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

We should not be allowed to have negative inventory. If we enter in an order and there isn't enough product in stock, it shouldn't let us accept or ship the order - it should say shipment failed. Prior to the update we wouldn't be able to ship orders if there was not enough inventory. Now it is letting us and sending the inventory into a negative. <COMMENTS> Jas Gane Hi, has there been any update on this? 0 · January 25, 2022 Steven Chung Kristina Dyk Would simply adding a warning that the Seller is going into negative inventory help address this concern? cc: Scott Barrow 0 · Internal · December 10, 2021 · Reply Scott Barrow Steven Chung: I believe we do, at least the line item goes red, however the UX might be able to be enhanced. This was part of Matthews refactored UI 0 · Internal · December 10, 2021 · Reply Steven Chung Karl Campbell How did you handle negative inventory in SL? 0 · Internal · December 14, 2021 · Reply Karl Campbell Steven Chung: i used to have a setting which prevented a user from going into negative inventory when creating an order. 0 · Internal · December 14, 2021 · Reply Erin Korpisto Agreed! This causes all sorts of issues with inventory control and I much prefer how it was handled with Saleslitre than with Ollie Order. 1 · November 30, 2021 · Reply Robert I see this is under review but I'm going to throw my two cents in as well - from a control perspective, placing orders when there is negative inventory is a big no-no. I hope this gets fixed. 1 · September 16, 2021 · Steven Chung marked this post as UNDER REVIEW 0 · July 14, 2021 · Steven Chung Depends upon client use case. Could be correlated to pre-sales or backordered items which will be fulfilled in time for shipment. Challenge: 3PL needs inventory to exist. Camelot does not support Negative inventory. Requirements needed. Private warehouse vs 3PL scenarios. Jessie & Stacy would be good for feedback Q4 '21 0 · Internal · July 14, 2021 · Reply Steven Chung move to backlog given that users can see the inventory and choose whether or not to go into negative inventory 0 · Internal · August 11, 2021 · Reply Steven Chung Links Allow for Negative Inventory - https://app.clickup.com/t/8640458/PROD-61 Add "allow Negative Inventory" flag - https://app.clickup.com/t/8640458/PROD-79 0 · Internal · June 16, 2021 · Reply Steven Chung Scott Barrow Was this feature built? 0 · Internal · June 16, 2021 · Reply Scott Barrow Steven Chung: Yes this is currently in effect, with 3PL's the order is not allowed to be processed unless the inventory count is positive, with self managed inventory the line item is highlighted in red 0 · Internal · June 16, 2021 · Reply Steven Chung Kristina Dyk Do you if a knowledge centre doc was created for this Negative Inventory feature? I wasn't sure which one matched this feature request. https://intercom.help/ollieorder?q=negative%20inventory 0 · Internal · June 16, 2021 · Reply monica@kitschwines.ca Agree! It is also important to see how much inventory there is available before adding the product to the order (similar to in Sales Litre) vs after adding it to the order. 2 · May 3, 2021 · Tracy McLean agreed

Is there any plans to create a product duplicate option for creating new products? This was extremely helpful on Ollie Logistics as often a new product is identical as a previous product, with the exception of the vintage. <COMMENTS> Gene This would be a very helpful feature going forward, but also onboarding. Our library is extensive and it will take a lot of time to rebuild all the products 0 · 2 days ago · Steven Chung Needs UX & design consideration because Ollie has product with multiple variants, whereas in SL, each product variant is it's own product, but adding new vintages is not that frequent. 0 · Internal · November 30, 2021 · Reply Kristina Dyk Added on behalf of Hester Creek: we need to be able to copy a product and just change the vintage. currently need to create an entire new product list (list is already out of control) 0 · November 30, 2021 · Steven Chung Laura Zuniga Kristina Dyk Wondering if the need to modify the vintage is to make it easier to update a product. If that's the case, then duplicating the product, but modifying the vintage may address that requirement. 0 · Internal · November 9, 2021 · Reply Sophie Oliver marked this post as UNDER REVIEW Hey Maya! Thanks for your request, that is great feedback. We don't currently have that specific functionality planned; however, we do have plans to update the Product Catalogue in Ollie Order so I've added your request to the project for our product team to review internally. We'll keep you posted here :)

Would like to see edits to the status buttons such as: Entered (red) Printed (yellow) and delivered (blue) this way you can quickly tell the status of the order in the system. Submitted on behalf of Nigel (Main Street Brewing) <COMMENTS> Sophie Oliver marked this post as UNDER REVIEW Thanks for your feedback! I've submitted this to the team for review :)

Shipment status is marking as "delivered" when Camelot has posted (but not delivered) orders. Can we have these marked as "Shipped" when the orders are printed? It seems sometimes it does, but many times it marks as delivered when it's still in transit. <COMMENTS> Steven Chung Consider factoring in shipped to 3PL location & simplify colours. 0 · Internal · August 11, 2021 · Reply Kristina Dyk Steven Chung this is one we should review further. The status' are very confusing. An order can be marked as delivered and mean: Delivered successfully Out for delivery, has not been delivered yet Delivery attempted but was unsuccessful It appears as though there are only two status's for container world orders: awaiting shipment (sent to CW) Delivered (assuming means delivered) 0 · Internal · August 3, 2021 · Reply Steven Chung Kristina Dyk: Agreed. I've scheduled a meeting on Aug 10th to discuss. 0 · Internal · August 6, 2021 · Reply Sophie Oliver marked this post as UNDER REVIEW Thanks for the feedback! Camelot has different order statuses than Ollie, we have done our best to map the statuses appropriately but we understand its not perfect. That being said, we're working with Direct Tap to improve the Ollie x Camelot integration, one such improvement is order statuses. We'll keep you posted!

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.

Would like to be able to download a customer receivable statement and email for follow up <COMMENTS> Sophie Oliver marked this post as UNDER REVIEW Hi there! Thanks for the request, this is great feedback. I've logged this in our internal system for our product team to review. Are you able to provide some more detail to what you're looking for exactly? More specifically, where do you see this feature functioning, etc.? Thanks! 0 · May 20, 2021 · ap@kitschwines.ca Sophie Oliver: Morning, I would like to be able to send a receivable statement to a customer with only their information on it. The report would look similar to the AR aging report but I would be able to select "All" or select a combination of one or more licensees. If the report had a header with our company name that would be great: Kitsch Wines Ltd. Aged Receivable Report as of June xx, 2021 Licensee Name Licensee Number The remaining info can be similar to the existing report unless you're able to incorporate a line for payments. thanks

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

I am wondering if it is in the road map to attach the product's batch date (date the product was packaged on) to our inventory that is going out. example 2 flats of Pale Ale (packaged on 2021/04/go to a customer on invoice 123456. <COMMENTS> Sophie Oliver marked this post as UNDER REVIEW Hi there! Thanks for the feedback! We are thinking of adding traceability/lot tracking as an add on feature. We're estimating the traceability feature to be around $300/month. Is this something you & your team would be interested in adding to your subscription? 0 · May 10, 2021

Submitted on behalf of Unsworth Would like to have the expected delivery dates displayed in Ollie Order alongside order status. <COMMENTS> Kayla Agreed. This visibility was available in Sales Liter and very useful. 0 · December 6, 2021 · Steven Chung Simple addition, KD: should be added to shipments tab Kristina Dyk Please add better screenshot 0 · Internal · November 30, 2021