Louise

submitted on behalf of Lone Tree Cellars // Andrew Doyle Can we add a report type called "Month End Close". Andrew at Lone Tree previously used this as a way of doing a monthly inventory reconciliation, and locking all changes (orders, adjustment, transfers) to months after they had been closed. Essentially, you would have a clean starting point of inventory each month, rather than a running inventory. Each Warehouse had a Month End Close option. <COMMENTS> Steven Chung Asked for previously, but difficult to achieve within Ollie https://app.clickup.com/t/8640458/DEV-4322 0 · Internal · December 13, 2021 · Reply Steven Chung marked this post as UNDER REVIEW 0 · November 30, 2021 Steven Chung https://untappd.atlassian.net/browse/OLLIE-473 0 · Internal · November 29, 2021 · Reply Steven Chung Incorporate one day capability 0 · Internal · November 26, 2021 · Reply Becky Marte We absolutely agree with this. This was a very valuable report we utilized in Sales Litre. We also would post monthly adjustments to ensure our inventory levels were accurate. 0 · November 25, 2021 · Louise Lalor Good idea. Ability to "back date" the close eg reconciliation finished on 3 November for 31 October month end. 0 · November 15, 2021 · Alicia McCaffrey I second this. 0 · November 15, 2021

Currently, the start and end days need to be different days, would be ideal to be able to have the option of selecting the same start and end day to be able to generate a daily sales report. <COMMENTS> Steven Chung Hi folks, we want to make sure that we focus our efforts on your most valuable reports. Matt Eberhardt lachlan@vibrewing.com Alison Costello For which of the following Sales reports would you need to have a Daily summary? Sales By X Report Sales Summary Report Sales Expanded Report LDB Batch Report Sales by SKU Report Sales Detail Report Sales by Month & Buyer Thanks in advance. 0 · July 26, 2021 · Steven Chung marked this post as UNDER REVIEW Seeking more feedback. 0 · Steven Chung Hi folks, we want to make sure that we focus our efforts on your most valuable reports. Matt Eberhardt lachlan@vibrewing.com Alison Costello For which of the following Sales reports would you need to have a Daily summary? Sales By X Report Sales Summary Report Sales Expanded Report LDB Batch Report Sales by SKU Report Sales Detail Report Sales by Month & Buyer Thanks in advance. 0 · July 26, 2021 · Alison Costello Steven Chung: Sorry for the delay here Steven, I never saw this mention. Ideally it would be helpful to have the option for majority of the reports available excluding LDB Batch Report, Sales by Month & Buyer. Other suppliers might have a different need, but we pull our LDB reporting on a weekly basis so a daily summary isn't necessary. 0 · August 25, 2021 · Steven Chung Kristina Dyk From a scale of 1-10 (10 being highest) what do you think the impact is for this feature? (i.e. customer value/satisfaction, how many customers will benefit, etc...) 0 · Internal · July 21, 2021 · Reply Kristina Dyk Steven Chung: Hi Stephen, I would put this at 6/7. Currently users can work around this by pulling additional days and editing the spreadsheet but being able to pull results from one day only would be valuable 0 · Internal · July 23, 2021 · Reply Steven Chung Kristina Dyk Are you suggesting that every report that has a Date Range drop down should be updated to enable a single date to be selected? Or is there a short list of reports that you could specify. https://app.ollieorder.com/sellers/18367/reports e.g.: LDB Batch Report, Sales by SKU Report, Sales Detail Report, Payments Report, Stripe Reconciliation Report, etc... 0 · Internal · July 16, 2021 · Reply Steven Chung Scott Barrow How much effort would it require to allow the calendar picker for any report type to reflect a same day range? e.g. Mon Jul 19th report (00:00 - 23:59, July 19th) to enable a daily sales report? 0 · Internal · July 20, 2021 · Reply Scott Barrow Steven Chung: 2 0 · Internal · July 20, 2021 · Reply Steven Chung Scott Barrow I need to update the status of this request. Could you please add the link to the corresponding ticket? 0 · Internal · July 7, 2021 · Reply Scott Barrow Steven Chung: I dont think we have a task for this 0 · Internal · July 7, 2021 · Reply Sophie Oliver marked this post as PLANNED Thanks for the feedback! I've created a ticket for our dev team to update the date range filter on Reports to allow for a single date. Our new Sales By X Report does allow for a single date select. So, if the Sales By X Report provides you with the info you need on a daily basis, you can select a single date there :) 0 · May 20, 2021

As a seller, I would like to be able to generate a payments report based on specific payment statuses, so I can choose to filter in/out failed payments before generating. <COMMENTS> Sophie Oliver marked this post as UNDER REVIEW I've added this request to our internal system for our product team to review. Thanks! 0 · May 20, 2021