ANTE User Manual

Stock Reservations

A reservation sets stock aside for an order so it isn't promised twice. The Reservations tab lists every reservation with its age, who made it, and which order it is for, so forgotten ones can be reviewed and released. Reservations never expire on their own — this list is how you keep them tidy.

Open Assets → Inventory → All Inventory and choose the Reservations tab (next to Stock).

Reading the List

By default the list shows Open reservations. Change the status filter to All statuses, Reserved, Partly delivered, Delivered or Released; filter by warehouse (All warehouses); or search by order or person. Clear Filters resets them.

ColumnWhat it shows
ItemThe item and its SKU.
WarehouseWhere the stock is held.
OrderThe order it is held for; click it to open the order.
Reserved ByWho reserved it.
Open / ReservedQuantity still held, out of the quantity originally reserved.
AgeHow many days it has been held.
StatusReserved, Partly delivered, Delivered or Released.

When nothing is reserved the page says No open reservations. Stock is reserved from an order's Reserve Stock button, from a quotation, or automatically by a workflow step — see Reserving Stock for an Order.

Releasing a Reservation

If an order no longer needs the stock, release it so others can use it. The row's Release button appears on reservations that still hold stock, for the person who reserved it and for managers.

  1. Click Release on the row.
  2. Optionally enter a Quantity to release part of it; leave it empty to release everything still held.
  3. Enter the Reason (required — it is recorded) and click Release Stock.

Taking Over a Reservation

When a more urgent order needs stock that is held for another order, a manager can move the reservation. Click Take Over on the row (managers only), choose the order in Move to order (search running orders), optionally a Quantity, give the Reason, and click Take Over. The person who reserved it is notified and the move is recorded.

Tip

Take Over is for managers and full-access users; anyone else can only release reservations they made themselves.

Who can change reservations

Reserving, releasing and taking over stock need Orders work access (Orders Admin or Orders Staff) or the warehouse update access. Plain Assets access and Orders — view only can open this list but not change a reservation.