---
title: STOCK PRE-RESERVATION BY ORDER SOURCE
description: This feature allows you to allocate a certain quantity of stock to a specific order source, preventing it from being available to other sources. It only concerns the stock available for sale and not the physical stock.
---

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1. [ZONE DE TEST](https://knowledge.shippingbo.com/base-de-connaissance-en?hsLang=en)
2. [Stock](https://knowledge.shippingbo.com/base-de-connaissance-en/stock?hsLang=en)
3. [Pre reservation of stock](https://knowledge.shippingbo.com/base-de-connaissance-en/stock?hsLang=en#pre-reservation-of-stock)

October 25, 2026

# STOCK PRE-RESERVATION BY ORDER SOURCE

## This feature allows you to allocate a certain quantity of stock to a specific order source, preventing it from being available to other sources. It only concerns the stock available for sale and not the physical stock.

 

![gif tuto-gif](https://knowledge.shippingbo.com/hs-fs/hubfs/Base%20de%20Connaissances%20Tutoriel%20Knowledge/gif%20tuto-gif.gif?width=670&height=377&name=gif%20tuto-gif.gif)

 

> - **Time savings**: Automatic stock allocation for certain order sources.
> - **Sales optimization**: Strategic stock management for events such as private sales.
> - **Fewer errors**: Prevents overselling and ensures better stock distribution.

 

### 2. Prerequisites✔️:

- This feature is available **only** for Shippingbo accounts handling the **OMS** side.
- Contact Shippingbo support to activate this feature.

 

### 3. How does stock pre-reservation work?

When an order source is configured with a stock pre-reservation:

- The pre-reserved stock is added to the quantity available for sale for this source.
- Other sources only see the stock available for sale, excluding the pre-reserved stock.

 

📢 **Warning**:

This feature does not reserve stock in the warehouse; it only adjusts the quantity available for sale.

 

### 4. Activate and configure the feature

#### 1. Access stock pre-reservation

- Go to the menu **Stock** -\> **Stock pre-reservations: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-01-2025-11-48-11-1967-AM.png?width=226&height=456&name=image-png-Apr-01-2025-11-48-11-1967-AM.png)**
- Click on **Add** to create a new pre-reservation: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-01-2025-11-48-59-2159-AM.png?width=670&height=51&name=image-png-Apr-01-2025-11-48-59-2159-AM.png)

#### 2. Configure the order source and the period

- Select the source as it appears in the orders table.
- Set the start and end dates of the reservation period.
- Click on **Confirm:**

![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-01-2025-11-56-38-1932-AM.png?width=440&height=331&name=image-png-Apr-01-2025-11-56-38-1932-AM.png)

- Your stock pre-reservation appears in the table with the main information: status, source name, and start and end dates of the sale:
  
  ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-01-2025-11-57-38-0368-AM.png?width=670&height=103&name=image-png-Apr-01-2025-11-57-38-0368-AM.png)

💠 **Note**:

At this stage, the stock pre-reservation can have either the **In progress** status or the **Upcoming** status. If today's date falls within the selected period, it is **In progress**; if the selected period is later than today's date, it is **Upcoming**. 

- Click on the "**+**" to open your pre-reservation. You can add the products you want to include in this pre-reservation manually or by import. You can also cancel the pre-reservation by clicking on the button at the top right. 
  
  ![](https://knowledge.shippingbo.com/hs-fs/hubfs/prere-png.png?width=670&height=100&name=prere-png.png)

#### 3. Add products to the pre-reservation

- Click on **Add a pre-reservation line: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-01-2025-12-01-36-1954-PM.png?width=670&height=209&name=image-png-Apr-01-2025-12-01-36-1954-PM.png)**
- Enter the product reference and the quantity to include, then confirm: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-01-2025-12-08-08-0886-PM.png?width=441&height=245&name=image-png-Apr-01-2025-12-08-08-0886-PM.png)
- The product is displayed in the list of pre-reserved products: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-01-2025-12-09-37-4635-PM.png?width=670&height=217&name=image-png-Apr-01-2025-12-09-37-4635-PM.png)
- However, on the product sheet, as long as the reservation date has not been reached, the pre-reservation remains a draft and does not appear:

📢 **Warning**:

If an order is placed before the pre-reservation is activated, it will not be taken into account.

 

### 5. Order processing during the configured period

- Once activated (that is, when we are within the configured period), the pre-reservation status changes to **In progress: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-22-2025-07-43-23-3315-AM.png?width=542&height=29&name=image-png-Apr-22-2025-07-43-23-3315-AM.png)**
  
  During this period, orders from the configured source deplete the pre-reserved stock.
- When you go to the product sheet, the pre-reserved stock appears: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-22-2025-07-45-12-9811-AM.png?width=541&height=217&name=image-png-Apr-22-2025-07-45-12-9811-AM.png)
- Orders from other sources deplete stock as usual without affecting the pre-reserved stock.
- At the end of the period, the pre-reservation closes **automatically**.

💠 **Note**:

If the start date is set to the same day, all orders placed since midnight will be counted.

 

### 6. Create a stock pre-reservation by import

When you have a large number of products or quantities to pre-reserve, you can create your pre-reservation by import. 

- To do this, go to the menu **Stock** -\> **Stock pre-reservation** -\> **Stock pre-reservation import:**

![](https://knowledge.shippingbo.com/hs-fs/hubfs/pr%C3%A9r%C3%A9sa-png.png?width=670&height=251&name=pr%C3%A9r%C3%A9sa-png.png)

- Click on **Import a file**, then select the Create action and download the example file:

![](https://knowledge.shippingbo.com/hs-fs/hubfs/import%20pr%C3%A9resa-png.png?width=670&height=243&name=import%20pr%C3%A9resa-png.png)

- Fill in the table with the following information:

\- *order\_source*: order source

\- *reservation\_date*: desired pre-reservation date

\- *end\_reservation\_date*: desired pre-reservation end date

\- *product\_ref*: product SKU

\- *quantity*: reserved quantity

![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-22-2025-08-30-44-8229-AM.png?width=458&height=94&name=image-png-Apr-22-2025-08-30-44-8229-AM.png)

- Once your file is filled in, import it by clicking on **Drop or select a file**, then on **Import**:

![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-22-2025-08-44-48-8041-AM.png?width=591&height=337&name=image-png-Apr-22-2025-08-44-48-8041-AM.png)

💠 **Note**:

You can find the *order\_source* in the **Orders** menu: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/sourcecommande-png.png?width=670&height=123&name=sourcecommande-png.png)

📢 **Warning**:

The sales source and the desired pre-reservation date must be identical for all products coming from the same order source. 

If you want to give a different pre-reservation date to two products coming from the same sales source, you will need to create two separate pre-reservation imports. 

📢 **Warning**:

Pre-reserved quantities **cannot** be edited. If you want to change them, you will need to delete them and create new ones.

 

### 7. Stock pre-reservations at a glance

 

#### To go further 🛫:

\- [Create stock alerts](https://knowledge.shippingbo.com/cr%C3%A9er-des-alertes-de-stock?hsLang=en)

#### **FAQ ❔:**

\- [How does stock reservation work](https://knowledge.shippingbo.com/comment-fonctionne-la-r%C3%A9servation-de-stock-en-entrep%C3%B4t-avanc%C3%A9?hsLang=en)?

\- [Stock pre-reservation error: Reservation date](https://knowledge.shippingbo.com/erreur-pre-reservation-de-stock?hsLang=en) 

\- [Stock pre-reservation error: Order Source](https://knowledge.shippingbo.com/erreur-pre-reservation-de-stock-1?hsLang=en)

#### Contact us 📬:

Questions about this feature?  
Feel free to write to us [**ici**](https://support.shippingbo.com/?hsLang=en) so that we can answer your questions.

 

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