How do I reserve certain purchases for my customers?

article ID: 2021898 l

It is often necessary to reserve purchases for customers to aid in effective CRM and in cases of special orders. To allow the reservation of purchases for customers:

1. Select View - Settings - Company Database.

2. Click on the tab Module Settings and select Sales and Invoicing.

3. Click on the tab General and ensure there is a tick in the check box titled 'The company reserves purchases for customers'.

To reserve purchases for customers:

1. Select View - Purchase Order - Purchases.

2. Enter the purchase details as usual.

3. Click on the dropdown button for 'Linking/reservation for sales order' in the product line toolbar.

4. Select linking/reservation for sales order.

5. Select the sales order you wish to link the purchase to and close.