Ollie Feature

It is preferable for us that if someone does not have access to a warehouse that they can not see that warehouse or orders that have been created in that warehouse. We have multiple agents and users and it is not relevant for them to see each others orders plus sales amongst our agents should be kept confidential. Only the account owner/supplier should be able to see all warehouses and the user/agent should only be able to see those that they have been granted access to. Thanks! <COMMENTS> Steven Chung marked this post as PLANNED 0 · January 14, 2022 · Kristina Dyk On behalf of Hester Creek: we need to set parameters for users such as warehouse and agents - they should not be able to change / view all items and prices. 0 · Internal · November 30, 2021 · Reply Steven Chung Will affect US Expansion. Target 2022 Q2 0 · Internal · September 22, 2021 · Reply Steven Chung Per Kristina, if 3PL/Distribution company gets access to Ollie, they gain access to all the Seller's data including sales details and other sensitive information. 0 · Internal · September 8, 2021 · Reply Steven Chung Hi Steven, I was wondering if there is any progress on this? I was hoping to add a few more pieces to this to this, it seems that our agents/users have full access to view, change and manipulate inventory. So I’d also like to suggest: users should not be able to make inventory adjustments or transfers users should not be able to activate/deactivate products users should only be able to see inventory for the warehouse that they have access to Essentially what I’m requesting is that the account owner should be the only one who can view everything and make changes to everything, the agents should only be able to create orders, view the orders they’ve created and view reporting that is relevant to their orders and their warehouses. Do you think that this will be something that Ollie will be able to make a priority implementation? This is a really important piece for us, without user permissions it puts the account owner in a pretty vulnerable position when it comes to inventory management. It also is important for confidentiality amongst sales agents, we work with multiple agents and they are not normally privy to sales data and allocations of other agents, we would like to keep it that way. Thank you. Monica Horning Sales & Marketing Manager www.kitschwines.ca (250) 488 7731 0 · Internal · August 17, 2021 · Reply Steven Chung Impacts client migration, but we should not treat as a blocker for SL retire to minimize scope creep and impacting shifting resources to ON Expansion. Not a blocker for new deals. Prerequisite Needs extensive communication to prepare clients to migrate from SL to Ollie without this feature. Consider bring back Sophie for assisting migration Target date for SL retire TBD. 0 · Internal · August 11, 2021 · Reply Karl Campbell Steven Chung yes, we need to assign warehouse access to each user. And then we need to assign each user to a role, for example "Sales Rep" which might only be able to see their own orders/customers. 0 · Internal · July 7, 2021 · Reply Steven Chung Karl Campbell Scott Barrow is the following requirement to limit access to warehouses related to Roles & Permissions? https://app.clickup.com/8640458/v/l/87nya-616 0 · Internal · July 7, 2021 · Reply monica@kitschwines.ca Just adding to this - it also seems that our agents can pull detailed sales reports for all territories and warehouses, sku reports etc. Ideally they can only pull reports for their own territory and their own orders. The account owner/administrator should be the only one who can pull all sales reports. 0 · May 4, 2021 · · Reply Ryan Wilson marked this post as IN PROGRESS 0 · April 15, 2021 · · Reply monica@kitschwines.ca Ryan Wilson: hi Ryan - I am wondering if there is an update on this feature? 0 · December 6, 2021 · · Reply Ryan Wilson Thank you for this feedback Monica. Our team is reviewing and we hope to implement this shortly. 0 · April 15, 2021 · · Reply kent@whitetoothbrewing.com Ryan Wilson: Will we be able to select a warehouse for Detailed Sales Report just like the Sales by SKU report? 0 · May 12, 2021 ·

Another limitation in Ollie Order in not being able to see all warehouse inventory together rather then having to look at each warehouse individually. <COMMENTS> Steven Chung KD: would be difficult to solve for DT. 0 · Internal · November 26, 2021 · Reply Steven Chung Requires extensive rearchitecting. Q4 '21 0 · Internal · July 14, 2021 · Reply Karl Campbell Yes, i would say this is the same thing. Currently you can sort of get by by filtering the inventory page by product (but you could end up with multiple variants as well). 0 · Internal · July 8, 2021 · Reply Steven Chung Karl Campbell: thanks 0 · Internal · July 8, 2021 · Reply Steven Chung Karl Campbell Is this request similar to the concern raised by Mike Clark @ Clos du Soleil? i.e. Combined Inventory Screen 0 · Internal · July 8, 2021 · Reply Jesse Bannister marked this post as PLANNED

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

It would be great to be able to add a phone number to buyer accounts that do not have a phone number. <COMMENTS> Kristina Dyk Also it is important to be able to add an address 2 · November 5, 2021 · Sophie Oliver marked this post as PLANNED 1 · April 27, 2021 · Sophie Oliver Thanks for the feedback, Jesse! This will be accomplished with our Contacts feature which will be part of the phase 2 CRM project. Users will be able to create & manage their own contacts which can be linked to customers/licensees in Ollie. A user's contact book will be private to them and separate from the contact info & "People at this company" info displayed on a customer details page. 0 · March 3, 2021 · terra@yellowdogbrew.com Sophie Oliver: Will this also allow it to be displayed on the invoice? Super helpful/important for our drivers to be able to contact accounts when delivering! 2 · November 16, 2021 · Katrice terra@yellowdogbrew.com : Agreed! We use this to orchestrate shipments for both our B2B and websales, so being able to add an address for non-licensed members would be awesome! 0 · January 4, 2022 · alison@vibrewing.com Sophie Oliver: Is the only way to get a phone number on the Customer details page for each user to enter the number in the contacts? Multiple people in admin, distribution and sales would need this info and they each have to enter the information themselves for every customer? Can there not be contact info for a customer that is available to everyone in the company? 0 · January 26, 2022

I want to get a report similar to the Sales Detail Report but that shows all the SKUs in the same field or row - I need one row per order. Also, I want to be able to see the subtotal and the total as would appear on the Doc60. <COMMENTS> Steven Chung On Thu, 13 Jan 2022 at 13:59, Steven Chung < steven@ollieorder.com > wrote: Andrew and Justin, We have an existing Sales by SKU Report and I've attached a sample report. What's missing from this report to address your needs? --- From: Andrew Doyle < andrew@lonetreecellars.com > Date: Thu, Jan 13, 2022 at 5:09 PM Subject: Re: Sales by SKU Report To: Steven Chung < steven@ollieorder.com > Cc: Justin Pineau < justin@lonetreecellars.com > Hey Steven, We looked at that report, and it really has no value to us (it seems to be redundant to the other reports). Our goal is to show sales of 1 SKU by Customer, and be able to show cases or dollars as the value. I have pasted below a screenshot of the info we pulled from the PIVOT. In the pivot, I have filter by product name "Blasted Church Pinot Gris". In my rows, I see the customers that are buying it and in the values the cases they have orders over the time period selected, 0 · Internal · January 18, 2022 · Reply Alison Costello Is it possible to select multiple warehouses when pulling this report? Right now you can only select all or select one. 0 · September 14, 2021 · Steven Chung Kristina Dyk Could you let me know if the following report addresses this need? https://app.ollieorder.com/sellers/18367/reports/sales_report?reset=true&q%5Bfirst_dimension%5D=sku&q%5Bsecond_dimension%5D=product_name&q%5Bthird_dimension%5D=none&q%5Bpivot_dimension%5D=month&q%5Bmeasure%5D=net_revenue&q%5Bdate_between_dates%5D=2021-01-01+00%3A00+to+2021-09-08+23%3A59 0 · Internal · September 8, 2021 · Reply Sophie Oliver marked this post as PLANNED Hi there! We will be building the Ollie Order equivalents of the Ollie Logistics Sales Summary & Sales Expanded reports. These reports will include 1 row per order and will include the subtotals, totals, deposits, and taxes on the order. The Sales Expanded report will include columns for your SKUs. 0 · May 7, 2021 dogwood@dogwoodbrew.com Sophie Oliver: Thanks for the update. Do you know when I can expect this report to be available for me to use?

Would like a way for a user to recieve an email notification with an invoice everytime an order is made (without needing to add this email address within the customer details section whenever another customer is added to current customers). Example: looking for is a way for our delivery service to be able to automatically receive the orders placed in the warehouse they manage deliveries from as well as a few admin users on our team. <COMMENTS> Steven Chung Scott Barrow Doesn't the email field in the Customer Relationship details already serve this purpose? We capture the email address, do we automatically send Order Status updates and Invoices to this email address? 0 · Internal · August 4, 2021 · Reply Scott Barrow Steven Chung: correct, there's also warehouse.email that can be used, but this is only exposed to admins currently. We have too many places where we're storing email now and this needs to be consolidated. Probably as part of the email doc 60 to buyer feature 1 · Internal · August 4, 2021 · Reply Sophie Oliver marked this post as PLANNED Hi there! Thanks for the feedback :) In our roadmap, we currently have plans to add additional email notifications for things like order created, transfer created, etc. (similar to what's provided in Ollie Logistics). Are you looking for a way to automatically send email notifications to emails outside of Ollie/your organization? Or is your request just for your own users to receive email notifications when orders are placed etc.? Thanks! 0 · May 10, 2021

We need automatic email notifications that Logisitics sent to admins for every transfer, orders, etc. including the PDF document <COMMENTS> Steven Chung Karl Campbell in SL, did you enable the option to include the PDF attachment for email notifications? 0 · Internal · January 14, 2022 · Reply Karl Campbell Steven Chung: yes, i think i included the PDF attachment for email notifications. 0 · Internal · January 14, 2022 · Reply Steven Chung Scott Barrow What's the level of effort to include include the invoice PDF for email notifications? 0 · Internal · January 14, 2022 · Reply Scott Barrow Steven Chung: The Order notifications already include the invoice as an attachment. As far as I know we don't have notifications setup for Transfers. For Transfers we'd need to create a notification callback, mailer, Postmark template and attach the Transfer doc to it. I'd say a 3 0 · Internal · January 14, 2022 · Reply Sophie Oliver marked this post as PLANNED Hi there! Thank you for your feedback :) We currently have plans to add in more notifications into Ollie Order, which will include notifications for order created, transfer created, etc. Stay tuned! 0 · May 10, 2021 · Cassandra Agate Sophie Oliver: PLEASE MAKE THIS A PRIORITY! I'm so surprised it's not a part of the system already as supplier admins are fulfilling the orders. It will make a big impact on our response time to be able to get the notification emailed as soon as an order is placed and it's a hassle having to manually check. 0 · November 29, 2021