Home  >   FAQs   >  How do I create Stock Reservations?

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:
 

 
  1. Under the Basic Information section enter or select the following information:
    1. Contact Name - Select the name of the contact who has requested the stock reservation.
    2. Organization name - Select the name of the organization that has requested the stock reservation.
  2. Status - Select a status such as:
  1. New - If you want to create a Stock Reservation record for a product.
 

 
  1. 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:
  1. Cancel - If you want to cancel a reserved product's stock as per the client’s request.
  2. Ordered - If you want to unreserve a product's stock as per the client’s request.
  3. 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.
Note: Selecting Order and add Sales Order will create a Sales Order with auto-filled Stock Reservation record’s details.
  1. Ordered - If you want to unreserve a product's stock.
  2. Cancel - If you want to cancel a reserved product's stock.
  3. Expired - If the Stock Reservation record has exceeded the Reserve until date its status is auto-selected as Expired.
Note: Selecting Status Reserved, Ordered and Cancel will by default update the Qty. in Stock for a product in the Products module accordingly.
  1. Reserve until - Select a date until when you want to reserve a product's stock.
 

 
  1. Under the Item Details section enter or select the following information:
  1. Item name - Select a product whose stock you want to reserve.
Note: Multiple products can be selected and their stocks can be reserved.
  1. Reserved Quantity - Enter the quantity of a product's stock you want to reserve.
  1. In the Description section, enter a description for the Stock Reservation.
  2. Click Save.
You have now successfully created a Stock Reservation record 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.
 
Note:
You will not be able to delete:
  • A Stock Reservation record with status Reserved.
  • A Product record whose related Stock Reservation record status is Reserved. If deleted, the following error message is displayed Product cannot be deleted if related "Stock Reservation" is Reserved.
 

 
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.