Stock Reservation

Stock Reservation prevents automated processes from over-allocating a unit of stock

However, it is possible for a human to override this by manually selecting already reserved stock during Stock Allocation ⁠.

How Stock Reservation Works

Sales Orders

Stock which is allocated to a Sales Order line is always reserved to that Sales Order line.

Quotes

When creating a quote, the user will be asked if stock should be reserved for it. This stock will be reserved until the quote expires⁠.

Draft Orders

Stock allocated to draft orders will never act as a reservation. If the user would like to reserve stock, the draft should be converted to an order⁠.

eCommerce Baskets

Stock that is added to an eCommerce basket will be reserved for that basket for the duration of the user’s session. The reservation status will be automatically cleared one hour after the user becomes inactive⁠.

Stock Locations

If a Stock Location is set toe 'reserved' then all stock in that location will be considered reserved, even though it is not linked to a Sales Order.

Stock Reservation and Integrations

When an order is exported to an ERP, the ERP deducts the stock on its side and sends back an updated available quantity. A settings has been added to the platform to take this into account. Without this setting, the platform would reserve stock a second time against a figure that already has the deduction applied — a double reservation.

If you have an integration that uses this function, please speak to Iconography to ensure that this is configured correctly. 

FAQs

What is Stock Reservation?

Stock Reservation is the process by which stock is reserved to Sales Orders.

How does this work with Purchase Orders?

A similar process is used with stock ordered via a Purchase Order.

Once stock has been ordered from a Supplier, and the stock has been

Can stock reservation be overridden?

Yes - it is possible to over allocate a single unit of stock. More information is available here.