FAQs in this section
What is Stock Reservation?
What is Vtiger CRM Stock Reservation?
What are the benefits of Stock Reservation?
How do I install Stock Reservations?
How do I access the Stock Reservation module?
What are the modules from which you can create Stock Reservations?
What are the automated stock updations for products with Stock Reservations?
How do I create Stock Reservations via CRM Modules?
How do I create Stock Reservations?
Table of Contents
This section lets us learn how to create Stock Reservations for products via the Stock Reservation module.
Follow these steps to create a Stock Reservation for a product via the Stock Reservations module:
With this, a Stock Reservation record for a product is created and saved in the Stock Reservation module.
Follow these steps to create a Stock Reservation for a product via the Stock Reservations module:
- Under the Basic Information section enter or select the following information:
- Contact Name - Select the name of the contact who has requested the stock reservation.
- Organization name - Select the name of the organization that has requested the stock reservation.
- Status - Select a status such as:
- New - If you want to create a Stock Reservation record for a product.
- Reserved - If you want to reserve a product's stock (Qty. in Stock ). Once you select Reserved and click Save, three client-initiated statuses will be provided such as:
- Cancel - If you want to cancel a reserved product's stock as per the client’s request.
- Ordered - If you want to unreserve a product's stock as per the client’s request.
- Order and add Sales Order - If you want to unreserve a product's stock and create a Sales Order for the same as per the client’s request.
- Ordered - If you want to unreserve a product's stock.
- Cancel - If you want to cancel a reserved product's stock.
- Expired - If the Stock Reservation record has exceeded the Reserve until date its status is auto-selected as Expired.
- Reserve until - Select a date until when you want to reserve a product's stock.
- Under the Item Details section enter or select the following information:
- Item name - Select a product whose stock you want to reserve.
- Reserved Quantity - Enter the quantity of a product's stock you want to reserve.
- In the Description section, enter a description for the Stock Reservation.
- Click Save.
With this, a Stock Reservation record for a product is created and saved in the Stock Reservation module.
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