Stock Reservation

Introduced in Version 15

Stock reservation, also known as inventory reservation, refers to the practice of setting aside a specific quantity of stock or inventory for a particular purpose or customer.

1. Prerequisites

  • Enable Stock Reservation in Stock Settings. stock-settings

2. Stock Reservation against Sales Order

  • Create a Sales Order. sales-order
  • Check the reserve stock for items you want to reserve. sales-order-item
  • Click on Stock Reservation, then select Reserve. Choose the warehouse and quantity, and finally, click on the Reserve Stock button. sales-order-reserve
  • Stock reservation entries are created against the sales order items. stock-reservation-entries

3. Stock Unreservation

There are two ways to unreserve the stock.

  1. Stock Unreservation from Sales Order:

    • Open a Sales Order and click on Stock Reservation > Unreserve button, the listed Stock Reservation Entries get cancelled. sales-order-unreserve
  2. Unreserve the stock from the Stock Reservation Entry DocType:

    • 2.1 Open a Stock Reservation Entry and cancel it by clicking the Cancel button. stock-reservation-entry-cancel
    • 2.2 Go to the Stock Reservation Entry List, select the entries you wish to cancel, and then click on Actions > Cancel. stock-reservation-entries-cancel
  1. Sales Order
Discard
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