How to Reserve, Cut, or Request Inventory

This article covers how to reserve, cut, or request inventory while searching for a product in RFMS Mobile, or to an existing line item on an order.

The option between Reserve/Cut inventory or Request inventory is dependent upon their user setting in RFMS Core under Inventory Stores Visible to Users. The stores that are set to View and Request, a user will only be able to request inventory from. The stores that are set to View and Assign, a user will be able to Reserve and Cut inventory.

Video Tutorial

 

 Note: These actions can only be done while editing an Order in Order Entry.

While Searching for a Product

reserve_or_cut_while_search.png

  1. While searching for a product, note the section for Available Inventory. Select a product from this list.
  2. Next, select the color.
  3. Then select the price level. Scroll to the bottom of this section and indicate the quantity needed.
  4. The options for Reserve Inventory or Cut Inventory will appear at the bottom of the screen. If the selected inventory is from a store that you only have only have permission to Request from, then that will be the only option available.

While Editing a Line Item

reserve_or_cut_from_line_edit.png

  1. While in edit mode tap the line tab and scroll to the button check_inventory_button.png
  2. In the window that pops up, choose the inventory you would like to reserve, cut, or request.

Cut a Line in Reserved Status

cut_reserved.png

  1. While in edit mode, select a line item that is in Reserved status
  2. Tap the Line tab and scroll to the Check Inventory/Cut buttons
  3. Tap the Cut button to change the line status
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk