Know what you have, and where
Supplies, donations, and equipment, tracked to each person who receives them.
From a full closet to a clear count
A donation closet is full, but nobody can say what is in it.
Goods are recorded on arrival, so you can answer requests right away.
A loaned wheelchair was never returned, and no one remembers who took it.
Equipment is checked out to a named person.
Winter coats run out in the first cold week, every year.
Low-stock alerts come early, so you can reorder in time.
One day in the stockroom
Five moments from one fictional weekday.
08:00
A donation of forty coats is counted in at Closet A.
Volunteer
09:30
Blankets drop below their reorder level, and an alert goes out.
Pantry lead reorders
11:00
Wheelchair W-07 is overdue. Optio lists who has it.
Front desk calls
13:15
A family receives two coats, tied to their record.
Staff member
16:00
Optio forecasts November coat demand from last year.
Program lead decides
Everything in Inventory & Assets
Supplies and donated goods
Record what comes in, from bulk orders to single donations.
Assets and equipment
Track equipment and who has each item.
Stock levels
See what is on hand right now.
Reorder alerts
Get an alert before something runs out.
Locations
Know which building, room, or van holds each item.
Distribution records
Every item given out is tied to its recipient.
Works with Casework, Finance, and Outreach & Engagement. Optio suggests, and people decide, in every module.