The Stock Reservation section is used to reserve items from your inventory. It is useful in situations where stocks needs to be set aside - such as when your physical store also serves as an online sales channel, or when certain quantities must be kept on hand for specific purposes.

Accessing Stock Reservations

1. Open your Dashboard
2. Navigate to Inventory > Stocks Reservations

Add New Stock Reservations

To add a new stock reservation, click on the '+' button

The following fields are required to create a reservation

Stock Reservation Types

Stock reservations supports two types of stock reservations

Stock Reservation Type - Location

Stock Reservation Type - Sale Channels

Delete of Stock Reservation

To remove stock reservation from the system:

1. Select the stock reservation(s) to delete
2. Click on More Actions
3. Select Delete Selected
4. Confirm the deletion when prompted

Note: 

Deleting a stock reservation record will release the reserved items back into your inventory. This released quantity will once again be available for sale.

In the example above, Stock Reservation #1 will be deleted

Export of Stock Reservations

To export stock reservations to an Excel file:

1. Select the stock reservation(s) to export
2. Click on More Actions
3. Select Export Selected

An Excel file containing all selected stock reservations will be generated.

Import of Stock Reservations

The import feature allows you to quickly add or update stock reservations:

1. Prepare an Excel file containing the required stock reservation data
2. Click on More Actions
3. Select Import File
4. Upload your Excel file

The system will automatically create new stock reservations or update existing ones based on the provided information.

Notes:

• The import feature allows adding or updating one reservation at a time.
• Leave the Item Reservation ID field blank to create a new reservation.
• Providing a Item Reservation ID will update the existing reservation with that ID
• Always review and verify the Excel file before importing to ensure all data are accurate, complete, and correctly formatted to prevent errors during import.