Check availability

Every line on a quote shows Owned, Out, Quoted and Available for its dates; Check Stock checks the whole quote against live inventory.

WhereSales›Quotes›open the quote›Items›Check Stock

Every product line on a quote and on an order reads, for the days from going out to coming back: Owned: 5 · Out: 2 · Quoted: 1 · Available: 3.

  • Owned: the units you have in service.
  • Out: what booked orders (and anything held back, such as broken or in repair) take on those days. On an order, its own lines are counted here: an order reserves.
  • Quoted: how many are on open quotes for those days, this quote included. A quote takes nothing from stock.
  • Available: Owned less Out. Quotes do not lower it. Below zero means overbooked.

Steps

  1. Make sure the quote has its Event date (and Going out and Coming back if they differ).
  2. Open the Items tab. Under each product, a short line gives the four figures.
  3. Press Check Stock at the top of the items to check every line against live inventory right now.
  4. Read the result beside the button: "all available", how many are running low, or how many are short and which.
  5. Tap or hover over a line's stock words to see the same four figures, the orders and quotes behind them, and what is free day by day. Long lists show the first few with +N more; a kit shows its scarcest parts first.
  6. To see everything else you rent over the event week, press Availability. See The availability check for the event week.

What the colors mean

  • Green: enough available.
  • Orange: tight. Only a few will be left once this quote is booked.
  • Red: Available is below zero, or this quote line asks for more than is Available, so it could not be booked as it is. The line says how many short.

Good to know

  • A quote holds nothing. Two quotes can both show the same chairs as available; whichever books first takes them. Quoted tells you how many others are asking.
  • When a line is short, a button beside it (for example Sub-rent the 4 short) rents the rest from another company. See Sub-rentals.
  • Booking a quote runs the stock check again and asks you to confirm before overbooking. See Book a quote.
  • An item that is not counted in stock (a service, a custom line) has no stock line.
  • The conflicts badge at the top of every screen lists orders that are already overbooked. See Inventory conflicts.

If something goes wrong

  • The items say "Set an event date to check availability". The quote has no event date yet. Set it under Event details.
  • Stock looks wrong for an item. Check its quantity under Inventory, and its tagged units if it is tracked one by one.
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