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Product Reservations for Client Orders

Reserve products for specific client orders and make sure your customers get exactly what they expect

Hanna avatar
Written by Hanna
Updated yesterday

This feature has been one of the most requested by our users — and just in time for the holidays, it’s finally here. We’re happy to introduce Product Reservations, now available in Orderry for all users starting from the Business plan.

With product reservations, you can reserve specific products for specific client orders, ensuring they won’t be sold or used elsewhere before the order is fulfilled.

When Product Reservations Are Useful

Use product reservations when:

  • A client wants to pick up their order later

  • A client orders products that are currently out of stock

  • You have scheduled appointments that require specific parts or materials

  • You need to secure products for any other business scenario

How Product Reservations Work

When you reserve a product for a client order:

  • The reserved quantity is excluded from available stock

  • At the same time, it is not yet deducted to the order

  • Reserved products cannot be used for other orders or sales

To make this transparent, Orderry shows reserved quantities in a separate column:

  • In the Stock table

  • On the Stock tab of the product profile

If a reservation expires or is canceled, the reserved quantity automatically returns to available stock.

Important: Reservations can be created only for products that exist in stock. That’s why the workflow differs for in-stock and out-of-stock products.

Reservation of In-Stock Products

This is the most straightforward scenario:

  1. Open a client order and go to the Services and Products tab

  2. Add or edit a product and click Reserve

3. For non-serial products, specify the quantity; for serial products, select the serial numbers, and also set the reservation period

  • You can set a maximum reservation period in Settings > Inventory

  • For each product in an order, the period can be shorter, but not longer

4. Create the reservation

5. When the time comes, fulfill the reservation — or cancel it if it’s no longer needed

If the reservation is not fulfilled before the period ends, the reserved quantity or serial numbers return to stock automatically.

Reservation of Out-of-Stock Products

For out-of-stock products, reservations are created automatically as part of the client backorder → purchase order workflow.

Here’s the full process:

  1. In a client order, add an out-of-stock product on the Services and Products tab

    • The product is added without deduction

    • A client backorder is created automatically (Inventory > Purchase orders > Client backorders)

  2. Create a purchase order from this client backorder

  3. When the purchase order is received, move it to the Posted status to create a posting

  4. When the posting is created, the received quantity is automatically reserved for the client order

  5. Fulfill or cancel the reservation when needed

Note: Automatic reservations apply only to client orders created after this update.

To ensure automatic reservation works correctly, it’s important to follow this exact document chain: Client order → Client backorder → Purchase order → Posting. This allows Orderry to track all related documents and reserve products correctly.

Tracking Product Reservations

All reservation actions are recorded in the client order event feed, so you can always see when a reservation was created, fulfilled, or deleted.

Enabling Product Reservations

To enable the feature:

  1. Go to Settings > Inventory

  2. Turn on Product reservations

  3. Set the maximum reservation period (in days), according to your company policies

Role Permissions

Make sure employees who work with reservations have the necessary permissions. Go to Settings > Employees > Roles and enable:

  • Can view reservations

  • Can create reservations

  • Can edit reservations

  • Can delete reservations

Need Detailed Instructions?

If you want step-by-step guidance, check out our detailed help articles on:

Coming Soon

We’re already working on a dedicated to product reservations page in the Inventory module, where you’ll be able to track and manage all reservations in one place.

We’d love to hear your feedback. Is this how you expected product reservations to work? What would you like us to improve next? If you have any questions or suggestions, feel free to reach out via Support chat — we’re always happy to help.

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