When you have more quantities of a product booked to orders (or on quotes), your item will become overbooked. When creating or editing your transaction, you'll notice the option to view other orders an item is booked to because there will be an "O" or "Q" under the quantity.
When you click on the O or Q, you'll see a list of all orders or quotes the product is currently on.
You'll notice the Transaction number is linked and will open a new window showing the listed transaction.
You may find an item is overbooked, but there is not an O or Q under the item.
This is usually due to a conflict with the buffer time. You can get a view of these instances through the Order Calendar.
To get to your Order Calendar, you'll click on Orders in your main navigation menu, then click on Order Calendar.
To find buffer times on your Order Calendar, you'll want to click the box next to Show Products, this will list out all the products in an order as individual lines.
You'll also have the option to filter by Order Status, Transaction Type, and Transportation Type. In the upper right, you'll be able to enter your date range.
Tip: Expand your date range by one to two days before and after to get a full view of any buffer times that may be conflicting with an order.
The time a product is committed to an order will be displayed in solid color according to the color key. Buffer time will be shown with stripes.
If you find that the buffer time is causing the overbooking, you can resolve this by editing the product and reducing or removing the buffer time. However, if you'd like to only remove the buffer time for this instance, you can click the red X at the end of the buffer time.
After you click the red X, you'll receive a pop-up where you'll confirm or cancel.
You'll need to click the X to remove the buffer time on each product individually. Once the buffer time is removed, the system will recalculate and the transaction will no longer have an overbooking.
If you have any questions, please reach out to our team for more support!