[ADD] inventory: add manual res doc
closes odoo/documentation#8190 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -99,9 +99,11 @@ Operations Types`, and then clicking on a specific operations type.
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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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.. seealso::
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:doc:`reservation_methods/at_confirmation`
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- :doc:`reservation_methods/at_confirmation`
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- :doc:`reservation_methods/manually`
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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reservation_methods/at_confirmation
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reservation_methods/at_confirmation
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reservation_methods/manually
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@ -0,0 +1,138 @@
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==================
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Manual reservation
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==================
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.. _inventory/reservation_methods/manually:
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.. |SO| replace:: :abbr:`SO (Sales Order)`
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Unlike the *At Confirmation* reservation method, the *Manually* reservation method does **not**
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reserve products automatically.
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Instead, once a sales order (SO) is confirmed, product availability **must** be checked manually,
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and the required quantity **must** be reserved manually.
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.. seealso::
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:doc:`About reservation methods <../reservation_methods>`
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Configuration
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=============
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To set the reservation method to *Manually*, navigate to :menuselection:`Inventory app -->
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Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to be
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configured, or create a new one by clicking :guilabel:`New`.
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In the :guilabel:`General` tab, locate the :guilabel:`Reservation Method` field, and select
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:guilabel:`Manually`.
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.. image:: manually/manually-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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.. note::
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When the :guilabel:`Type of Operation` is changed to :guilabel:`Receipt` on an
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:guilabel:`Operations Type` form, reservation methods are **not** available.
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Workflow
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========
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To see the *Manually* 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 green :guilabel:`📈 (area graph)` icon on the product line to reveal the product's
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:guilabel:`Availability` tooltip. This tooltip reveals the reserved number of units for this order.
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Because the reservation method is set to *Manually*, the :guilabel:`Reserved` quantity reads `0
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Units`.
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However, below that quantity reads `Available in stock`. This is because the quantity is available,
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but must be manually reserved.
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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:`Reserved`, and reveals the available number of units (e.g., `0 Units`).
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Additionally, unless there is a set replenishment or a live receipt, it also reads :guilabel:`No
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future availability`, in red text.
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.. image:: manually/manually-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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Once the |SO| is confirmed, navigate to the :menuselection:`Inventory app`, and locate the
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:guilabel:`Delivery Orders` card on the :guilabel:`Inventory Overview` page.
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The :guilabel:`Delivery Orders` card displays the current status of live orders, including those
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with a :guilabel:`Waiting` status. Orders with this status indicate that the products in those
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orders have either not been reserved yet, or are not in stock at all.
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.. image:: manually/manually-delivery-orders-card.png
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:align: center
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:alt: Delivery orders task card with waiting status orders.
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To see the |SO| created previously, click the :guilabel:`(#) Waiting` button on the card (in this
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case, `8 Waiting`).
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Locate the delivery order (DO) tied to the |SO| that was previously created, and click the line to
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view it.
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On the :guilabel:`Delivery Order` form, the status in the :guilabel:`Product Availability` field is
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listed as `Available`, in yellow text, instead of green. This is because there is sufficient stock
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on hand for this order, but no quantity has been reserved yet.
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In the :guilabel:`Operations` tab, on the :guilabel:`Product` line, the numbers in the
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:guilabel:`Demand` column and the :guilabel:`Quantity` column do *not* match.
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In this case, the :guilabel:`Demand` column lists `10.00`, while the :guilabel:`Quantity` column
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lists `0`.
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.. image:: manually/manually-delivery-order-form.png
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:align: center
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:alt: Delivery order form with product availability and reserved quantity.
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To manually reserve the specified quantity of the product for this order, click the
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:guilabel:`Check Availability` button at the top of the form. Doing so turns the `Available` status
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in the :guilabel:`Product Availability` field green, and changes the number in the
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:guilabel:`Quantity` column to match the :guilabel:`Demand` column.
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This is because there is sufficient quantity in stock to reserve for the order.
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Once ready, click :guilabel:`Validate`.
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.. tip::
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Multiple orders with a *Waiting* status can be manually reserved at the same time, and set to
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*Ready* status.
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To do that, open the :menuselection:`Inventory` app, which reveals the :guilabel:`Inventory
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Overview` page. The :guilabel:`Inventory Overview` page is also accessible by navigating to
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:menuselection:`Inventory app --> Overview`.
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From the :guilabel:`Inventory Overview` page, click the :guilabel:`(#) Waiting` button on the
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:guilabel:`Delivery Orders` card.
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Then, tick the checkboxes to the left of each desired order, or tick the checkbox in the header
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row, to the far-left, to select all orders on the page at once.
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Then, click the :guilabel:`Check Availability` button at the top of the page.
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If the products included in every selected order have enough stock on-hand, this reserves the
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products, and moves the order into :guilabel:`Ready` status. Upon receiving a :guilabel:`Ready`
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status, the order disappears from the :guilabel:`Waiting` list.
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If there is *not* enough stock on-hand, the order retains its current status, and remains on the
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list.
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.. image:: manually/manually-check-availability.png
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:align: center
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:alt: List of orders in waiting status and check availability button.
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.. seealso::
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:doc:`At confirmation reservation <../reservation_methods/at_confirmation>`
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