Increase Reserved Inventory

Reserve inventory for order lines when an order is placed.

Overview

The Increase Reserved Inventory step reserves inventory quantities for all order lines in an order. This ensures stock is held for the order and won't be allocated to other orders while processing.

Identifier

PropertyValue
KeyIncreaseReservedInventory
GroupInventory
Applicable StatusesNew, Returned, PartiallyReturned

Configuration Properties

This step has no configurable properties.

Behavior

What It Does

  1. Identifies all shipments that are not yet completed
  2. For each shipment, checks if the warehouse is virtual (skips virtual warehouses)
  3. For each non-virtual product line item that is not awaiting purchase order:
    • Calculates quantity to reserve (quantity minus canceled quantity)
    • Increases reserved inventory at the specified warehouse and virtual warehouse
  4. Skips shipment-level execution if the order has multiple shipments

Prerequisites

  • Order must have shipments with line items
  • Warehouse must not be marked as virtual (IsVirtual property)
  • Line items must not be virtual products
  • Line items must not be awaiting purchase order

Side Effects

  • Reserved inventory count increases in the inventory system
  • Stock becomes unavailable for other orders
  • Works with virtual warehouse codes for sub-inventory tracking

Business Cases

When to Use

  • New order processing: Reserve stock immediately when order is received
  • Order restoration: After a return or partial return to re-reserve stock
  • Manual reservation: When manually triggering inventory hold

Example Scenarios

Scenario 1: Standard Order New order with 3 items placed. Step reserves inventory for all 3 items in the assigned warehouse.

Scenario 2: Multi-Shipment Order Order has 2 shipments (split order). Running at shipment level skips to avoid partial reservation issues.

Scenario 3: Virtual Warehouse Order allocated to a virtual/dropship warehouse. Step skips as virtual warehouses don't track reserved inventory.

Scenario 4: Purchase Order Items Some items are awaiting a purchase order (backorder). Those items are skipped as they'll be reserved when the PO arrives.

Error Handling

ConditionResultContinues Workflow?
No shipments awaiting inventoryWarningYes
Reservation successfulSuccessYes
Virtual warehouseSuccess (skipped)Yes
Multi-shipment at shipment levelSuccess (skipped with message)Yes

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