The Reservation/Picked Details page

When a window or table displays the number of stocked items that were reserved on a quote or picked for a charge, you can click on the number to view details about the items reserved or picked.

List Item Description
Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. Name The organization of the entity on which items are reserved or picked.

Ticket / Project / Contract / Opportunity

The Autotask entity the stocked item is reserved or picked for. Users with the required object permissions can click the link to open the entity detail page.

Rows representing opportunities include all items reserved on all quotes for that opportunity.

Reserved, Picked The number of items picked or reserved for the specified ticket, opportunity, contract, or project.

Users with the required permissions to edit the charge can un-pick the stocked item to free it up for a more important entity. Refer to Unpicking a stocked item.