[ADD] inventory: add res at confirmation doc

closes odoo/documentation#8183

X-original-commit: 4255e514a9
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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Brandon Seltenrich (BRSE) 2024-02-26 10:27:34 -05:00
parent d0c49f6450
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===================
Reservation methods
===================
@ -94,3 +97,11 @@ Operations Types`, and then clicking on a specific operations type.
.. image:: reservation_methods/reservation-methods-operations-type-menu.png
:align: center
:alt: Operations Types highlighted from the Configurations submenu in the Inventory app.
.. seealso::
:doc:`reservation_methods/at_confirmation`
.. toctree::
:titlesonly:
reservation_methods/at_confirmation

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===========================
At confirmation reservation
===========================
.. _inventory/reservation_methods/at-confirmation:
.. |SO| replace:: :abbr:`SO (Sales Order)`
The *at confirmation* reservation method reserves products **only** when a sales order (SO) is
confirmed, **and** if enough stock of the products included in the |SO| is already available.
Configuration
=============
To set the reservation method to *at confirmation*, navigate to :menuselection:`Inventory app -->
Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to
configure, or create a new one by clicking :guilabel:`New`.
In the :guilabel:`General` tab on the operation type form, locate the :guilabel:`Reservation Method`
field, and select :guilabel:`At Confirmation`.
.. image:: at_confirmation/at-confirmation-operations-type.png
:align: center
:alt: Reservation method field on delivery order operation type form.
Workflow
========
To see the *at confirmation* reservation method in action, create a new |SO| by navigating to
:menuselection:`Sales app --> New`.
Add a customer in the :guilabel:`Customer` field. Then, in the :guilabel:`Order Lines` tab, click
:guilabel:`Add a product`, and select a product to add to the quotation from the drop-down menu.
Finally, in the :guilabel:`Quantity` column, adjust the desired quantity of the product to sell.
Once ready, click :guilabel:`Confirm` to confirm the sales order.
Click the :guilabel:`📈 (area graph)` icon on the product line to reveal the product's
:guilabel:`Availability` tooltip, which reveals the :guilabel:`Reserved` number of units for this
order.
.. note::
If there is **not** sufficient quantity of stock for the product included in the |SO|, the
:guilabel:`📈 (area graph)` icon is red, instead of green.
Instead of revealing the reserved number of units for the order, the :guilabel:`Availability`
tooltip reads :guilabel:`Available`, and reveals the available number of units (e.g., `0 Units`).
.. image:: at_confirmation/at-confirmation-availability-tooltip.png
:align: center
:alt: Confirmed sales order with product availability tooltip selected.
.. admonition:: Forecasted Report
To see all the factors that affect product reservation, click the :guilabel:`View Forecast`
internal link arrow to view the :guilabel:`Forecasted Report` dashboard.
The :guilabel:`Forecasted Report` displays forecast information about the product(s) included in
the sales order; namely, any live receipts of the product, and any active sales orders, which are
listed in the :guilabel:`Used By` column. See how each order is fulfilled in the
:guilabel:`Replenishment` column.
Additionally, the :guilabel:`Forecasted` quantity is calculated at the top of the page, by adding
the :guilabel:`On Hand` and :guilabel:`Incoming` quantity, and subtracting the
:guilabel:`Outgoing` quantity, as shown below:
.. image:: at_confirmation/at-confirmation-forecasted-equation.png
:align: center
:alt: Forecasted quantity equation from the Forecasted Report page.
If one order should be prioritized over another order, click the :guilabel:`Unreserve` button on
the corresponding order line in the :guilabel:`Replenishment` column.
To deliver the products, click the :guilabel:`Delivery` smart button at the top of the sales order
form. To confirm that the reservation worked properly, ensure that the :guilabel:`Product
Availability` field reads `Available` (in green text), and the numbers in the :guilabel:`Demand` and
:guilabel:`Quantity` columns match (in this case, both should read `100.00`).
.. image:: at_confirmation/at-confirmation-delivery-order.png
:align: center
:alt: Delivery order for product included in sales order with at confirmation reservation.
Once ready, click :guilabel:`Validate`.
.. seealso::
:doc:`About reservation methods <../reservation_methods>`