In this article you will learn how to hold products from the Inventory.
User Roles:
To Place Items on hold: Admin, Inventory, and Sales Manager.
To sell items, even if they are on hold: Admin, Sales Manager.
Company users can use the system to place products on hold in the inventory, preventing them from being sold.
Table of Contents
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.
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.
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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