Roles
| Role | Access |
|---|---|
| Barista | Today, Shelf, and actions to confirm, correct, move, or write off batches |
| Manager or owner | Everything a barista sees, plus Settings, Product registry, Shelves, Decisions, reports, and the event journal |
The role comes from the Poster employee. The SORT sign-in email must match that employee’s login in Poster.
Visible states
- New batch — waiting to be checked against the physical item.
- Normal — active, with expiry not yet close.
- Today — expires today.
- Expired — expiry has passed; the item does not disappear without a write-off.
- Unknown expiry — no rule exists; a barista enters the date and a manager can save the rule.
- Sold? — SORT estimates zero remainder and asks for a physical confirmation.
- Removed — hidden from the shelf without creating a Poster write-off.
- Inventory health — a manager recommendation of
aligned/early signal/inventory due, based on transparent accounting signals and saved at the start or end of a shift. The card names when it was checked; before the first scheduled check, it gives no recommendation. It is neither an emergency nor an automatic action.
Notifications
Shift start announces batches that are expiring and saves an inventory-health check. Shift end reminds the team about expired batches or those unable to last until the next opening, saves a fresh check, and may send a manager or owner a separate inventory reminder when at least two signals agree. A successful reminder is not repeated for seven days. Managers set the schedule and enabled notification types.
Known limits
- SORT does not replace Poster or correct its quantities and prices.
- SORT does not perform an inventory: the recommendation opens Poster’s existing workflow, and SORT reads the completed physical count from Poster.
- SORT never writes off stock automatically; a person must act explicitly.
- Suggested remainders depend on supplies, prepared batches, and sales being recorded promptly in Poster.
- Live actions require a connection to SORT and Poster; a cached screen does not mean an action is synchronized.