Hold-out quantities are used to save a specific amount of inventory for a product due to a promotion, holiday, or other special circumstance. The hold-out quantity is backed out from a product’s inventory level so that the system will still suggest buying the product as it normally would. This ‘Hold Out’ feature allows users to buy an extra amount of product for future use and not have it affect the current replenishment of the product.

Suppose there is a special event coming that will most likely cause more of a particular product to be sold. The buyer needs to add some extra stock to inventory in order to cover the event. However, they don’t want the buying for this to affect their regular inventory replenishment. So the buyer would create a Hold-Out quantity. Set up a begin date, when the Hold Out quantity will start being subtracted from the product’s balance, and an end date when the Hold Out quantity expires.

The Hold-Out feature will allow you to manually allocate and back out inventory.

Let’s look at an example that will help you understand how to use the Hold-Outs Feature. 

You can find the Hold-Out feature on the Product Details Screen, Product History Screen, and in the special features are of the left menu options. 

When you select Hold-Outs, a new tab will appear. Select Add Hold-Out. 

Now you can fill in the fields. Make sure to give the system a reason for the hold-out for your reference. You can create the record for any time in the future. Select Add Hold Outs and you will see the record appear. 

If you are creating the Hold-Out for today, recalculate the order to view the back out right away on the product details screen.

Article Last Revised 6/21/18