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 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.
      

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 > Tools > Import Inventory Info.
2. Select Import Manual Reserves.
3. Download a template and populate the columns.
   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.
3. Change the quantity and delete the RemainingReserved column.
4. Go to Inventory > Manage Inventory > Import Manual Reserves > Attach the saved file > Press Import.