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Excerpt

In this article you will learn how to hold products from the Inventory.

Tip

User Roles:

To Place Items on hold: Admin, Inventory, and Sales Manager.

To sell items, even if they are on hold: Admin, Sales Manager.

Info

Company users can use the system to place products on hold in the inventory, preventing them from being sold.

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Hold Products from the Inventory

To hold products from the inventory, do the following instructions:

  1. Go to Inventory and select the Pricing tab.

  2. Find the product you want to hold.

  3. 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 padlock next to the product name:

When
  • The gray padlock means there are some quantities on hold.

Info
  • The Black padlock means 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
  • and the on hold product will not be visible to the sales team.

info
Info

To make it products on hold available again, set the Hold value to 0 and press Enter.

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Hold Items From the Future Inventory

Once a product is confirmed, there is an option to automatically put the products on hold. For more information, go to https://kometsales.atlassian.net/wiki/spaces/KB/pages/3342093/Future+Sales+Setup#Final-Price-Behavior-%26-Hold-on-Confirm.

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