How do I reserve stock for a project with stock reservations?

With a stock reservation you set aside a quantity of an item from your stock for a project. That quantity then no longer counts as available: it is reserved. That way nobody uses it for another project, and Robaws takes it into account when you reorder.

Navigate quickly to:

• when you use stock reservations
• switching on stock reservations
• creating a stock reservation
• what a reservation does to your stock
• taking the material to the site
• when a reservation disappears

When do you use stock reservations?

Use stock reservations if you need material from your own stock for a project, but it is not going to the site straight away. For example:

• You are planning a project for next month and the radiators are already in your warehouse. You want to be sure they will still be there then.
• You order the material for a project with Quick order. You order part of it from your supplier, and you take part of it from your stock.
• You want to know what is really still free in your warehouse, apart from what is already intended for projects.

Is the material going to the site straight away? Then you do not need a reservation: create a stock change or an internal supply order straight away.

Switching on stock reservations

In Settings > General, switch on the Stockreservations switch. After that you see:

• the Stockreservations action button in the overview of the items
• 'Stockreservations' in the Overview block of an item and of a project
• Reserved in the Stock block of the item file

Creating a stock reservation

Automatically, with Quick order in a project

If you work with project supply routes, Robaws creates the reservations for you:

1. On the project supply route for your stock items, switch on Create stock reservation.
2. Open Quick order from the project. For the items with that route, Robaws fills in, in the To reserve column, how much the project still needs, minus what has already been reserved. Adjust the quantity if necessary.
3. Click Process. Robaws creates the reservations, with the project, the item and the quantity.

A reservation from Quick order has no due date.

Yourself

In the overview of the items, click the Stockreservations action button and then Add. You can also start from an item or a project: in the Overview block, click the plus sign next to 'Stockreservations'. The item or the project is then already filled in.

A reservation applies to the item, across all your stock locations. You do not reserve at a particular stock location.

What does a stock reservation do to your stock?

In the Stock block of the item file you see the difference:

• Total: everything you have of the item in stock.
• Reserved: the sum of all reservations of the item.
• Available: what you can still use freely, so the total minus what has been reserved.

Robaws looks at the available stock when you reorder. A reservation can therefore put an item on your list to reorder, even though it is still in your warehouse.

Taking the material to the site

Is it time to take the material to the site? Then, in the overview of the stock reservations, select the reservations and click the Create delivery note intern action button. Robaws creates an internal supply order with a line per item and per project. The reservations remain until the material actually leaves your stock.

When does a stock reservation disappear?

• When the material leaves your stock. If you book a stock change with that project on the line, and the material leaves your stock (only from filled in, possibly with to Customer), Robaws reduces the reservation by that quantity. When it reaches 0, it disappears. If you move the material to another stock location, the reservation stays.
• On the due date. Every night Robaws deletes the reservations whose due date has passed.
• When you delete it yourself.

Updated on: 05/11/2026