Reserve Hold

Overview

The following document will explain how the Reserve Hold functionality within Savance Enterprise.

Reserve Hold

Reserve Hold (RH) allows you to reserve material on an order but doesn’t create a shipper for the order until one is manually created. RH will increase your Reserved, and Reserved Hold Allocated and decrease from your Available within your warehouse inventory log. Also, RH quantities will appear within Critical Purchasing and create demand so buyers are aware and can adjust their POs accordingly.

Since Reserve Hold does not create a shipper, this order doesn’t go through the warehouse or accounting process until a shipper is manually created.

Putting an order on Reserve Hold

• Create a new quote

  

• Enter the customer’s information, Po number, etc.

• Next select “RH” for Reserve Hold in the header.

  

• Enter the customer’s order as normal.

• Once the order has been entered, select ‘Convert’.

  

• As the order is converted the ‘RH Allocated” column will show the quantity entered.

  

• Also, a shipper is not created when you view the ‘Status’ tab.

  

Creating a Reserve Hold Shipper

When the customer is ready to have their order, or partial order shipped you will need to retrieve the order and manually create a shipper.

• Select ‘Open’ to enter the order number, to search for the order.

  

• Once you have the order open, select the Status Tab

  

• Next, select the ‘Release Management’ button.

  

• In the Release Management screen you have a few options that we will cover below.

  • Create a Shipper for the entire order

  • Create a Shipper for part of the order

  • Steal Stock from other orders if you need to

  • Stock Adjust any remaining stock if you need to

    • NOTE: To view these processes in more detail please refer to the ‘Release Management - Process Doc’

Create a Shipper for the entire or partial order

• In the scenario that the customer either wants their entire order or some of it, in the Release Management screen you can adjust the qty of what they want by entering the quantity in the “ Quantity to Release’ column.

  

• Once you've adjusted any quantities or you are ready to ship everything, view the ‘Shipper to Allocate Details’ section, and if satisfied select ‘Allocate Shipper’.

  

• This will generate a Shipper and it will appear in the Status tab of the order. The warehouse process will then proceed.

  

Steal Stock from other orders

In the scenario that your customer wants their order, but you don’t have enough available you can see if you can steal stock from other orders.

• While in the ‘Release Management’ screen select ‘Take/Force’ on an item.

  

• Select ‘Search Other Orders for Material’

  

• You’ll next have the option to steal from stock allocated on a Ship Complete, Reserved Hold, Shipper Allocated, or Kit Allocated.

• Next Select the amount you want to steal from one or multiple orders and select ‘Accept’

• The Release Management screen will show you what orders are affected, and what will be allocated to your shipper.

  

• Select Allocate Shipper and one will be created for the order, which can be viewed on the Status tab within the order.

  

Reviewing Reserve Hold Inventory Levels

After an order(s) are placed on RH you can view how those items affect your Inventory log.

• While you are in an order or within the Inventory Manager, select the item you want to view.

  

• RH will increase your Reserved, and Reserved Hold Allocated and decrease from your Available within your warehouse inventory log.

  

Viewing Reserve Hold in Critical Purchasing

When creating orders that are on Reserve Hold, the items whether in stock or not will still appear within Critical Purchasing because the items will create demand.

When Purchasing opens Critical Purchasing they will be able to see If any of these items need ordering because even though you may physically have the inventory when you place an order on RH, your Available quantity will decrease.

You will create a PO as per the normal possibly including reserved hold and additional stock material for fulfillment.

Receiving Reserve Hold Material

Once the material is ready to be received, the receiving process is no different.

You will mark your items received and put away, then post the material to “Received”

The Hold for Backorders will appear letting you know that there are some orders that can be fulfilled by receiving this material.

Select Ok, Next, you will Post the Receiver to “Put Away”

A Put Away Report will print based on your preferences and let you know where all the material should go.

Once the receive is completed, you will finally go to Inventory > Shipping > Process Back Orders

Select Search

You will now see your Reserve Hold material being allocated to the order, select the order and then OK.

The Reserve Hold allocated amount will then reflect within the order grid column and in Release Mgmt. when you are ready to release it.

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