[ADD] inventory: add manual res doc

closes odoo/documentation#8190

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Brandon Seltenrich (BRSE) 2024-02-26 14:26:26 -05:00 committed by Zachary Straub (ZST)
parent 124f9743c6
commit de49e8f05a
7 changed files with 141 additions and 1 deletions

View File

@ -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

View File

@ -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>`