User guide: document features the guide had not caught up with

docs/user_guide/bank/community_donation_sites.md

@@ -37,12 +37,16 @@ Clicking on the "Edit" button beside a Donation Site in the Donation Site list l
 
 ## Deactivating a Donation Site
 
-Use the "Deactivate" button to hide a Donation Site that is no longer active.
-
-##### (NB) at time of writing there is no way for you to undo this.
+Use the "Deactivate" button to hide a Donation Site that is no longer active.  Click "OK" to confirm.  Deactivated sites don't appear in the Donation Site drop-down when you enter a Donation.
 
 ![Deactivate Donation Sites](images/community/donation_sites/deactivate_donation_site.png)
 
+### Reactivating a Donation Site
+
+To see (and reactivate) deactivated Donation Sites, check "Also include inactive donation sites" (1), click "Filter" (2), and then click "Restore" (3) beside the site.
+
+![Reactivate Donation Sites](images/community/donation_sites/reactivate_donation_site.png)
+
 ## Exporting Donation Sites
 
 You can export the active Donation Sites by clicking on the "Export Donation Sites" button. This will provide a .csv file containing the name, address, and contact information for each active Donation Site.

docs/user_guide/bank/community_product_drives.md

@@ -11,6 +11,7 @@ This presents a filterable list of all your Product Drives, including the follow
 - Product Drive Name
 - Start Date
 - End Date (this is optional)
+- Tags
 - Held Virtually?
 - Quantity of Items
 - Variety of Items
@@ -23,6 +24,7 @@ The list initially shows all the Product Drives that are at least partly in our
 The Product Drives list is filterable by any of the following.
 - Product Drive name
 - Item Category
+- Tag
 - Date range (by starting date)
 
 Provide the information you want to filter by, then click "Filter".  Clicking "Clear Filters"  will return the list to its defaults.
@@ -36,6 +38,7 @@ This will bring up this screen, which contains all the fields you can specify fo
 - Start Date
 - End Date (this is optional)
 - Product Drive is Virtual? (check this if it's a virtual drive)
+- Tags -- optional labels of your own choosing (e.g. "school", "faith", "2026 holiday").  Type a tag and press Enter or comma to add it; tags you've used before are offered as you type.  You can filter the Product Drive list by tag, which is handy for grouping drives for a report.
 
 ![+New Product Drives page](images/community/product_drives/community_product_drives_add.png)
 
@@ -47,6 +50,7 @@ This will bring up the Product Drive view, which includes information about both
 ![Product Drive view page](images/community/product_drives/community_product_drives_view.png)
 Basic info:
 - Name
+- Tags
 - Start Date
 - End Date
 Information about each donation:
@@ -73,7 +77,7 @@ You can also make a correction to your Product Drive or delete it from this page
 If you want to edit the base information in a Product Drive, you can do that by clicking "Community", then "Product Drives" in the left-hand menu,  then clicking "View" beside the product drive you wish to modify, and then clicking "Make a correction".
 ![Navigation to update Product Drive](images/community/product_drives/community_product_drives_modify_navigation.png)
 
-This will bring up the basic information for your Product Drive,  You can rename it, change the dates, or change whether it is a virtual drive.
+This will bring up the basic information for your Product Drive.  You can rename it, change the dates, change the tags, or change whether it is a virtual drive.
 Then click "Update Product Drive" to save your changes.
 
 ![Modify Product Drive page](images/community/product_drives/community_product_drives_modify.png)

docs/user_guide/bank/essentials_distributions.md

@@ -9,11 +9,25 @@ Some things to know:
 To view a list of your Distributions,  click on 'Distributions' in the left hand menu.  This brings up a list of all your Distributions for the default period of 60 days in the past, 30 days in the future.   You can change what Distributions are displayed using the filters at the top of the list.
 ![Navigation to distributions](images/essentials/distributions/essentials_distributions_navigation.png)
 
+The list shows, for each Distribution:
+- ID -- a number we use to identify the Distribution (handy if you need to ask us for support)
+- Partner
+- Initial Allocation -- the date the Distribution was entered
+- Date of Distribution -- the scheduled pickup, delivery or shipping date
+- Source Inventory -- the Storage Location the Items came from
+- Total Items and Total Value
+- Delivery Method and Shipping Cost
+- Comments
+- Status -- Scheduled or Complete
+- Actions -- View, Edit, Print, and Reclaim (see below).  If a Distribution contains an Item that has since been deactivated, Edit and Reclaim are disabled and you'll see "Has Inactive Items".
+
+If there are more than a handful of Distributions, the list is split into pages -- use the page numbers under the list to move between them.  The totals row shows the totals for the current page and for the whole filtered list.
+
 ### Filtering the Distribution list
 
 Your Distribution list may grow to the point that you really need to be able to narrow things down to find a particular Distribution.
 
-To help with that, you can filter the Distribution list by several aspects: Item, Item Category, Partner, source inventory (i.e. Storage Location), status, and date range.
+To help with that, you can filter the Distribution list by several aspects: Item, Item Category, Reporting Category, Partner, source inventory (i.e. Storage Location), status, and date range.
 If you pick several things,  you will get only the Distributions that match all of them.
 
 
@@ -22,6 +36,7 @@ If you pick several things,  you will get only the Distributions that match all
 Except for date range,  all the filters are specified by picking from a drop-down list as follows:
 - Item: all of your bank's Items.  This will filter to only the distributions that contain that Item.
 - Item Category:  Item Categories (as specified in [Items & Inventory -- Item Categories](inventory_items.md#item-categories)).  This will filter the list to the distributions that contain items that are in the chosen item category.
+- Reporting Category:  the NDBN reporting category of the Items (e.g. Disposable Diapers, Period Supplies).  This will filter the list to the distributions that contain items in that reporting category.
 - Partner:  This will filter the lists to just the distributions to the chosen partner.
 - Source Inventory:  This will limit the list to the distributions from the chosen storage location.
 - Status:  Distributions can be Scheduled or Complete. This will limit the list to those with the given status.
@@ -37,7 +52,7 @@ To enter a new Distribution,  click on "New Distribution" in the Distributions l
 Here, you will enter some information about the whole Distribution,  then add the all the items that make it up.
 The fields include:
 - Partner (mandatory)
-- Distribution date and time -- this is defaulted to midnight of the current day.  If you want to change it (if, for example, you have a specific time you are scheduling the pickup for), we recommend you use the little calendar gizmo at the right of the field.
+- Distribution date and time -- this is defaulted to 11:59 PM of the current day.  If you want to change it (if, for example, you have a specific time you are scheduling the pickup for), we recommend you use the little calendar gizmo at the right of the field.
 
 - Send email reminder the day before  --> causes an email to be sent the day before.  (If your organization has turned off day-before reminder emails in "My Organization", you'll see a notice here instead of the checkbox -- see [Getting Started - Customization](getting_started_customization.md#other-emails).)
 
@@ -84,7 +99,7 @@ To edit a Distribution,  click on "Edit" beside the Distribution in the list,  o
 ![Edit Distribution navigation](images/essentials/distributions/essentials_distributions_edit_navigation.png)
 
 [!NOTE] When you edit a Distribution -- if is was in the past,  you will see a warning to that effect -- because we assumed that you wouldn't normally need to change the Distribution once it had been put together! Some banks will add things when the Partners come to pick up the distributions, based on additional needs and/or supply opportunities.
-However,  We will give you a stern warning if there has been an Audit since the Distribution was entered, and you may be prevented from changing some Distribution information (such as the storage location), because we just don't know how to handle some of those cases.
+However,  if there has been an Audit of the Storage Location since the Distribution was entered, you'll see a warning that "This distribution is too old to edit inventory", and you will only be able to change the non-inventory fields (partner, date, delivery method, comment, and so on) -- not the Items or quantities.
 
 ![Distributions edit](images/essentials/distributions/essentials_distributions_edit.png)
 ## Printing a Distribution

docs/user_guide/bank/essentials_donations.md

@@ -36,6 +36,8 @@ When you have have selected your filters,  press "Filter" to do the filtering.
 
 Clicking "Clear filters" will blank out the filters that are drop-down selection, and revert the date range to the default period.
 
+If there are a lot of Donations in your filtered list, they are split into pages -- use the page numbers under the list to move between them.  The totals row shows the totals for the current page and for the whole filtered list.
+
 ## New Donations
 
 To enter a new Donation, click "Donations", then "New Donation" on the left hand menu, or click the +New Donation button on the Donations list.
@@ -105,7 +107,7 @@ To view the details of a Donation, click on the "View" button beside the donatio
 Here you'll see the Donation, including:
 - Date
 - Source
-- Donation Site
+- Donation Site and Product Drive Participant (if applicable)
 - Storage Location
 - for each Item in the donation
   - Item name

docs/user_guide/bank/essentials_pick_ups.md

@@ -7,7 +7,7 @@ Click on "Pick Ups & Deliveries" in the left-hand menu to view the calendar.
 ![PickUps & Delivery Calendar](images/essentials/pick_ups/pickup&delivery.jpg)
 
 Click on any scheduled Distribution to view details on all the Distributions for that day.
-The Distribution Schedule page shows details including the Partner,the time of Distribution, Storage Location, the total number of items, and the status of the Distribution.
+The Distribution Schedule page shows details including the Partner, the time of Distribution, Storage Location, the total number of items, and the status of the Distribution.  Below that is a table of the Item totals for the day across all of that day's Distributions -- handy for pulling everything at once.
 
 ![Specific Day Distribution](images/essentials/pick_ups/specific_day_distribution_schedule.jpg)
 

docs/user_guide/bank/essentials_purchases.md

@@ -17,15 +17,18 @@ This screen includes filters so you can narrow down your search to a particular
 - Variety of items -- the number of different Items in the Purchase
 - Amount spent (in dollars)
 - FMV -- this is the Fair Market Value of the Purchase using the current fair market value of the Items in it.  Fair Market Value can be entered on the item in [Inventory -- Items](inventory_items.md)
+- Purchased Date
 - Actions - you can view more details on each Purchase from this screen.
 
+If there are a lot of Purchases in your filtered list, they are split into pages -- use the page numbers under the list to move between them.  The totals row shows the totals for the current page and for the whole filtered list.
+
 ### Filters
-You can filter your Purchases by single Storage Location , by Single vendor, or by date range.
+You can filter your Purchases by a single Storage Location, a single Vendor, an Item Category, or by date range.
 
 ![filter section](images/essentials/purchases/essentials_purchases_2.png)
 The Vendors, Storage Locations, and Item Categories are selected using drop-down lists from your bank's information.
 Date range is selected using a little calendar gizmo with several presets.   We highly recommend using the calendar gizmo instead of typing in the field, as the text field is very particular as to the format - we have a few people experiencing problems there every month.
-Once you have selected your values,  click Filter to make the list conform to your selection.  To reset the selection, just click "Clear Filters".  This will set the list to all the Purchases from the current calendar year.
+Once you have selected your values,  click Filter to make the list conform to your selection.  To reset the selection, just click "Clear Filters".  This will set the list back to the default date range (60 days in the past to 30 days in the future).
 
 ## Entering a new Purchase
 To enter a new Purchase,  you can either click "Purchases -- New Purchase" on the left hand menu, or click the +New Purchase button on the Purchases list
@@ -40,10 +43,10 @@ Select the Vendor from a drop-down list of all your vendors. If you choose "Not
 Select the storage location from a drop-down list of all your active storage locations.
 ### Purchase Total *, and broken down Purchase totals
 The Purchase total has to be greater than 0,  and it should equal the sum of the 4 fields that break down the Purchase into categories:
-- Amount spent on diapers,
-- Amount spent on adult incontinence,
-- Amount spent on period supplies, and   
-- Amount spent on other.
+- Purchase Total for Diapers,
+- Purchase Total for Adult Incontinence Products,
+- Purchase Total for Period Supplies, and   
+- Purchase Total for Other Products.
 
 These are used in the Annual Survey report.
 ### Comment

docs/user_guide/bank/essentials_requests.md

@@ -25,19 +25,23 @@ The list contains:
 - Request sender -- the user that sent the Request
 - #of Items (Request limit) -- the number of items in the Request, and, if you have entered it, the quota for the partner (see [Partners](getting_started_partners.md)
 - Comments -- the comments the partner entered on the Request
+- Type -- Quantity, Child, or Individual, depending on how the Partner made the Request (see [The request/distribution cycle](pm_request_distribution_cycle.md))
 - Status
   - pending -- haven't started fulfilling it yet
   - started -- have started fulfilling, but haven't saved the resulting distribution
   - fulfilled -- have created the distribution for this Request
   - cancelled -- have cancelled the Request
-- and the actions you can take on that Request
+- and the actions you can take on that Request -- View, Cancel, and Print (a picklist for that Request)
+
+If there are more than a handful of Requests, the list is split into pages -- use the page numbers under the list to move between them.
 
 ### Filtering your Requests
 
 You can filter the Request list by:
 
 - Item
 - Partner
+- Request type (Quantity, Child, or Individual)
 - Status
 - Date range
 
@@ -61,15 +65,18 @@ This brings up details of the Request including:
 - Partner
 - Date the Request was sent
 - Who sent the Request
+- Request type
 - Request status
 - Comments
 - and, for each Item in the Request:
   - Item
   - Quantity
-    - If you are using [custom units](special_custom_units.md), those custom units will appear here.
+  - Units (if applicable) -- if you are using [custom units](special_custom_units.md), the unit the Partner requested in will appear here.
   - Total Inventory (across all Storage Locations)
-    At the bottom of the screen are buttons letting you start to fulfill the Request, or to cancel it.
-    ![Request view](images/essentials/requests/essentials_requests_view.png)
+- the total quantity requested, and the Partner's quota, if you have set one.
+
+At the bottom of the screen are buttons letting you start to fulfill the Request, print a picklist for it, or cancel it.
+![Request view](images/essentials/requests/essentials_requests_view.png)
 
 ## Fulfilling a Request
 
@@ -117,9 +124,11 @@ To cancel a Request from the Requests list, click the "cancel" button beside it.
 You can also cancel a Request from the single Request view by clicking the "cancel" button at the bottom of that page.
 
 In either case,  
-You will be prompted to provide a reason for the cancellation.
+you will be taken to a page asking you to provide a reason for the cancellation.  Enter the reason and click "Yes. Cancel Request".
 ![cancel Request confirmation](images/essentials/requests/essentials_requests_cancel_confirm.png)
 
+The reason you enter is included in the email notification to the Partner.  (Cancellation emails are not sent to deactivated Partners.)
+
 The Partner will receive an email notifying them of the cancellation.
 ![cancel Request email](images/essentials/requests/essentials_requests_cancel_email.png)
 

docs/user_guide/bank/getting_started_customization.md

@@ -123,11 +123,8 @@ Note that if any Partner limits themselves to a single type,  you won't be able
 
 #### Enable Partners to make quantity-based Requests?
 
-#### Custom Request units
-
-NOTE:  This is not yet implemented as of Oct 12, 2024. We expect it to be implemented before this guide is launched.
-
-This is a special topic that has its own guide page [here](special_custom_units.md).
+#### Custom request units
+Here you list the units (e.g. "pack", "box") that Partners can request Items in, instead of individual items.  Use the singular form.  This is a special topic that has its own guide page [here](special_custom_units.md).
 
 
 ## Other emails
@@ -243,6 +240,10 @@ Click "My Organization" in the left hand menu. Click "Edit" button. Set the "Inc
 
 [!NOTE] Setting this affects both the donation and distribution exports.
 
+### Include packages in distribution export?
+
+If "Yes", the Distributions export also includes a package count column for each Item (calculated from the Item's package size).  See [Exports](exports.md#add-package-counts-for-each-item).
+
 ## Annual Survey
 These two fields are only here to be reported on the Annual Survey.
 

docs/user_guide/bank/inventory_adjustments.md

@@ -13,6 +13,8 @@ You can not edit Inventory Adjustments.
 You can manage your Inventory Adjustments through the inventory adjustment page.  Click on "Inventory" in the left-hand menu, then "Inventory Adjustments"
 ![Navigation to Inventory Adjustments](images/inventory/inventory_adjustments_navigation.png)
 
+The list shows when each adjustment was made, its Storage Location, comment, and how many Items it changed.  You can filter it by Storage Location, by the user who made the adjustment, and by date range (the default is 60 days in the past to 30 days in the future), and you can export the filtered list with "Export Adjustments".  If there are a lot of adjustments the list is split into pages.
+
 ## Making an inventory adjustment
 
 To enter a new inventory adjustment,  click on "New Adjustment"