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.
2. Stock Reservation against Sales Order
- Create a Sales Order.
- Check the reserve stock for items you want to reserve.
- Click on Stock Reservation , then select Reserve . Choose the warehouse and quantity, then click on the Reserve Stock button.
- Stock reservation entries are created against the sales order items.
3. Stock Reservation from Pick List
- Create a Sales Order.
- Create a Pick List for the Sales Order.
- In Pick List click on Stock Reservation , then select Reserve , the Stock Reservation Entries will be created against the Pick List.
4. Auto Reserve Stock on Purchase
- Navigate to Stock Settings and enable Auto Reserve Stock for Sales Order on Purchase .
- Create a Sales Order.
- Create a Material Request from the Sales Order.
- Create Purchase Order from Material Request.
- Complete the process by creating a Purchase Receipt for the Purchase Order. The stock will be automatically reserved upon submission of the Purchase Receipt.
5. Stock Unreservation
There are two ways to unreserve the stock.
- Stock Unreservation from Sales Order or Pick List: Open a document and click on Stock Reservation > Unreserve button, the listed Stock Reservation Entries get cancelled.
- Unreserve the stock from the Stock Reservation Entry DocType: 2.1 Open a Stock Reservation Entry and cancel it by clicking the Cancel button.
- 2.2 Go to the Stock Reservation Entry List, select the entries you wish to cancel, and then click on Actions > Cancel .