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Sanjay B
January 18, 2021
Question

Put an item on hold when added in an estimate

  • January 18, 2021
  • 1 reply
  • 0 views

I would like to put an item on hold once it is added as a line item in an estimate.  So that it cannot be added to sales receipts or invoices. 

Is there any solution for this?

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
January 18, 2021

Utilize an inventory management app to reserve stocks for sale when an Order is in the 'Active' state. This deducts stock from the total available stock. Once an order is fulfilled, the stock then leaves the 'On Hand' totals.

S
Sanjay BAuthor
January 19, 2021

@Fiat Lux - ASIA  I am using Quickbooks Online solution , by 'inventory management app' do you mean quickbooks apps? If yes, can you suggest me good ones?  This is particular requirement show stopper for me . 

Fiat Lux - ASIA
Fiat Lux - ASIA
January 19, 2021

Intuit has acquired an inventory management app last year. You may explore it to integrate with your QBO account.

https://go.tradegecko.com/register?code=fiat-lux

 

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