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Release or change a reservation

The promised pieces go where they are needed: back to the free pool, to an order that is short of them, or in exchange for pieces another order holds.

Before you start

What you needDetail
Already in the appThe lot is on the shelf and promised to an order, so its card shows “Reserved for”. On a free lot, “Change reservation…” and “Release reservation…” are inactive with the note “Not reserved”; a lot at a maker or in a process has one item in its menu — “Move to process…”.
Where to start“Stock” → “Product Inventory” → “Products”

Decide what happens to the promised pieces

  1. 1Expand the product row and click “Where?” on the colour's line. The panel “Where is it?” opens with one card per lot.
  2. 2Read “Reserved for” on the lot card. It carries the order number and the customer, and it opens that order.
  3. 3Open the card's “Lot actions” menu and pick the item your decision calls for.
    If…Choose…This changes…
    No other order waits for this colour and size, or the order was called off“Release reservation…”The pieces go back to the free pool, and the allocator, not you, decides which order gets them next
    Another order waits for the same colour and size“Change reservation…”, mode “Move”The pieces are promised to the order you pick
    Another order holds pieces of this colour and size that suit it less“Change reservation…”, mode “Swap”Both orders keep their coverage, with the pieces exchanged
  4. 4In the “Release reservation” window, say why in “Reason”. The field is optional, and an empty field saves as “released by manager”; what you type stays with the “Released” entry in the lot's movement log.
    WarningThe window names the order that loses its coverage: “This lot is promised to 0012_LCM. Releasing it puts the pieces back in the free pool — the allocator may give them to another order immediately.” Once you save, the shop and the B2B catalogue can sell those pieces too.
  5. 5Click “Release reservation”.

Check the result

Go4 confirms with “Reservation released”, the lot card loses its “Reserved for” field, and the pieces join the product row's “In stock” figure.

Other situations

Move the reservation to an order that is short

Another order waits for the same colour and size.

  1. 1Choose “Change reservation…” in the lot's “Lot actions” menu. The panel opens with “Reserved for” and the switch “What to do”. On this lot its modes read “Move (1)” and “Swap (0)”: the number says how many orders are on each list.
    The number next to “Move” and “Swap” says how many orders are on each list — zero means there is nowhere to hand the pieces.
  2. 2Stay in “Move” and pick the order in “Move to — orders waiting for this variant”. Each entry gives the order number, the customer and the shortage, for example “0017_HEB · Herrenhaus Berlin — short 12”. Under the field, “What happens” names which order gives the piece up and how much of the shortage the other one covers. An empty list reads “No order is short of this variant — try a swap instead.”
    WarningA lot made to a customer note carries the field “Exception”. Move it to an order that did not ask for that note and the panel reads “This piece was sewn for a different customer”, and the button then asks you to confirm before the pieces change hands.
  3. 3Click “Move to 0017_HEB” — the button carries the order you picked. Go4 confirms with “Reservation moved”, and the lot card shows the new order in “Reserved for”.

Swap pieces with another order

Another order holds pieces of the same colour and size, and the exchange suits both.

  1. 1Set “What to do” to “Swap” and pick the order in “Swap with — orders holding another piece in Black / L”; the label carries this lot's colour and size. “What happens” then names what each side receives. An empty list reads “No other order holds a piece to swap for — try moving it to an order that is short.”
    ImportantA swap needs the same colour, the same size and the same piece count on both sides, so the order you have in mind may be off the list.
  2. 2Click the button that reads “Swap with” and the number of the order you picked.

If it does not work

What you seeWhyWhat to do
“Change reservation…” and “Release reservation…” are inactive with the note “Not reserved”The lot is promised to no order.Leave it: the allocator hands free pieces out, and you cannot promise a free piece to an order by hand.
“Nowhere to move this piece”No order is short of this colour and size, and no other order holds a piece to swap for. Orders being picked and orders with packed boxes are never listed.Release the reservation instead of moving it.
“This piece cannot change hands right now”The lot is on hold, graded below A, or its order is being picked or already has packed boxes.Clear the reason the panel names, then come back to the lot.
The lot's “Lot actions” menu has one item — “Move to process…”The lot is not on the shelf: it is at a maker or in a process.Receive it into the warehouse first.
The save comes back as an error and the window stays openGo4 refused the save, for example after someone changed this lot's reservation at the same time.Close the window, reopen the “Where is it?” panel and read who the lot is promised to now.
Next
  • Check whether an order is covered — after the promise changes, the effect shows on the order.
  • Find where a colour and size is stored — back to the lots when the same colour and size lies in more than one.