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          Soft Reservations

          Soft Reservations

          Secure inventory for specific demand sources before picking physical devices. Configure soft reservations to track planned usage and decrease available counts in real time.

          Prevent double-booking without assigning a specific serialized asset. This framework provides granular visibility into your inventory, ensures accurate fulfillment, and prevents over-promising.

          • Soft Reservations in Inventory Allocation
            Secure inventory for specific demand sources before picking physical devices off stockroom shelves. Soft reservations immediately decrease the available inventory count by using the Reserve Any Asset flow to prevent double-booking without assigning a specific serialized asset. This automated framework provides granular visibility into inventory states, prevents over-promising, and ensures accurate fulfillment while your team prepares physical devices.
          • Set Up Soft Reservations for Inventory
            Set up soft reservations to reserve inventory for upcoming jobs without immediately deducting stock. Soft reservations help you track planned usage and confirm that items are available when work begins.
           
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          Salesforce Help | Article