In this video, learn about the reservation process in Odoo Inventory, its different delivery methods, and when it's best to use each of them.
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1.
When using the ‘At Confirmation’ Reservation Method, will products included in Sales Orders be reserved automatically?
Yes, but only once the Sales Order is confirmed, and only if there is enough available stock on-hand
Yes, products are automatically reserved for every Sales Order – no matter what
No, the ‘At Confirmation’ method does not automatically reserve products for Sales Orders
No, the ‘At Confirmation’ method is only used on internal transfers of products
2.
When using the ‘Manually’ Reservation Method, how do you manually reserve products included in a Sales Order?
From the Sales Order, click into the product form, and select ‘Reserve Quantity’
From the Sales Order, click the ‘Delivery’ smart button, then click ‘Check Availability’ from the Delivery Order. The products will then be reserved
Before creating a Sales Order, locate (and select) the checkbox on the product form that reads “Automatically Reserve”
This method is not available on Sales Orders
3.
When using the ‘Before Scheduled Date’ Reservation Method, how does the number of days entered in the ‘Reserve before scheduled date’ field affect Sales Orders?
The number entered in this field automatically schedules the delivery date for that number of days
It has no effect on products used in Sales Orders
This is not an option that appears when the ‘Before Scheduled Date’ method is chosen
The number entered in this field indicates the maximum number of days products will be reserved before a scheduled delivery date
