You can see that you have products in Lay-by? Here are the documents that keep products reserved.
Order
When creating an order there’s a Lay-by option that you can tick for products to be reserved for your customer. That is enabled on all orders by default, but it can be unticked manually or also configured to not be on when creating a new order.
You can take off the automatic Lay-by option from orders when going Settings - Configurations - Invoices and sales - New sales order does not reserve goods by default.
Prepayment Invoice
The same way as the order Prepayment invoice gives the option to keep the products in Lay-by by marking it on the invoice. As Prepayment Invoice doesn’t send stock out of your warehouse yet, you have the option to reserve it for a customer. The Lay-by on Prepayment Invoice is not on by default.
Quote
Quote also has an option on the document to mark the products reserved. That is not enabled by default though as on an order, but can be put on manually when creating a quote.
Lay-by
As the document name says, Lay-by document also keeps the products reserved for the customer. That document can be created manually, but it is also created when using Assignments. When you add products to an assignment it automatically creates a Lay-by document of it and reserves the stock for the customer.
How can I see with what document my stock is reserved?
You can see the documents that are keeping your product in lay-by from the product Warehouse report.
In Erply menu navigate to Reports
Find the theme Purchase and Inventory
Select Inventory
From the topic Inventory By Items press on the report name “All stock (positive and negative) (Excel)”
Table field “lay-by” will give an overview about the reserved products. Reservation is possible to be removed manually. To remove product reservation navigate in the table to the field “product” and press on the product name.
Select INVENTORY
Below you will see the “Stock levels”
Press on the button below “Warehouse Report”
Navigate to the table field “Document” and press on the document name
The document opens. Untick the box in front of the field “Lay-by”
Press Save
How can I see product reservation by the product name?
The second option to see product lay-by is by the product name.
Navigate in menu to Inventory
Find the topic Inventory
Select Inventory
Press on the product “Name” to open the product card
Below you will see the “Stock levels”
Press on the button below “Warehouse Report”
Navigate to the table field “Document” and press on the document name
The document opens. Untick the box in front of the field “Lay-by”
Press Save
How can I remove automated lay-by or product reservation?
Automated lay-by or product reservation can be removed.
Navigate to Settings
Find the topic General
Select Configuration
Find the topic “Invoices and sales”
Mark the box in front of the field “New sales order does not reserve goods by default”
Press Save
