Reserving Trade Items

In Delivery Agreements, reserving/allocating trade items is required before you can create a sales order or invoice. Essentially, you must reserve your stock (open trade items) in all Delivery Agreements to maintain traceability in Wisefish.

Processes can vary between companies. Some sell directly from available inventory, others produce items to order, and some purchase stock based on the sales.

Different methods for reserving Trade Items in Delivery Agreement

Process	Description	When to Use	Most used actions
Reserving from Inventory	Allocates existing stock to fulfill sales orders.	Ideal for businesses with readily available inventory aiming to process sales without additional production.	Reserve TIs to New Lines Reserve TIs to existing Lines
Produce to Order	A Production Agreement can be created to produce products based on sales demand. As production progresses, the items are automatically reserved for the sales agreement.	Suitable for companies that need to produce items to meet specific customer demands.	Create Production Agreement
Creating Purchase from Sales	Generates purchase orders to acquire stock based on sales agreements, ensuring inventory levels meet sales commitments.	Beneficial for trading companies that need to procure products to fulfill sales orders, especially when stock is insufficient.	Create Multiple Receipt Agreements Automatically Process Multiple Receipt Agreements

Note that this table highlights the most commonly used actions in the Delivery Agreement. There are other methods available in Wisefish, such as those in the logistics and warehouse system. Additional reservation methods are detailed in their respective manuals.

Amount vs. Allocated/Reserved Amount

When inventory/stock has been allocated to the Delivery Agreement, the lines will change color and it is possible to see both in the lines and in the factbox, how many trade items have been allocated.

The color of the text in the lines indicated how many we have been reserved/allocated against the original order amount.

Green and bold means that the Trade Items have been reserved (e.g., 10 TIs ordered and 10 TIs reserved).
Yellow means that Trade Items are partly reserved (e.g., 10 TIs ordered but only 8 TIs reserved).
Red means that too many Trade Items have been reserved (e.g., 8 TIs ordered but 10 TIs reserved).
Black is neutral and if the text is black the user still has to reserve Trade Items.
Bold and black means that the Trade Items have been loaded.

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