Stock - Allow Split Picks to reduce Reservations

Not on v42? Refer to this URL, or copy and paste the link below.

https://desk.zoho.com/portal/printiq/en/kb/articles/reserved-stock

RESERVED STOCK – Split Picks and Reservations

Within printIQ, when a job is created or a sales order is confirmed, the stock and materials required for them can be configured to be flagged as ‘Reserved’.

This is turned on via a setting ‘Enable reserved stock functionality’:

Stock Reservations can be enabled individually for Paper, Plates, Raw Materials, Inks, Manufactured Items and/or Store Items.

Please contact your printIQ Support Representative to arrange setting this up on your system.

One of the effects of this is that for IQ Store Items, once an order has been confirmed, the ‘Available’ quantity shown when placing subsequent orders, is calculated from the Quantity on Hand less any unfulfilled reservations.

See knowledgebase article “Reserved Stock (IQStore Items)”

On the Inventory Board, there is a filter for Reserved Items:

When selected, only items with reservations are presented. These can include any inventory item type (depending on your setup) including Paper, Plates, Materials, Inks, Manufactured Items and Miscellaneous (IQ Store) items. 

When you hover over the QoH figure, you are shown the location(s) with quantities and a message prompting you to click on the QoH figure:

Clicking on the quantity will display another dropdown:

The dropdown displays any outstanding reservations against the item.
You can click on the Job Number in the modal to open directly into the jobs stock pick screen.

We can see a reservation qty of 5454 sheets:

On the jobs pick screen, we can see the outstanding pick for the 5454 sheets:

Here we can pick the full quantity and see that number confirmed:

Back on the inventory board we can see the quantity on hand reduced by the pick amount:

The reservation is also removed:

In the situation where we only have part quantity on hand or we are splitting the job over multiple runs, you can do a partial pick. Here I pick 2000 of the 5454. As I only pick part qty, a warning box shows asking if I want to complete the pick/reservation or create a ‘Split Reservation’. I select to create a ‘Split Reservation’:

The screen will update to display my pick along with the outstanding quantity of 3454 (5454-2000):

*I can return the pick by clicking the ‘Return’ button on the confirmed pick.

Back on the inventory screen I can see the quantity on hand updated from 50000 to 48000:

Click on the quantity to show the outstanding reserved qty of 3454:

You can do as many partial picks as required and the reservation quantity will update:

Once the full qty is picked:

The reservation will be removed:

OVERRIDING RESERVATIONS

Reservations are allocated in the order of job creation. If you need to print the jobs out of the creation order, you may need to ‘unreserve’ reservations to access the stock when the quantity on hand is less than the total reserved quantity.

In the below example we have 5000 sheets on hand:

Clicking on the QoH figure opens the Reserved Quantities modal:

Note: The Inventory Board always shows you what is on hand – irrespective of whether there are reservations on the stock.

Here we see we have more quantity on reservation than we do on hand. We want to pick the qty against job J03078. When you click on the Job Number J03078 on the modal below:

You are taken to the Pick screen for the job where you can pick the stocks quantity required:

We know from above that there are 5000 on hand.

Of these, earlier jobs 2899, 2900 and 2901 already have reservations of 1182, 642 and 1723 quantities.

1182 + 642 + 1723 = 3547

5000 – 3547 = 1453 available for job J03078 – which is what is shown above.

This leaves 3254 sheets short for J03078.

In order to issue the reserved stock to this job, we need to ‘unreserved’ the reservation on the other outstanding jobs.

To do this, click ‘View Outstanding Requests’ to open the current reservations for this stock.

Here we can see the pick requests for the four jobs, including the one we are issuing to:

Simply click the ‘Include’ button to change it to ‘Exclude’ for the other 3 jobs.

​

Now go back to the Stock Pick screen and refresh it.

The full quantity on hand is now available to pick for this job.

Pick the stock

Finally, go back into ‘View Outstanding Transactions’ and click the blue ‘Include’ buttons on each transaction to re-establish the stock reservations for those jobs.

When stock is next receipted in, it will be reserved against these jobs first.

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