Reserve Trade Item through Purchase or Production

Owned by Agnes Sigurþórsdóttir (Unlicensed)
Last updated: Jun 01, 2023 by Arna María Ólafsdóttir (Unlicensed)
2 min read

These methods of reservation can be used when no Trade Items in the system:

  • Create Production Agreement - When items not available in stock, then it is possible to create a Production Agreement to order a new production and have products auto reserved to the sales order as they are gradually produced.

  • Create Production - This action is used when Inventory is kept in a separate system and Inventory needs to be created in WiseFish to sell the products.

  • Create a Receipt Agreement - Receipt Agreement(s) can be created against a vendor/supplier. The received inventory from the supplier is then automatically reserved to the linked delivery agreement. This functionality offers the user to create multiple Receipt Agreements from one vendor.

  • Create Multiple Receipt Agreements - Receipt Agreement(s) can be created against a vendor/supplier. The received inventory from the supplier is then automatically reserved to the linked delivery agreement.

  • Manage Related Receipt Agreements - Used to connect Receipt Agreements to Delivery Agreements.

  • Automatically Process RA to Purchase the Items in the DA - When the Delivery Agreement has been recorded, a Receipt Agreement can be created and posted against a vendor/supplier with an action in the ribbon. The received inventory from the supplier is then automatically reserved to the linked delivery agreement.

  • Managing Creation/Posting of Purchase Documents - This action is used in cases were multiple Receipt Agreements are connected to a Delivery Agreement and those Receipt Agreements have not been posted.

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 Trade Items are partly reserved (e.g., 10 TIs ordered but only 8 TIs reserved).

  • Red means that too many Trade Items have been reserved (e.g., 8 TIs ordered but 10 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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