Overview
When the material order is placed and confirmed, but the delivery date is far from the current moment, the manager reserves the goods.
Usually, goods are reserved from available inventory.
If goods are not available, goods can be reserved from inventory providing by open supply orders such as: purchase order, transfer order, production order, etc.
Once the document is posted, you should check the correctness of the reservation.
As a result, the goods are reserved.
Video guide
Reserve goods flowchart
Paths
| Path | Sales → Sales management → Sales orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказКлиента
|
| Path | Sales → Sales management → Goods return requests |
|---|---|
| In-app link EN code |
e1cib/list/Document.RequestForReturnOfGoodsFromCustomer
|
| In-app link RU code |
e1cib/list/Документ.ЗаявкаНаВозвратТоваровОтКлиента
|
How to reserve available inventory
1. Click Sales, then click Sales orders under Sales management.
Note
Or Sales return requests list
2. Set the Current status filter with Ready to ship or Pending supply value.
3. Find and open relevant sales order.
4. In the order document, go to Goods tab.
5. Click the Supply forecast hyperlink.
6. In the Supply forecast form, find items with Supplied at warehouse state.
5. In the Goods tab, select items, then click the Supply → Reserve.
6. Post the document.
Note
To initiate shipment at sales order level:
1. Go to the Sales order, or Sales return requests list.
2. Select orders and click the Actions → Reserve command.
How to reserve inventory expected to be received
1. In the order document, go to Goods tab.
2. Click the Supply forecast hyperlink.
3. In the Supply forecast form, find items with Supply state.
4. In the Goods tab, select relevant items, then click the Supply → Reserve upon receipt.
5. Post the document.
Note
To initiate shipment at sales order level:
1. Go to the Sales order, or Sales return requests list.
2. Select orders and click the Actions → Reserve upon receipt command.
Paths
| Path | Warehouse and delivery → Warehouse reports → Inventory analysis → Stock availability |
|---|---|
| In-app link EN code |
e1cib/data/Catalog.ReportsOptions?ref=978834415df939ee11edf3286dcb934c
|
| In-app link RU code |
e1cib/data/Справочник.ВариантыОтчетов?ref=83f1dfbc0f9738f511eb90673e3f39bb
|
How to check goods reservation
1. Go to Warehouse and delivery, click Warehouse reports, then click Stock availability under inventory analysis.
2. In the Stock availability report, select the Warehouse, click Settings.
3. In the Settings form, click the Structure, select the Item, Variant, then click Add.
4. In the Select report field form, select Shipment order.
5. Click Close and generate.
6. Find the item, check quantity in the In stock column, then check quantity in the In reserve column, and the breakdown by material order, check quantity in the Available column.