Reservations

To start a new reservation, begin from the Account module and click on the New Reservation icon. You will create a reservation when the order with the customer is firm. Identical to the QUOTE process, and Order Information screen will appear.

• A reservation is much different than a quote in the following ways:

1. A reservation holds all of the inventory you add to the order for the duration between the Prep date and Return date of that order. A quote only shows inventory and pricing for the purpose of quoting only.

2. Once exiting the reservation screen, the four main dates set forth on the Dates tab of the order will be created as warehouse tasks. This means the warehouse will see a task to prep (pick/fill) the order on the Prep Date you’ve set and to ship it on the Ship Date you’ve set. If you don’t want to send orders to the warehouse, do not create or convert to reservation!