Reserving Stock Items

View - Warehouse - Warehouse - Orders, not delivered

You can reserve products for sales orders in accordance with what products are in the warehouse or being purchased. This helps to ensure that there are sufficient products when the order is to be delivered. Both delivery of goods and reservations are created automatically as stock movements.

To reserve stock items

Select the order for which you wish to guarantee delivery of goods at the top of the window.
Click Reserve stock items.
Click Reserve all to reserve all items in the order that are available in accordance with stock, and any other reservations.
Enter a number in the Reserved field if relevant.
Select the serial number to be reserved.

This selection will appear if you are reserving a product marked as Required serial number for receiving goods and withdrawing goods in the Settings in the Product register tab. You must also have selected Serial number must be picked manually in Company database settings for Product/Warehouse handling. Read more in Company Settings for Product.

To reserve purchase

Select the order for which you wish to guarantee delivery of goods at the top of the window.
Click Reserve purchase. Please note that the purchase must already be created in the Purchase module.
Click New above the bottom list to add a purchase to the list.
Enter a number in the Reserved field.

This selection will appear if you are reserving a product marked as Required serial number for receiving goods and withdrawing goods in the Settings in Product register tab. You must also have selected Serial number must be picked manually in Company database settings for Product/Warehouse handling. Read more in Company Settings for Product