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Reservations

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Reservations

Reserving products for customers

Any products which are paid for by the customer, but which cannot be given to the customer straight away for some reason, should be reserved. That's what reservation tasks are used for.

Authorization

In order to be able to access this chapter, you need the CustomUserTasks permission.

Reservation tasks are created when a customer makes a specific order of type Reservation in a store, or when a Click & Collect order is made in your webshop.

You can perform the physical reservation via the Tasks App's Click & Collect task or indicate a reservation's done via Reservations chapter, which is what this page will go into in more detail.

The overview displays the following columns

  • Task ID: This column displays the task ID.
  • Deadline: This column displays the date in the following format (DD/MM/YYYY).
  • Urgency: This column displays urgency level (Yes/No)
  • Status: This column displays the status (To do/In progress).
  • Special product: This column displays special product information if applicable by means of Yes or No, which is based on the property HasMarkedProducts.
  • Assignee: The user's full name.
Select the OU

Don't forget to select the relevant OU in the bottom-left.


Opening up one of these tasks will show you the details of the task itself, the attached consumer's details and the products contained in the order.


Though we recommend you perform the reservation task as part of the Click & Collect flow in the Tasks App, you can perform the reservation in this details screen directly.


By clicking Reserve products in the top right, a new modal will popup where you can select the quantities which are now reserved for the customer.

Take note that:

  • You still need to ensure the physical reservation needs to take place;
  • You need to select the checkboxes for each line you want to indicate as reserved (just selecting quantities is not enough);
  • Finishing a reservation task with less quantity/products than contained in the task, will complete the task and cancel the unselected products.

Automatic reservation tasks​

To ensure any orders which are waiting on stock won't be delayed by missing out on available stock, you can enable either of the following two settings. Doing so will result in reservation tasks being created once the right stock comes in.

  • By setting Orders:Reservations:UseStockReservationTasksOnReceipt to true, a reservation task is created automatically once you receive the PO which was created on behalf of the order (type) order in question.
  • By setting StockReservation:ReactivateReservationTasksOnSufficientStock to true on the pickup OU, a reservation task will be triggered automatically when enough stock is available to fulfill the reservation task for the order in question - even when the PO created for that order is not yet received.

The latter process runs based on a nightly background task, but can be triggered/scheduled as well through the ActivateReservationTasksWithAvailableStock task.