HOW TO: Use Customer Reserved inventory Feature

First, make sure the Customer Reserved Inventory feature is enabled.

Refer to this link for instructions: HOW TO: Enable Customer Reserved Inventory

 

1. Customer Order (CPO) is placed and processed with Insufficient Stock, triggering a Vendor Order to be created.

 

2. Products >> Manage Inventory - Customer Reserves are at ZERO

 

 

3. Receive the corresponding Vendor Purchase Order (VPO) to your warehouse

 

 

4. Go back to Products >> Manage Inventory

The customer Reserved inventory column is now populated.

 

 

5. To view a report on Customer Reserved Inventory, go to Customers >> Customer Reserved Inventory.

6. You can filter by Customer, SKU#, Product Name, and Warehouse

 

 

 

7. Click on the Print Button (Lower right corner) to generate a print preview of the report

 

 

 

8. Viewing the reserved products by customer.

Go to Customers >> View all customers

Select the customer and hit Edit [E]

 

 

 

9. Go to Reserved Products Tab to view the reserved inventory