Stock Reservation for Sales and Quotations - Core Flow Demo
In make-to-stock businesses, multiple salespeople can quote the same fast-moving items. Without reservation, the first confirmed order wins and others fail at delivery.
This module adds reservation directly on quotations and sales orders so teams lock quantity before confirmation.
Reservation at quotation stage
Users launch a reservation wizard from the sales document, pick lines, and allocate partial or full quantities.
Inventory planners see what is spoken for versus what remains free - before procurement or delivery is confirmed.
Operational discipline between sales and warehouse
When deals stall, reservations can be released back to availability instead of silently blocking stock.
History and controls reduce arguments between sales and warehouse about who committed which quantity.
Reservation scenarios illustrated
High-volume SKU with limited stock: sales reserves on the quote while purchasing raises replenishment - both teams see the same availability number.
Make-to-order lines can skip reservation when policy requires, keeping the wizard selective rather than all-or-nothing.
Cancelled quotes should release reservations quickly; the demo shows where warehouse leads confirm released quantities.
Controls for managers
Supervisors can compare reserved versus delivered quantities before month-end close.
Sales and warehouse teams trust commitments reflected in stock when reservations are disciplined.
Explore Stock Reservation for Sales and Quotations
Reserve on the sales quotation before you promise the customer — stock reservation only works when warehouse and sales agree on the same quantity.
Protecting available-to-promise stock protects margin and customer satisfaction.
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Sales Orders
Quotations
Stock Reservation
Available to Promise
