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Check the availability of these goods immediately in the sales order through the special workplace Order fulfillment statesupply forecast. Go to the tab Goods and click Supply→Supply forecast. The workplace displays each position of goods and their availability in the determined warehouse and in all other warehouses of the company:
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The required positions of requested goods are available and ready to be delivered at the requested date. Reserve (exclude from available stock) the requested product quantity through the Order fulfillment state workplace supply forecast workplace or click the line on the column Actions and choose Reserve at warehouse.
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Goods out of stock can be placed in the sales order if they are expected to be delivered from a supplier. Click on Provide on pegging basis. Goods are reserved by the expected delivery date that is specified in the related purchase order. This date is set as the shipment date in the sales order.
Goods out of stock that are not expected to be delivered are planned to be supplied. Click on To supply. The shipment date of these goods is equal to the shipment date that is required by the customer.
Substitute goods can be offered to clients if the required goods are out of stock and are not expected to be delivered. Click on Fill in→Select goods to open the product selection form and select from the list an item with similar basic properties and characteristics.
Backorder processing
If the delivery for other orders that contain reserved goods can be postponed, see Backorder processing
Open the the report Stock balance and availability and click on the reserved item line to see information. Для снятия резерва ??? Рабочее место ... отображает информацию по какому заказу необходимый товар уже зарезервирован. Если мы можем отложить доставку по данному заказу, то запускаем backorder processing. Для снятия резерка открываем заказ клиента и на закладке goods по нашим позициям устанавливаем действие "К обеспечению". Затем открываем наш заказ клиента и резервируем товар действием "Резервировать на складе".
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