Inventory Reservations Logic

Wineshipping has enhanced how inventory is reserved in the Awesome Client Portal (ACP) to provide greater accuracy, flexibility, and control.

Our reservation system is designed to:

• Protect inventory for confirmed orders

• Maintain accurate reporting across holds

• Provide manual prioritization when needed

• Support future planning for club and event allocations

Whether managing high-volume club shipments or limited library inventory, ACP ensures stock is allocated intentionally and transparently.

How Inventory Is Reserved

Inventory in ACP follows a structured logic that balances fairness and operational priority.

By default:

• Orders reserve inventory using First In, First Reserved logic.

• Allocation is based on the exact timestamp the order enters ACP.

When inventory is limited, ACP provides additional controls that allow you to:

• Review insufficient inventory in the Action Center

• Manually prioritize orders (Force Reserve)

• Protect inventory for future use (Future Reservations)

• Manage future-dated shipments (Queued Publishing)

These features work together within a defined system hierarchy.

Inventory Allocation Hierarchy

Inventory allocation in ACP follows a defined priority structure when inventory is limited.

The system applies the following order of precedence:

1. Return to Winery Orders

2. Internal Transfer Orders

3. Future Reservations

4. Customer Orders (First In, First Reserved logic)

This hierarchy determines which actions can override others when inventory conflicts occur.

What This Means Operationally

• Return to Winery and Internal Transfers take highest priority.

• Future Reservations cannot override warehouse movement orders.

• Customer orders are allocated only after higher priority allocations are satisfied.

• Force Reserve cannot override Future Reservations.

• Future Reservations cannot override Return to Winery or Internal Transfers.

If inventory is insufficient to satisfy all demand, the system redistributes according to this hierarchy.

Key Reservation Features

The reservation framework includes:

• First In, First Reserved
  Default automated allocation based on order timestamp.

• Force Reserve
  Manual prioritization of an order within eligible states.

• Queued Publishing
  Controls when future-dated orders are sent to WMS.

• Future Reservations
  Protect inventory for planned future use.

Each feature serves a specific purpose within the lifecycle of an order and operates within the hierarchy defined above.

System Boundaries

Inventory Reservations:

• Operate only within ACP.

• Do not create physical inventory.

• Do not override WMS-confirmed shipments.

• Respect warehouse movement priority rules.

• Adjust Reserved and Available columns in real time.

Warehouse-confirmed movements (Inbound, Transfers, Returns) are managed through D365 and may supersede ACP-level reservations.

Learn More About Each Feature

Select a feature below for detailed workflows and operational considerations:

• First In, First Reserved

• Force Reserve

• Queued Publishing

• Future Reservations

These linked guides provide deeper configuration details and use-case examples.