Reserve on receipt linked sales

Introduction #

The purpose of this setting is to create reservation vouchers directly on customer orders when making purchases linked to these orders. This ensures that Items purchased for a Customer’s needs are reserved for them.

Sales chain settings #

You must allow reservation slips to be created on delivery slips. As standard, you can only make deliveries. With this setting enabled, you can generate a delivery note that you place on reserve. Reserved items are no longer available in stock.

Sales journal #

Select the Log in which you wish to allow reservation slips, and check the Delivery reservation allowed box.

How reservations (sales) work #

In Sales delivery notes, a new status is available: Reserved (-1).

How to make a reservation:

• From the ioi Sales Delivery module.
• Create a Delivery on status In preparation (0).
• Click on the Reserved status Button (yellow).
• If stock is sufficient, items are removed from stock and reserved.

• To Delivered Items, simply change the status back to In preparation (0).
• Make any necessary adjustments.
• Clicked on the Delivered (1) status.

Setting up the purchasing chain #

You must Activate the reservation function when receiving items linked to a Purchase order associated with a Sales order.

Purchases log #

Apply the Log in which you wish to allow reservation slips to be sent from receptions. Activate the Function by checking Reserve on sale if purchase linked.

To do this, simply tick this box: Use Sales Scheduled warehouse.

Function #

Once set up, all Purchase orders in this journal linked by a schedule to a Sales order with reservations activated will be automatically created or updated with receipts.

How to make a planning link between a Purchase order and a Sales order #

Multiple methods exist, and links are made automatically.

1. Direct order.

→ Go to a Customer order in In standby (1) or Confirmed (2) status.

→ From the Action menu. Clicked on Direct purchase.

→ This will create one or more Purchase orders linked to the corresponding Order lines.

2. Direct purchase from Sales open orders.

This works in the same way, the advantage being that you can purchase from all open orders.

View planning links #

You can view the links in purchase and sales orders at any time:

• Go to an order (purchase or sale).
• Go to the Document flow tab.
• Select Scheduled operations.

→ Every line displays links. Click to skip to the corresponding document.

Purchase order receipt #

Let’s make a receipt for 25M of the 30M ordered.

Once received, the sales order will be in Back order/reserved as the reservation is partial. A reservation order for what has been received will be created.

We’ve got a booking off regarding what was received. Here’s the incidence view in the document flow part of the Customer order form.

Here is the booking form (delivery form in summer booking).

Cancelled supplier receipt #

Reservation orders will be skipped to In preparation status. This makes it possible, for example, to redo the reception after adjustments have been made.