This is a long shot. But does anyone have any thoughts on how to have a tracking system for stock for sales reps when they have stock in their possession. We already have had many many stock locations created for this purpose but really want to move away from that. just need it stored until they give it back but also need to track who has what.

Not sure if this helps, but I used to work in wine distribution, and all the reps would take samples. We created customers for the reps like "Sample - Jane Doe' and they would create sales orders when they wanted to get sample bottles, that way we always knew who was taking what, and if they returned any they'd do an RMA.

Thanks. Yeah I did think about that but it would go through and remove from the stock account so not something that I think they would entertain as then the stock account wouldn’t be correct.

Our solution was to have a "Staff" location, and have separate bins for each Sales Rep Can track who has what, transfer stock to them using inventory transfers (and even sell to customers directly from their bin/staff location) I see you have Multi-Location Inventory, but this is also presuming you have the Bin Management feature enabled

Yeah I thought about bins too. We don’t use that at the moment and don’t really want to turn them on. Adds complications. Was thinking about a custom transaction type but not sure if I can do committing and just hold them as committed.

Maybe you could still use a staff location, but have a custom "for Sales Rep" field on the inventory transfer Then with some fancy saved-search be able to present the current "staff" location stock along side the (most recent) inventory transfer matching the inventory item + staff name?

Hmmmm committing that all on a transfer order but keeping them open.

I know I'm jumping in late here but I built our guys a forecast order setup. The idea is that they can set an order against a customer as a "Forecast Order" status where it will commit stock against that order but not allow them to ship the order until it's set as a "standard order" status. Our stock/forecasting setup includes multiple hub stock locations and an approval stage to allow the sales reps to set an order as a forecast order but regardless it seems to work for them to reserve stock per location without actually removing the items themselves from the stock pool.

That's not a bad idea, just treat it as a reserve/dummy order Would have some reporting implications to keep in mind obvs

Yeah it was a little fiddly to rework the reports but a lot of it kinda takes care of itself. Because it's an order, the stock is taken out of available stock but still shows as on hand which handles the reserving without having to take specific units out of rotation to reserve them. I've also locked them to specifically approved reserve stock locations for those order types to reserve stock against so they can't block reserve our main shipping out location and affect the quicker standard orders going out the door.