Reserved, available and the setting that never blocks sales
You will be able to: Calculate Available from On hand and Reserved; Choose between Allow it, Allow it but warn and Block it; Explain what Count parts reserved for approved jobs changes.
- Read not done yet
- Self-check: not taken not done yet
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Small garages sell what they have and also what is arriving tomorrow. Salman's rule for the product is that stock quantity must not stop a sale unless the owner chooses it. That choice is a single company setting in Settings, Costing, in the card Selling more than the stock.
The three choices
| When a sale is more than the stock | What happens |
|---|---|
| Allow it (default) | A sale or part issue is never stopped for quantity. Stock may go below zero; the dashboard shows it |
| Allow it, but warn | The sale or issue goes through and a line says which part is more than the stock |
| Block it | A sale or part issue that takes more than is there, or more than remains after the parts reserved for approved jobs, is refused |
The setting covers counter sales and Quick Invoice, job invoices and the issue of parts to a job. A refused Block posts nothing, so nothing shows as issued.
Reserved and available
A part on an approved line of a job that is Approved, WIP or Work Completed, and not yet invoiced, is soft reserved for that job. The reservation is a pure read: no table, no ledger row, and it never blocks work on the job. The counter sees On hand, Reserved and Available, where Available = On hand minus Reserved.
A second setting, Count parts reserved for approved jobs, is Yes by default. Reserved parts are taken off the Available figure only. They stop a sale only when the first setting is Block it. Without Block, the reservation is information: it feeds the Available column and the dashboard's stock warnings.
Try it in the demo
- Open the Garage demo at https://garage.zeyto.app and open Settings, then Costing, and find Selling more than the stock.
- Read the three choices and the note under the current one. Do not change it on the shared demo.
- Open a part in Parts & services or the Stock hub and look at On hand, Reserved and Available.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- The default is Allow it: stock quantity never stops a sale.
- Available is On hand minus Reserved.
- Reserved parts stop a sale only when the setting is Block it.
- A reservation is a read, not a ledger entry.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. Where is the setting for what happens when a sale is more than the stock?
2. What is the default of When a sale is more than the stock?
3. Stock is 10, reserved 4, and the setting is Allow it, but warn. A counter sale of 8 is made. What happens?
4. Reserved parts stop a sale even when the setting is Allow it.
5. A part is reserved for a job in which of these states?
Select all that apply.