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The system allows company users to hold items from the inventory, so they are not sold. |
Instructions
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Go to Inventory > Pricing. |
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Search for the desired product. |
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Under the "Hold" column, type in the quantity to be placed on hold, and press ''Enter''. |
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The system will display a padlock next to the product's name to show the product's hold status. |
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To remove from hold (the padlock) and allow the sales team to see the items as available in the inventory, type 0 on the ''Hold'' field and press ''Enter''.
InformationWhen the number of products placed on hold is equal to the available items in a product line from the inventory items, staging area items and future inventory pages under the section, the system will display a black padlock indicating that salespeople will not see that product.
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 Roles enabled to perform this action:
To Place Items on hold: Admin, Sales Manager, Inventory. To sell items, even if they are on hold: Admin, Sales Manager. |
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To see which items are currently on hold, Go to the Inventory Summary, all items placed on hold will have a padlock next to their name. |
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| cql | label in ( "holds" , "pricing" ) |
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| labels | pricing holds |
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How to Hold Items From the Future Inventory?
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There is an option to configure whether or not the products should be put on hold automatically once they have been confirmed. For more information please refer to Setting and Creating Future Sales. |
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Go to Inventory > Pricing. |
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Click on Future inventory. |
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Under the "Hold" column, type in the quantity to be placed on hold, and press ''Enter''. |
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The system will display a padlock next to the product's name to show the product's hold status.
If you click on the Mass Update button, you can hold or release all the items all at once.
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In this article you will learn how to hold products from the Inventory. | Tip |
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User Roles: To Place Items on hold: Admin, Inventory, and Sales Manager. To sell items, even if they are on hold: Admin, Sales Manager. |
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Company users can use the system to place products on hold in the inventory, preventing them from being sold. |
Table of Contents
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Hold Products from the Inventory
To hold products from the inventory, do the following instructions:
Go to Inventory and select the Pricing tab.
Find the product you want to hold.
In the Hold column, type the quantity you want to hold and press Enter.
The product line will display a gray padlock if any quantity is on hold.
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When you reserve (hold) all available products in the inventory items, staging area, and future inventory from the Pricing tab, a black padlock appears. It means the product is not visible to the sales team. To make it available again, set the Hold value to 0 and press Enter. |
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| title | Related Articles |
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| cql | label in ( "holds" , "hold-items" , "pricing" ) |
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