How do I create Stock Reservations via CRM Modules?

In this section, let us learn how to create Stock Reservations for products via various other CRM modules.

You can create a Stock Reservation record from the Summary View of the following modules:
- Contacts
- Organizations
- Quotes
- Sales Orders
Once you create a Stock Reservation record from these modules, the Stock Reservation’s respective module details are auto-filled.

Follow these steps to create a Stock Reservation record from the above modules:

Note: For instance, we have considered the Contacts module, you can go to any related module.

Log in to your CRM account.
Click the User Profile.
Click Essentials.
Look for Lead & Contact Management.
Select Contacts.
Select a Contact record for which you want to create a Stock Reservation record. It will take you to the Summary View of the Contact record.
Click More (3 dots) on the top right corner of the screen.
With a scroll down, under Add or Link, select Stock Reservation. This will take you to the Creating Stock Reservation window.

You can now create a Stock Reservation record for a product linked to the Contact as illustrated in the Creating Stock Reservations section.
With this, a Stock Reservation record for a product is created and saved in the Stock Reservation module.

Note:
Suppose you create a Stock Reservation record from Sales Orders or Quotes modules, in case of multiple products. In that case, it groups similar products into a single product and updates their total quantities.

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How do I create Stock Reservations via CRM Modules?

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