How to reserve a product in Torgsoft?

Option 1: Reservation via «Customer order» (Retail)

This is the easiest way to reserve a product for a client with an advance payment so that no one else sells it. The product is physically moved to a virtual reserve warehouse.

1. Go to the menu «Document» → «Realization».
2. Select a client from the list and add the required product (even if it is not currently in stock, you can add it from the complete list).
3. Click the «Accept order» button (or the CTRL+M key combination).
4. A message will appear about moving the product to the «Warehouse of goods under pledge» (this is the reserve). Click «Continue».
5. In the «Customer order» window, in the «End date» field, specify the date until which the product is reserved.
6. Specify the advance payment amount and click «Save», and then «Pay». Result: The product is written off from the main warehouse to the pledge warehouse and becomes unavailable for accidental sale to other clients.

Option 2: Reservation via «Trade with invoicing» (Wholesale / Cashless)

This method is used when issuing invoices.

1. Go to the menu «Document» → «Trade with invoicing».
2. Open the «Invoice» tab and click the «Add» button.
3. In the form, specify the «Recipient» (client), and in the «Valid until» field, specify the end date of the invoice (this is the time given for payment/reservation). Click «Save».
4. Go to the «Invoice product» tab (at the bottom of the screen), click «Add» and select products from the warehouse or from the complete list (if the product is not yet in stock). Result: The products are linked to the created invoice. You can view the products reserved by invoices in the same window on the «Reserve» tab.

How to check reserved products?

Torgsoft does not have a separate «Reserve — All products» menu. To check orders:

• For retail orders: Go to «Document» → «Realization» → «Product order and advance payment» button → «All orders». The entire list of products reserved by clients is displayed there.
• For invoices: Go to «Document» → «Trade with invoicing». Filter invoices by date or payment status. On the «Reserve» tab, you will see the products waiting for shipment.