How do I reserve inventory?

Change the status on inventory to reserved.

Use this option to add inventory to a pull list. If you're using Caselle Asset Management, you can add the inventory and reserve it for a specific job.

Reserving inventory

1. Open Connect Project Accounting > Jobs > Modify Existing Jobs.

2. Look up a Job.

3. Click the Pull List tab.

4. Find the inventory item to reserve and then click to select the checkbox in the column titled Reserve.

Updated 10Jan2018