Reserving Goods

Overview

When the order is placed and confirmed, but the delivery date is far from the current moment, the manager reserves the goods. Usually, goods are reserved from available inventory, but they can also be reserved from inventory expected for receipt. Once the document is posted, you should check the reservation correctness.

Reserving Available Inventory

  1. Go to Sales > Sales orders or Sales > Sales return requests.
  2. Set the Current status to Ready to ship or Pending supply.
  3. Open the relevant sales order or request.
  4. Go to Goods tab, select items, then click the Supply > Reserve.
  5. Post the document.

Reserving Inventory Expected for Receipt

  1. Go to Sales > Sales orders or Sales > Sales return requests.
  2. Set the Current status to Ready to ship or Pending supply.
  3. Open the relevant sales order or request.
  4. Go to Goods tab, select items, then click the Supply > Reserve when available.
  5. Post the document.

Checking Goods Reservations

  1. Go to Warehouse and delivery > Warehouse reports and then click Stock availability.
  2. Select the Warehouse and click Settings.
  3. In the Settings form, click Structure, select the Item, Variant, and then click Add.
  4. In the Select report field form, select Shipment order.
  5. Click Close and generate.
  6. Find the item, check quantity in the In stock column, then check quantity in the In reserve column and the breakdown by order, and then check quantity in the Available column.