Inventory reservation overview

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Inventory reservation is a process of reserving products for a certain customer's order. The reserved products are not available for sale under another order.

To able to record inventory reservations, set up the inventory reservation process. Then consider which inventory reservation scenario you need to follow.

The following table shows the supported inventory reservation scenarios and their description:

Inventory reservation scenario	Description
Reserving products in stock	Reserves products available in a company's warehouse.
Reserving backordered products	Reserves products that need to be bought.
Reserving manufactured or disassembled products	Reserves products that need to be manufactured or disassembled.

Each of these scenarios starts with a sales order (or work order) and ends with a goods issue (or sales invoice). As you create a sales order or receive a backorder, you make a reservation. As you create a goods issue or sales invoice, you clear the reservation and record the product shipment. For a quick overview of all scenario steps, see Inventory reservation scenarios.

1C:Drive also provides reports to help you monitor inventory reservations. For details, see Monitoring inventory reservations.

Setting up inventory reservation process

To set up the inventory reservation process, do the following:

Go to Settings > Sales.
Under Reservation, select the Use inventory reservation checkbox.

Inventory reservation scenarios

The following table describes the supported inventory reservation scenarios and their steps:

Inventory reservation scenario	Steps
Inventory reservation scenario	Place sales order	Place work order	Backorder products	Receive and reserve backordered products	Transfer reserved products to another warehouse	Change reservation	Issue nonchargeable products reserved for work order	Issue reserved products to customer
Reserving products in stock for a sales order	✔	—	—	—	Optional	Optional	—	✔
Reserving products in stock for a work order	—	✔	—	—	Optional	Optional	✔	✔
Reserving backordered products	✔	—	✔	✔	Optional	Optional	—	✔
Reserving manufactured or disassembled products	✔	—	✔	✔	Optional	Optional	—	✔

For the detailed step description, see:

Monitoring inventory reservations

The following table shows the reports for monitoring inventory reservations, description of the reports, and steps to view them.

Report	Description	Steps
Sales orders analysis	Shows the product quantity ordered, shipped, pending shipment, reserved, and backordered. This information is shown by sales order.	Go to Sales. Under Reports, click Sales orders analysis.
Available stock	Shows the total product quantity in stock, reserved for orders (such as sales orders and work orders), and currently available for sale. This information is shown by warehouse.	Go to Sales. Under Reports, click Available stock.
Order analysis	Shows the product quantity ordered, shipped, pending shipment, reserved, and backordered. This information is shown for the selected sales order.	Go to Sales. Under Sales, click Sales orders. In the Sales orders list, double-click a sales order. In the sales order link bar, clik Order analysis.
Backordered items	Shows products that need to be bought or produced to complete a sales order or work order.	Go to Sales. Under Reports, click Backordered items.

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