Asking what is on the shelf
Ask what is low, what expires soon, what moved, what a count found, which purchase orders are open, which recalls are open, what is waiting to be filled, or what the fridge readings were.- Every stock figure shows when it was read. If you ask again later, Ozni reads it again. It does not reuse an old number.
- A fridge reading that is more than a day old is called old, not current.
- Costs show only to people allowed to see them. For everyone else a cost is a dash, and Ozni does not work it out from other figures.
- A recall can list the clients who received the recalled stock, only as the Recalls screen would show them to you.
Changes Ozni can prepare
Ozni prepares a Confirm card for each of these. Nothing changes until you confirm.- Add or change an item, archive or restore it, or change reorder levels or prices for up to 50 items at once. A change to more than 10 items is a larger request, and Ozni tells you the price first. See Credits.
- Add or change a storage location.
- Receive a delivery and move stock between locations. Receiving cannot be undone here. A mistake is corrected with an adjustment or a count.
- Start a purchase order as a draft, submit a draft or cancel one. Ozni never emails a purchase order to a supplier.
- Open a stock count, save counted quantities, and approve it. The approval card lists every difference with its value before you confirm. A count of more than 500 lines is not approved here: Ozni tells you, and you approve it on the Inventory screen.
- Change which stock items a service uses. This replaces the whole list, and the card says so.
- Reorder what is low. Ozni builds one draft purchase order for each supplier from the items under their reorder level. You review and submit them yourself.