How to Reserve Stock to a Sales Order

Zumzum Financials Knowledge Base

    Overview:

    Effective stock management is crucial for maintaining optimal inventory levels, ensuring timely order fulfilment, and minimising costs associated with excess or insufficient stock. To reserve stock for a Sales Order, follow these steps. Begin by navigating to the Sales Orders tab and selecting the specific Sales Order record. In the top right corner of the page, click on the Reserve Stock button. Enter the desired quantity of stock to be reserved in the Reserve field, ensuring it corresponds to the appropriate Stock Balance name record, Warehouse, and Location. Finally, click Save & Refresh or Save to complete the process.

    To reserve stock for Sales Orders, follow these steps. Begin by navigating to the Sales Orders tab and selecting the specific Sales Order record. In the top right corner of the page, click on the Reserve Stock button. Enter the desired quantity of stock to be reserved in the Reserve field, ensuring it corresponds to the appropriate Stock Balance name record, Warehouse, and Location. Finally, click Save & Refresh or Save to complete the process.

    Description: How to Reserve Stock for a Sales Order

    1. Go to the Sales Orders tab.
    2. Select the record for the Sales Order.
    3. In the top right of the page, Select the Reserve Stock button.
    4. Enter the amount of stock you would like to reserve against the Stock Balance name record in the Reserve field, for the relevant Warehouse and Location.
    5. Click Save & Refresh or Save.

    Learn more about stock management in Zumzum Financials.

    in Reserve Stock To Sales OrdersSales Order Tags: productSales Orderstock