[ADD] inventory: add reservation methods docs

closes odoo/documentation#8095

X-original-commit: 2d0505c0bd
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving.rst

@@ -9,4 +9,5 @@ Shipping and receiving
 
    shipping_receiving/setup_configuration
    shipping_receiving/daily_operations
+   shipping_receiving/reservation_methods
    shipping_receiving/advanced_operations_shipping

content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst

@@ -0,0 +1,96 @@
+===================
+Reservation methods
+===================
+
+Companies that sell and deliver goods to customers need to make sure they always have stock on-hand,
+so when new sales orders are confirmed, they can deliver products on time.
+
+In Odoo, this can be handled using *reservation methods*. Reservation methods control how products
+included in a delivery order (DO) should be reserved for delivery, ensuring they are reserved at the
+correct times, for the correct orders.
+
+There are three different reservation methods in Odoo: *At Confirmation*, *Manually*, and *Before
+scheduled date*.
+
+.. tabs::
+
+   .. tab:: At Confirmation
+
+      Reserves products **only** when a sales order is confirmed, **and** if stock is already
+      available.
+
+   .. tab:: Manually
+
+      Once a quote is confirmed, product availability **must** be checked manually, and the required
+      quantity **must** be reserved manually.
+
+   .. tab:: Before scheduled date
+
+      A specific number of days can be selected; this is the maximum number of days **before** a
+      scheduled delivery date that products should be reserved.
+
+Configuration
+=============
+
+Reservation methods are set on individual operations types. To configure reservation methods, go to
+:menuselection:`Inventory app --> Configuration --> Operations Types`. Then, select the desired
+operation type. Or, create a new one by clicking :guilabel:`New`.
+
+In the :guilabel:`General` tab of the operation type form, locate the :guilabel:`Reservation Method`
+option, and choose which method should be used for this type of operation.
+
+.. image:: reservation_methods/reservation-methods-operations-type-field.png
+   :align: center
+   :alt: Reservation method field on delivery order operation type form.
+
+.. tip::
+   If the :guilabel:`Before scheduled date` reservation method is selected, a new
+   :guilabel:`Reserve before scheduled date` field appears below. From this field, the number of
+   :guilabel:`days before` and :guilabel:`days before when starred` can be changed from the default
+   `0`.
+
+   Changing the :guilabel:`days before` value changes the maximum number of days before a scheduled
+   date that products should be reserved.
+
+   Changing the :guilabel:`days before when starred` value changes the maximum number of days before
+   a scheduled date that starred (favorited) transfers for products should be reserved.
+
+   .. image:: reservation_methods/reservation-methods-before-scheduled-date.png
+      :align: center
+      :alt: Reserve before scheduled date fields with before scheduled date method chosen.
+
+Required applications
+=====================
+
+The two required applications that **must** be :ref:`installed <general/install>` to use reservation
+methods are the *Sales* and *Inventory* apps.
+
+.. note::
+   In addition to delivery orders, reservation methods can also be used for *manufacturing orders*,
+   *resupply subcontractor* orders, orders for *repairs*, and *internal transfers*, if desired. To
+   enable this, configure the additional settings:
+
+   - **For manufacturing orders:** Install the *Manufacturing* application by going to the
+     :menuselection:`Apps` application, locating the *Manufacturing* app, and clicking
+     :guilabel:`Install`.
+   - **For resupply subcontractor:** Navigate to :menuselection:`Manufacturing app --> Configuration
+     --> Settings`, and under the :guilabel:`Operations` section, enable :guilabel:`Subcontracting`.
+     Then, click :guilabel:`Save`.
+   - **For repairs:** Install the *Repairs* application by going to the :menuselection:`Apps`
+     application, locating the *Repairs* app, and clicking :guilabel:`Install`.
+   - **For internal transfers:** Navigate to :menuselection:`Inventory app --> Configuration -->
+     Settings`, and under the :guilabel:`Warehouse` section, enable :guilabel:`Storage Locations`.
+     Then, click :guilabel:`Save`.
+
+Once these apps are installed, no additional features need to be enabled from the settings for
+reservation methods to work. They will be available by default on certain operations types, and can
+be viewed and changed by navigating to :menuselection:`Inventory app --> Configuration -->
+Operations Types`, and then clicking on a specific operations type.
+
+.. note::
+   When the :guilabel:`Type of Operation` is changed to :guilabel:`Receipt` on an
+   :guilabel:`Operations Type` form, reservation methods are **not** available.
+
+.. image:: reservation_methods/reservation-methods-operations-type-menu.png
+   :align: center
+   :alt: Operations Types highlighted from the Configurations submenu in the Inventory app.