Hey there! This is one of those interesting scenarios that requires a creative solution, so we’re going to walk you through the steps to keep everything running smoothly and in sync!

Sometimes when you're placing an order, the client may not want the items delivered right away, but instead on a future date. If the items are not in stock, this is easy.

Simply open the Check Stock box,

Choose to request the item, and select a future date instead of immediate delivery.

However, if the item is already in stock, you usually don't want to reserve it because doing so would tie up inventory in your warehouse that could otherwise be sold, potentially for months.

The best way to handle this is to go to the Purchase Order page,

and click Add a Request.

Enter the model number,

quantity,

and location, which is optional.

then save the request.

Once saved, search for it by entering the model number in the top left filter and setting the Needed By filter to all.

Then click the edit pencil under the Needed By column,

and set the date you want the item in stock, remembering to pad it by a couple of days to ensure it arrives in time for delivery.

Once you're done, don't forget to hit Save.

After that, simply click the Assign button next to the line item,

and link it to the original order.

Then, hit Save.

Once you return to the original order, you’ll see that the item is now properly requested and the correct quantity is reflected.

And that’s it! Now your inventory manager can get the items in-house at just the right time for them to be delivered to your customer - even if it's months down the line!

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