How to Use — Step by Step
1
Enter the tag number — item details load automatically from stock
2
Enter selling price and discount
3
Click "+ Add Tag" to add to cart
4
Switch to Payment tab — enter advance amount and payment mode
6
Switch to Customer tab — enter customer details, due date and salesman
7
Click "Finalise Reserve" — reserve number generated, SMS sent if configured
Important Notes
ⓘ
Minimum advance % is configured per branch in Branch Config → Reserves
ⓘ
Back-dating is controlled by "Allow Back-Date Reserve" in Branch Config
ⓘ
Reserve minimum advance can be bypassed by admin
ⓘ
SMS sent based on central or branch gateway
Configuration Settings
| Min Advance % |
Branch Config → Rates & Limits |
| Allow Back-Date |
Branch Config → Reserves |
| Manual Reserve No |
Branch Config → Reserves |
| SMS on Reserve |
SMS Programs → Reserve Confirmation |