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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
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1. Customer Order (CPO) is placed and processed with Insufficient Stock, triggering a Vendor Order to be created.
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2. Products >> Manage Inventory - Customer Reserves are at ZERO
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3. Receive the corresponding Vendor Purchase Order (VPO) to your warehouse
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4. Go back to Products >> Manage Inventory
The customer Reserved inventory column is now populated.
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5. To view a report on Customer Reserved Inventory, go to Customers >> Customer Reserved Inventory.
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6. You can filter by Customer, SKU#, Product Name, and Warehouse
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7. Click on the Print Button (Lower right corner) to generate a print preview of the report
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8. Viewing the reserved products by customer.
Go to Customers >> View all customers
Select the customer and hit Edit [E]
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9. Go to Reserved Products Tab to view the reserved inventory
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