How to reserve and dispatch warehouse stock

Hold stock for a customer

In Warehouse, open Reservations and press Hold stock. Choose the Warehouse, who it is Held for, what it is held Against (a promise in person, quote, invoice, sale, wholesale order or delivery) and its number, and the date to Hold until. Add the items under What is being held and press Hold this stock.

Held stock cannot be transferred, picked or promised to anyone else. It does not change what the till can sell from a branch shelf. Open a hold to extend it, release it back on sale, or send it out.

Send it out

Open Orders out and press Raise an order out (or send a hold out from Reservations). Choose the warehouse and customer, add a contact number, the date it is promised for and the delivery address (leave it blank if the customer is collecting), and list what is going. Press Raise the order.

Then work it through: print the Pick list, Record the pick, Mark ready, Loaded, Send it out and Complete.

Good to know

• Dispatching raises a delivery in the Delivery module.
• Anything ordered but never found goes back on the shelf, so the next count can account for it.