Product Inventory Reserves


Overview

You can set aside an inventory amount to be used for a selected channel or customer. This inventory amount is called product inventory reserve. The reserve has a specified quantity and a time period during which it is active. While active, the reserved amount is deducted from the sellable inventory and incoming orders deduct from that reserved amount with priority. Once the time period expires or the reserved amount is used up, the inventory reserved becomes inactive and the quantity is released back to the overall quantity. Note that similar functionality is available for the Channel Warehouse feature. Product reserves can be created manually and in bulk.


Reserve Products Manually

To create manual reserves, you must enable the Client Setting Enable Product Manual Reserves.

To reserve products:

  1. Go to Catalog > Manage Catalog > Open your product.
  2. From the Toolbox, select Manual Reserves. From this page, you can also edit existing reserves.
  3. Press Edit and then press the plus icon in the Manual Reserves panel.
  4. Complete the required fields.
    1. If you choose Channel for the Reserve Type, select the channel from which you are reserving. Orders coming in for that channel will first deduct from the available reserve instead of the sellable inventory.
    2. If you chose Customer for the Reserve Type, you have to enter the customer email for which you are reserving. Orders for this customer will deduct from the reserved quantity.
    3. When the duration is completed, the remaining reserved inventory will be released automatically.
      The image shows the Add Manual Reserve window.
Manual reserves for kit products should be placed on the components unless it is an Independent Kit.

Reserve Products In Bulk

You have the option to create product reserves by populating a template with the exact same data described below, and importing it.

  1. Access Inventory > ToolsImport Inventory Info.
  2. Select Import Manual Reserves.The image shows the Import Manual Reserves option.
  3. Download a template and populate the columns.The image shows the template.
    1. ReserveID — Leave this field empty when creating a new reserve.
    2. ProductID — The product SKU you want to reserve.
    3. WarehouseName — The warehouse from which the product should be reserved.
    4. StartDate — The date when the product will be put in reserve (MM/DD/YY).
    5. EndDate — The date when the reserved product will return to the inventory (MM/DD/YY).
    6. ReserveType — Enter 0 or Customer value for a customer reserve type and 1 or Channel for a channel reserve type.
    7. CustomerID — The customer for who you reserve the product. Populate this field either with CustomerID or with the customer’s email address.
    8. OrderSource — The channel name for which you reserve the product.
    9. Quantity — The quantity amount to be reserved.
    10. _ACTION_ — Leave empty or, if you want to delete an existing reserve, enter DELETE and a Reserve ID in the Reserve ID column.

You can also update existing reserves in bulk:

  1. Go to Inventory > Manage Inventory > Select the desired items > Press the Action icon > Select Export Products (Inventory) > Export Manual Reserves > Press Export.
  2. Open the finished job and press the Download Output File.The image shows the Download button.
  3. Change the quantity and delete the RemainingReserved column.The image shows the columns of the exported file.
  4. Go to Inventory > Manage Inventory > Import Manual Reserves > Attach the saved file > Press Import.

Create Reserve Manually

  1. In Settings > Client Settings > Inventory Control > Enable Product Manual Reserves.
  2. In the Product > Toolbox > Manual Reserves > Add New Reserve.
  3. Warehouse — Choose a warehouse to reserve inventory from.
  4. Reserve Type — Choose either Customer or Order Source > complete either one of the fields below:
    1. Customer ID — If you chose Customer, enter the customer email for which you are reserving. This should be used for Living Social and other sites that are categorized as website orders but come in under one email address. An order from the customer will deduct from the reserved quantity.
    2. Order Source— If you chose Order Source, choose the channel for which you are reserving. An order from the channel will deduct from the reserved quantity.
  5. Quantity — Enter a reserve quantity.
  6. Start Date and End Date — Set the duration of the reserve
  7. Click Save. While a reserve is active, it will be highlighted in green. Orders from the reserve type will deduct from the reserve. For example, if a reserve of 20 is created and 20 orders come in, the reserve will be depleted and no more quantity will be reserved.

When the duration is completed, the remaining reserved inventory will be released. With kits, the reserve must be set on the components, unless it is an independent kit.


Create Reserve Through a Bulk Update

Creating a reserve with an import template. If you do this, the downloaded template’s Reserve ID column is only used with the ACTION column to delete an existing reserve (enter its Reserve ID and uppercase DELETE, respectively). If creating a new reserve, leave those 2 columns empty. In the template’s Reserve Type column, enter 0 for a manual reserve.


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