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Overview

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Excerpt
The system allows company users

In this article you will learn how to hold

items from the inventory, so they are not sold.

Instructions

  • Go to Inventory > Pricing.

  • Search for the desired product.

  • Under the "Hold" column, type in the quantity to be placed on hold, and press ''Enter''.

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  • The system

    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 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''.

    Info
    titleInformation
    When the number of products placed on hold is equal to the available items in a product line from

    name:

    • A gray padlock indicates that there are some quantities on hold

    • A black padlock means you have reserved all available products in the inventory items, staging area

    items
    • , and future inventory

    pages under
    • from the Pricing

    section
    • tab. In this case, the

    system will display a black padlock indicating that salespeople will not see that product.

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    Tip

    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.

    How to
    • on-hold product will not be visible to the sales team.

    Info

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

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    Hold Items From the Future Inventory

    ? Note
    titleHold on Confirm
    There

    Once a product is confirmed, there is an option to

    configure whether or not

    automatically put the products

    should be put

    on hold

    automatically once they have been confirmed

    . For more information

    please refer to Setting and Creating Future Sales.

     

    1. Go to Inventory > Pricing.
    2. Click on Future inventory.
    3. Under the "Hold" column, type in the quantity to be placed on hold, and press ''Enter''.
    4. The system will display a padlock next to the product's name to show the product's hold status.

      Info

      If you click on the Mass Update button, you can hold or release all the items all at once.

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