You can allow employees to reserve products inside the deal and configure the reservation settings.
How it works in deals
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.
Click add and select a pipeline your employee works with.
After that, the appropriate settings will appear in deals and the user will be able to reserve products for the client.
Configure access permissions
An employee can set the term, mode and make other reservation settings for everyone who works with stocks. Enable the Reservation settings option, otherwise the employee will not be able to access the section.
The employee with access permissions can change reservation options in the inventory management settings.
- Inventory Management settings
- Inventory Management: apps for data migration
- Mobile app: Inventory management