This tab shows a list of all Stock that is stored in Paid Reserve and Unpaid Reserves for the selected customer.
Unpaid Reserves
This section will show the stock that is reserved for the selected customer, however, they have not been paid for. Therefore does not legally belong to the customer yet. You can maintain this using the stock options.
Paid Reserves
This section will show the stock that is reserved for the current customer that has been paid for. Therefore legally belongs to the customer.
The list will show information regarding the stock, some of the fields are used for specific purposes or only active if you have specific modules active on the system.
Livex Integration
This is a paid for additional module for customer reserve stock reports and is part of the livex connectivity package.
If you have this optional module switched on we can retrieve the following values from Livex.
Market Value
Currency
Retrieved Date
Bid - current bids for the stock as there are active trades happening
The “Update Mkt Value” and “Update Bid” buttons on the product lines can be used to update the information for this specific item or you can use the buttons on the bottom of the page to update information for ALL the paid reserve stocks.
Trading Stocks
If your customer is trading their paid reserves stock you need to select which rotations they want to sell by checking the 'Trade?' option and you can also enter the “Minimum Underbond Cases Sales Value” that the customer is looking to achieve for the stock in order to sell it. Think of this as the “Reserve price” similar to an auction.
Reports - Buttons
This is a paid for additional module for customer reserve stock reports and is part of the livex connectivity package.
Reserve Stock Values/ Reserve Stock buttons generate a report with the information of the Reserves Stock for this customer. When these buttons are clicked, a report will be opened and you will have the option to email it using a button.
See the examples of both reports:
