How to reserve stock and create delivery tickets from a design

Name: Arkon One: Reserve stock and create delivery tickets from a design
Duration: 50 s
Description: How to reserve stock and create delivery tickets from a design. On the design Overview open Hand-off → Reservations & deliveries (Owner / Administrator, Office Manager, Sales, Engineer, Dispatcher, Yard Manager).

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How to reserve stock and create delivery tickets from a design. On the design Overview open Hand-off → Reservations & deliveries (Owner / Administrator, Office Manager, Sales, Engineer, Dispatcher, Yard Manager).

The steps, written out

Press Reserve stock (or Reserve on one phase). A reservation ticket is created per phase on the phase date; it holds stock without moving it.
When ready, press Create delivery tickets (or Create delivery on a phase). Reservations convert to delivery tickets in Shipments.
Use Loading list and PDF beside each phase.

Tip

The design must be linked to a job. When the linked quote is accepted, the system also reserves the phases automatically (nightly, or from the Reserve stock prompt). If a credit hold or another rule refuses, the reason is shown at the top.

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