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