ERP · Inventory

How to manage pending orders, reserved products, serial numbers, and batches

Understand orders that still need attention, units reserved for orders, and product tracking by serial number or batch.

A person organizes items by batch and serial number to relate them to orders in progress.

Published on November 11, 2026

Pending orders show work that still needs follow-up, such as a sales delivery that is not complete or a partially received purchase. Separately, products can have units reserved for orders. To identify an individual unit or track a group, ERP also supports serial-number and batch tracking.

Review orders that are still pending

Open Inventory > Pending orders to find operations that still need follow-up.
Search by order number, date, product, or status. Check whether a purchase is partially received or a sales delivery still needs to be fulfilled.
Open the detail before acting and confirm the product, quantities, and warehouse. A pending order describes process progress; it does not by itself mean units are available.

Pending orders list showing a partially received purchase and sales orders awaiting delivery. — Check each order status to distinguish a partial receipt from an order that still needs fulfillment.

Understand reserved units

A reservation sets units aside for an order and reduces what is available for new commitments, but it does not mean those units have physically left the warehouse. Stock may still show the units at the warehouse while the available quantity is lower.

Reserved product detail showing two orders reserving two units each, four units total. — The reservations view shows which orders are using the set-aside quantity.

In the example, two orders reserve 2 units each, for 4 committed units total. When checking stock, compare On hand, Reserved, and Available; open the related order to see who will receive the product.

When to use serial numbers and when to use batches

Tracking type	Identifies	Example use
Serial number	One unique individual unit.	Equipment, pumps, or devices with individual warranties.
Batch	A group sharing a manufacturing or expiration reference.	Filters, consumables, medicines, or materials with expiry dates.

BD-8 Dosing Pump product record with units identified by serial number. — Each number distinguishes one specific unit from the rest of the stock.

The BD-8 Dosing Pump has individually identified units BD8-2601 and BD8-2602. The F-20 Industrial Filter is organized into two batches with different quantities and expiration dates. Use the serial number to trace an individual unit; use the batch to review a group balance or expiration date.

F-20 Industrial Filter record showing batches F20-2026-A and F20-2026-B with their quantities and expiration dates. — A batch preserves the group reference and makes it possible to review its balance and expiration.

Before confirming an operation

Make sure the order, reservation, and selected product match. For serialized items, select the correct units; for batch-tracked products, check the batch and its expiration before fulfillment.