How do I create Stock Reservations?

This section lets us learn how to create Stock Reservations for products via the Stock Reservation module.
Follow these steps to create a Stock Reservation for a product via the Stock Reservations module:
 

 

1. Under the Basic Information section enter or select the following information:
   1. Contact Name - Select the name of the contact who has requested the stock reservation.
   2. Organization name - Select the name of the organization that has requested the stock reservation.
2. Status - Select a status such as:

1. New - If you want to create a Stock Reservation record for a product.

 

 

2. Reserved - If you want to reserve a product's stock (Qty. in Stock ). Once you select Reserved and click Save, three client-initiated statuses will be provided such as:

1. Cancel - If you want to cancel a reserved product's stock as per the client’s request.
2. Ordered - If you want to unreserve a product's stock as per the client’s request.
3. Order and add Sales Order - If you want to unreserve a product's stock and create a Sales Order for the same as per the client’s request.

Note: Selecting Order and add Sales Order will create a Sales Order with auto-filled Stock Reservation record’s details.

3. Ordered - If you want to unreserve a product's stock.
4. Cancel - If you want to cancel a reserved product's stock.
5. Expired - If the Stock Reservation record has exceeded the Reserve until date its status is auto-selected as Expired.

Note: Selecting Status Reserved, Ordered and Cancel will by default update the Qty. in Stock for a product in the Products module accordingly.

3. Reserve until - Select a date until when you want to reserve a product's stock.

 

 

4. Under the Item Details section enter or select the following information:

1. Item name - Select a product whose stock you want to reserve.

Note: Multiple products can be selected and their stocks can be reserved.

2. Reserved Quantity - Enter the quantity of a product's stock you want to reserve.

5. In the Description section, enter a description for the Stock Reservation.
6. Click Save.

You have now successfully created a Stock Reservation record for a product via the Stock Reservations module.
With this, a Stock Reservation record for a product is created and saved in the Stock Reservation module.