The availability check for the event week

Check Stock checks the lines already on a quote. The availability check shows everything else you rent over the same week, so when one item is out you can see the alternatives on one screen.

Steps

1. Open the quote or order. It needs its Event date.
2. On the Items tab press Availability (beside Check Stock), or pick Availability check under More.
3. The dates fill in from the Monday before the event to the Monday after. Change from or to if you need other days, and press Run availability check.
4. Read the counts at the top: Items tracked, Overbooked, Fully committed, Low stock and Available.
5. Each item shows its Stock, what is Committed on those days, what is Available, a bar and a status.
6. Press Low stock only or Conflicts only to narrow the list, and press categories to show only those (All categories shows every one).

What the colors mean

• Green: available, book it.
• Amber: low stock, below your company's low share. Go carefully.
• Red: fully committed or overbooked. Nothing is left, or booked orders already need more than you have.

Good to know

• Every rented item that counts stock is listed, grouped by category in your list's order. Retired items are left out.
• A kit that is not green says which part is holding it back.
• The sheet reads the same stock figures as the lines on a quote, live, and checks up to two months at a time.
• It is only offered to people whose role may see products.

If something goes wrong

• There is no Availability button. The quote has no event date yet, or your role cannot see products.
• "The to date is before the from date." Fix the dates and run it again.