If you need to mandatorily fulfill specific orders when stock is limited, you can reserve the ordered items in warehouses until shipping
for these orders can be performed. Reservation makes this stock unavailable for other orders.
The functionality of stock reservations is available if the Enable Stock Reservations option is selected on the Administration > Settings > Purchasing and Warehouses form.
You can reserve the specific quantities of the items for customer orders in the following ways:
- Directly from customer orders
- By creating Inventory Reserve documents
Note. If a purchase order is created for the customer order, the goods received will be automatically reserved for the customer order.
Creating Reservations
Generally, you reserve the specific quantities of the items for a customer order directly from the customer order. Make sure that the order is posted.
To make reservation, click the Reserve Inventory button on the form toolbar. On the form that opens, you can view the item availability in warehouses and choose in which warehouses you want to reserve specific quantities of the ordered items. Notice that the items which are not available at warehouses in sufficient quantities will not be listed. For details, refer to Creating a Customer Order. Reserving the Inventory.
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Alternatively, you can cancel stock reservations for a single customer order or multiple orders by using the Warehouses > Warehouse Documents > Inventory Reserves form. Click Create on the toolbar to add a new Inventory Reserve document. Then, select Cancel Reserve as the transaction type. After that, you can select the customer order or orders for which you need to cancel reservations. For details, refer to Canceling an Inventory Reserve.
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Reservations on Reports
The reports in the Warehouses module provide detailed information on reservations made in the company warehouses. To view reservations, you can use the following reports:
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