The primary way that your availability is impacted is by adding products to opportunities. As you move through the opportunity process, your product availability is adjusted as your order becomes more likely to proceed.
In this guide, we’ll run through how each stage of an opportunity affects your product availability.
You can’t add products to an inquiry – it’s for capturing general information from your prospective customer.
A draft doesn’t impact your product availability whatsoever, making it great for drafting up an order internally. Any products added aren’t reserved and availability isn’t checked.
Opportunities at quotation stage can have three statuses: open, provisional, and reserved. Each of these statuses impact availability in a different way:
- Stock on open quotations is marked as “quoted for.” You can see “quoted for” stock in your availability screens, but it’s not yet taken out of availability.
- Make a quotation provisional by clicking Mark as provisional under Actions. At this point, stock is still marked as “quoted for” but you can provisionally allocate assets.
- If you’re certain a quotation will go ahead, mark it as reserved by clicking Mark as reserved under Actions. At this point, any products on the opportunity are reserved, meaning stock is taken out of availability for this opportunity. You can allocate assets, too.
Any products on an order are reserved. This means that the quantities of products that you’ve added to your order are taken out of availability.
You can allocate assets to specify which particular serialized stock levels are reserved for this opportunity, as well as prepping and booking out kit.
Lost, dead, postponed, and canceled opportunities
When you mark an opportunity as lost or dead or cancel it, any items return to availability immediately.
Check out our guide for more: Mark an opportunity as lost, dead, postponed, or canceled
When are products booked to and from?
It depends on the kind of scheduler you have configured.
- Extended scheduler
The extended scheduler is enabled by default. When using the extended scheduler, the start & end dates of the opportunity are used to determine product availability.
- Standard scheduler
When using the standard scheduler, the delivery & collection dates are of the opportunity are used to determine product availability.
Open ended rentals
If you’re not sure when stock will be coming back, toggle “open ended rental” to YES when creating or editing your opportunity.
When open ended rental is enabled, the products on the opportunity are considered unavailable for the start date onwards, until you check-in and finalize.
When finalizing check-in for your stock on an order, you can specify a “return at” date.
The “return at” date is the date that you wish the items to be considered available from again. You can set this before or after the opportunity end date to specify the products are available sooner or later than the end date of the opportunity.
To learn more, see: Finalize (complete) your products