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Reservierung

Also: Bestandsreservierung, Reservierungen, Lagerreservierung, Auftragsreservierung, Materialreservierung, Bestandsblockierung

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In brief

Reservation refers to the system-side blocking of inventory for a defined purpose, such as a customer order or production order. Reserved stock is considered unavailable and is not counted as open stock in materials planning.

Key facts

What is a reservation in the warehouse?

A reservation is a system logic in WMS and ERP systems that exclusively allocates a defined quantity of stock to a specific demand. The stock remains physically in the same location, but is no longer available for other orders or planning processes. The distinction between reserved and available stock is therefore purely informational – the system prevents double allocation, but not physical access.

Reservations can be made at various levels of granularity: at the item level, at the batch or serial number level, or tied directly to a specific storage location. Which levels are available depends on the system in use and is not standardized.

How does reservation work in practice?

Typical triggers for a reservation include:

  • Customer orders, where available stock is reserved immediately or on a time-controlled basis
  • Production orders that tie up raw materials or semi-finished goods
  • Quality holds and quarantine processes, where goods are blocked until released
  • Internal stock transfers or inventory count processes

For order reservations, a common distinction is made as to whether the reservation occurs at the time of order creation, upon order release, or shortly before picking. Early reservations increase delivery reliability, but can limit flexibility in stock utilization – particularly when many orders are open simultaneously.

It is important to distinguish between a logical reservation and a physical block: a block prevents actual access to the goods, for example by restricting access to a storage location or applying a corresponding flag to the container. Both can be used in combination, but are conceptually distinct.

What matters when selecting and configuring reservation logic?

When setting up reservation logic, the following aspects should be considered:

  • Reservation timing: The earlier the reservation, the more reliable the planning – but the lower the flexibility for rescheduling.
  • Granularity: Batch- or serial-number-level reservations are more complex to maintain, but are often necessary for goods subject to traceability requirements.
  • System integration: WMS and ERP must exchange reservation statuses consistently, otherwise posting discrepancies will arise.
  • Release and cancellation processes: Reservations that are no longer needed must be actively reversed – otherwise phantom shortages will appear in the inventory.

How reservations are technically mapped and which priority rules are applied when conflicts arise between multiple reservations is vendor-dependent and should be clearly defined in the requirements specification.

Frequently asked questions

A reservation is a system-side allocation of stock to an order or demand – it prevents double allocation within the system, but does not restrict physical access to the goods. A block, on the other hand, also protects the goods physically, for example through a block flag on the storage location or container. Both measures can be used in combination.

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