Stock Reservation

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February 6, 2024
igwct

Stock Reservation

Stock reservation, commonly referred to as inventory reservation, entails allocating a designated quantity of stock or inventory for a specific 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

Access Stock Settings and activate the Auto Reserve Stock feature for Sales Orders on Purchases.
Generate a Sales Order.
Produce a Material Receipt corresponding to the Sales Order.
Generate a Purchase Order based on the Material Receipt.
Conclude the process by generating a Purchase Receipt for the Purchase Order. The stock will automatically be 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.