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Stock item Events tab listing orders, reservations, and notes in date order

Inventory > Stock Items > [Item] > Events

Open in TWICE Admin

inventory/stock-items
A reservation takes a stock item out of bookable circulation for a set window without changing anything about the item itself. It is the right tool for a service interval, a repair, a photo shoot, an item lent to staff — anything where the unit comes back. Reservations live on the item’s Events tab alongside its orders, so the item’s history reads as one timeline. They can also carry costs and income, which is how a repair bill ends up attached to the unit that incurred it.

Prerequisites

Required permissions:
  • inventory:stock_item_events:create — creating a reservation
  • inventory:stock_item_events:manage — editing one
  • inventory:stock_item_events:delete — removing one
All four system roles hold all three. Attaching costs or income to the reservation additionally needs inventory:stock_item_cost, which Member does not hold — a Member can reserve the item but cannot record what the repair cost.
Before you start, decide:
  • Reserve, or take the item out of service? A reservation blocks dates and leaves everything else alone. Archiving retires the item and releases its holds. Setting it Inactive stops new bookings without touching existing ones.
  • Which location. A reservation is made at one location and only affects that location’s stock. The dropdown lists your other locations too, marked — not stocked here.
  • Whether it ends. A reservation needs an end date unless you tick No end date, which blocks the item open-endedly.

The Walkthrough

1

Open the item's Events tab

From Inventory > Stock items, open the item and select the Events tab.Two shortcuts do the same thing: Add > Reservation on the Events tab itself, or Create > Reservation from the item’s header (hotkeys a then r). An item with no events yet shows a Reserve article button in the empty state.
2

Fill in the reservation

The Schedule a reservation dialog asks for:
Picking a location that does not stock the item is allowed, but it blocks capacity at a location the item is not at — check the suffix before you select.
3

Add costs or income, if any

Add Income & Expenses attaches financial entries to the reservation itself — a service fee, a parts cost, a rental charge for internal use. They appear on the item’s Income & Expenses tab against this event.You can add these later by editing the reservation; you do not have to decide now.
4

Confirm any bookings you would displace

If the item has no free capacity at that location for the window, TWICE lists what your reservation would push out and requires you to acknowledge it.
Confirmation dialog listing the orders and reservations a new reservation would affect

A reservation that has to displace existing holds

The dialog is headed Existing orders and reservations will be affected, with Following events will no longer have the item in use. Each row names the order or reservation, its customer and status, and its dates. Tick Please confirm you understand the impact, then Add reservation.This step often does not appear, and that is normal. A reservation only displaces something when there is genuinely no room. If a slot is free — directly, or by moving another booking to a different unit of the same pooled item — the reservation takes that slot and nothing is disturbed.
5

Save

The reservation appears in the timeline, and the item stops being bookable for that window at that location.

How do I know it worked?

The reservation is listed on the Events tab for the dates you chose, and filtering the tab by Reservations shows it alongside any others. On Inventory > Stock items, set the table’s date to a moment inside the window: the item’s Availability reads Not Available. Set it outside the window and the item is available again — that is the whole point of a reservation rather than a status change. If the confirmation step appeared, also check the orders it named. They keep the item assigned but have lost the hold behind it, so they now carry stock item conflicts that need a replacement unit.

Changing or ending a reservation

Open the reservation from the timeline and choose Edit event. Changing the dates moves the block with it. Editing does not re-run the displacement check — it reuses the block the reservation already holds. Extending a reservation over dates that are now booked is therefore possible without a warning, so widen a window with the timeline in view. Deleting the reservation releases the block and the item becomes bookable again. It does not restore anything the reservation displaced when it was created: those holds were removed, and the affected orders still need their replacement units.

Reservation, Inactive, or archive?

Use a reservation for a known window. Use Inactive for an indefinite pause where the existing calendar should stand. Use archive when the item is leaving service.

Troubleshooting / Common Pitfalls

Cause: something claimed the item between the moment TWICE listed what you would displace and the moment you confirmed — another booking landed in the window. Rather than silently removing a hold you never reviewed, the save is refused.What to do: submit again. The dialog reopens with the current set for you to review.
Cause: the window had no free capacity, so the reservation took a slot from an existing hold. This is only ever after the confirmation dialog — it cannot happen silently.What to do: open the affected orders and swap in a replacement from the Stock Items tab. If you did not mean to displace anything, delete the reservation first: that frees the capacity, but the displaced orders still need reassigning by hand.Read more: Stock Item Conflicts
When this happens: the item is pooled and had a spare unit, or another booking could be moved to a different unit without disturbing it. TWICE only takes a hold away when there is no other way to free a slot.What to do: nothing — the bookings are intact. Check the Events tab if you want to see how the window resolved.
Cause: the Location dropdown lists every location, marking the ones that do not stock this item with — not stocked here. A reservation made against one of those blocks capacity where the item is not.What to do: delete it and create the reservation at the location the item is actually stocked at.
When this happens: No end date creates an open-ended block. It never expires on its own.What to do: edit the reservation and set an end date, or delete it. Use an open-ended reservation only for an item whose return date is genuinely unknown, and prefer archiving if it is not coming back at all.
Cause: cost data is gated by inventory:stock_item_cost, the one inventory permission a Member does not hold.What to do: ask an Owner, Admin or Manager to add the entries, or have a custom role grant cost access.Read more: Income & Expenses

Next Steps

Events

Orders, reservations, and notes as one timeline.

Stock Item Conflicts

Resolving orders a reservation displaced.

Archive stock items

When the item is leaving service for good.

Income & Expenses

Where a reservation’s costs land.