How is stock managed in the system?

When is stock reserved...

You can view stock availability at 3x Levels...

1. At a quoted level.

You can only view these figures in the stock report. This report can be found on the left menu, or above a quote.

Step 1.

Step 2.

2. At a confirmed level.

When you confirm a booking the stock is reserved. In reports, you will see a tag to show that the stock is confirmed but the customer has not been invoiced or paid.

Confirmed bookings go onto the calendar as a dark red tag.

At this level the stock/inventory the stock is only reserved for the event date, not from delivery to collection.

3. At an invoiced and booked/paid level.

When you create an invoice the stock/inventory is now reserved from the delivery date and will be returned on the collection date.

On the calendar, the booking tag goes to a light red and the delivery and collection dates are added in blue and green tabs.

On reports you will see if the customer has been invoiced or if they have paid.

How to use the Stock Report...

How to view stock levels in the quote...

1. In-quote Stock Warnings.

Are displayed once a booking/s has been confirmed on the same event date.

Click into the warning to see bookings + quotes.

2. In-quote Stock Report.

Calculates available stock/inventory from the bookings + the current quote on the same event date.

You can also filter between bookings only & bookings + all quotes.

3. Bulk Add Line Item Stock Warnings

Calculates stock levels from quotes & confirmed events.  

Click the stock number for more info.

Important - This feature is only turned on by request.

4. Quote Builder Stock Warnings.

Calculates stock levels from quotes & confirmed events.  

Click the stock number for more info.

Important - This feature is only turned on by request.