Using Reserve for B2C

  • Updated

Reserve for B2C lets you protect inventory for B2C channels such as Shopify. Use it when you want some stock to stay available for online customers instead of being fully consumed by B2B orders.

Screenshot 2026-06-23 at 20.04.00.png

What Reserve for B2C does

Reserve for B2C changes how TRAEDE calculates available stock for B2B and B2C. It does not add stock. It separates how much of the same stock pool is available to each sales channel.

Example:

ValueQuantity
In stock10
Reserve for B2C4
B2B Available6
B2C Available10

In this example, B2B users can sell 6 pieces. B2C can still see 10 pieces, because 4 pieces are protected for B2C.

Reserve for B2C is per inventory location

Reserve for B2C is set per inventory location. This means you can protect stock in one location without changing availability in another location.

For example, you can reserve stock for B2C in your main warehouse while leaving stock in a showroom or 3PL location available for normal B2B sales.

Important: Reserve for B2C is not tied to a specific batch. A Shopify order normally buys the variant, not a specific batch. The warehouse can still fulfill that order from the batches that are available when the order is picked.

How to set Reserve for B2C

  1. Go to Inventory.
  2. Open the inventory list for the product or variants you want to update.
  3. Find the Reserve for B2C field for the relevant inventory location.
  4. Enter the quantity you want to protect for B2C.
  5. Save your changes.

Reserve for B2C mode

The Reserve for B2C mode setting controls whether the reserve is a soft availability buffer or a hard allocation rule.

Go to Settings → Inventory Settings, then scroll to Regulations to change the setting.

Screenshot 2026-06-23 at 20.04.54.png
ModeWhat it doesWhen to use it
Soft - only reduce available stockReduces future B2B available stock, but does not take stock away from B2B order lines that are already allocated.Use this as the default for most brands.
Hard - can take stock from B2B allocationsCan reduce B2B allocations when inventory is recalculated. This keeps B2C protected more aggressively.Use this only when B2C availability is more important than preserving existing B2B allocations.

When to use Soft mode

Soft mode is the safest option. It protects B2C availability without surprising your B2B team by changing existing order allocations.

Use Soft - only reduce available stock when:

  • You want a safety buffer for Shopify or another B2C channel.
  • You do not want existing B2B orders to lose allocation.
  • You want the least disruptive setup.
  • Your B2C reserve is guidance for future availability, not a strict promise.

When to use Hard mode

Hard mode is stricter. It can move stock away from B2B allocations during recalculation so that the B2C reserve is protected.

Use Hard - can take stock from B2B allocations only when:

  • B2C availability is business-critical.
  • You are willing to let B2B orders lose allocation if the reserve increases.
  • Your team actively monitors B2B order availability after changing the reserve.
  • You understand that this can affect delivery status on B2B orders.

Important: Hard mode can change which B2B orders have stock allocated. Use it carefully if your B2B customers rely on confirmed delivery dates.

Decrease reserve for B2C on sale

Decrease reserve for B2C on sale automatically reduces the Reserve for B2C quantity when a B2C order is imported from Shopify.

Go to Settings → Inventory Settings, then scroll to Regulations to enable or disable it.

Use this setting when the reserve should run down as B2C orders come in.

Example:

ActionReserve for B2C
Before Shopify order import10
Shopify order imports with 2 pieces8

The reserve decreases as soon as the order is imported. The actual stock regulation still follows your normal inventory settings, such as regulating on order, invoice, or shipment.

When to use Decrease reserve for B2C on sale

Enable Decrease reserve for B2C on sale when:

  • The B2C reserve is a limited drop or campaign quantity.
  • You want the protected quantity to decrease as Shopify orders import.
  • You do not want to manually adjust the reserve after each B2C sale.

Leave it disabled when:

  • The reserve should stay as a fixed safety buffer.
  • You want to manually decide when the reserve changes.
  • You frequently edit or cancel B2C orders and need manual control.

Important: If a Shopify order is canceled or edited, TRAEDE does not automatically restore the quantity to Reserve for B2C. The quantity goes back to stock instead. Adjust the reserve manually if needed.

Recommended setup

Most brands should start with Soft - only reduce available stock. This gives B2C a protected buffer without taking stock away from existing B2B allocations.

Only enable Hard - can take stock from B2B allocations when protecting B2C is more important than keeping existing B2B allocations stable.

Only enable Decrease reserve for B2C on sale when the reserve should decrease as Shopify orders are imported.

 

Was this article helpful?

0 out of 0 found this helpful