Stock Reservations

Reservations ensure inventory is held for confirmed orders.

How Reservations Work

Automatic Reservation

When a sales order confirms:

1. System checks available stock
2. Stock reserved against order
3. Reserved stock not available for other orders

Stock Quantities

Reservation Status

Order Line Status

Each order line shows:

Reservation Display

Product: Widget A
Ordered: 100 units
Reserved: 100 units ✓

Or if insufficient:

Product: Widget A
Ordered: 100 units
Reserved: 75 units (25 back-ordered)

Managing Reservations

Viewing Reservations

See reservations for an order:

1. Open the sales order
2. Go to Reservations tab
3. View reserved stock by location

Releasing Reservations

To free reserved stock:

• Cancel order (releases all)
• Reduce order quantity
• Manual release (with permission)

Reallocating Reservations

Move reservation to different location:

1. Open reservations
2. Select items to reallocate
3. Choose new source location
4. Confirm reallocation

Reservation Rules

Allocation Priority

When multiple orders compete:

1. First confirmed gets priority
2. Or by requested delivery date
3. Or by customer priority

Multi-Location

If stock spans locations:

• System allocates from nearest
• Or from designated location
• Can split across locations

Partial Reservations

When stock insufficient:

• Reserve what's available
• Mark remainder as back-order
• Alert when more stock arrives

Back-Orders

What is a Back-Order?

Order quantity exceeding available stock:

• Order accepted
• Partial reservation made
• Awaiting stock for remainder

Back-Order Processing

When stock arrives:

1. System notifies of available stock
2. Auto-reserve for waiting orders
3. Or manually allocate

Back-Order Settings

Configure behavior:

Reservation Reports

Reserved Stock Report

View all reservations:

Availability Report

Stock analysis:

Product: Widget A
On Hand: 500
Reserved: 350
Available: 150
On Order: 200
Projected Available: 350

Best Practices

Timely Confirmation

• Confirm orders promptly
• Earlier confirmation = priority reservation
• Don't hold drafts unnecessarily

Monitor Back-Orders

• Review back-orders daily
• Communicate delays to customers
• Expedite critical orders

Stock Level Management

• Set appropriate reorder points
• Monitor reservation patterns
• Adjust min/max based on demand

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