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Resale Intelligence

Stock and item costs

Reserve an item for a customer

Published Last updated Written and reviewed by the Resale Intelligence team

On this page
  1. While it's reserved
  2. Cancelling a reservation

Set a device to reserved with a reason on its item page so other staff know it's held. A reserved device can still be sold, and no deposit is recorded.

Who can do this:
Owner, Store Admin, Manager, Appraiser, Technician, Inventory staff (role defaults; the owner can change them)

When a customer asks you to hold a device, change its status to Reserved. Other staff then see in the stock list and on the item page that it's being held. A reservation is only a status on the device: it isn't linked to a customer in the system and doesn't take a deposit.

  1. Open the item page and tap Change status.

  2. Choose Reserved under New status.

  3. Enter a Reason, such as when the customer will collect it.

  4. Tap Save.

You need Edit items, and the device must be ready to sell or listed.

While it's reserved

  • It can still be sold on the sale screen, to the customer who reserved it or anyone else, so staff should check the status before selling.

  • It can't be transferred, sent for repair or written off until the status changes back.

  • The reservation reason shows in the item page's timeline.

Cancelling a reservation

Tap Change status and choose ready to sell or listed, with a reason. When the customer comes to buy, sell it as usual. See Selling at the counter: the full process.

Frequently asked questions

Can I take a deposit when reserving?

The system doesn't yet record deposits against a reservation. A reservation is only a status on the device.

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