Inventory Reserve Function

The Inventory Reserve Function allows a user to reserve materials from the Inventory Manager for a specific Order or for a Sales Rep. 

The Inventory Reserve Function can be enabled under Settings>Inventory:

Go to the Inventory Manager, check off the inventory you wish to reserve, and click "Reserve"

The Reserve Inventory menu will pop up. If you are reserving this for a specific Sales Order, select the Customer and Sales Order from the drop down. 

If you are reserving it for a specific Sales Rep, select the Sales Rep from the drop down menu. 

(Note: You are not able to reserve material for both an Order and a Sales Rep, it must be one or the other)

If you reserve inventory for a Sales Order, you are able to view this inventory on the sales order Reserve tab.  From here you are able to Create an Inventory Shipment, Clear the Reserve List, or Export the list to Excel. 

You are also able to reverse the reserve inventory function on the Inventory Manager page by selecting the inventory you no longer wish to have reserved and clicking the "clear" button:

Once you have reserved inventory, you are able to filter by the reserved items on the pick screen on the Shipping Worksheet, Expense Allocation, and Converting Job:

When the 'Include Reserve' option is selected on your inventory pick screen, your reserved inventory will appear on the pick screen with a red flag next to it indicating that it was reserved.

There are also Inventory Reserve filters on the Inventory Manager screen: