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Book Product upon Sale Order

Automatically Reserve Inventory When Sales Orders Are Created

In fast-paced sales environments, ensuring that products are reserved the moment a sales order is placed is critical to meeting customer expectations and avoiding stock conflicts. PrismERP’s Book Product upon Sale Order feature streamlines inventory management by automatically reserving or booking the required product quantities as soon as a sale order is confirmed. This proactive reservation helps prevent over-selling, optimizes stock allocation, and improves overall order fulfillment accuracy.

What Does This Feature Do?​

When a sales order is entered into the system, the corresponding product quantities are immediately earmarked in inventory. This means the stock is set aside exclusively for that order, reducing the risk of stockouts or double-selling products that are already committed to other customers.

Why It Matters​

  • Avoid Stock Conflicts: Automatically blocking inventory ensures that sales teams only sell what’s actually available, maintaining trust and reducing cancellations.
  • Improve Customer Satisfaction: By guaranteeing product availability at the time of ordering, your business can confidently meet delivery commitments.
  • Streamline Inventory Planning: Real-time reservation data enables warehouse and procurement teams to plan replenishments accurately and reduce last-minute surprises.
  • Optimize Order Processing: With stock reserved instantly, fulfillment workflows become smoother and more predictable, saving time and resources.

How It Works in PrismERP​

  • Once a sale order is confirmed, PrismERP instantly deducts the booked quantity from available stock but does not reduce the physical inventory until dispatch.
  • The system flags these reserved quantities in reports, giving you clear visibility of what’s committed versus what remains in stock.
  • If the sale order is modified or canceled, the system automatically updates inventory availability to reflect those changes.

Example​

A customer places an order for 100 units of Product X. PrismERP immediately reserves these 100 units in inventory, preventing them from being sold to other customers until the order is fulfilled or canceled.