Before you start
status.report files reports. status.manage manages report lists and corrections. The reporter starter role can report and read its own row.
Steps: file a report
- Open Report status (a phone-first page).
- Add lines. Each line needs an on-hand quantity, a request, or both.
- Set the report time. It must be within the last 72 hours.
- Submit.
A location with stock mode none refuses reports. Channels are the console, mobile, CSV import, and the API.
Pages
- Status reports: filed reports with consumption and urgent requests. A correction replaces an earlier report within 24 hours.
- Report lists: the items each location reports. Starting lists come from report templates per location kind.
When reports are due
A unit or store reports every 24 hours and a site every 72 hours. A report is overdue at 1.5 intervals. At 2 intervals with no report, the inbox shows a status-overdue item.
CSV import
Open Status import. The columns are location_code, item_sku, on_hand, requested_quantity, requested_by, reported_at, and note. A dry run comes first. Then the commit is all or nothing.
Delivery confirmation
The destination of a dispatch can confirm delivery with line quantities and arrival time.