[ADD] inventory: add manual res doc

closes odoo/documentation#8189

X-original-commit: 5a8691d249
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

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

@@ -99,9 +99,11 @@ Operations Types`, and then clicking on a specific operations type.
    :alt: Operations Types highlighted from the Configurations submenu in the Inventory app.
 
 .. seealso::
-   :doc:`reservation_methods/at_confirmation`
+   - :doc:`reservation_methods/at_confirmation`
+   - :doc:`reservation_methods/manually`
 
 .. toctree::
    :titlesonly:
 
    reservation_methods/at_confirmation
+   reservation_methods/manually

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

@@ -0,0 +1,138 @@
+==================
+Manual reservation
+==================
+
+.. _inventory/reservation_methods/manually:
+
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+
+Unlike the *At Confirmation* reservation method, the *Manually* reservation method does **not**
+reserve products automatically.
+
+Instead, once a sales order (SO) is confirmed, product availability **must** be checked manually,
+and the required quantity **must** be reserved manually.
+
+.. seealso::
+   :doc:`About reservation methods <../reservation_methods>`
+
+Configuration
+=============
+
+To set the reservation method to *Manually*, navigate to :menuselection:`Inventory app -->
+Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to be
+configured, or create a new one by clicking :guilabel:`New`.
+
+In the :guilabel:`General` tab, locate the :guilabel:`Reservation Method` field, and select
+:guilabel:`Manually`.
+
+.. image:: manually/manually-operations-type.png
+   :align: center
+   :alt: Reservation method field on delivery order operation type form.
+
+.. note::
+   When the :guilabel:`Type of Operation` is changed to :guilabel:`Receipt` on an
+   :guilabel:`Operations Type` form, reservation methods are **not** available.
+
+Workflow
+========
+
+To see the *Manually* 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 green :guilabel:`📈 (area graph)` icon on the product line to reveal the product's
+:guilabel:`Availability` tooltip. This tooltip reveals the reserved number of units for this order.
+Because the reservation method is set to *Manually*, the :guilabel:`Reserved` quantity reads `0
+Units`.
+
+However, below that quantity reads `Available in stock`. This is because the quantity is available,
+but must be manually reserved.
+
+.. 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:`Reserved`, and reveals the available number of units (e.g., `0 Units`).
+
+   Additionally, unless there is a set replenishment or a live receipt, it also reads :guilabel:`No
+   future availability`, in red text.
+
+.. image:: manually/manually-availability-tooltip.png
+   :align: center
+   :alt: Confirmed sales order with product availability tooltip selected.
+
+Once the |SO| is confirmed, navigate to the :menuselection:`Inventory app`, and locate the
+:guilabel:`Delivery Orders` card on the :guilabel:`Inventory Overview` page.
+
+The :guilabel:`Delivery Orders` card displays the current status of live orders, including those
+with a :guilabel:`Waiting` status. Orders with this status indicate that the products in those
+orders have either not been reserved yet, or are not in stock at all.
+
+.. image:: manually/manually-delivery-orders-card.png
+   :align: center
+   :alt: Delivery orders task card with waiting status orders.
+
+To see the |SO| created previously, click the :guilabel:`(#) Waiting` button on the card (in this
+case, `8 Waiting`).
+
+Locate the delivery order (DO) tied to the |SO| that was previously created, and click the line to
+view it.
+
+On the :guilabel:`Delivery Order` form, the status in the :guilabel:`Product Availability` field is
+listed as `Available`, in yellow text, instead of green. This is because there is sufficient stock
+on hand for this order, but no quantity has been reserved yet.
+
+In the :guilabel:`Operations` tab, on the :guilabel:`Product` line, the numbers in the
+:guilabel:`Demand` column and the :guilabel:`Quantity` column do *not* match.
+
+In this case, the :guilabel:`Demand` column lists `10.00`, while the :guilabel:`Quantity` column
+lists `0`.
+
+.. image:: manually/manually-delivery-order-form.png
+   :align: center
+   :alt: Delivery order form with product availability and reserved quantity.
+
+To manually reserve the specified quantity of the product for this order, click the
+:guilabel:`Check Availability` button at the top of the form. Doing so turns the `Available` status
+in the :guilabel:`Product Availability` field green, and changes the number in the
+:guilabel:`Quantity` column to match the :guilabel:`Demand` column.
+
+This is because there is sufficient quantity in stock to reserve for the order.
+
+Once ready, click :guilabel:`Validate`.
+
+.. tip::
+   Multiple orders with a *Waiting* status can be manually reserved at the same time, and set to
+   *Ready* status.
+
+   To do that, open the :menuselection:`Inventory` app, which reveals the :guilabel:`Inventory
+   Overview` page. The :guilabel:`Inventory Overview` page is also accessible by navigating to
+   :menuselection:`Inventory app --> Overview`.
+
+   From the :guilabel:`Inventory Overview` page, click the :guilabel:`(#) Waiting` button on the
+   :guilabel:`Delivery Orders` card.
+
+   Then, tick the checkboxes to the left of each desired order, or tick the checkbox in the header
+   row, to the far-left, to select all orders on the page at once.
+
+   Then, click the :guilabel:`Check Availability` button at the top of the page.
+
+   If the products included in every selected order have enough stock on-hand, this reserves the
+   products, and moves the order into :guilabel:`Ready` status. Upon receiving a :guilabel:`Ready`
+   status, the order disappears from the :guilabel:`Waiting` list.
+
+   If there is *not* enough stock on-hand, the order retains its current status, and remains on the
+   list.
+
+   .. image:: manually/manually-check-availability.png
+      :align: center
+      :alt: List of orders in waiting status and check availability button.
+
+.. seealso::
+   :doc:`At confirmation reservation <../reservation_methods/at_confirmation>`