Order from suppliers & check staff — from the inquiry

When an inquiry comes in, you decide two things before committing: can I get the goods? and do I have the people? Both answers now sit right in the inquiry detail — in the inquiry inbox as well as in the kanban view.

Just open an inquiry. Below the details you'll find two cards.

The "Suppliers" card

The card lists every supplier attached to the requested items. Where does that list come from? From your products: whatever is set as the supplier on a product (or on one of its ingredients) shows up here. If no product has a supplier assigned, the card tells you exactly that.

Each row shows:

• Supplier name
• Number of items attributable to them
• Order state: No order, Draft, Sent, Confirmed, Declined or Delivered

Sending an order

Every supplier without an order — or whose order is still a draft — gets a Send button. Top right, one click sends all open orders at once.

The supplier receives the same order email as via the bookings tab: with a PDF and a link to confirm or decline. The state in the card updates afterwards.

Good to know: Some orders already sit there as Draft without you doing anything. That happens when automatic order email is enabled on the product — Univents then creates the draft when the booking is confirmed, but deliberately does not send it. You review and send.

What belongs in the bookings tab

Editing items, changing quantities, writing order notes and booking goods receipts still happen in the event's bookings tab. The link is at the bottom of the card.

"This inquiry has no event yet"

If the card says that, the inquiry predates this feature or was created without an event. As soon as the inquiry has an event, the suppliers appear.

The "Staff availability" card

The second card shows you, for the inquiry's date range, where your team stands:

• Available — free on every day of the range
• Unavailable — has at least one day blocked
• On leave — has approved leave during the range
• No entry — hasn't entered anything for at least one day

The headline sums it up, e.g. "7 of 22 available".

Three rules keep that number honest:

1. Leave beats everything. Anyone with approved leave in the range counts as on leave — even if they also have "available on Mondays" stored.
2. Every day has to work. For a three-day inquiry only people who can do all three days are counted. "Free on one of three days" doesn't help you staff it.
3. No entry is not availability. Anyone who hasn't entered anything lands under No entry, never under Available.

The numbers come from the availability your team maintains in the employee portal. If everyone shows up as "No entry", a nudge to the team pays off — the portal has an Availability section for exactly this.

Important: This card is a preview, not planning. It writes nothing, asks nobody, and creates no shifts. Shifts are still created in the event; the Go to staff planning link takes you there.

Who sees what

• The suppliers card only appears if your role can view events.
• The staff card only appears if your role can view staff.

Without the permission the card isn't shown at all. That's deliberate: half a number would be worse than none — you might otherwise decline an inquiry that you actually have enough people for.