Reserving Stock Explained

Reserving Stock Explained

Reserving Stock in only available in Retailer versions 3.3 or later.  

What is Reserving Stock?

In Retailer, when processing stock from a Quote to a Proforma, you have the ability to Reserve any in-stock products against the Proforma invoice.  This removes the reserved quantity on hand from your Current quantity on hand and separates it into a reserved stock list.  This means that this stock is isolated against this proforma and will not be considered as being in stock.  Here are some key points with reserving stock:
  1. To reserve stock against a Proforma the item MUST be in stock.  ie the Quantity On Hand of the item in store must be greater than zero.  
  2. Reserved Stock items are not included in your Quantity on hand figures when
    1. Using the Find a Stock item screen
    2. Exporting data to eCommerce sites
    3. Any Reports referencing Quantity on hand will be excluding Reserved Stock unless it has been specified on the report.
    4. Ordering Stock from Orders Maintenance or Order By Sale as Re-order vales will be calculated excluding reserved stock. 
  3. You can view reserved stock quantities Totals and view what proformas they are on from both the Stock Screen and the Alt+T stock enquiry screen.  
  4. When performing a Stocktake reserved items should NOT be counted as part of your stocktake.