---
schema_version: "1"
id: ea4d156f0db74fb6b5b130e72c5bd2d54e6557961118e2a30981ab11d3f785c6
title: Set Up Soft Reservations for Inventory
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_asset_mgmt_setup_soft_rsrv.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_asset_mgmt_setup_soft_rsrv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: db60c9db6efcffc4c5fd5e652c9f9f54bc2a872413c02c2bdb97531920dc9cfb
description: 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.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d48217e74">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d48217e74 ">To set up and manage inventory reservations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d48217e74 ">Customize Application</td>

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Assign the necessary permission sets to your admins and reps so they can access reservation features.

## Configure Product Item Field Layouts

To prevent manual overrides of stock levels during reservation, set quantity-related fields to read only on serialized Product Item layouts. For non-serialized products, keep quantity-related fields editable so inventory managers can adjust inventory numbers.

1. From Setup, select **Object Manager** and select **Product Item**.
2. Select **Page Layouts**, and select a layout for serialized products.
3. Open the properties for **Quantity Allocated**, **Quantity Damaged**, and **Quantity On Hold**.
4. Select **Read-Only**, and select **OK**.
5. Click **Save**.

## Update Fulfillment Order Line Item Layouts

Add these fields to the Fulfillment Order Line Item page layout to track reservation status.

1. From Setup, select **Object Manager** and select **Fulfillment Order Product**.
2. Select **Page Layouts** and select the layout you want to edit.
3. Drag the **Quantity Fulfilled**, **Quantity Remaining**, and **Soft Reservation Status** fields from the palette onto your layout.
4. Click **Save**.