Reserved Stock

Updated 2 years ago

You can create a Reserved Stock inventory log if you want to remove stock from part of your active inventory. For example, you may have a customer who has indicated that they are willing to buy the stock in the future and you want to reserve it for them. When they are ready to buy it, you can add it back to your stock.

To create a Reserved Stock inventory log:

Go to ATUM Inventory > Inventory Logs.
Click Add New Log.

Select Reserved Stock in the Log type menu.

Edit the date in the Log date field, if necessary.
Enter the date you want to save the stock for in the Reserved date field.
Select Pending in the Log status menu.

This status makes it viewable in Stock Central. Once you have confirmed that you want to mark the inventory as reserved, you can mark it as Completed, which removes it from appearing in Stock Central.

If an order number is associated with this log, enter the order number in the Order field.

This field acts as a search field for all of your orders and displays any orders that match the text you have entered. You must enter at least three characters.

Select the order number, then click Continue, and then OK to import all the associated items with the order number.
Edit the information for the order, if necessary, and then click Recalculate.

Enter a description in the Log description field (Optional).
Enter information in the Log Notes field, and click Add (Optional).

Click Create. The log now appears on the Inventory Logs page as a Reserved Stock log.

This also appears in Stock Central as a Reserved Stock inventory item. You can filter Reserved Stock items by selecting Reserved Stock from the right filter menu at the top of the screen.

COMPLETE THE INVENTORY LOG

You can complete the inventory log from the Inventory Logs main view. Note that once you mark it as complete the items will stop being reserved.

Go to ATUM Inventory > Inventory Logs.
From the Actions menu for the inventory log, click the Mark as Complete icon.

You can also do this by Bulk Actions or opening up the inventory log and then selecting Completed in the Log status menu, then clicking Update.

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