This is a guide to Reserving/Requesting Inventory on Orders in Appliance.io.
This process begins by opening any order and scrolling down to the products.
Each Item will now have several icons to the right of the model number. Every single item will need to be individually Reserved/Requested from inventory to guarantee the item for the customer.
The first icon is called the Check stock Icon, or button. Clicking this button will open a menu to display the current inventory.
Appliance.io can support multiple inventory locations and salespeople will need to know where to look to find the items. The inventory location will autofill the default inventory location for your company.
The condition will be auto-filled and uneditable. The system will only display items that match the condition shown on the left. The condition must be entered correctly at the time of sale. The condition can be corrected but is not done in this menu and will be covered later in this guide.
The stock will be shown on the right side in 4 categories.
On Order Stock
These types will be discussed in great detail throughout the appliance.io inventory guides.
For the first example, we will cover Requesting an item that is NOT in stock currently.
When opening the check stock menu you will see that there is a “Request” button on the right side of the Requested stock line. This button will only be available when there is zero of this item in stock already.
Simply click the Request button. This will add the item to the “need to order” list for the company. No one needs to be notified in any way that you have done this. The screen will update automatically to show that you have an outstanding item requested.
The “Unreserve” button will appear on the screen next to the reserved stock. Clicking this button will cancel your request if it has not yet been fulfilled by the company.
The Requested stock line will update to show the new request.
All steps for a Request have now been completed. No further action needs to be taken by the salesperson to ensure this item is reserved for that customer.
The check stock icon will show a 1 underneath the icon.
When the item is ordered by the company the 1 will move over to the “On Order” icon. This will trigger a notification to the salesperson. (link here)
When the item is received by the company the 1 will move over to the warehouse, or “reserved stock” icon. This will trigger a notification to the salesperson. (link here)
The icon will appear to be flashing to signal it is ready for scheduling delivery. The features contained inside this icon will be covered in the next guide.
This icon can be clicked to view the details of the outstanding item from the manufacturer. These details will ideally me an exact copy of what is provided by the manufacturer.
Next, we will cover some examples of reserving an item that is already in stock with the company.
When opening the check stock menu you will see that there is a “Reserve” button on the right side of the screen.
Simply click the “Reserve” button to claim that item for the customer. The page will update to show the items that have been claimed.
Note: Appliance.io allows the salesperson to reserve inventory that was ordered by the company but is not yet here. Under normal circumstances, you will reserve the Available stock before reserving the “On Order” stock.
The “View Orders” button can be clicked to see the other orders that have also reserved one of these items.
Similar to Requests, the “Unreserve” button can be clicked to release the item back into available stock.
The Warehouse icon, or “reserved stock” icon will light up. The features contained inside this icon will be covered in the next guide.
Note: this same icon will light up when items have been received by the company from the manufacturer. This event will also be covered in the next guide.
No Further action needs to be taken to claim this piece of available stock.
This guide is complete. The next guide will cover Scheduling delivery for customers. (Link Here)