> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kibocommerce.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reservation Rebalancer

The Reservation Rebalancer is an event-driven inventory rebalancing capability within the Kibo B2B Wholesale OMS that automatically re-secures soft inventory reservations on Call-Off Orders when a supply disruption affects already-promised inventory. In wholesale distribution, purchase orders are delayed or cut after commitments have already been made to buyers. Without automated rebalancing, these disruptions silently leave promised reservations short — discovered only at fulfillment time, far too late to take corrective action.

The Reservation Rebalancer closes this gap. When a supply change event leaves a Call-Off Order reservation unfillable at its current location, the rebalancer runs three recovery actions in sequence: it first draws from free available supply across the network; if still short, it may take supply from lower-priority, later-shipping Call-Off Orders under configurable rules and a hard engine-enforced date gate; and any Call-Off Orders it cannot fully re-secure fall through to the regular [Reservations Job](/pages/reservations) alongside new demand.

<Note>
  **Note:** The Reservation Rebalancer operates exclusively on **soft-allocated reservations** held against Call-Off Orders. It never touches pegged shipment allocations. Hard-allocated future and backorder shipments are handled by the [Allocation Rebalancer](/pages/allocation-rebalancer).
</Note>

## Prerequisites

Before using the Reservation Rebalancer, ensure the following:

* The **B2B Wholesale OMS** feature is enabled for your tenant. Contact [Kibo Support](https://help.kibocommerce.com/) to enable this capability.
* At least one **Reservation Rule** is configured and enabled. See [Reservation Rules](/pages/reservation-rules).
* At least one **Steal-For Rule** is configured and enabled if you want the rebalancer to recover supply by taking from lower-priority Call-Off Orders. See [Steal-For Rules](/pages/steal-for-rules).
* At least one **Steal-From Rule** is configured and enabled to define which Call-Off Orders may give up supply. See [Steal-From Rules](/pages/steal-from-rules).
* The **Reservation Rebalancer** is enabled within the B2B tab under [General settings](/pages/general-settings).
* You have **Admin** or **Super Admin** role permissions.

## How the Reservation Rebalancer Works

### Where It Fits in the Run Sequence

The Reservation Rebalancer runs as the **second stage** in Kibo's B2B supply rebalancing pipeline. This fixed order ensures that pegged supply is secured before soft reservations are re-evaluated, and that new demand only receives what remains after promised commitments have been protected:

| Order | Stage                                       | Scope                                                                                                 |
| :---- | :------------------------------------------ | :---------------------------------------------------------------------------------------------------- |
| 1     | **Allocation Rebalancer**                   | Hard-allocated future and backorder shipments                                                         |
| 2     | **Reservation Rebalancer** *(this feature)* | Soft-allocated reservations on already-promised Call-Off Orders                                       |
| 3     | **Reservations Job**                        | All open Call-Off Orders with no reservation (new demand + Call-Off Orders still short after Stage 2) |

The supply pool the Reservation Rebalancer works from is always **net of everything the Allocation Rebalancer has already pegged** — never the original supply total. This sequencing is enforced by the \[Inventory Balancing & Reservations]\(/pages/general-settings#inventory-balancing-& -reservations)  under General Settings under B2B Tab and cannot be changed.

### Triggers

The Reservation Rebalancer is triggered by supply change events that leave an existing reservation unable to be fully covered:

| Event                | When It Triggers Rebalancing                                                                                                                                                                                                                                                                   |
| :------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Supply Decreased** | A purchase order backing a reservation is cut or cancelled, reducing available supply below the reserved quantity at the affected location.                                                                                                                                                    |
| **Supply Delayed**   | A purchase order's expected arrival date moves beyond the **time fence** window of an affected Call-Off Order — meaning the supply can no longer arrive in time to meet the reservation's timing requirement. A delay that still lands within the time fence does **not** trigger rebalancing. |

<Note>
  **Note:** Supply Up events (a PO arriving with more than expected) and Demand events (order cancellations, quantity reductions) do not trigger the Reservation Rebalancer. These events make supply more available — any new capacity is naturally consumed by the next [Reservations Job](/pages/reservations) run.
</Note>

A single rebalancing run may bundle more than one supply change event. Each event is evaluated independently to identify its affected reservations. The full set of affected Call-Off Orders across all events in the run is then combined into one working set for processing.

### Rebalancing Flow

When the Reservation Rebalancer runs, it processes affected Call-Off Orders through the following sequential steps:

**Step 1 — Deallocate Stale Supply.** Before attempting to refill a short reservation, the stale or disrupted portion of the reservation at the affected location is first removed. This clears the gap so the system recognizes a genuine unfulfilled quantity to recover.

**Step 2a — Fill from Free Supply.** The rebalancer attempts to re-secure the needed quantity from free, available supply across the network using Order Routing. Affected Call-Off Orders are processed in priority order (determined by the existing [Reservation Rules](/pages/reservation-rules)), because filling one Call-Off Order reduces the free supply remaining for the next. A Call-Off Order filled successfully in this step does not proceed to Step 2b.

**Step 2b — Steal from Later-Shipping Call-Off Orders.** For Call-Off Orders still short after Step 2a, the rebalancer may take supply from other Call-Off Orders — governed by the [Steal-For Rules](/pages/steal-for-rules) and [Steal-From Rules](/pages/steal-from-rules), and a **hard engine-enforced Ship Date Buffer**. At this point, the still-short Call-Off Order becomes a **Seeker** and any Call-Off Order it takes supply from becomes a **Giver**.

**Step 3 — Fall Through to Regular Reservation Run.** Any Call-Off Order that could not be fully re-secured in Steps 2a and 2b is not left in an error state. It passes into the standard [Reservations Job](/pages/reservations) run, competing alongside new Call-Off Orders for whatever free supply remains. Its status remains **Partially Reserved** or **Hold** as appropriate.

### The Ship Date Buffer

The [Ship Date Buffer](/pages/general-settings#reservation-rebalancer) is a hard, engine-enforced guarantee that supply may only be stolen from a Call-Off Order whose ship date is **strictly later** than the Seeker's ship date, by at least the configured **Ship-Date Buffer** (in days). Formally:

**Giver Ship Date > Seeker Ship Date + Ship-Date Buffer Days**

This protects the supply-priority order: a more-urgent, earlier-shipping commitment can never have its supply taken by a less-urgent one.

**Example:**

| Setting                     | Value               |
| :-------------------------- | :------------------ |
| Ship-Date Buffer            | 10 days             |
| Seeker Ship Date            | 2026-08-10          |
| Giver eligibility threshold | 2026-08-21 or later |

| Giver    | Ship Date  | Eligible?                                                       |
| :------- | :--------- | :-------------------------------------------------------------- |
| Giver G1 | 2026-08-12 | ❌ No — ships too soon (only 2 days after Seeker)                |
| Giver G2 | 2026-08-31 | ✅ Yes — ships 21 days after Seeker, exceeding the 10-day buffer |

<Warning>
  **Important:** The Ship Date Buffer is enforced by the engine and **cannot be loosened, skipped, or overridden by any rule configuration**. If a Call-Off Order would be permitted as a Giver under your Steal-From Rules but fails the Ship Date buffer, the steal is blocked. The Seeker continues looking for another eligible Giver; if none exists, it falls through to the regular run.
</Warning>

### Stealing Logic

The steal phase follows a single, deterministic pass:

* **Seekers and Givers are determined once**, at the start of the steal phase, as a fixed partition. A Call-Off Order is either a potential Seeker or a potential Giver in a given run — never both. If a Call-Off Order matches both Steal-For and Steal-From Rules, it is treated as a Seeker only and removed from the Giver pool.
* **A Giver may supply multiple Seekers.** A Giver is not exhausted from the pool after being partially used — its remaining supply stays available to later Seekers in the same pass.
* **A Giver that goes short is not re-promoted.** If a Giver loses enough supply through stealing that it becomes short itself, it is not re-evaluated as a Seeker within the same run. It falls through to the regular Reservations Job alongside new demand.
* **Cross-product stealing is not permitted.** A steal only ever moves the same product between a Giver and Seeker.

### **EDD Recalculation After a Steal**

When a steal transfers supply from a Giver to a Seeker, both Call-Off Order reservations have their **Estimated Delivery Date (EDD) immediately recalculated** as a consequence of the supply change event. This recalculation happens at the time of the steal — not during the next scheduled reservation batch cycle.

* The **Seeker's** EDD is recalculated to reflect its newly secured supply source and delivery timeline.
* The **Giver's** EDD is recalculated to reflect its reduced or changed supply position after giving up units.

This ensures both reservations always carry an accurate, up-to-date delivery promise after rebalancing.

**Example:**

1. A PO is delayed — supply is reduced for an existing future inventory record.
2. Reservation R1 is impacted and steals supply from Reservation R2.
3. **Both R1 and R2 have their EDD immediately recalculated** — R1 reflects its newly secured supply source and delivery timeline; R2 reflects its reduced or changed supply position.

For full details on how EDD is calculated and maintained on Call-Off Order Lines, see [Estimated Delivery Date — Reservations](/pages/reservations#estimated-deliver-date).

### Blanket Order Ledger Integrity

When supply reserved against a Blanket Order's uncalled balance is taken from a Giver, that draw must be reversed — the quantity is returned to the Blanket Order's uncalled balance so the contract ledger stays correct. The identity **Called + Uncalled = Contracted** is maintained before and after every steal, for every affected Blanket Order.

### Fill Rate and Status Updates

After every rebalancing action, the fill rate and reservation status on each affected Call-Off Order Line are updated to reflect the true reserved quantity:

| Prior Status           | Condition After Rebalancing   | New Status         |
| :--------------------- | :---------------------------- | :----------------- |
| **Fully Reserved**     | Reserved qty \< Requested qty | Partially Reserved |
| **Fully Reserved**     | Reserved qty = 0              | Hold               |
| **Partially Reserved** | Reserved qty = 0              | Hold               |
| **Fully Reserved**     | Reserved qty = Requested qty  | Fully Reserved     |

The fill rate (`reservedQty ÷ requestedQty`) is also recalculated so the [Call-Off Release Rules Engine](/pages/call-off-release-rules) has an accurate basis for evaluating whether a line is eligible to be converted into a Sales Order.

### Segmentation

If a Call-Off Order specifies an inventory segment tag, the Reservation Rebalancer respects that segment during both free-supply fill and steal. Inventory is only drawn from within the designated segment.

## Steal-For Rules

[Steal-For Rules](/pages/steal-for-rules) define which still-short Call-Off Orders are eligible to attempt a steal and their priority order when competing for the same Giver supply. A Call-Off Order matched by a Steal-For Rule becomes a **Seeker** — it is permitted to take supply from eligible Givers under the Ship Date Buffer. Seekers with higher priority attempt to recover supply before lower-ranked Seekers, and the sort on each rule determines the order within a priority tier.

Configure Steal-For Rules to protect your highest-priority buyers during a supply disruption — ensuring their Call-Off Orders are the first to recover reserved supply before lower-priority accounts. See [Steal-For Rules](/pages/steal-from-rules) for the full configuration guide.

## Steal-From Rules

[Steal-From Rules](#) define which Call-Off Orders may have their reserved supply taken and the order in which they are drawn from. A Call-Off Order matched by a Steal-From Rule becomes a **Giver** — it is eligible to lose supply to a higher-priority Seeker, subject to the ship date buffer. Call-Off Orders not matched by any enabled Steal-From Rule are fully protected and cannot be Givers.

<Note>
  **Note:** There is no default Steal-From Rule. If no Steal-From Rules are configured or enabled, no stealing can occur. All short Call-Off Orders fall through to the regular Reservations Job.
</Note>

Configure Steal-From Rules to explicitly define which Call-Off Orders can give up supply — and, by exclusion, which ones are always protected. See [Steal-From Rules](/pages/steal-from-rules) for the full configuration guide.

## Rebalancer Run Audit — Reservation Rebalancer Tab

Every Reservation Rebalancer run produces a full audit trail accessible from the **Reservation Rebalancer** tab of the Rebalancer Run Audit page. Navigate to **Main** > **Supply** > **Reservation Rebalancer** .

<Note>
  **Note:** The Rebalancer Run Audit page contains two top-level tabs: **Allocation Rebalancer** and **Reservation Rebalancer**. The client can Run a single Rebalancer or Both as they wish for . The Run button is only visible if the Run Mode set for rebalancer is Manual
</Note>

### Run List

The Run List displays all Reservation Rebalancer runs for the selected site, sorted newest first. A live count is shown above the table — for example, *"5 runs · newest first."*

#### Search & Filters

| Control      | Values                                                         |
| :----------- | :------------------------------------------------------------- |
| **Search**   | Free text by Run ID, code, PO #, location, or customer/account |
| **Status**   | All statuses / Completed / Partial / Failed                    |
| **Run Mode** | All / Automated / Manual                                       |
| **Reset**    | Clears all filters                                             |

#### Run List Table Columns

| Column        | Description                                                                                                                                                                                                                                                                  |
| :------------ | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Run**       | Run code (for example, `RB-1187`) and run date/time.                                                                                                                                                                                                                         |
| **Summary**   | Auto-generated plain-language description of the trigger, what the run did, and the outcome — for example, *"PO-8891 arrived too late for 21 promised call-offs — 7 refilled, 8 recovered from later-shipping orders, 3 partially reserved (mixed sources), 3 still short."* |
| **Run Mode**  | **Manual** (with the triggering PO number) or **Automated**.                                                                                                                                                                                                                 |
| **Events**    | Count of supply events (PO date slips, quantity drops) that fed this run.                                                                                                                                                                                                    |
| **Evaluated** | Count of Call-Off reservations the run evaluated.                                                                                                                                                                                                                            |
| **Results**   | Bold *"N affected"* with a breakdown: *"filled · stolen · short"* — for example, *"21 affected — 7 filled · 8 stolen · 3 short."*                                                                                                                                            |
| **Status**    | **Completed** (green), **Partial** (amber), or **Failed** (red).                                                                                                                                                                                                             |

<Note>
  **Note:** Unlike the Allocation Rebalancer, the Reservation Rebalancer only tracks supply-side events — not demand events. The **Events** column therefore reflects supply changes only.
</Note>

### Run Detail

Click any row in the Run List to open its detail view. The Run Detail page provides a full breakdown of what the rebalancer evaluated and what outcomes it produced for the selected run.

#### Header

| Element                  | Description                                                                                               |
| :----------------------- | :-------------------------------------------------------------------------------------------------------- |
| **Run code + Timestamp** | Unique identifier and date/time the run was initiated.                                                    |
| **Status badge**         | Completed, Partial, or Failed.                                                                            |
| **Trigger**              | The supply change type and PO reference that triggered the run (for example, *"PO date slip / PO-4522"*). |
| **Summary**              | Plain-language description of the run's trigger, actions, and outcome. No internal engine terminology.    |

#### Summary Tiles

| Tile                        | Description                                                                                                                              |
| :-------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------- |
| **Supply Events**           | Count of supply changes that triggered this run.                                                                                         |
| **Reservations Evaluated**  | Count of Call-Off reservations the run checked against those supply changes.                                                             |
| **Affected Reservations**   | Count of reservations whose fill rate or status actually changed as a result of the run.                                                 |
| **Filled · Stolen · Short** | Three-part breakdown of affected reservations: filled from free supply / rebalanced via steal / still short and carried to the next run. |
| **Status**                  | Completed, Partial, or Failed.                                                                                                           |

<img src="https://mintcdn.com/kibocommerce-59e68a4a/RG4NtTb_m8dRsIDp/images/Reservation-Rebalancer---Run-List.png?fit=max&auto=format&n=RG4NtTb_m8dRsIDp&q=85&s=1ceb1407e8c9dcdcd0656f9337b15fc2" alt="Reservation Rebalancer Run List" width="1832" height="653" data-path="images/Reservation-Rebalancer---Run-List.png" />

#### Sub-Tabs

Three sub-tabs sit below the summary tiles, each with a count badge:

| Tab                | Default               | What It Shows                                                                                 |
| :----------------- | :-------------------- | :-------------------------------------------------------------------------------------------- |
| **Supply Changes** | ✅ Default landing tab | Every supply change event tracked in this run — PO date slips and PO quantity drops.          |
| **Reservations**   |                       | All Call-Off reservations evaluated during the run and their individual outcomes.             |
| **Steal From**     |                       | Every steal pairing produced by the run — one row per item transfer from a Giver to a Seeker. |

#### Supply Changes Tab

The Supply Changes tab lists every tracked supply change event that triggered this run. Use it to understand *why* the run was initiated before switching to the Reservations or Steal From tabs to see what happened as a result.

<img src="https://mintcdn.com/kibocommerce-59e68a4a/RG4NtTb_m8dRsIDp/images/Reservation-Run-Supply-Tab.png?fit=max&auto=format&n=RG4NtTb_m8dRsIDp&q=85&s=894382651d8f09cbab7747517c043e5e" alt="Reservation Run Supply Tab" width="1828" height="760" data-path="images/Reservation-Run-Supply-Tab.png" />

##### Search & Filters

| Control    | Values                                               |
| :--------- | :--------------------------------------------------- |
| **Search** | Free text by code, PO #, or location                 |
| **Change** | All supply changes / PO date slip / PO quantity drop |
| **Reset**  | Clears all filters                                   |

##### Table Columns

| Column       | Description                                                                                                                                                                     |
| :----------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Change**   | A **Supply** pill and the specific change sub-type — **PO date slip** or **PO quantity drop**. Row-level checkboxes for multi-selection.                                        |
| **Entity**   | The source PO number (bold) on the first line; UPC and location on the second line.                                                                                             |
| **Delta**    | The before → after value: a date range for a PO date slip (for example, `2026-07-02 → 2026-07-08`) or a quantity range for a PO quantity drop (for example, `500 → 300 units`). |
| **Detected** | Timestamp the change was detected.                                                                                                                                              |

##### Selection & Cross-Tab Pre-filter

Selecting one or more rows in the Supply Changes tab updates a banner above the table:

> *"N changes selected · open Reservations or Steal From tab to see impacted reservations."*

The selection pre-filters both the **Reservations** and **Steal From** tabs to display only the records tied to the selected change events. Unchecking rows or clicking Reset restores both tabs to their unfiltered view.

#### Reservations Tab

The Reservations tab shows every Call-Off reservation the rebalancer evaluated during this run and the outcome for each.

<img src="https://mintcdn.com/kibocommerce-59e68a4a/RG4NtTb_m8dRsIDp/images/Reservation-Run---Reservation-Tab.png?fit=max&auto=format&n=RG4NtTb_m8dRsIDp&q=85&s=63d9f945dfb5144b4e22188031f08b04" alt="Reservation Run Reservation Tab" width="1827" height="827" data-path="images/Reservation-Run---Reservation-Tab.png" />

##### View Filter

| Control                | Values                                                                                                                                 |
| :--------------------- | :------------------------------------------------------------------------------------------------------------------------------------- |
| **Evaluation Outcome** | All evaluated / No change / Filled from free supply / Rebalanced via steal / Rebalanced (mixed sources) / Still short — to regular run |

##### Search & Filters

| Control    | Values                                                    |
| :--------- | :-------------------------------------------------------- |
| **Search** | Free text by code, call-off order #, location, or account |
| **Reset**  | Clears the search field                                   |

##### Table Columns

| Column                 | Description                                                                                                                                                                                                                                                                                                                                                                      |
| :--------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Reservation ID**     | System-generated reservation code (for example, `RSV-34000`).                                                                                                                                                                                                                                                                                                                    |
| **Call-Off**           | Call-off order code (bold) with its Blanket Order code on the second line (for example, `BLK-7780 · blanket`).                                                                                                                                                                                                                                                                   |
| **Item**               | Product icon, item name, UPC/product code, and reserved unit quantity (for example, `IP16-100 · 500 units`).                                                                                                                                                                                                                                                                     |
| **Account**            | The buyer account the Call-Off belongs to.                                                                                                                                                                                                                                                                                                                                       |
| **Location**           | The fulfillment location.                                                                                                                                                                                                                                                                                                                                                        |
| **Ship Date**          | Promised ship date for the Call-Off.                                                                                                                                                                                                                                                                                                                                             |
| **Priority**           | Numeric rank pill showing the order in which the engine resolved competing reservations for the same supply — Rank 1 is served first.                                                                                                                                                                                                                                            |
| **Status**             | Reservation status pill: **Fully Reserved**, **Partially Reserved**, or **Hold**.                                                                                                                                                                                                                                                                                                |
| **Evaluation Outcome** | What happened to this reservation in this run. *"Filled from free supply"* and *"No change"* appear as a single line. *"Rebalanced via steal"* and *"Rebalanced (mixed sources)"* show a second line naming the Giver call-off (for example, *"from CO-90231"*), linked to that call-off's row in the Steal From tab. *"Still short — to regular run"* appears as a single line. |

Clicking any row opens the **Call-Off Reservation Detail Drawer**. See [Call-Off Reservation Detail Drawer](#call-off-reservation-detail-drawer) below.

#### Steal From Tab

The Steal From tab lists every steal pairing produced by the run — one row per unit transfer from a later-shipping Call-Off Order (Giver) to an earlier, higher-priority Call-Off Order (Seeker) that was short.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/kibocommerce-59e68a4a/images/Steal-From-Tab.png" alt="Steal From Tab" />

##### Search & Filters

| Control    | Values                                        |
| :--------- | :-------------------------------------------- |
| **Search** | Free text by code, call-off order, or account |
| **Reset**  | Clears the search field                       |

##### Table Columns

| Column               | Description                                                                                                                                       |
| :------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Item**             | Product icon, item name, UPC/product code, and quantity (for example, `IP16-100 · 500 units`).                                                    |
| **Giver Account**    | The buyer account whose reservation gave up units.                                                                                                |
| **Giver Location**   | The Giver call-off's fulfillment location.                                                                                                        |
| **Giver**            | The Giver call-off code (bold) with its Blanket Order code below (for example, `BLK-7801 · blanket`).                                             |
| **Giver Ship Date**  | The Giver call-off's ship date. Always later than the Seeker's ship date — the Date Gate enforces this.                                           |
| **Units Moved**      | Units moved from the Giver to the Seeker, shown as a negative number (for example, `-192`) representing the reduction to the Giver's reservation. |
| **Seeker**           | The receiving call-off code, linked to its row in the Reservations tab.                                                                           |
| **Seeker Ship Date** | The Seeker call-off's ship date. Always earlier than the Giver's.                                                                                 |
| **Seeker Location**  | The Seeker call-off's fulfillment location.                                                                                                       |

Each row in the Steal From tab corresponds to a *"Rebalanced via steal"* or *"Rebalanced (mixed sources)"* outcome in the Reservations tab. Clicking any row opens the **Call-Off Reservation Detail Drawer** scoped to the Giver's own record.

### Call-Off Reservation Detail Drawer

Clicking any row in either the **Reservations** tab or the **Steal From** tab opens the Call-Off Reservation Detail Drawer — a read-only side panel providing a full breakdown of a single reservation's evaluation context, outcome, and rebalancing detail.

The drawer structure is the same whether opened from a Seeker record or a Giver record. What differs is the call-off's role in this run.

<img src="https://mintcdn.com/kibocommerce-59e68a4a/RG4NtTb_m8dRsIDp/images/Reservation-TabDetails.png?fit=max&auto=format&n=RG4NtTb_m8dRsIDp&q=85&s=5b5fff6515ccc40704810caf46e9f4f6" alt="Reservation Tab Details" width="1827" height="847" data-path="images/Reservation-TabDetails.png" />

#### Drawer Header

| Element           | Description                                                                                |
| :---------------- | :----------------------------------------------------------------------------------------- |
| **Eyebrow**       | Static label "Call-off Reservation" identifying the record type.                           |
| **Call-off Code** | The call-off order identifier (for example, `CO-90210`).                                   |
| **Subtitle**      | Blanket order and location (for example, `BLK-7780 · 001 Arizona`).                        |
| **Fill Rate**     | Percentage of requested quantity currently reserved — reflects the post-run "after" state. |
| **Status Pill**   | **Fully Reserved**, **Partially Reserved**, or **Hold**.                                   |
| **Tabs**          | **Overview** and **Rebalance**.                                                            |

#### Overview Tab

The Overview tab provides the narrative context for what happened to this reservation and why.

##### Outcome Callout

| Field                          | Description                                                                                                                             |
| :----------------------------- | :-------------------------------------------------------------------------------------------------------------------------------------- |
| **Role · Outcome pill**        | States the call-off's role in this run and what happened — for example, *"Seeker · Filled from free supply"* or *"Giver · Lost units."* |
| **Rule reference tag**         | The rule ID and rank that resolved this call-off — for example, *"RSV-RULE-1042 · rank 1"* or *"STEAL-FROM-01 · rank 2."*               |
| **Plain-language explanation** | One or two sentences describing what happened and why, in plain business language. No internal engine terminology.                      |

##### Item Impacted by This Run

| Field                  | Description                                                                                               |
| :--------------------- | :-------------------------------------------------------------------------------------------------------- |
| **Item**               | Item name and UPC/product code.                                                                           |
| **Call-Off Order**     | The call-off code.                                                                                        |
| **Blanket Order**      | The Blanket Order this call-off draws against.                                                            |
| **Location**           | The fulfillment location.                                                                                 |
| **Customer / Account** | The account the call-off belongs to.                                                                      |
| **Fulfillment Type**   | Fulfillment method (for example, Ship-to-Home).                                                           |
| **Ship Date**          | Promised ship date.                                                                                       |
| **Reserved Qty**       | Total units originally requested on this call-off.                                                        |
| **Impacted Qty**       | Units affected by this run's rebalancing — the delta caused by this run, not the total reserved quantity. |

##### Triggered by These Changes

Lists every supply change event that caused this reservation to be re-evaluated in this run:

| Field                      | Description                                                                                                              |
| :------------------------- | :----------------------------------------------------------------------------------------------------------------------- |
| **Change sub-type + PO #** | The supply change that triggered re-evaluation (for example, *"PO date slip PO-4522"*). One row per linked change event. |
| **UPC / Location**         | The item and location tied to that supply change.                                                                        |
| **Delta**                  | The before → after value — the same value shown on that change's row in the Supply Changes tab.                          |

#### Rebalance Tab — Seeker Record

The Rebalance tab on a Seeker record shows exactly how the system attempted to re-secure supply for this call-off.

<img src="https://mintcdn.com/kibocommerce-59e68a4a/RG4NtTb_m8dRsIDp/images/Reservation-Run---Reservation--Outcome-Tab.png?fit=max&auto=format&n=RG4NtTb_m8dRsIDp&q=85&s=a430d7a4080ea98d39aee1d041fb7139" alt="Reservation Run Reservation Outcome Tab" width="1838" height="830" data-path="images/Reservation-Run---Reservation--Outcome-Tab.png" />

##### How This Call-Off Was Re-Secured

| Field                                | Description                                                                                                                            |
| :----------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------- |
| **Reserved before the run**          | Units reserved for this call-off prior to this run.                                                                                    |
| **Deallocated (stale supply)**       | Units removed because the supply backing them became invalid — shown as a negative value.                                              |
| **Filled from free supply**          | Units re-secured from available unreserved supply — shown as a positive value.                                                         |
| **Stole from later call-off orders** | Units re-secured by taking from lower-priority, later-shipping Call-Off Orders — shown as a positive value, or 0 if no steal occurred. |
| **Reserved after**                   | Units reserved for this call-off after this run.                                                                                       |
| **Fill rate after**                  | Reserved after ÷ Requested qty, as a percentage. Matches the Fill Rate shown in the drawer header.                                     |

##### Filled from Free Supply — Breakdown

| Row                                      | Description                                                                                                                           |
| :--------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------ |
| **Same location · \{Reservation ID}**    | Units filled from free supply at the call-off's own location, added to its existing reservation — shown as `+N units`.                |
| **New location · new reservation \{ID}** | Units filled from free supply at a different location, creating a new reservation record tied to this call-off — shown as `+N units`. |

##### Stole From (Later Call-Off Orders — Givers)

| Row                        | Description                                                                                                                                                 |
| :------------------------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **\{Giver Call-Off Code}** | A later-shipping, lower-priority call-off that gave up units to this Seeker — shown as `+N units`, linked to that call-off's own record. One row per Giver. |
| **Nothing stolen**         | Shown when no steal occurred for this call-off.                                                                                                             |

##### Still Short

| Field                 | Description                                                                                                                                                                                 |
| :-------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Units still short** | Remaining unfulfilled quantity after free-supply fill and steal are both applied — shown only when the Seeker could not be fully re-secured. Hidden when the call-off was fully re-secured. |

#### Rebalance Tab — Giver Record

The Rebalance tab on a Giver record shows what supply the system took from this call-off and who received it.

<img src="https://mintcdn.com/kibocommerce-59e68a4a/RG4NtTb_m8dRsIDp/images/Steal-from-tab--Overview.png?fit=max&auto=format&n=RG4NtTb_m8dRsIDp&q=85&s=0168769f81b2375b169301a751365b87" alt="Steal From Tab Overview" width="1821" height="902" data-path="images/Steal-from-tab--Overview.png" />

##### What This Call-Off Gave Up

| Field                                 | Description                                                                                                        |
| :------------------------------------ | :----------------------------------------------------------------------------------------------------------------- |
| **Reserved before the run**           | Units reserved for this call-off prior to this run.                                                                |
| **Lost to higher-priority call-offs** | Units taken from this call-off — shown as a negative value.                                                        |
| **Reserved after**                    | Units remaining reserved for this call-off after giving up units.                                                  |
| **Status after**                      | The call-off's reservation status after giving up units — **Fully Reserved**, **Partially Reserved**, or **Hold**. |

##### Gave Up To (Earlier Call-Off Orders — Seekers)

| Row                                       | Description                                                                                                                                                        |
| :---------------------------------------- | :----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **\{Seeker Call-Off Code} · \{Location}** | An earlier-shipping, higher-priority call-off that received units from this Giver — shown as `-N units`, linked to that call-off's own record. One row per Seeker. |

<img src="https://mintcdn.com/kibocommerce-59e68a4a/RG4NtTb_m8dRsIDp/images/Steal-From---Rebalance-Tab.png?fit=max&auto=format&n=RG4NtTb_m8dRsIDp&q=85&s=e360f505f6089a29adcae320b0f7b2f4" alt="Steal From Rebalance Tab" width="1832" height="706" data-path="images/Steal-From---Rebalance-Tab.png" />
