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Inventory Soft Reservations
Inventory Soft Reservations

Learn how and when Soft Reservations are applied to Packages, and how to release them.

Miles Dinsmore avatar
Written by Miles Dinsmore
Updated today

Note: This Feature will become available on January 27th, 2025.

When an item is added to a Patient's Cart and is not yet fulfilled, a Soft Reservation will be applied to Package(s) of that item in your Active Inventory.

For example, if 5 units of an item are added to a cart and are not yet fulfilled, Soft Reservations will be applied starting with the oldest (created first) package until all 5 units have been reserved.
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Orders that have been created via API Integration will also create Soft Reservations.

How to Release Reservations

Release Reservations on one item

  1. Open the App Drawer and click Inventory.

  2. Search for the product.

  3. Click the batch to expand its row.

  4. Click the package ID to expand the package section.

  5. Click Reservations History.

  6. Click Release All Package Reservations or Release on a single Reservation

Release all reservations on all items

Note: Be aware that releasing all reservations on all items may cause logistical problems at your facility, as this will release reservations from all sources (Patient Orders, Sales Orders, Active Transfers)

  1. Open the App Drawer and click Inventory.

  2. Click Release All Reservations.

Release all reservations on the product master

Note: This will release all reservations on all inventory mapped to the product master, including inventory reservations for Sales Orders.

  1. Open the App Drawer and click Products.

  2. Search for the product.

  3. Click Edit.

  4. Click Reservations History (next to the Item ID field).

  5. Click Release All Product Reservations.

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