Inventory On Hold

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

This article provides instruction and information on the following:

• How to enable Inventory On Hold feature
• How to place inventory on hold
• How to view inventory on hold
• How to cancel inventory on hold
• How to sell inventory on hold
• How to manually delete a transaction on hold

How to enable Inventory On Hold feature

Note: When you activate the Inventory On Hold feature, all stored on hold transactions will be permanently deleted.

1. In Paladin, from the main menu, select File >Setup.
2. Select the Invoice (Store) tab.
3. In the Invoice pane, check Enable Inventory On Hold.
4. Click Save, then click Close.

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How to place inventory on hold

When a customer wants to place an item(s) on hold:

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. If the customer is in your system, select them from the Customer list.
3. If a new customer, leave the Customer list blank and move to next step.

Note: You can also use F1 Advanced Lookup to find customers.

4. Enter the part number and press Enter.
5. On the bottom ribbon, select F6 Store Transaction.
6. In the Store Transaction window, enable On Hold.
7. Enter the customer name in the Name box.

Note: If the customer is in your system, and you selected them from the Customer List or located them in Advanced Lookup, their name is auto-populated.

8. Enter a note in the Memo box.
9. Click F12 Store. You are returned to the Invoice/Quote tab where you can either continue with the order or cancel and be ready for the next transaction.

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How to view inventory on hold

To view inventory On Hold:

1. In Paladin, on the top ribbon, select the Inventory module.
2. Enter a part number in the Part # box and press Enter.
3. Click the magnifying glass next to On Hold.
4. The Qty On Hold  window opens showing On Hold information matching the part number.
5. If you highlight a date, and press View in Excel.
6. An Excel icon will appear on your computer’s bottom taskbar. Click the Excel icon to view the report.
7. When finished viewing Qty On Hold, click Done.

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How to cancel inventory on hold

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon of the module, click F6 Recall Transaction.
3. In the Recall Transaction window, enable On Hold.

Note: If you click Show For All Accounts, every invoice placed on hold will appear.

4. Highlight the transaction, and then click Delete.
5. In the Confirm Delete window, select Yes

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How to sell inventory on hold

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon of the module, click F6 Recall Transaction.
3. In the Recall Transaction window, enable On Hold.

Note: If you click Show For All Accounts, every invoice placed on hold will appear.

4. Highlight the transaction, and then click F12 /Recall.

Optional: Add items to this transaction.

5. Click Checkout, and then follow the checkout process.

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How to manually delete a transaction on hold

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon of the module, click F6 Recall Transaction.
3. On the top of the Recall Transaction window, enable the On Hold.
4. Check Show for All Accounts.
5. Highlight the item to be deleted, and then click Delete.
6. In the Confirm Delete window, click Yes.

The on-hold items will be returned to stock on hand.

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