With the Inventory On Hold feature, you can reserve an item for a pending transaction, so that the available stock-on-hand (SOH) reflects the reduced quantity. To use the Inventory On Hold feature, you must create a stored transaction. Then, you can use Inventory On Hold with the following tools:

  • Inventory reports
  • Suggested ordering
  • Stock needs calculator

To learn more, click the title of a Knowledge Base article (KBA).

Title Area
How to create a stored transaction report Invoice/Quote
How to set up inventory on hold Set up, Company
How to sell inventory on hold Invoice/Quote
How to manually delete an on hold transaction Invoice/Quote