diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving.rst index 50b0236bb..c2c86c0a3 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving.rst +++ b/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 diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst new file mode 100644 index 000000000..267fc72f2 --- /dev/null +++ b/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 ` 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. diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-before-scheduled-date.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-before-scheduled-date.png new file mode 100644 index 000000000..faa239217 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-before-scheduled-date.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-operations-type-field.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-operations-type-field.png new file mode 100644 index 000000000..4bf98d900 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-operations-type-field.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-operations-type-menu.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-operations-type-menu.png new file mode 100644 index 000000000..1e4077dc5 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/reservation-methods-operations-type-menu.png differ