Reserve Inventory by Sales Contract

  1. Search for Parties if you are not sure whether the customer exists in the system.
    • If necessary, Add a Party.
    • On the Categories tab, make sure to select that they are a Customer.
    • Add contacts (individuals) as necessary and then link them to your customer using the Relationships tab.
  2. Add a Sales Contract
    • One SKU can be entered for each line item
    • The item code/description will be automatically selected based upon the SKU, however you can override this by simply putting in another product code.
    • Quantity Ordered = Containers. Set Container Class to "40ft Containers"
    • Leave Secondary Quantity = 0, and Secondary Type = None.
    • Amount = Price
    • You may want to print an Agreement report.

See Sales Contract for more information