In this video, we explain the importance of the Reservation Report, which helps identify inventory that has been reserved for too long and may be blocking other orders. We walk you through how to access this report under Inventory and enable it through User Settings by adjusting permissions. Additionally, we discuss the concept of reservation days and snooze days, which allow you to manage how long items can be allocated before appearing on the report. The goal is to ensure we make informed decisions about our inventory and free up items that are not moving. Please take a moment to review your settings and familiarize yourself with these features.
Standard Operating Procedure for Using the Reservation Report
Objective
This SOP outlines the steps to access and utilize the Reservation Report to manage inventory effectively.
Key Steps
Accessing the Reservation Report 0:07
Navigate to the Inventory section.
Ensure the Reservation Report is enabled in User Settings.
2. Enabling User Permissions 0:21
Click on Users.
Search for your user account.
Click on Permissions.
Use Search by Permission and enter 'Reservation'.
Check the boxes for Reservation Report and Allocate.
Click Save.
3. Understanding Key Dates in the Report 0:34
Review the Sales Order Creation Date (when the order was created).
Review the Reservation Date (when items were allocated).
4. Accessing Sales Orders 1:08
If inventory needs to be freed, click the Sales Order hyperlink in the report to go directly to the order.
5. Setting Reservation Days 1:17
Go to Inventory Settings.
Click on the Reservation Report tab.
Set the number of Reservation Days for how long an item can be allocated before appearing on the report.
6. Utilizing the Reservation Report 1:44
Use the report to get a snapshot of your inventory.
Make informed decisions on which orders to prioritize.
7. Freeing Up Inventory 2:01
Identify orders with allocated inventory that are not closing.
Free up inventory for orders that are likely to close.
Cautionary Notes
Ensure that you have the necessary permissions to access and modify the Reservation Report settings.
Be cautious when freeing up inventory; confirm that it is no longer needed for pending orders.
Tips for Efficiency
Regularly check the Reservation Report to keep inventory flowing smoothly.
Set appropriate Reservation Days to minimize the chances of inventory being stuck on inactive orders.