Our team has been super busy this month, and we are excited to share what we've built. Check out below for the most recent feature releases and other notable updates.
Batch Actions: Shipments, Delivery, and Reporting
Our new batch actions enable you to create shipment, delivery, and reporting batches for your orders.
Shipment batches will generate a pick list and a PDF of all Doc 60s from the selected orders. Mark orders as delivered directly from the batch page and generate the reports mentioned below for the selected orders.
Reporting batches enable you to generate the following reports for any number of orders:
LDB Batch Report (DSWR)
Sales Detail Report
Delivery Detail Report
PDF of all Doc 60s
Delivery batches will mark the selected orders as delivered (note: orders must be in the shipped state to be delivered). From the batch, you can generate the above mentioned reports.
Inventory & Inventory Reports
Ollie Order now has inventory management! Create transfers, adjustments, and manage your inventory in your various warehouses.
Once inventory has been created, you can view all inventory transactions and the various inventory statuses by clicking on the inventory item's ID #.
In addition, we've added a new Inventory Report which exports the current view of your Inventory page. You can filter this report by warehouse and/or product under your Reports page.
Note: in order to manage inventory in Ollie Order, ensure your warehouse has the inventory controlled flag enabled under the warehouse's settings (Warehouses > [warehouse of interest] > Basic Info > Edit).
Emailing Doc 60s
We've added a new email notification (with Doc 60 attached) that automatically sends to your customer when their order is shipped.
You can set this email on your customer's profile (Customers > [customer of interest] > Details). If no email is set, you'll see an info message on your order to add one in for your customer.
Expandable Orders List
You can now view order details such as line items, order notes, and warehouse/fulfillment method directly on your Orders list. In addition, you're now able to view customer details and their contact info. Click on the + sign to expand to view the order details.
Customer relationships are important but it's difficult to remember all the personal details or special requests your customers have. You can now add custom notes on each of your customer's profiles which will be displayed to you when processing an order for them. Never miss another little detail that makes your customer relationship just that much better!
Have you ever needed to figure out who did what on an order? Look no further! Each order on Ollie now has the new Events tab which displays a timeline of actions committed on that order (ex. Jess transitioned order from Shipped to Delivered), including who performed that action and when.
Fulfillment Details on Doc 60s
All Doc 60s now display the order's warehouse & fulfillment method.
That's all for now! Stay tuned for next week's update.
Is there something else you'd like to see in these updates? I'd love to hear it — reply to this email to let me know.
Is there something you'd like to see in Ollie? Submit a new feature request and vote on existing requests here.
See you next week,