Reserving from Inventory
One way to reserve inventory to a Delivery Agreement is to use the following actions:
Reserve TIs to New Lines: Reserve Trade Items without assigning them to a specific sales agreement line.
Reserve TIs to Existing Lines: Reserve Trade Items to a specific sales agreement line, aiming to fulfill the ordered quantity for the designated item.
Step by step guide for reservation pages
Wisefish has several reservation pages that share a similar layout. The structure shown below is common across all pages.
Filters are automatically set from the Delivery Agreement page but allowing users to filter in more details if needed. Filters affect what is shown under ‘Open Trade items for Selection (2)'
Here is the list of available inventory (open Trade Items), where the user can search and find exact inventory.
This section shows the items that have already been selected to the line
Additionally, the Factbox highlights the key information for line in focus, showing both the reserved quantity and the remaining available quantity for that line.
To reserve the items, click on "Reserve Trade Items" as shown in the image below:
The selected line will then move from the left-hand side box (Open Trade Items for Selection) to the right-hand side box (Selected Trade Items for Outbound).
Click on "Release Trade Item" to unallocate/return the Trade Item to stock.
If you only need a partial amount of the trade item, click ‘Edit Selected Qty on Trade Item’ to adjust the quantity.
Enter the target Trade Items or Quantity at the bottom of the page. This amount will be deducted from the original and reserved for the Delivery Agreement.
The system returns the difference amount back to the left-hand side box (Open Trade Items for Selection) and leaves the split amount reserved on the right-hand side box (Selected Trade Items for Outbound).
When inventory/stock has been allocated to the Delivery Agreement, the lines will change color, see guide here: Reserving Trade Items | Amount-vs.-Allocated/Reserved-Amount
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