In Edara, you can release a reserved balance either by processing pending sales orders or canceling/deleting them. In this article, we’ll guide you through the available methods.
Handling Reserved Balance
You can do this by:
Completing Pending Orders
You can release the reserved balance by completing pending orders, either individually or in bulk.
1. Individual Processing from Warehouses
Go to the “Warehouses” module.
Open the “Issue Offering” page.
Select the “warehouse”.
Click on “Proposed Orders”.
Click on “→” to display the available orders.
Select the sales order you want to issue.
Click on “OK”.
Click on “Save”.
2. Bulk Issuing
Follow the steps in this article to issue sales orders in bulk: [Bulk Issuing of Sales Orders].
Canceling a Sales Order
To cancel a sales order, follow the steps in this article: [Canceling a Sales Order].
Deleting a Sales Order
Go to the “Sales” module.
Open the “Sales Approvals” page.
Note: Make sure to cancel all approvals for the sales order first by clicking ✔️ to turn it into 🚫.
Click “📋” next to the sales order number.
Click on “More Actions”
Select “Delete”, then click on "Yes" to confirm the deletion.
Completing Pending Transfer Orders
Go to the “Warehouses” module.
Open the “Work Orders” page.
Choose “Internal”.
Select the work order type “Issue Transfer”.
Choose “Pending”.
Set the date.
Select the required columns.
Click on “Generate”.
Double click to open the transfer order.
Click on “Release”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, who are always ready to assist you.