Reserve Inventory by Sales Contract

1. Search for Parties if you are not sure whether the customer exists in the system.

   • If necessary, Add a Party.

   • On the Categories tab, make sure to select that they are a Customer.

   • Add contacts (individuals) as necessary and then link them to your customer using the Relationships tab.

2. Add a Sales Contract

   • One SKU can be entered for each line item

   • The item code/description will be automatically selected based upon the SKU, however you can override this by simply putting in another product code.

   • Quantity Ordered = Containers. Set Container Class to "40ft Containers"

   • Leave Secondary Quantity = 0, and Secondary Type = None.

   • Amount = Price

   • You may want to print an Agreement report.

See Sales Contract for more information