Reservations ensure that goods ordered by a customer stay in stock for that customer and cannot be sold to anyone else. How reservations are created is determined by your company settings. You can find them in Settings › Modules › Sales on the Advanced tab, in the Orders section.
Reservation modes
In the Goods reservation mode setting field, choose one of three options. Below the field there is also the Allow negative reservation option, which you can enable for the automatic modes. Save the settings by clicking Save and close.
Manual only - Reservations are not created automatically. In the web application, you create them manually in the Reservations module (see below). In the desktop application, you can also create a reservation from a received order, provided it contains a company and items: in the order's services, select Reserve. This service is not yet available in the received order menu in the web application.
Automatic when an order is created - If an order is created for a larger quantity than is in stock, a reservation is created only for the part that is available in stock. When goods are subsequently received, a reservation for the remaining part of the order is not created. The Available quantity therefore takes into account only the originally reserved part of the order.
Automatic when an order is created and when goods are received into stock - If an order is created for a larger quantity than is in stock, a reservation is created only for the part that is available in stock. When goods are subsequently received, a reservation for the remaining part of the order is created. The Available quantity therefore takes into account the entire order.
Automatic when an order is created + Allow negative reservation - If an order is created for a larger quantity than is in stock, a reservation is created for the entire ordered quantity. The Available quantity thus goes negative. When the goods are received, the reservation is fulfilled and the available quantity increases. In this case, too, the Available quantity takes into account the entire order.
To enable negative reservation, select the Allow negative reservation checkbox below the reservation mode field.
Reservations overview
You can find all reservations in the Reservations module (in the All modules overview or by using search). The list shows the company, price list item, reservation start and end dates, reserved quantity, and stock status. You can create a manual reservation here by clicking New.
You can also see the reservations for a single price list item in the item's detail in the price list, on the Reservations tab.
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