User Guide

How to prevent overselling when an item has low stock or is out of stock

Overselling prevention helps stop your reps (and/or customers) from ordering more stock than you have available.

When this feature is enabled, Onsight checks the current stock levels while someone builds an order or quote. If the quantity that they try to add is higher than what is available, Onsight will either:

Block the product from being added (when there is no stock), or
Automatically reduce the quantity to the available amount (when there is some stock, but not enough)

This helps you to avoid overselling and reduces backorders and manual fixes.

When does overselling prevention apply?

By default, overselling prevention applies when the stock for an item reaches 0.

Your account can also be configured with a custom threshold (for example, protect stock once it drops below 5). If a threshold is used, the same rules apply, just a bit earlier at the threshold level. Note that the threshold is a global threshold and will apply to all products.

Who does overselling prevention apply to?

Overselling prevention can be selectively enabled for each of your different types of users: admins, reps and customer logins, or it can apply to everyone.

Where does overselling prevention apply?

You will see overselling prevention whenever you try to add an item or change a quantity on a draft order/quote. This means that it will apply on any screen where you can tap + to add items or adjust quantities in a draft order/quote.

What happens if there isn’t enough stock?

Case 1: Stock is zero (or below)
The item will not be added to the cart/draft order and the user will see an alert that the product is out of stock. The alert message will be similar to: “There is no stock for this product.”

Case 2: Stock is greater than zero, but less than what was requested
Onsight will automatically reduce the quantity to what is available and the user will see a message: “The requested quantity exceeds the available quantity. The quantity has been adjusted to the available quantity.”

Business rules for overselling prevention

Copying an order: If you copy an order and one or more lines exceed the available stock, Onsight will show an alert and then adjust the quantity for those lines to what is available. If a product has no stock, the line will be removed.
Approving a quote: When you approve a quote and stock is not sufficient for one or more lines, Onsight will show an alert and then adjust the quantity for those lines to what is available. If a product has no stock, the line will be removed.
Modifying an order: When you modify an existing order, no overselling prevention will be applied and no quantities will be changed. This is because the order is already submitted.
Product increments – If your account uses product increments (for example, increasing by 6 each time), and the system needs to block a + action, it will undo the click and revert the quantity back to what it was before the click (it will not merely subtract 1). The same applies if you type a quantity manually.
Fees – Fees line items are excluded from overselling prevention since fees do not have stock.

How to access the overselling prevention feature

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