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Improvement
a year ago

Reserve and Deduct Stock Items connected to Quote

We have taken the first step towards automation for the 'Stock' module!  Now, it’s possible to automatically reserve or deduct stock for items by triggers on the Quote. 

When properly configured, items with quantity from a Quote are reserved or deducted. By implementing this feature, we are replacing the manual processes of reserving, deducting and converting, so it’s a huge time-saver. The list of stock changes also includes the reference of related Quotes with an associated hyperlink.

For items reserved and then deducted, the Reservation is converted to Deduction (the same as the manual Convert Reservation operation available).