[ADD] inventory: add res at confirmation doc
closes odoo/documentation#8183
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Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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:show-content:
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:hide-page-toc:
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===================
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===================
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Reservation methods
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Reservation methods
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===================
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===================
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@ -94,3 +97,11 @@ Operations Types`, and then clicking on a specific operations type.
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.. image:: reservation_methods/reservation-methods-operations-type-menu.png
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.. image:: reservation_methods/reservation-methods-operations-type-menu.png
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:align: center
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:align: center
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:alt: Operations Types highlighted from the Configurations submenu in the Inventory app.
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:alt: Operations Types highlighted from the Configurations submenu in the Inventory app.
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.. seealso::
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:doc:`reservation_methods/at_confirmation`
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.. toctree::
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:titlesonly:
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reservation_methods/at_confirmation
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===========================
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At confirmation reservation
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===========================
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.. _inventory/reservation_methods/at-confirmation:
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.. |SO| replace:: :abbr:`SO (Sales Order)`
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The *at confirmation* reservation method reserves products **only** when a sales order (SO) is
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confirmed, **and** if enough stock of the products included in the |SO| is already available.
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Configuration
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=============
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To set the reservation method to *at confirmation*, navigate to :menuselection:`Inventory app -->
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Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to
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configure, or create a new one by clicking :guilabel:`New`.
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In the :guilabel:`General` tab on the operation type form, locate the :guilabel:`Reservation Method`
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field, and select :guilabel:`At Confirmation`.
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.. image:: at_confirmation/at-confirmation-operations-type.png
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:align: center
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:alt: Reservation method field on delivery order operation type form.
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Workflow
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========
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To see the *at confirmation* reservation method in action, create a new |SO| by navigating to
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:menuselection:`Sales app --> New`.
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Add a customer in the :guilabel:`Customer` field. Then, in the :guilabel:`Order Lines` tab, click
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:guilabel:`Add a product`, and select a product to add to the quotation from the drop-down menu.
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Finally, in the :guilabel:`Quantity` column, adjust the desired quantity of the product to sell.
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Once ready, click :guilabel:`Confirm` to confirm the sales order.
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Click the :guilabel:`📈 (area graph)` icon on the product line to reveal the product's
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:guilabel:`Availability` tooltip, which reveals the :guilabel:`Reserved` number of units for this
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order.
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.. note::
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If there is **not** sufficient quantity of stock for the product included in the |SO|, the
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:guilabel:`📈 (area graph)` icon is red, instead of green.
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Instead of revealing the reserved number of units for the order, the :guilabel:`Availability`
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tooltip reads :guilabel:`Available`, and reveals the available number of units (e.g., `0 Units`).
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.. image:: at_confirmation/at-confirmation-availability-tooltip.png
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:align: center
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:alt: Confirmed sales order with product availability tooltip selected.
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.. admonition:: Forecasted Report
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To see all the factors that affect product reservation, click the :guilabel:`View Forecast`
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internal link arrow to view the :guilabel:`Forecasted Report` dashboard.
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The :guilabel:`Forecasted Report` displays forecast information about the product(s) included in
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the sales order; namely, any live receipts of the product, and any active sales orders, which are
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listed in the :guilabel:`Used By` column. See how each order is fulfilled in the
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:guilabel:`Replenishment` column.
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Additionally, the :guilabel:`Forecasted` quantity is calculated at the top of the page, by adding
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the :guilabel:`On Hand` and :guilabel:`Incoming` quantity, and subtracting the
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:guilabel:`Outgoing` quantity, as shown below:
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.. image:: at_confirmation/at-confirmation-forecasted-equation.png
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:align: center
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:alt: Forecasted quantity equation from the Forecasted Report page.
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If one order should be prioritized over another order, click the :guilabel:`Unreserve` button on
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the corresponding order line in the :guilabel:`Replenishment` column.
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To deliver the products, click the :guilabel:`Delivery` smart button at the top of the sales order
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form. To confirm that the reservation worked properly, ensure that the :guilabel:`Product
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Availability` field reads `Available` (in green text), and the numbers in the :guilabel:`Demand` and
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:guilabel:`Quantity` columns match (in this case, both should read `100.00`).
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.. image:: at_confirmation/at-confirmation-delivery-order.png
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:align: center
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:alt: Delivery order for product included in sales order with at confirmation reservation.
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Once ready, click :guilabel:`Validate`.
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.. seealso::
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:doc:`About reservation methods <../reservation_methods>`
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