Stock reservation view

Inventory > Journals> Reservations > Edit an stock reservation journal

What is the view used for?

  • To view edit and create stock reservations in the journal.
  • Stock reservations are negative for reserved stock but positive to move stock back into main inventory.
  • The list of reservations can be filtered and searched.

Search filter

Stock reservations can be searched for in a filtered search. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open any of the journal line views.

 
Fields & buttons Description
Status Selecting this options allows you to search for orders that are either All statuses which is the default setting, Openor Posted.

Description

Enter a test to search for in the description of the reserved item

  • Begins with: Selecting this option allows you to search for the beginning of a value in the field Description and. (This is the default setting) .
  • Contains: Selecting this option allows you to search for the number or letters in field Description. This field is only visible for types that allow free text search.
Variant

Enter a test to search for in the variant description of the reserved item

  • Begins with: Selecting this option allows you to search for the beginning of a value in the field Variant and. (This is the default setting) .
  • Contains: Selecting this option allows you to search for the number or letters in field Variant. This field is only visible for types that allow free text search.
Quantity

Enter a number to search for a stock reservation line based on the reserved quantity

  • Equals: Finds all reservations with this exact quantity adjusted
  • Greater than: Finds all reservations which have a larger quantity adjusted.
  • Lower than: Finds all reservations with lower quantities.
Unit Search for an reservation based on the unit of the reserved item.
Reason code Search for an reservation based on the reason code of the reservation
Posted date Search for an reservation based on the date the reservation was done.
Staff Search for an reservation based on the user that did the reservation.
Area Not applicable to stock reservations.

If there are more than one line press this button to delete a search criteria.

You can also unselect the check box to exclude a criteria from the search.

Press this button to add search criteria and narrow the filter.

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened.
  • Load default layout: If you have edited the search settings since you last opened the Retail items view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Select this option to set the and buttons in front of the filter type.
Button:
Search		 Press this button or hit enter button on keyboard to search for an item with the filters set.

List of stock reservations

Fields & buttons Description
Status (as a "dot" image)

Displays reservation status:

  • Posted - Stock reservations are posted and have affected the inventory status as soon as they are created in the system.
ID Displays the ID of the item being reserved.
Description Displays the description of the reserved item
Variant If the item is a variant item this field displays the variant description of the reserved item.
Quantity Displays the quantity of the reservation. Negative quantity is used for stock being reserved from main inventory and positive quantity is used to move stock back to main inventory.
Unit Displays which unit of measure of the item the reservation was done for.
Reason Displays the reason code selected for this stock reservation.
Posted Displays the date the reservation was done.
Staff Displays the staff that reserved the stock.
Area Not applicable to stock reservations.
Edit The stock reservation lines cannot be edited and therefore this button is disabled.
Add Press this button to create a new stock reservation line.
Delete Stock reservation lines cannot be deleted and therefore this button is disabled.
Fields & buttons Description
Status Displays the status of the stock reservation journal. Stock reservation journals have the status open until they are archived.
ID Displays the ID of the stock reservation journal
Description Displays the description of the stock reservation journal
Store Displays which store the stock reservation journal is for.

 

Reviewed: September 2017
Version: LS One 2017.2