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 index 359d2ee85..ddbd45618 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst +++ b/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 diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst new file mode 100644 index 000000000..6c91d1376 --- /dev/null +++ b/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>` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-availability-tooltip.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-availability-tooltip.png new file mode 100644 index 000000000..9e6f80e96 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-availability-tooltip.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-check-availability.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-check-availability.png new file mode 100644 index 000000000..bfa98d829 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-check-availability.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-delivery-order-form.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-delivery-order-form.png new file mode 100644 index 000000000..b3293f641 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-delivery-order-form.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-delivery-orders-card.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-delivery-orders-card.png new file mode 100644 index 000000000..a2f8649b9 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-delivery-orders-card.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-operations-type.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-operations-type.png new file mode 100644 index 000000000..3bbce3752 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually/manually-operations-type.png differ