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  • 1.  Best way to reserve inventory for delivery months later?

    Posted 02-04-2021 11:06
    A customer just asked a question which I think is probably more common than I realize.

    This company sells skis. They obviously are in a busy season now and are fulfilling orders daily.
    Yet they also have customers who are retail stores. These customers order for delivery in the Fall.

    If they enter the sales order for future delivery - it shows the qty "on so" - - which makes their "available" inventory appear lower than it should be ( since some of those orders are future delivery ).

    I suspect multi-bin can be used as well as a separate "future delivery" warehouse. 
    However, both of those seem like they would require some manual oversight - I'm wondering if I'm missing some trick to reserve inventory for future delivery without impacting your current available?

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: Best way to reserve inventory for delivery months later?

    Posted 02-04-2021 11:08
    Create the order as a Quote, and don't convert to Standard until later?

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Best way to reserve inventory for delivery months later?

    Posted 02-04-2021 22:24
    Create a script so that any order with delivery data xx days in the future as assigned to the future delivery warehouse?

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


  • 4.  RE: Best way to reserve inventory for delivery months later?

    Posted 02-05-2021 10:50
    Thanks. Both good ideas. I’m hoping for something that the customer ( or their staff ) won’t have to remember to do each week/quarter.

    It sounds like quotes might work since the customer says they always confirm future orders with the customer so entering them as quotes rather than open orders makes more sense.

    ---------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ---------------------------------





  • 5.  RE: Best way to reserve inventory for delivery months later?

    Posted 02-05-2021 11:09
    Set up an automated alert to warn when quotes are nearing their ShipExpireDate, and there's nothing for them to remember.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


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