Stock Locking ensures that once an order is approved, the allocated stock is reserved for that order and cannot be used for other transactions. This helps in preventing over-selling and ensures smooth order fulfillment.

Step 1: Enable Stock Locking Feature
1️⃣ Log in to Borg Desk ERP
2️⃣ Navigate to Inventory Module → Click on Tool Icon ----> Module Settings
3️⃣ Look for Stock Locking on Order Approval option
4️⃣ Enable to activate stock locking by activating YES otherwise Keep it NO ( By Default, It remains No)

Step 2: Configure Order Status for Stock Locking
It's already a option is there inside Edit / update of Track order.
1️⃣ Go to Track Orders
2️⃣ Click on specific Order in track order under Manage Orders.
3️⃣ Set the Order status "Approved"  to lock the both order & associated stock's Items in the order. It can also be un-approved  by only authority in case of any modification / changes.
4️⃣ Click on update Order to execute the same

Step 3: Approve an Order to Lock Stock
✔ Create or Open an Order from the Sales module or Inventory Module or Distributor Dashboard
✔ Click on Invnetory Module ---> Manage Order ---> Track Order ---> Edit / update --> Select Approved 
✔ The system will automatically lock the stock for that order & the same order alos gets locked.
✔ Locked stock will not be available for new sales until the order is un-approved or cancelled or Deleted.

Step 4: Monitor Locked Stock in Inventory
✔ Navigate to Inventory Module ---> Side Navigation Bar ---> Stock Management ---> Manage Locked Stock
✔ Check the Stock Status Report
✔ You will see "Locked Stock" as a separate category

Step 5: Release Locked Stock (If Needed)
✔ If the order is cancelled or un-Approved or Deleted, stock can be released
✔ Go to the stock Transactions
✔ You can tarck the logs of transcations to check history of activities.

Benefits of Stock Locking in Borg Desk ERP
✅ Prevents Stock Shortages – Avoids over-committing inventory
✅ Improves Order Fulfilment – Ensures stock availability for approved orders
✅ Automates Stock Management – Reduces manual adjustments
✅ Enhances Customer Satisfaction – No risk of cancelled orders due to stock unavailability

If Still any Concern or need one-to-one session with our Product Managers or customer care  Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

Admin

February 10, 2025

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