Reserving Items for Sales

You can reserve items for sales orders. You must have already set up a sales order.

To Reserve Items for Sales:

  1. On a sales order, click Functions, Reserve. The Reservation window appears.

  2. Click the line that you want to reserve the items from.

  3. Click Functions.

  4. Select from the following:

Auto Reserve

To make the program automatically reserve items in the Reservation window.

Reserve from Current Line

To reserve the items from the document on the line you have selected.

Cancel Reservation from Current Line

 

 

To cancel reservation of the items from the document on the line you have selected.

 

Note

If item tracking lines exist for the sales order, the reservation system will take you through special steps:

  1. Click Functions, Reserve.

  2. Answer Yes to the system message about reserving specific serial/lot numbers.

  3. In the Item Tracking List window, select e.g the lot from which to reserve items.

  4. Click OK to open a Reservation window showing only supply with the specified item tracking number.

  5. You can now reserve as described above.

Related Topics

Changing Reservations

Canceling Reservations