Working together

Several people can use Bottle at the same time. Presence indicators show who is viewing a page or record. Changes appear without a manual refresh.

Who else is here

Initials near the top-right corner show other people on the page. Hover to see their names and status:

• Pulsing: active.
• Still: viewing but inactive.
• Faded: the page is open in a background tab.

Closing a page removes the indicator within about a minute. Multiple tabs belonging to the same person appear as one person.

Who is looking at an order, invoice or customer

Indicators appear beside open records and on their rows in Orders, Invoices and Customers. Check them before editing a record someone else may be working on.

Planning rounds together

On Rounds, you can see other planners, their pointers, the rounds they have open and the stops they are moving. Saved changes appear on everyone else’s screen.

The collaboration bar identifies people working on the selected day.

Following somebody

Select Follow in the collaboration bar or select the person’s initials. Your view follows their selected day, open round and map position.

Select Stop following or interact with the planner yourself to stop. Following does not control the other person’s screen. Some temporary menus and dialogs are not shared.

When two people change the same round

Bottle checks for conflicting whole-round changes, such as reordering or deleting a round. If someone changed it since you opened it, Bottle shows the latest version and asks you to try again.

Assistants wait for people

Connected systems cannot change a day’s plan while a person is actively planning it. They can retry after two minutes without planning activity.

This does not prevent drivers recording deliveries or payments, or office users taking orders.