There are several ways to reserve Trade Items for a specific Sales Order/Delivery Agreement. The following chapters illustrate the different ways to reserve Trade Items from available inventory and ready for delivery.
Supply-Driven Reservation - The Supply-Driven Reservation offers the user to perform a supply driven selection where the focus is on selling items that are available in inventory.
Demand-Driven Reservation - The Demand-Driven Reservation offers the user to perform a demand driven selection where the focus is on fulfilling customer’s requests for items. Items must be available in inventory in order to use this functionality.
Register Sale by Reserving Pallets - A supply-driven pallet reservation method allows the user to reserve available pallets without creating any agreement lines beforehand.
Reserve Pallets to Registered Sales - Demand driven selection where the focus is on fulfilling customer’s request for items to be delivered when available in inventory.
Scan Pallets into Picking for Delivery - This action is often used when the warehouse is not split into organized sections but are picking from a specific lot.
Status of Delivery Agreement Lines
The color of the text in the lines indicated the status of the Trade Items (TIs).
Green and bold means that the Trade Items have been reserved (e.g., 10 TIs ordered and 10 TIs reserved).
Yellow means that there are not enough Trade Items to reserve the items (e.g., 8 TIs ordered but 10 TIs reserved).
Red means that there are not enough Trade Items in the lines to be reserved (e.g., 10 TIs ordered but only 8 TIs reserved).
Black is neutral and if the text is black the user still has to reserve Trade Items.
Bold and black means that the Trade Items have been loaded.
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