diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst index 6a1a0b5780..7852989309 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst @@ -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 ` - :doc:`Before scheduled date reservation ` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-availability-tooltip.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-availability-tooltip.png index b2c5918cd3..49fbc74a1f 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-availability-tooltip.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-availability-tooltip.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-delivery-order.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-delivery-order.png index 90bb28f1dd..f3fa6ec01f 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-delivery-order.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-delivery-order.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-operations-type.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-operations-type.png index 894f75b4bb..9356e7bc1a 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-operations-type.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-operations-type.png differ