Reserved Stock

Overview

Below is a business-focused explanation of the Reserved Stock report, written for practical use within Dafater.

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Reserved Stock – Business Explanation

What Business Information This Report Provides

The Reserved Stock report shows items that are set aside (reserved) for specific business commitments such as confirmed sales orders, production needs, or internal requests.
It helps the business understand how much stock is already committed and therefore not freely available for new orders or planning.

This report answers key questions like: - Which items are already reserved? - For which customers, orders, or internal purposes? - From which warehouses? - How much stock is still available after reservations?

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When and Why to Use This Report

Use the Reserved Stock report when you need to: - Prevent over-selling items that are already committed - Plan purchases or production based on actual available stock - Review outstanding commitments before accepting new orders - Monitor delayed or aging reservations - Coordinate between sales, warehouse, and operations teams

This report is especially useful during: - High order volumes - Stock shortages - Month-end or audit reviews - Production planning cycles

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Key Columns and Their Business Meaning

Common columns in the Reserved Stock report include:

• Item Code / Item Name
  Identifies the product that has been reserved.

• Warehouse
  Shows where the reserved stock is physically stored, helping with logistics and fulfillment planning.

• Reserved Quantity
  The quantity that is committed and cannot be used for other purposes unless the reservation is released.

• Available Quantity
  Shows how much stock remains usable after reservations, supporting sales and procurement decisions.

• Voucher Type / Reference Document
  Indicates why the stock is reserved (for example, a sales order or internal request).

• Voucher Number
  Links the reservation to a specific business document, helping teams trace ownership and responsibility.

• Reservation Date
  Shows when the stock was reserved, useful for identifying old or stuck reservations.

• Customer / Project (if applicable)
  Indicates who or what the stock is reserved for, supporting priority and service-level decisions.

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Available Filters and Their Business Purpose

The report typically includes filters such as:

• Company
  Focuses on reservations for a specific legal entity.

• Item
  Review reservations for a particular product or product group.

• Warehouse
  Analyze stock commitments location-wise.

• Voucher Type / Reference Document
  Identify reservations tied to sales, production, or internal use.

• Date Range
  Track recent reservations or find long-pending ones.

• Customer or Project
  Understand which customers or projects are consuming reserved stock.

These filters allow managers to quickly narrow down data relevant to their decisions.

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How to Interpret the Results for Business Decisions

• High Reserved Quantity with Low Available Stock
  Indicates risk of stockouts. Consider urgent purchasing or production.

• Old Reservations with No Movement
  May point to canceled or delayed orders. Review and release stock if no longer needed.

• Multiple Reservations from the Same Warehouse
  Signals potential fulfillment pressure at that location.

• Large Reservations for a Single Customer or Project
  Helps prioritize fulfillment and assess customer commitments.

• Mismatch Between Demand and Availability
  Supports proactive planning and prevents last-minute shortages.

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Common Use Cases and Scenarios

• Sales Team Review
  Check available stock before confirming new orders.

• Procurement Planning
  Identify items that need replenishment due to heavy reservations.

• Warehouse Management
  Prepare picking and dispatch plans based on committed stock.

• Operations & Production Planning
  Ensure raw materials and components are reserved correctly for upcoming jobs.

• Audit and Control
  Review stock commitments to ensure accuracy and avoid misuse or over-reservation.

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Summary

The Reserved Stock report in Dafater provides clear visibility into committed inventory, helping businesses balance customer commitments, stock availability, and future planning. By using this report regularly, teams can make informed decisions, reduce stock risks, and improve coordination across sales, warehouse, and operations.

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Report Information

• Module: Stock
• Related DocType: Stock Reservation Entry
• Report Type: Script Report
• Standard: Yes