# Stock Reservation Report

<p class="doc-lead">Lists stock reservation lines across sale orders — reserved, issued, and balance quantity per item, with optional grouping by item, sale order, customer, or employee.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/inventory/reports/stock-reservation-report?id=overview">Overview</a>
<a href="#/inventory/reports/stock-reservation-report?id=use-cases">Use Cases</a>
<a href="#/inventory/reports/stock-reservation-report?id=filters">Filters</a>
<a href="#/inventory/reports/stock-reservation-report?id=columns">Columns</a>
<a href="#/inventory/reports/stock-reservation-report?id=actions">Actions</a>
<a href="#/inventory/reports/stock-reservation-report?id=faq">FAQ</a>
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</div>

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<h2 id="overview">Overview</h2>

Go to <b>Inventory → Reports → Stock Reservation Report</b>.

Report title in ERP: <b>Stock Reservation Report</b>

<p><b>What it shows.</b> One row per <a href="#/inventory/stock-reservation">Stock Reservation</a> line in the period — date, reservation number, sale order, customer, employee, item, center, and the <b>reserved</b>, <b>issued</b>, and <b>balance</b> quantity. A <b>Total</b> row sums the quantity columns.</p>

<p><b>When to use it.</b> Review how much stock is held against sale orders, see how much of each reservation has already been issued (delivered) versus still outstanding, and plan availability before approving new orders. Use the report alongside <a href="#/inventory/reports/stock-availability">Stock Availability</a>, which shows free stock after open reservations.</p>

<p><i>Screenshot pending — Stock Reservation Report view.</i></p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Warehouse</b> — How much stock is reserved but not yet issued? Review the Balance Qty column for open reservations.</li>
<li><b>Sales coordinator</b> — Which reservations belong to a customer or sale order? Filter by Customer or Sale Order.</li>
<li><b>Inventory planner</b> — Group by Item to see total reserved quantity per item across all sale orders.</li>
<li><b>Manager</b> — Group by Employee or Customer to review reservation volume by salesperson or account.</li>
</ul>

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<h2 id="filters">Filters</h2>

<ul>
<li><b>Date range</b> — period to report on (defaults to the last three months).</li>
<li><b>Advanced Filter</b> — Item, Sale Order, Customer, Employee, Center.</li>
<li><b>Status</b> — Default, Draft, Approved, or Cancelled (defaults to Approved).</li>
</ul>

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<h2 id="columns">Columns</h2>

<b>Detail view</b>

| **Column** | **Description** |
|------------|-----------------|
| Date | Date of the reservation. |
| Reservation No/ID | Stock reservation number. Click to open the reservation quick view. |
| Sale Order | Linked sale order. Click to open the sale order quick view. |
| Customer | Customer on the reservation. |
| Employee | Employee linked to the reservation. |
| Item Code | Item identifier. |
| Item Name | Item description. |
| Unit | Unit of measure. |
| Center | Inventory center holding the reserved stock. |
| Reserved Qty | Quantity reserved. |
| Issued Qty | Quantity already issued (delivered) against the reservation. |
| Balance Qty | Reserved minus issued — quantity still held. |
| Status | Draft, Approved, or Cancelled. |

<b>Grouped view</b> (when grouped by item, sale order, customer, or employee)

| **Column** | **Description** |
|------------|-----------------|
| Group | The item, sale order, customer, or employee for the group. |
| Reserved Qty | Total reserved quantity in the group. |
| Issued Qty | Total issued quantity in the group. |
| Balance Qty | Total balance quantity in the group. |
| Reservations | Number of reservations in the group. |
| Lines | Number of reservation lines in the group. |

A <b>Total</b> row sums the quantity columns in both views.

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report for the selected filters</li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
<li><b>Advanced Filter</b> — open Item, Sale Order, Customer, Employee, Center, and Status filters</li>
<li><b>clear</b> — reset active advanced filters</li>
<li><b>Pagination</b> — navigate large lists</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>What is a stock reservation?</b><br>A reservation holds quantity of an item at a center for a specific sale order so it is not available to other transactions. The physical stock stays in the center — reserving does not move stock or post to accounts. See <a href="#/inventory/stock-reservation">Stock Reservation</a>.</p>

<p><b>What is the difference between Reserved, Issued, and Balance quantity?</b><br><b>Reserved</b> is the quantity held by the reservation. <b>Issued</b> is how much has been delivered against it. <b>Balance</b> is reserved minus issued — what is still held.</p>

<p><b>How is this different from Stock Availability?</b><br><a href="#/inventory/reports/stock-availability">Stock Availability</a> shows free stock remaining after open reservations are subtracted. This report lists the reservations themselves with their reserved, issued, and balance quantities.</p>

<p><b>Why does the report default to Approved status?</b><br>Approved reservations are the ones that actually hold stock. Switch the <b>Status</b> filter to view Draft or Cancelled reservations.</p>

<p><b>Why is my report empty?</b><br>No reservations match the date range, status, or advanced filters. Reservations default to the last three months and Approved status.</p>