[IMP] Inventory: At confirmation reservation

closes odoo/documentation#16722

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: meval1006 <meval@odoo.com>
This commit is contained in:
erjer-odoo
2026-03-05 15:22:01 -08:00
parent 409f12c80a
commit c6782336a5
4 changed files with 38 additions and 33 deletions

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@@ -7,7 +7,7 @@ At confirmation reservation
.. |SO| replace:: :abbr:`SO (Sales Order)`
The *at confirmation* reservation method reserves products **only** when a sales order (SO) is
confirmed, **and** if enough stock of the products included in the |SO| is already available.
confirmed, **and** enough product stock is available.
.. seealso::
:doc:`About reservation methods <../reservation_methods>`
@@ -15,76 +15,81 @@ confirmed, **and** if enough stock of the products included in the |SO| is alrea
Configuration
=============
To set the reservation method to *at confirmation*, navigate to :menuselection:`Inventory app -->
Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to
To set the reservation method to *at confirmation*, navigate to the :menuselection:`Inventory app
--> Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to
configure, or create a new one by clicking :guilabel:`New`.
In the :guilabel:`General` tab on the operation type form, locate the :guilabel:`Reservation Method`
field, and select :guilabel:`At Confirmation`.
In the *General* tab on the operation type form, locate the :guilabel:`Reservation Method` field
and select :guilabel:`At Confirmation`.
.. image:: at_confirmation/at-confirmation-operations-type.png
:align: center
:alt: Reservation method field on delivery order operation type form.
Workflow
========
To see the *at confirmation* reservation method in action, create a new |SO| by navigating to
:menuselection:`Sales app --> New`.
To see the *at confirmation* reservation method in action, create a new |SO| by navigating to the
:menuselection:`Sales app`. On the *Quotations* page, click :guilabel:`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.
On the quotation, add a customer in the :guilabel:`Customer` field. Then, in the *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.
Once ready, click :guilabel:`Confirm` to create the sales order.
Click the :guilabel:`📈 (area graph)` icon on the product line to reveal the product's
:guilabel:`Availability` tooltip, which reveals the :guilabel:`Reserved` number of units for this
Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon on the product line to reveal the
product's :guilabel:`Availability` tooltip, which shows the :guilabel:`Reserved` quantity for this
order.
.. image:: at_confirmation/at-confirmation-availability-tooltip.png
:alt: Confirmed sales order with product availability tooltip selected.
.. 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.
:icon:`fa-area-chart` :guilabel:`(area chart)` icon is red instead of green.
Instead of revealing the reserved number of units for the order, the :guilabel:`Availability`
tooltip reads :guilabel:`Available`, and reveals the available number of units (e.g., `0 Units`).
.. image:: at_confirmation/at-confirmation-availability-tooltip.png
:align: center
:alt: Confirmed sales order with product availability tooltip selected.
Instead of showing the reserved number of units for the order, the :guilabel:`Availability`
tooltip reads :guilabel:`Reserved` and shows the reserved number of units (e.g., `0 Units`).
.. admonition:: Forecasted Report
To see all the factors that affect product reservation, click the :guilabel:`View Forecast`
internal link arrow to view the :guilabel:`Forecasted Report` dashboard.
To see all the factors that affect product reservation, click the :icon:`oi-arrow-right`
:guilabel:`View Forecast` internal link arrow to view the :guilabel:`Forecasted Report`
dashboard.
The :guilabel:`Forecasted Report` displays forecast information about the product(s) included in
the sales order; namely, any live receipts of the product, and any active sales orders, which are
The :guilabel:`Forecasted Report` displays forecast information for the products included in the
sales order, namely any live receipts of the product and any active sales orders, which are
listed in the :guilabel:`Used By` column. See how each order is fulfilled in the
:guilabel:`Replenishment` column.
Additionally, the :guilabel:`Forecasted` quantity is calculated at the top of the page, by adding
the :guilabel:`On Hand` and :guilabel:`Incoming` quantity, and subtracting the
Additionally, the :guilabel:`Forecasted` quantity is calculated at the top of the page by adding
the :guilabel:`On Hand` and :guilabel:`Incoming` quantity and subtracting the
:guilabel:`Outgoing` quantity, as shown below:
.. image:: at_confirmation/at-confirmation-forecasted-equation.png
:align: center
:alt: Forecasted quantity equation from the Forecasted Report page.
If one order should be prioritized over another order, click the :guilabel:`Unreserve` button on
the corresponding order line in the :guilabel:`Replenishment` column.
To deliver the products, click the :guilabel:`Delivery` smart button at the top of the sales order
form. To confirm that the reservation worked properly, ensure that the :guilabel:`Product
Availability` field reads `Available` (in green text), and the numbers in the :guilabel:`Demand` and
:guilabel:`Quantity` columns match (in this case, both should read `100.00`).
To deliver the products, click the :icon:`fa-truck` :guilabel:`Delivery` smart button at the top of
the sales order form. To confirm that the reservation worked properly, ensure that the
:guilabel:`Product Availability` field reads `Available` (in green text), and that the numbers in
the :guilabel:`Demand` and :guilabel:`Quantity` columns match (in this case, both should read
`10.00`).
.. image:: at_confirmation/at-confirmation-delivery-order.png
:align: center
:alt: Delivery order for product included in sales order with at confirmation reservation.
Once ready, click :guilabel:`Validate`.
.. note::
Delivery orders can be starred, or favorited. Unlike :guilabel:`Before scheduled date`
reservations, adding a delivery order to favorites via the :guilabel:`At Confirmation`
reservation does not prioritize it. The delivery order is only prioritized in the **Inventory**
app's display of delivery orders.
.. seealso::
- :doc:`Manual reservation <manually>`
- :doc:`Before scheduled date reservation <before_scheduled_date>`

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