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In this article you will learn how to set up and reserve inventory for BloomNet customers.

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What is Reserved Inventory?

You can specifically reserve products from your Inventory in Komet Sales to sell through BloomNet. To do this, you need to add BloomNet as a Customer for the products you are securing. Reserving Inventory works for On-Hand and Future Sales inventories. Below you will find detailed instructions on reserving each type of Inventory.

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Info

Can't find your BloomNet Customer? Read Create Tokens to learn how to find or create them.


Set up a Reserved Inventory Customer

Info

If the customer you are managing already exists, skip step one and go directly to step two.

Step one: Create the Reserved Inventory Customer

To reserve Inventory, you must create a customer you will select when creating orders. To create this Customer, do the following instructions:

  1. Go to Setup and select Customers.

  2. Click on Add Customer.

  3. Fill out the Customer information.

  4. Click on Save.

Tip

This Customer should be used exclusively for reserved Inventory.

In the case of Bloomnet, we recommend you create two customers. One is for SOs, and the other is to use with the tokens for the integration.

Step two: Enable the Customer for Reserved Inventory

  1. Go to Setup and select Settings.

  2. Click on Future Sales from the Inventory group of settings.

  3. Add the new Customer in the Customers with reserved inventory field.

  4. Click on Save.

Reserve On-Hand Inventory

There are two main ways to reserve products from the On-Hand Inventory, one is through Add Inventory, and the other is through Inventory Summary.Here are detailed instructions for each way:

Info

You can also reserve inventory through Standing Orders, Prebooks, and Purchase Orders.

Option A: Add Inventory

  1. Go to Inventory and select Add Inventory.

  2. Select the product you want to reserve and click Edit.

  3. Add BloomNet as a Customer for that product.

  4. Click on Add to save the changes.

Option B: Inventory Summary

  1. Go to Inventory and select Inventory Summary.

  2. Search for the product you want to reserve.

  3. Click on the buttonin the Actions column.

  4. Select Edit.

  5. Add BloomNet as a Customer for that product.

  6. Click on Save to store the changes.

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Reserve Future Sales Inventory 

To reserve products from the Future Sales Inventory, follow these instructions: 

Option A: Through a Standalone Purchase Order

  1. Go to Purchase Orders and select Add PO.

  2. Select standalone POs (Standalone Purchasing Mode).

  3. Add information and products to the Purchase Order.

  4. Add BloomNet as the Customer for the Order.

  5. Click Save to submit the Order.

Option B: Through a Prebook

Step one: Create a Prebook

  1. Go to Prebooks & SOs and select Add Prebook.

  2. Enter the Prebook information.

  3. Select the Reserved Inventory Customer as a customer.

  4. Add products to the Prebook.

  5. Click on Save.

Step two: Create the Purchase Order

  1. Go to Purchase Orders and select Add PO.

  2. Search the Prebook.

  3. Complete the Prebooks information.

  4. Click on Add from the Actions column.

Step three: Approve the PO

  1. Go to PO Summary.

  2. Approve the PO.

The PO will be submitted to the vendor; once confirmed, the products will be transferred to the future inventory, and the items will be removed from the Prebook.

Info

If the reserved Future Sales Inventory is not sold, the system will move it to the On-Hand Inventory and keep the selected Reserved Inventory Customer as the Customer for the products.

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Can't see your Reserved Inventory?

If you cannot see your Reserved Inventory in BloomNet, please verify that the following conditions are met:

  • The Purchase Order is not on Hold.

  • The Customer from the Purchase Order is the same Customer of the token.

  • The Purchase Order has prices.

  • The Farm has confirmed the Purchase Order.

Info

If you want to quickly verify if the Purchase Order is on Hold or has no prices assigned, add the Future Sales Customer to the Purchase Order temporarily.

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