Reserve batch tracked inventory while creating a Sales Order

You can assign specific batches or reserve them when creating your Sales Order.

1. Go to Sales Orders> New Sales Order and input the details as you normally would.
2. Before finalising the sales order, click ‘Reserve batches’ and assign batches to this sales order. Once reserved, the assigned batch quantity will not be available for other sales orders.
3. After you have reserved batches, you can still edit them by clicking ‘Manage batches’ and make the necessary edits.
4. Once you have confirmed the details of the sales order, click ‘Finalise’.

When you are fulfilling the shipment, TradeGecko will use the batches assigned earlier to pack the shipment.

If you do not need to reserve batch tracked inventory, click here to learn how you can fulfil batch tracked inventory in sales orders individually and in bulk.