Reserving Inventory for an Order

To reserve inventory for an order line, perform these steps:

  1. On the Customer Orders form, add a customer order header and save the record.
  2. Add lines for the order and save the records.
  3. Back in the Customer Orders form, click the Reserve button.

    The system responds with a message indicating that automatic reservation will be performed.

  4. Click OK.

    The system responds with a message indicating that the reservation was successful and displaying the number of lines that were processed. (Only lines containing items marked as Reservable are processed.)

You can also reserve inventory for a customer order using any of these forms:

  • Reservations for Order
  • Reservations for Item
  • Reserve/Unreserve Inventory Utility
Related topics
About Reserving Inventory for an Order
Reserving Inventory for an Order Line
Customer Orders Overview
Shipping an Order with Reserved Inventory