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Access permissions: Reserve product

In the Reserve product section, you can allow employees to reserve products inside the deal and configure the reservation settings.


How the Reserve product access permission works in deals

With this access permissions, an employee will be able to reserve the product inside the deal. The available stock balance will be adjusted to take into account the reserves. To configure it, click add and select a pipeline your employee works with.

After that, the appropriate settings will appear in deals and he/she will be able to reserve products for the client.

Read more information in the article: Reserve a product.

How the Reservation settings access permission works

With this access permission, an employee can set the term, mode and other reservation settings for everyone who works with stocks. To configure it, you should enable the Reservation settings option, otherwise the employee will not be able to access the section.

After that, the employee can enter the general settings of the warehouse and change the reservation modes.

Read more information in the article: Inventory Management settings.
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