Reserved products are products that are already associated with ongoing sales orders, point-of-sale sales, or invoices and thereby deducted from the available stock balance. For example, this could be items set aside for a specific customer on a sales order, or items that are part of an ongoing repair.
The "Add reservations" function gives you an overview of all such reservation lines and a simple option to add them to your counting or stock journal. It is up to you to decide whether the reserved items should be added to the counted quantities — or whether they are already included.
You find the dialog in Financial under:
Products -> Stock journals -> select a journal -> View -> More...
Then select "Add reservations" from the menu.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
The dialog shows a list of stock lines with active reservations. You select the reservations you want to include in the journal and confirm with the Add button.
Show only counted is a checkbox that is selected by default. When it is active, only reservations belonging to products that are actually counted in the current journal are shown. It is recommended to keep this selected, because deselecting it means that ALL reservations in the system are shown — including products you have not yet counted — and including these can reset the stock figure for products you have not yet had time to count.
Select all selects all reservation lines across all pages in the list — not just the page that is visible on the screen. The system internally sets a "select all" state and maintains a list of the rows you may subsequently deselect. The button is always available.
Deselect all deselects all selected rows. The button is always available. If you have manually deselected all rows, the Add button is disabled.
Add is the primary save button. It is disabled if no rows are selected, or if the list is empty. When you click it, all selected reservation lines are sent to the journal via the `addReservationsToStockDraft` command. When using "Select all", an instruction is sent to include all entries with any list of explicitly deselected rows; with manual selection, an explicit list of the selected rows is sent.
Cancel closes the dialog without saving and discards all selections.
? opens this help article directly from the dialog.
The dialog shows a grid with the following columns. The columns can be shown and hidden.
Checkbox: A column without a header on the far left. Here you click to select or deselect the individual reservation line.
Product: The product's display name.
Category: The product category the reservation belongs to. The column supports filtering: click the filter icon in the column header, select a category, and click Apply to narrow the list to only show reservations from the category in question.
Serial number: The serial number of the reserved item. The column is only filled in for serial-number items; for other products it is empty.
Org. unit: The organisational unit (stock unit) the reservation is registered on.
Product location: The specific product location within the stock unit from which the product is reserved. Supports filtering via a flyout selector, so you can narrow down to a specific location.
Source: The source type for the reservation, e.g. "Point of sale sale", "Sales order", or "Invoice".
Invoice: The source identifier — invoice number, sales order number, or receipt number. The value is shown as a clickable external reference link that opens the associated source directly.
Reserved: The reserved quantity, right-aligned.
For serial-number items where the serial number has not yet been specified, the row is shown with a red background and a yellow information icon on the far right. If you hover over the icon, the text "Product is missing serial number" is shown. You should ensure that the serial number is registered before you add the reservation to the journal.
When you look at an individual product in the product editing dialog, a status message is shown at the top above the reservation grid that summarises the stock situation in the format:
In stock:{quantity} + ordered:{quantity} - reserved:{quantity} = {available quantity}
If incoming deliveries are expected, "(Expected delivery date {date})" is also shown as an addition to the message.
The reservation grid below the message contains the following columns:
Date: The reservation date.
Org. unit: The organisational unit the reservation is linked to.
Quantity: The reserved quantity.
Serial number: Serial number of the reserved instance (only shown for serial-number items).
Type: The reservation type — either "Reserved" (the item is directly reserved, typically from a sales order) or "Ordered" (the item is on its way in as a purchase order).
Expected delivery date: The expected date of delivery, relevant for orders of the type "Ordered".
Source: The source type for the reservation.
Invoice: The source identifier as a clickable external reference link.
Rows for serial-number items that are missing a linked serial-number instance are shown with a red background colour, and an information icon with the tooltip "Product is missing serial number" is shown in a separate column on the far right.
"Documents with reservations" is a standalone list view that gives you a combined overview of all stock documents in the system that contain reservations. You find it via the navigation menu in Financial.
Exclude not finished is a checkbox that is selected by default. When activated, documents that are not yet finished are hidden, so the list only shows fully processed documents.
View opens a detailed popup for the selected document. The button is only active when a row is selected. You can also double-click a row to open the same popup.
Refresh reloads the list with current data from the server.
? opens help documentation for this screen.
Right-click a row (or press and hold on touch devices) to open the context menu with the action:
Open source navigates directly to the associated source object — for example the sales order or the point-of-sale sale that created the reservation. The action is only available if the document has an associated source ID.
Date: The time of the document's creation or most recent change.
Created by: The username of the person who created the document.
Document no.: The document's unique number.
Description: A text description of the document.
Source: The source type for the document, e.g. "Sales order" or "Point of sale sale".
Number: The source identifier, e.g. the order number or the receipt number.
Entries: An overview of the unique entry descriptions registered on the document.
If you have any questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Reservations
The Reservations report shows all reservations and journals per stock location, so you can see which items are reserved, parked, on loan, or on a journal.
Reservation
Reservation receipt for a single product that, as of a selected stock date, shows all active reservations and allocations with source, customer, supplier, and status on ordered items.
Sales orders
Complete guide to sales orders in Financial: list view, creation, all header fields, lines, the tabs at the bottom, actions, and the state machine from draft to invoicing.
