Sales Reservations

The Sales Reservations module is a sophisticated inventory control system that manages "Reserved" vs "On-Hand" stock. It allows businesses to commit inventory to a customer without finalizing a financial transaction immediately — essential for layaway programs, phone orders, and wholesale "hold" requests.

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The main screen provides a comprehensive overview of all inventory commitments. The page header shows the title SALE RESERVATIONS with a breadcrumb path (Home > Sales > Reservations). Two primary actions sit in the top-right: a Filters button and a prominent + Create Reservation button.

When no reservations exist, the table displays an empty state with a clean "No data" placeholder.

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Once reservations are created, the table populates with a sortable, column-draggable grid. Each row shows:

The table supports pagination (10/page default) and column visibility controls.

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Click the Filters button to open a slide-over panel with three filter dimensions:

• Status — Select from PENDING, CONFIRMED, CANCELLED, or EXPIRED to isolate specific lifecycle states
• Customer — Search and select a specific customer account
• Expiry Date Range — Set a start and end date to find reservations expiring within a window

These filters are combinable, allowing you to quickly identify overdue or soon-to-expire commitments.

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Click the Columns gear icon (top-right of the table) to open the column visibility popover. Three optional columns can be toggled:

• # (Serial Number) — Row index column
• Phone — Customer's phone number
• Items — Count of reserved items

The popover also shows "6 of 9 columns visible", a Reset link to restore defaults, Reset Widths to normalize column sizing, and an Adjust Table Height slider for fitting more rows on screen.

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Clicking the red Cancel button on any PENDING reservation opens a confirmation modal:

Cancel Reservation?
Are you sure you want to cancel? This action cannot be undone.

Two choices: No, Keep It (dismisses the modal) or Yes, Cancel (red button, releases all committed inventory back to "Available" stock).

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Clicking Confirm (or the eye View icon) on a PENDING reservation opens the Reservation Detail Modal. This modal has two views, toggled by the ← Back to details link:

Detail View

Shows the full reservation snapshot:

• Reservation # and Status Badge (PENDING)
• Customer Info — Name, Registered badge, phone number
• Dates — Expiry date, created by, creation date
• Item Table — Product name, variant, quantity, reserved price, and line total
• Total — Aggregated commitment amount
• A prominent ✅ Confirm Reservation button in the header

Complete Sale View

Clicking Confirm Reservation transitions to the Complete Sale panel, where you finalize the payment:

• Sell on Credit — Checkbox to record as accounts receivable (payment due later). When checked, the payment section hides and the submit button changes to ✓ Confirm (Credit).
• Payments Section — Select a cash/bank account from a searchable dropdown showing account type and current balance (e.g., "Hamna Arif (BANK_ACCOUNT) - Balance: 2286100"). The More button (Ctrl+M) reveals additional payment accounts.
• Amount — Enter payment amount. Fill Remaining (Alt+R) auto-fills the balance. Add Payment (Ctrl+Enter) records the entry.
• Payment Table — Shows each payment line (# | Cash Account | Amount) with delete capability.
• Invoice Notes — Optional notes attached to the generated sale invoice.

When full payment is entered, a green "Full payment received" indicator appears and the ✓ Confirm & Pay button activates.

• Layaway Tracking: Monitoring all active layaways to see which customers are behind on their installment schedules.
• Stock Allocation: Ensuring that items marked as reserved are not accidentally sold to walk-in customers.

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After confirming, the reservation status changes to ✅ CONFIRMED (green badge). The Actions column now only shows View and Delete — the Confirm and Cancel buttons are removed since the lifecycle is complete. A Sale Invoice is automatically created and linked.