Reservation of material

This action requires the "can reserve" permission

On work order's page in ERP, open the "Bill of materials" section of work order's items.

If the bill of materials is empty, we need to add some material first.

In the "Product" select form, we find the material we want to add/reserve on this work order item and then we enter the quantity of material to add to the work order. 

Then

we

We then click the "Select serials" button, which opens a popup, depending on if the work order item is tracked by serials or not.

If work order product is tracked by serials, check the listed serials weyou want to add this material toto.

and click

Click the "Add product" button. This adds the material to the work order item's bill of materials.

TIP: Unreserved materialProducts in the "Billbill of materials"materials listare color-coded, depending on their current reservation state: 

Not-yet-reserved material that has missing stock is coloredred.

yellow,

Not-yet-reserved virtuallymaterial on stock is yellow.

Virtually reserved material is colorblue.

blue and physically

Physically reserved material is color green.

 

 

Once the material is added, we need to physically reserve it. To do this, we press the "Create reservation task"

button on top right corner. This open a modal, where we select ourselves and then press the Create button.

With the reservation task created, we navigate to Dashboard and start the reservation task, found in the Tasks table. Once competed, the material is physically reserved on the work order.