Reserving inventory parts can help your shop stay organized and avoid running low on inventory when using the same part on more than one order. Marking a part as reserved on an order will set it aside so that it isn’t used for other orders or customers.
Reserve a Part
For an Entire Order
From within an estimate, select the Inventory Reservations tab on the right-side panel. Select Reserve Inventory.
Select Reserve All to reserve all inventory items on the order.
To reserve individual items from the order, select Reserve next to the item. When more items are reserved than available, an attention icon will appear, letting you know you may need to order parts.
The parts will now have reserved status tags. When more items are reserved than available, the tag will be red with an attention icon.
For a Part Line Item
Select an inventory part line item and select Reserve. The reserve status tag will be updated.
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!