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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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In this article you will learn how to hold products from the Inventory.
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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 padlock next to the product
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 fromname:
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
, and future inventory
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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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from the Pricing tab. In this case, the on-hold product will not be visible to the sales team.
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To make products available again, set the Hold value to 0 and press Enter. |
Hold Items From the Future Inventory
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Once a product is confirmed, there is an option to
automatically put the products
on hold
. For more information
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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''. |
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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