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Placing stock on automatic hold when booking in

How to put stock on hold automatically when booked in Held stock when booking in

Emma Kelly avatar
Written by Emma Kelly
Updated over a month ago

Overview

Within the Product Details screen, there are two tick boxes that need to be ticked in order to utilise this functionality. This article will provide you with the steps on where this is.


What tickboxes to look for and where?

To check the settings in Product Details, follow the steps below and see example of where to find this:

  1. Open the Product Details screen under the Setup tab on the Ribbon bar

  2. Click on Maintain Products

  3. Filter for the ProductCode

  4. Tick the Hold and AutoHold tick boxes

  5. Click on Apply

  6. Click OK

  7. Click OK

  8. Select Yes

  9. Click OK

πŸ€“Tip: If you tick the Autohold box, this should automatically tick the Hold box. If it doesnt then ensure this is ticked before you move onto steps 5-9.

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