Odyssey includes comprehensive Inventory Management features designed to help printshops track stock levels, manage suppliers, and reorder resources efficiently. This functionality is available to users with the roles of Production Manager, Website Admin, or Owner.

Employee Roles

• A new role called ‘Production Manager’ is available in the ‘My Employees’ section.
• Only users with the Production Manager, Website Admin, or Owner roles can access Inventory functions.

Dashboard Alerts

• A new ‘Inventory’ card appears on the Dashboard for eligible roles.
• The card turns light orange and displays a message when any resource is:
  • Low on stock
  • Out of stock
• Clicking the card redirects to the ‘Inventory management’ screen.
• A red alert bell notification will appear when:
  • A resource hits low/out of stock levels.
  • A user with inventory access logs in and there are stock alerts.
  • These alerts will reappear upon each login, even if previously read.

Navigation Menu Additions

• Under Products > Settings the following are new menu items:
  • Inventory
  • Inventory Report
• Under Contacts, a new menu items appears:
  • Suppliers

Managing Inventory Resources

‘Resource Groups’ Screen

• Inventory can be enabled for the following groups:
  • Paper
  • Ink
  • Misc Consumable
• Upon selecting the toggle to ‘Yes’ under ‘Is this resource group considered for stock?’:
  • Applies inventory tracking to all resources in the group.
  • The option to add supplier and stock info for each resource.

• Disabling the inventory toggle to ‘No’:
  • Prompts the user with the message "Do you want to disable the stock for this resource group? Stock movements for all resources in <resource group name> will be stopped if you continue'.
    • Selecting ‘Continue’ stops inventory tracking but historical updates remain available in reports.
    • Selecting ‘Cancel’ will cancel the request to turn off inventory tracking for the resource group.

Add/Edit Resource

• When editing or adding a resource from a resource group in which inventory is toggled to ‘on’:
  • Two new sections appear: 'Supplier information' and 'Stock information' .
  • Supplier information (Name, Email, Phone) can auto-fill from the existing ‘Suppliers’ list.
• Resource inventory movements are logged for reporting if the ‘Stock information’ section is filled out.
  • Only the most recent inventory movement per resource is saved.

Suppliers

• The is accessible within Contacts > Suppliers.
• Users may add a new supplier via selecting ‘Add supplier’
  • Only the ‘Supplier name’ is required to be filled in
• Select the pencil icon to edit an existing supplier
• Select the trash can icon to delete a supplier
• The very top row acts as a filter for each header column (Supplier name, Email, Phone)
• Supplier info can also be added while editing a resource.

Inventory Screen

• Within Products > Inventory, users can view and manage all tracked resources.
• The various features include:
  • Search/filter tools
  • Edit pencil icon button (to update inventory for a particular resource)
  • Reorder button (downloads a PDF with resource details)
  • Batch selection for multi-resource PDF generation (grouped by supplier)
• Color indicators:
  • Light orange: Low stock, out of stock, or lack of inventory info
  • Green: Inventory level is ‘Good’

Inventory Updates

• Within the ‘Inventory management’ screen, there is a blue button ‘Inventory updates’
• There two options to select:
  • Download inventory: Download a CSV file of resources and their respective supplier and stock information.
  • Upload inventory update
    • Upload a CSV file to update inventory in bulk

• The inventory columns in the CSV file:
  • Stock related: Current stock, Low stock alert, SKU
  • Supplier related: Supplier name (required), Supplier email, Supplier phone
• Upon uploading a CSV file of inventory updates, Odyssey will provide one of three feedback messages:
  • Missing info: “The file format or required information is missing, please review it and try again.”
  • Partial success: “The file was uploaded with some errors.”
  • Full success: “The resources were successfully updated.”
• There is also a ‘Log’ tab on the ‘Inventory management’ screen that performs the following:
  • Tracks each upload update attempt.
  • Summarizes failures
  • Allows PDF export of problematic rows.
  • Includes a 'Clear log' option to clear the ‘Log’ tab of all rows

Inventory Report

• Under Products > select ‘Inventory report'

• The report defaults to showing the last 30 days of activity.
• Upon a ‘Pending job’ being started, inventory will be deducted from Odyssey
• The on-screen report can be sorted by column or re-run with new dates.
• Include the dates needed for the report
• Select ‘Run report’
  • Select ‘Download PDF’ to download a PDF file
  • Select ‘Download CSV’ to download a CSV file