01What it is
A reservation earmarks a quantity of a product from stock for an open job in the same location. The available quantity drops at once, physical stock only when the part is issued to the job.
A reservation has the statuses Reserved, Issued and Released. Closing or cancelling a job releases its reservations.
The module shows in extended mode, which you switch on in Settings › Workshop, and works once there are products in the catalogue.
- THE PART WAITS FOR THE CAR
- A reserved quantity will not go to another job.
- NOT COVERED
- A tile shows products whose reservations exceed stock.
- FROM THE CALCULATION
- A job item creates and updates its own reservation.
02What it is for
No fights over a part
Two jobs will not use the same part.
Know what will run short
The Not covered tile shows reservations with no goods on the shelf.
Issue in one click
Issuing a reservation takes the part off stock and marks the job item.
Honest available
The Stock screen shows the available quantity after reservations.
03Main options
Reservations have a list with tiles, a new reservation form and row actions. A job calculation item can also create a reservation.
Product, job and what is left
Tiles: all reservations, reserved, not covered, issued.
- Columns: product, job, location, physical stock, reserved, available, status
- Filters: status, location, job
- Search by product and job
Earmark a part from stock for a job
All fields are required.
- Product, open job, the job's location, quantity, note
- The quantity cannot exceed what is available in that location
A reservation from a job item
Two options on a calculation item.
- Reserve for this job: creates or updates the reservation
- Deduct the material from stock: takes the part off stock and closes the reservation as issued
- An item with neither option releases the reservation
04Tasks step by step
- STEP 1On the job card, Calculation tab, add an item from the catalogue.
- STEP 2Tick Reserve for this job. The reservation is created in the job's location.
- STEP 3Open the job's reservations with the Show parts reservations shortcut.
- STEP 1Open Modules › Inventory › Parts reservations and find the reservation.
- STEP 2Choose Issue reserved parts. The part leaves stock as used on job.
- STEP 1On a Reserved reservation choose Release reservation.
- STEP 2The quantity goes back to available.
05Actions
The most common tasks around reservations.
New reservation
A part earmarked for a job.
Issue reserved parts
Used on job and taken off stock.
Release reservation
The quantity returns to available.
Not covered
Reservations larger than stock.
06What it connects to
Choose a module to see how reservations affect stock.
Stock levels
Reservations lower the available quantity on the Stock screen and the product record.
Go to the topicStock levelsJobs
A job calculation item creates, issues or releases a reservation.
Go to the topicJobsOrders
When a reservation is not covered, order the missing parts from a supplier.
Go to the topicOrders