Reserve or hold a product in the store

  • Updated on Jul 9, 2025
  • Published on Jul 3, 2025
  • 5 minute(s) read
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NewStore allows you to reserve products for customers who intend to purchase but cannot complete the transaction immediately, e.g. they are indecisive, currently unavailable or planning a later visit. In these cases the customer commits to purchase within a timeframe (e.g. 24 or 48 hours. Typically predefined by the business) and expect the product to be reserved exclusively for them, shielded from other  in-store or omnichannel demand.

Once a reservation is created, products with the defined units will automatically move from the Main (sellable) inventory to the Customer Reservations (nonsellable)  stock location.

Unreserving is a manual process and the associates need to mark products as unreserved, in order to remove a reservation. When a product is unreserved, the products will automatically move back to the Main stock location.

Note

Available as early access on Associate App v.1.66.0.

Assign a customer to a shopping cart

To add a customer to the shopping cart:

  1. Tap Add Customer at the top of the screen.

  2. Search and tap the customer you want to add.

  3. Tap Assign to Cart.

Add products to a shopping cart

  1. Tap to get the device ready to scan price tags/labels or browse the catalog and select the product.

  2. Scan the price tag of the item requested by your customer.

  3. If enabled for your business, tap + to add additional quantities of the same item.

  4. Tap Add to Cart. Repeat this step for all the items you want to add.

Reserve cart

  1. Tap More on the cart.

  2. Tap Reserve Cart.

  3. See the summary with the customer name, email address, number of products.

  4. Tap Create.

Note

This will move the products with the number of units in the reservation from the Main (sellable) stock location to Customer Reservations (non-sellable) stock location. The change in the sellable inventory can be observed on the Product Details Page on the Associate App and the Stock on Hand page on NOM. Inventory Audit Trail for Main and Customer Reservation stock location for the store and the product will show the stock movements.

  1. See the reservation listed as the last one on the list of Reservations, with the customer name, date and time of reservation and the number of units reserved.

  2. Tap on the reservation.

  3. See the product details, with product name, color, size and retail price.

    Important

    • Automatic promotions are not applied at the time of reservation.  They will be applied in the cart when the reserved products are added for purchase.

Unreserve all

If the customer did not come to the store to purchase the reserved products or communicated that they do not have interest anymore, then the reservation can be unreserved.

  1. Navigate to Selling from the side menu and tap ....

  2. Tap Reservations.

  3. See the reservation listed as the last one on the list of Reservations, with the customer name, date and time of reservation and the number of units reserved.

  4. Tap on the reservation.

  5. Tap on Unreserve all items.

  6. Read the message ‘ These items will no longer be reserved for the customer and will be available for purchase by other customers’ and tap on Unreserve to confirm.

    Note

    This will move the products with the number of units in the reservation from Customer Reservations (non-sellable) stock location, back to the Main (sellable) stock location. The change in the sellable inventory can be observed on the Product Details Page on the Associate App and the Stock on Hand page on NOM. Inventory Audit Trail for Main and Customer Reservation stock location for the store and the product will show the stock movements.

Unreserve an item

If the customer communicated that they do not have interest in a certain product anymore, then the item can be removed from the reservation.

  1. Navigate to Selling from the side menu and tap ....

  2. Tap Reservations.

  3. See the reservation listed as the last one on the list of Reservations, with the customer name, date and time of reservation and the number of units reserved.

  4. Tap on the reservation.

  5. Tap on Select and mark the item that will be unreserved by tapping the checkbox.

  6. Tap on Unreserve # item(s). This button will show the number of products marked.

  7. Read the message ‘ These items will no longer be reserved for the customer and will be available for purchase by other customers’ and tap on Unreserve to confirm.

  8. See the reservation now does not display this product.

    Note

    This will move the products with the number of units in the reservation from Customer Reservations (non-sellable) stock location, back to the Main (sellable) stock location. The change in the sellable inventory can be observed on the Product Details Page on the Associate App and the Stock on Hand page on NOM. Inventory Audit Trail for Main and Customer Reservation stock location for the store and the product will show the stock movements.

Convert all

If the customer comes to the store to purchase all the reserved products, then the reservation can be converted back into a cart and proceed with checkout.

  1. Navigate to Selling from the side menu and tap ....

  2. Tap Reservations.

  3. See the reservation listed as the last one on the list of Reservations, with the customer name, date and time of reservation and the number of units reserved.

  4. Tap on the reservation.

  5. Tap on Add all items to cart.

    1. Important

      • This will move the products with the number of units in the reservation from Customer Reservations (non-sellable) stock location, back to the Main ( sellable) stock location. When the checkout is completed the units will be deducted from the stock on hand.

  6. Tap on the Cart icon, to see the cart and proceed with checkout.

Convert item(s)

If the customer comes to the store to purchase some of the reserved products, then these products can be converted back into a cart and proceed with checkout. The remaining products can be unreserved.

  1. Navigate to Selling from the side menu and tap ....

  2. Tap Reservations.

  3. See the reservation listed as the last one on the list of Reservations, with the customer name, date and time of reservation and the number of units reserved.

  4. Tap on the reservation.

  5. Tap on Select and mark the item that will be unreserved by tapping the checkbox.

  6. Tap on Add # item(s) to cart. This button will show the number of products marked.

    1. Important

      • This will move the products with the number of units in the reservation from Customer Reservations (non-sellable) stock location, back to the Main ( sellable) stock location. When the checkout is completed the units will be deducted from the stock on hand.

  7. Tap on the Cart icon, to see the cart and proceed with checkout.

Note

The stock location dedicated to Reservations will automatically be set up by the NewStore platform once a reservation is created, for a product in a certain store

Note

The stock movements dedicated to Reservations do not require a set up.