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SpendMap User Guide (v14.8)

INVENTORY CONTROL > Usages from stock > Reserve stock >

 
Reserving stock will reduce the available quantity of the item even though the item remains in stock. On screens and reports throughout the system, "In-Stock" refers to what is actually in your stock room/warehouse while "Available" refers to your in-stock balance minus what has been reserved.

If the available balance of an item has been affected by reserved stock, the available balance will be followed by a lower-case "r" on all screens and reports. For example, “Available Balance = 100r EACH”.

Since most inventory-related reports and inquiry screens show the available balance of items, reserving stock will have the same effect as performing an Inventory Usage. For example, if reserved stock forces the available balance of an item below the item's re-order level, the item will show on the Inventory Reorder Report even if the in-stock balance of the item is ABOVE the re-order level.

However, some reports and utilities such as the Inventory On-Hand/On-Order Report and the Inventory Valuation Report use the in-stock balance of items since the items are still physically on the shelf.

Stock can be reserved manually using the Reserve Stock utility.  

If you are using the Requisitions and Approvals Module, stock will also be reserved automatically by SpendMap when new Item Requisitions (for stock items) are processed and stock will be un-reserved when the requisitions are filled from stock or canceled.