How to manually create a reservation | ParagonERP

Creating a reservation

Here, we'll walk you through how to create a reservation manually. You can also create a reservation from an order, or from a receipt.

The reservation module is based on Paragon's standard transaction screen. If you are not familiar with the format of transaction screens, get yourself oriented on transaction screens here.

Before you reserve inventory, make sure there is sufficient initial inventory to start with. See the inventory articles for further information on how to add, adjust, and move inventory across locations.

Step 1: Open the reservation module

You can open the reservation module in two ways. By hitting the reserve button in the right hand navigation bar or through the more menu.



Step 2: Create a new reservation

To create a new reservation, hit the create new reservation button at the top left hand side of the screen.



Step 3: Select the manual option

A new screen will appear where you can select how you would like to create the reservation. Hit the manual tab.


This blank reservation screen will automatically be displayed after selecting the manual tab.


Step 4: Add information to your reservation

Select a company name from the drop down menu.

Note that the reservation will not have a transaction number until it is saved. Once a transaction number is assigned, it will replace #####.


Once the company is selected, it will auto-populate the ship to and bill to addresses found in the customer file.


Products can then be added to the reservation by hitting the add product button.


The add product screen will appear, where product(s) can be selected by checking the boxes that appear on the left of the screen. When you're ready to add products to your reservation, hit the green accept button. You can exit from this screen without adding products to the reservation by hitting the red cancel button.


The quantity of the product can be manually entered on the lines that have just been added.


Select the date by hitting the calendar button and selecting the appropriate date. If you do not select a date, today's date will be entered automatically when the sales order is saved.


Once you have filled in all the relevant information you can save your reservation by clicking save in the bottom right hand corner. To cancel the reservation, hit the cancel button at the top left hand corner.


I've created my reservation, now what?

Once a reservation has been created you can proceed in a number of ways using the green action button in the bottom right hand corner.


You can also edit a reservation by hitting the edit button at the top right-hand corner of the screen.




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