Part 5: Only pick quantities that are reserved?

Another customisation that is required for me is to only create a warehouse shipment or inventory pick for the quantity reserved. Why would you want your logistics people trying to pick an item that you shouldn’t be supplying? The point being that you don’t have enough for everyone (if you do they will all have reservations) and you don’t want first come first served as it might mean orders with more lines that went on first, lose out simply because by the time the other lines are picked a one line order has grabbed the stock.

This approach also puts sales (for customer service) in control of what goes or what doesn’t and which customer gets the inventory.  In the event of shortage they can always remove or reduce a reservation and then re-reserve the stock on an alternative sales line. This means sales, who are the people talking to your customers, can make promises with confidence that what they say will actually happen – without the need to write on paperwork or right the warehouse management.


This post is part of a 6-part series. A link to rest of the posts in this series are below (updated as published);

Author: James Crowter

I’m passionate about how businesses can improve their efficiency by getting process optimal more of the time. For the last twenty five years I’ve worked to help organisations of all sizes and types implement the ERP & CRM software that typically they decide they need when things are going wrong. I’ve seen that work unbelievably well and enabled those organisations to rapidly grow but I’ve also had some hard projects over that time where it’s felt more like warfare at times. Since 1996 (and version 1.01) I’ve been working with a small Danish product called Navision that’s now become Microsoft’s Dynamics NAV and I’ve also been using and consulting around Microsoft CRM since 2005. As managing Director of one of the longest established first Navision and now Microsoft Dynamics partners I’ve been involved in the complete history including numerous product councils and system design reviews. It’s my privilege to know many of the key Microsoft executives and product designers and have insight into both where the products are now and their future direction. So colleagues & clients have asked me to start this blog to share some of the insight that both this knowledge (obviously where not restricted by NDA’s or client confidentiality) and experience can help. Specifically I want to concentrate not on the specifics of how (there are some great blogs already for that) but why. If any user helps their business make better decisions or consultant can give better advice then that will be objective achieved. I founded Technology Management in 1992 and have led from the front ever since. Helping clients use technology to grow their business is my passion through explaining technology in terms that everyone can understand. My interest in computing began at the age of eight, long before my school had the equipment to cope. Throughout school and university I developed software commercially. I hold many IT certifications, such as Microsoft Dynamics NAV (for over 17 years), Microsoft Dynamics CRM (for over 10 years), as well as Microsoft Windows Server, Exchange and SQL. In October 2015, I was awarded the title of Most Valuable Professional (MVP), a title given to a select few individuals (31 currently) across the world specifically for Dynamics NAV. After years of working with a range of distribution and manufacturing software for hundreds of organisations, I focus on understanding the business requirements of an organisation, what it will take to deliver the systems required to maximise their potential. Follow me online via my other social channels: - Twitter: @jamescrowter - LinkedIn: Or email me directly at james[.]crowter[@]

One thought on “Part 5: Only pick quantities that are reserved?”

  1. Hi James,
    Thank you for your post.
    Anyway, after I tested the functionality of Reservation combined with Pick (either Warehouse Pick or Inventory Pick), the pick creation will take reservation into account.
    Andri Wianto

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