Reserve articles for a project

A reservation protects a quantity for a project and period. It does not move the physical stock.

Reserve one article

1. Click Inventory in the navigation and open the article.
2. In Locations, find the source location and click Reserve.
3. Choose the Project. The project's dates are selected when they are available.
4. Enter the Quantity and check the date range. Include transport days when the stock must stay available for them.
5. Click Reserve.

The window closes and a confirmation message appears. To see or cancel the reservation, click Reserve at the same source location again. You will find it under Current Reservations.

Reserve several articles together

1. On the Inventory page, select the checkboxes beside the articles.
2. Click Reserve in the action bar.
3. Choose the Project and check the shared date range.
4. Choose a Source location and enter the Quantity for every article.
5. Click the button that names the number of selected articles, such as Reserve 2 articles.

The app checks every article together. If one is unavailable, nothing is reserved and your entries stay on the page.

Cancel a reservation

1. Open the article and click Reserve at the source location.
2. Find the reservation under Current Reservations.
3. Click the red × button beside it.

Cancelling releases the protected quantity. It does not change the physical stock.

What if there is not enough available stock?

The app shows Not enough available stock, the physical stock and the quantity available throughout your dates. It also lists the reservations that overlap your period.

Choose the button with the available number, such as Use available quantity (8), or choose Choose another location or Change dates. Then submit again. If the conflict belongs to an existing reservation, choose View existing reservation to open it in a new tab.

How do I change an existing reservation?

When a conflict lists an existing reservation, choose View existing reservation to open its Edit reservation page in a new tab. Change the Source location, Quantity, Start date or End date, then click Save reservation. The app checks availability again without counting the reservation against itself.

After a successful save, return to the original tab and submit the new reservation again if needed.

If there is no conflict with a View existing reservation link, cancel the current reservation and reserve the article again.