The Inventory > Reservations page displays all active reservations, including those that expire today. At the top of the page, you can select the location for which you want to view reservations.
To view reservations, enable the Can view reservations right in the role settings.
What is displayed in the table
Created — information about the author of the reservation and the time it was made.
SKU — product SKU.
Code — internal product code (if configured).
Name — product name.
Warehouse — warehouse where the reservation is held.
Reserved — the reserved quantity.
Reserved from — the start date of the reservation.
Reserved until — the end date of the reservation.
Days left — how many days are left until the end of the reservation.
Order — the order for which the reservation was created.
Reserve source — where the reserve was created. There can be one of two sources:
Purchase order # — if it is an automatic reserve after posting;
Manual reserve — a manually created reserve from an order.
Client — the client for whom the product is reserved.
You can open any reserve by double-clicking on the desired row.
Table view settings
To change the width of a column, drag its right edge. To change the position of a column, hold it down and drag it to the desired location. You can sort reserves by a specific column. Click on the column and you will see an up arrow next to the name (sorting from A to Z). Click again and a down arrow will appear (sorting from Z to A). When sorting from Z to A in the “Created” column, the newest reservations by creation date will be displayed at the top.
Filtering data in the table
To work comfortably with large amounts of information, you can structure it using filters according to specific criteria.
The table can be filtered by the following parameters:
Created — by the period of creation of the reservation.
Warehouse — by locations and inventory.
Days left — by the number of days until the reservation expires.
Client — by client in the order.
Select the desired parameters at the top of the table — the page will display only those documents that match your criteria.
You can also export all or only filtered reserves. To do this, click Actions > Export in the upper right corner of the page.
You can search among reserved products by product SKU, code, product name, inventory where the reserve is located, order number, and client. The search also works when the filter is enabled.
Group actions with product reservations
Step 1. In the order table, select the desired reservations using the checkboxes.
Please note: the system saves your selection from previous pages, so you can select bookings from several pages at once.
Step 2. After selecting orders, the Actions button will appear at the bottom of the page. Click it to open the list of group actions:
Transfer — transfer the selected reserves from one inventory to another. Select the inventory for transfer and save the changes.
Delete — delete the selected reserves.
To move reservations, enable the Can edit reservations right in the role settings.
To delete reservations, enable the Can delete reservations right in the role settings.