❗️ I can't see any products/all my products when I select a warehouse.
Ensure that you have your products are enabled within that warehouse. To do so, go Products > products > select the product > select the Warehouse & Inventory tab and toggle the product ON (orange) in the warehouse it should be visible within.
Note, if the warehouse is Inventory Controlled, you will also want to ensure their inventory for that product as each order will draw the inventory down accordingly.
❗️ I can't see the Accept button on the Order page!
No worries! That just means you need to set that customer's default settings before you can move forward! When you place the first order for any customer, you need to set their default sales rep, warehouse, and payment method. You only have to do this once for each customer and then they can be updated any time under the Customer Details tab.
❗️ The order I just placed has PST and it's charging the wrong price.
This means that you created that customer as a Counter Buyer. You will need to cancel this order and re-enter the order under the correct customer entry. A correct customer entry will show their Name, License Number, and Full Address in the search bar.
Remember: If you cannot find the customer in the system by searching under name and/or license number, please reach out to firstname.lastname@example.org and we will add them in for you! At this time, users cannot add licensed customers into the system on their own.
❗️ Whoops! I need to refund an order.
Refunding in Ollie is a breeze. Just find the order you need to refund (you can also issue refunds on cancelled orders!) and open it. Click on the Payments tab. There will be a button that says Refund beside the payment. Click that button and either refund the entire amount, or you can type in any dollar value to refund if you only need to issue a partial return. Need to issue a return invoice for this? No problem, instructions on that can be found here.
Remember: If you use Direct Tap for distribution and you need Direct Tap to pick up product with a Doc-55, you will need to enter that return into Camelot. Doc-55's are not currently supported by the Camelot integration.
❗️ I can't find an order but I'm sure it's in the system!
Make sure that you do not have any Filters set on the Orders page and also, check under the Cancelled tab. You may have cancelled the order. Cancelling an order does not Refund the order! If you need to refund an order you have cancelled, search for it under the Cancelled tab and you can issue a refund.