When creating an estimate for a stock product, the product and stock levels must already be created, for further information on this please review the article Creating A Stock Product
To create an estimate using a stock product, the Item type is Product Catalogue, when the product is selected a panel is displayed to indicate the current stock levels. Importantly the stock levels will not be reduced at estimate stage but rather at either the;
- Job Stage when a nominated job status is selected or
- When an invoice is created for the job
The workflow is dependent on the setup of your warehouse and will be determined by the system administrator when they set the system defaults.
Further Information
- The Warehouse Module
- Warehouse Settings and Defaults
- Warehouse Location Settings
- Setting and Changing the Status
- Creating a Stock Product
- Creating an Estimate for a Stock Product
- Warehouse Workflow Scenarios (Replenishment Jobs)
If you have any further questions, please contact Support.