Stock Reservation Entry
Overview
Below is a business-focused explanation of the Stock Reservation Entry, written for operational users and managers using Dafater.
What the Stock Reservation Entry Is Used For
The Stock Reservation Entry is used to set aside available stock for a specific business purpose before it is physically issued or delivered.
It ensures that promised quantities of items are protected from being used elsewhere, helping the business honor commitments to customers, internal departments, or projects.
In simple terms, it answers the question:
“Which items are already promised, and should not be used for something else?”
Prerequisites Before Using Stock Reservation Entry
Before using the Stock Reservation Entry, the following should be in place:
- Items must already exist in inventory and be available in stock
- Warehouses or storage locations should be clearly defined
- Sales, internal requests, or operational demands should be approved or confirmed
- Clear responsibility for who can reserve stock (to avoid over-reservation)
This document is typically used only after there is a confirmed need for the items.
Typical Workflow and Business Process Fit
Demand Is Identified
A confirmed customer order, internal request, or planned operation requires specific items.Stock Is Reserved
A Stock Reservation Entry is created to reserve the required quantity from available stock.Stock Becomes Unavailable to Others
The reserved quantity is no longer shown as freely available for other orders or uses.Final Consumption or Delivery
When the actual delivery, issue, or usage happens, the stock is consumed from the reserved quantity.Reservation Is Completed or Released
- If the transaction is completed, the reservation is cleared automatically
- If the plan is canceled or changed, the reservation can be released back to available stock
Key Business Scenarios Where Stock Reservation Entry Is Essential
1. Customer Order Fulfillment
Ensures that items promised to a customer are not accidentally sold to someone else before delivery.
2. High-Demand or Limited Stock Items
Critical when stock is scarce and must be carefully allocated.
3. Internal Projects or Production Planning
Reserves materials needed for upcoming jobs so work is not delayed.
4. Priority Clients or Strategic Orders
Guarantees availability for important customers even if other orders arrive later.
5. Better Inventory Visibility
Helps management see the difference between:
- Total stock on hand
- Stock already committed
- Stock truly available for new orders
Important Considerations for Users
Avoid over-reserving stock
Reserving more than necessary can block sales and operations.Keep reservations updated
Cancel or adjust reservations if plans change to prevent false shortages.Use only for confirmed needs
Reservations should reflect real business commitments, not tentative ideas.Monitor aging reservations
Long-standing reservations may indicate stalled orders or planning issues.Coordinate across teams
Sales, operations, and inventory teams should align on when and why stock is reserved.
Business Value Summary
The Stock Reservation Entry helps businesses using Dafater:
- Protect customer commitments
- Reduce stock conflicts between teams
- Improve planning accuracy
- Prevent last-minute shortages
- Build trust through reliable delivery
It is a key control tool for businesses that want disciplined, promise-based inventory management rather than first-come, first-served stock usage.
Basic Information
- Module: Stock
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_code | Item Code | Link | Item | Item being reserved in Dafater inventory. | |
| warehouse | Warehouse | Link | Warehouse | Warehouse where stock is reserved. | |
| hasserialno | Has Serial No | Check | - | Indicates if item uses serial number tracking. | |
| hasbatchno | Has Batch No | Check | - | Indicates if item uses batch number tracking. | |
| voucher_type | Voucher Type | Select | , Sales Order | Business document type for which stock is reserved. | |
| voucher_no | Voucher No | Dynamic Link | voucher_type | Reference document number requesting the reservation. | |
| voucherdetailno | Voucher Detail No | Data | - | Line item reference within the voucher. | |
| fromvouchertype | From Voucher Type | Select | , Pick List, Purchase Receipt | Source document type supplying the reserved stock. | |
| fromvoucherno | From Voucher No | Dynamic Link | fromvouchertype | Source document number supplying reserved stock. | |
| fromvoucherdetail_no | From Voucher Detail No | Data | - | Source document line item reference. | |
| stock_uom | Stock UOM | Link | UOM | Unit of measure for reserved stock in Dafater. | |
| available_qty | Available Qty to Reserve | Float | - | Quantity currently available for reservation. | |
| voucher_qty | Voucher Qty | Float | - | Quantity requested in the linked business document. | |
| reserved_qty | Reserved Qty | Float | - | Quantity successfully reserved against the document. | |
| delivered_qty | Delivered Qty | Float | - | Quantity already delivered against this reservation. | |
| reservationbasedon | Reservation Based On | Select | Qty, Serial and Batch | Defines reservation method: quantity or serial and batch. | |
| sb_entries | sb_entries | Table | Serial and Batch Entry | Serial and batch details reserved in Dafater. | |
| company | Company | Link | Company | Company under which this reservation is managed. | |
| project | Project | Link | Project | Project associated with this stock reservation. | |
| status | Status | Select | Draft, Partially Reserved, Reserved, Partially ... | Current processing status of the stock reservation. | |
| amended_from | Amended From | Link | Stock Reservation Entry | Original reservation entry from which this was amended. |
Child Tables
sb_entries (Serial and Batch Entry)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| serial_no | Serial No | Link | Serial No | Identifies specific serial-tracked item for accurate Dafater stock tracking | |
| batch_no | Batch No | Link | Batch | Identifies production batch for grouped inventory tracking in Dafater | |
| qty | Qty | Float | - | Quantity of item moved in this serial or batch entry | |
| warehouse | Warehouse | Link | Warehouse | Warehouse where the serial or batch stock is stored | |
| delivered_qty | Delivered Qty | Float | - | Quantity already delivered against this serial or batch | |
| incoming_rate | Valuation Rate | Float | - | Valuation rate used for incoming stock in Dafater | |
| outgoing_rate | Outgoing Rate | Float | - | Valuation rate applied for outgoing stock in Dafater | |
| stockvaluedifference | Change in Stock Value | Float | - | Net change in stock value due to this entry | |
| is_outward | Is Outward | Check | - | Indicates whether the transaction moves stock outward | |
| stock_queue | FIFO Stock Queue (qty, rate) | Small Text | - | FIFO queue showing quantities and rates for stock valuation |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Stock Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Purchase Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sales User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| System Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Purchase User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sales Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Company | Links to | Setup |
| Item | Links to | Stock |
| Project | Links to | Projects |
| Stock Reservation Entry | Links to | Stock |
| UOM | Links to | Setup |
| Warehouse | Links to | Stock |