We often work with reservations and pre-orders which means we have multiple draft/completed orders open from the same customer. This works, but it sometimes is a bit messy:
Because the PO is not a field in the sales dashboard they have to be separated out by date which is unclear at times. (I requested that elsewhere).
The open order will move down the cue of orders often to the next page so you kind of lose them (you can of course filter them out - but still)
as the order numbers are the same as the invoice numbers you sometimes send an invoice with a number lower than the one you sent before (this is very minor and a bit my OSD )
as the delivery dates can be uncertain you sometimes kick them around as you can’t delete a set deliviery date (also requested elsewhere)
I feel it would be a benefit to have an option to label an order as reserved before it becomes an actual order or maybe even create a whole seperate section, where you can easily lock stock connected to a customer which you then can push through as an order when the beer is ready and the delivery is pending
Thanks, Gijs. You’re right this could certainly be handled better.
I think your final point hits the nail on the head. I think the best solution here would be able to allocate/reserve stock for a specific customer without having to add it to an order. Ideally, this could also reserve stock not yet produced, so you could plan to package 100 cans of a brand new beer, having pre-agreed who will be the lucky first customer(s) (possibly your own taproom for new releases).
When a customer next had an order created for an item that was reserved for them, it would use up their reserved stock first.
I used another system before that you could just partially invoice a sales order.
So you could invoice the stock you are delivering now and the invoice would only include the that, taking them out of your inventory. The sales order would stay open util all the items were invoiced and dispatched. The result would one sales order linked with multiple invoices.
I was also able to add items out of stock to orders but these would be cleared flagged and those would not be invoiced until they are back in stock.
We recently open pre sales for a special label and its becoming a problem if the order includes other labels.
Related to this it would be useful to lock products (excuses me if I miss if this is already possible) - we have updated products in stock that only should be ordered after the old ones are depleted
A couple of features mentioned have improved, But how is the ringfencing moving along - decent amount of votes
Basically every month after our newsletter we have a jumble of orders and multiple dated pre orders over the month, creating chaos on our sales dashboard. Ringfencing stock for future orders would be extremely welcome…
I’m afraid the only update is that we’re busy with other requests and haven’t look at this yet, but I do hope to get to this in the future. I’d love to be able to promise this with a target date, but I can’t, I’m sorry.
We’re running into some issues with our integrated platforms when handling large wholesale orders that are scheduled to be packaged on a future date specifically for those customers. As soon as these orders come through, our best practice is to add them to the system and forward-date them to the actual dispatch date.
The problem is that, even when orders are forward-dated and left in draft status, the system still pulls the stock from available products. This leaves no stock showing on our integrated platforms (Sellar and EeBria), which makes it difficult to manage availability.
Would it be possible to introduce a pre-order function that allows us to add future/forward-dated orders into the system without the stock being deducted until the scheduled packaging/dispatch date or is it possible that when orders are left as a draft, the stock is not pulled from available stock? This would help prevent overselling while still allowing us to log and track upcoming orders accurately
Have voted! For what it’s worth, if it’s a product that you are confident you have enough stock of, there is an option on Sellar that will allow you to sell an ‘out of stock’ product, possibly ‘allow continuous back orders’, but I’d have to double check.
However, we are still having this issue when creating Breww pricelists, it’s for our core product, so I think most people just assume we have it, but it’s still confusing/has caused some back and forth.
Thanks for your message. I do often use that option of Sellar, but it does help to a point, but it’s a bit scary! Looks like it could be the only option for now!
Apologies for the lack of response to this before.
Are you using Planned Packagings? These should be able to help with this.
I’ve also merged this with another thread that aims to solve the same limitation. This keeps all the votes in one place and helps us to prioritise this better.
I was thinking that it would be useful to have an option/setting to put orders on hold on the deliveries page.
At the moment, we have some regular customers who will want one of everything we brew reserved but may not know when they want it delivered. We put these on orders that we set for the 31st December so the stock is reserved and then manually adjust to the appropriate delivery date when the customer does want it.
We also have orders that come in from new customers that we require payment for first. These get shifted back from day to day until we receive payment but this means we are having to constantly check if orders are good to go yet.
I would like to put these orders on a dedicated “holding” page, instead of a page for a specific delivery date. This way the stock would be reserved and we’d know that all the orders on a particular delivery date can be sent out.
Thanks for the suggestion, @brewery-team. I’ve merged it with another similar suggestion as I think they’re best tracked as a single feature request.
Please also make sure to vote for this request (if you’d voted for your original request, the vote would have been moved over too, but you hadn’t voted for your own suggestion).
Hey Luke - any update on this “reserve packaged product for a specific customer” feature?
We’d like to use that to allocate product for our taproom specifically: taking any reserved product out of available inventory, but available for this customer for some future order. In this way the outside sales team has accurate available stock info.
I’m sorry, but there’s no update to report on this yet. We’ve been busy working on other requests, but we do hope to get to this in the future. Please make sure you have voted for it (if you haven’t already).
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