š How to Reserve Inventory and Create a Sales Order in InfoTrader
Reserving inventory and turning it into a Sales Order is quick and easy. Follow these steps to make sure your inventory is properly held and processed for sale.
š¹ Step 1: Reserve Inventory from the Serial Number Page
Head to the Inventory Serial Number page, then click the ACTIONS button to begin reserving.
If you're reserving multiple items, repeat the same process for each one.
š¹ Step 2: Adjust the Reserved Quantity on the Reserve for Sale form
If the inventory line shows more than one unit, you can change the reserved amount to match the sale.
š Example:
Inventory shows Qty 50, but you only sold 5 ā update the reserved quantity to 5.
š On the Reserve Form, the āReserved for Sellerā field will automatically default to your user name.
If you're reserving on behalf of another team or user, simply edit this field before saving.
š¹ Step 3: Add to Cart and Convert to Sales Order
Click the shopping cart icon
Go to the Reserve List
Add your part(s) to the cart
Click Convert to Sales Order
Fill out the Sales Order form with the required details
