Click on Order/Sale Orders. Then, choose “Stock Reservations” Menu from the sales screen.

Please select the following information: Type, Partner, Request Date, Expiry Date, Picking Type, Product Items, and the requested quantity.

To notify “Sales Head” about your request, simply click the “Request for Reservation” button.

Please provide the reason for your request and click on the “Submit” button

A mail notification will be sent to the sales head as a reminder to reserve the stock.

The specific approver will review the details and she/he can either approve or reject the stock reservation.

Once the stock reservation has been approved, the requester will receive an email notification regarding the approval process to proceed further.

Upon approval of the stock reservation, a delivery will be generated for the partner to fulfill at their convenience. Additionally, the selected product’s “On-hand-qty” will be automatically reduced for the next reservation.

If the stock reservation has expired beyond the requested period, the system will automatically “unreserve” the stock (using a scheduler action/cron method) and release it back to the specific location.

Once a request has been sent to “Unreserve,” the management team will receive a notification email to verify it.

Managers can find the “Unreserve” button on the form to manually unreserve.

After receiving approval, click the “Reservation” smart button and locate the return request at the Picking section.

Click the “Validate” button to confirm it.

Once the reservation has been completed, the reserved stock will update the specific location's “On-hand Qty.”