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519 lines
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HTML
519 lines
16 KiB
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<body>
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<div class="document" id="stock-reservation-rules">
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<h1 class="title">Stock Reservation Rules</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/stock-logistics-warehouse/tree/14.0/stock_reserve_rule"><img alt="OCA/stock-logistics-warehouse" src="https://img.shields.io/badge/github-OCA%2Fstock--logistics--warehouse-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/stock-logistics-warehouse-14-0/stock-logistics-warehouse-14-0-stock_reserve_rule"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/153/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module adds rules for advanced reservation / removal strategies.</p>
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<p>Rules are applied on a location and its sub-locations.</p>
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<p>A rule can exclude quants or locations based on configurable criteria,
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and based on the selected quants, apply advanced removal strategies.</p>
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<p>The rules have a sequence, which will be respected for the reservation.
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So even without filter or advanced removal strategies, we can give a priority to
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reserve in a location before another.</p>
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<p>The advanced removal strategies are applied on top of the default one (fifo,
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fefo, …).</p>
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<p>The included advanced removal strategies are:</p>
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<ul class="simple">
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<li>Default Removal Strategy: apply the default configured one (fifo, fefo, …)</li>
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<li>Empty Bins: goods are removed from a bin only if the bin will be empty after
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the removal (favor largest bins first to minimize the number of operations,
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then apply the default removal strategy for equal quantities).</li>
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<li>Full Packaging: tries to remove full packaging (configured on the products)
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first, by largest to smallest package or based on a pre-selected package
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(default removal strategy is then applied for equal quantities).</li>
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</ul>
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<p>Examples of scenario:</p>
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<p>rules:</p>
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<ul class="simple">
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<li>location A: no filter, no advanced removal strategy</li>
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<li>location B: no filter, Empty Bins</li>
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<li>location C: no filter, no advanced removal strategy</li>
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</ul>
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<p>result:</p>
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<ul class="simple">
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<li>take what is available in location A</li>
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<li>then take in location B if available, only if bin(s) are emptied</li>
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<li>then take what is available in location C</li>
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</ul>
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<p>The module is meant to be extensible, with a core mechanism on which new rules
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and advanced removal strategies can be added.</p>
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<div class="admonition important">
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<p class="first admonition-title">Important</p>
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<p class="last">This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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<a class="reference external" href="https://odoo-community.org/page/development-status">More details on development status</a></p>
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</div>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<p>The configuration of the rules is done in “Inventory > Configuration > Stock Reservation Rules”.</p>
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<p>Creation of a rule:</p>
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<p>Properties that define where the rule will be applied:</p>
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<ul class="simple">
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<li>Location: Define where the rule will look for goods (a parent of the move’s source location).</li>
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<li>Rule Domain: The rule is used only if the Stock Move matches the domain.</li>
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</ul>
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<p>Removal rules for the locations:</p>
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<ul class="simple">
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<li>Quants Domain: this domain includes/excludes quants based on a domain.</li>
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<li>Advanced Removal Strategy: the strategy that will be used for this location
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and sub-location when the rule is used.</li>
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</ul>
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<p>The sequences have to be sorted in the view list to define the reservation priorities.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>If you are using a database with demo data, you can give a try
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to the following scenario to understand how it works.</p>
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<p>The demo data created by the module contains:</p>
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<p>A product: Funky Socks</p>
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<p>3 Locations:</p>
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<ul class="simple">
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<li>Stock / Zone A / Bin A1: 200 Funky socks</li>
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<li>Stock / Zone B / Bin B1: 100 Funky socks</li>
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<li>Stock / Zone C / Bin C1: 100 Funky socks</li>
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</ul>
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<p>3 Reservation Rules, in the following order</p>
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<ul class="simple">
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<li>Zone A must have full quantities</li>
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<li>Zone B</li>
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<li>Zone C</li>
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</ul>
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<p>2 Delivery Orders:</p>
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<ul class="simple">
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<li>Origin: Outgoing shipment (reservation rules demo 1)</li>
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<li>Origin: Outgoing shipment (reservation rules demo 2)</li>
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</ul>
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<p>Scenario:</p>
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<ul class="simple">
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<li>Activate Storage Locations and Multi-Warehouses</li>
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<li>You can open Inventory > Configuration > Stock Reservation Rules to activate
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and see the rules (by default in demo, the rules are created inactive)</li>
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<li>Open Transfer: Outgoing shipment (reservation rules demo 1)</li>
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<li>Check availability: it has 150 units, as it will not empty Zone A, it will not
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take products there, it should take 100 in B and 50 in C (following the rules
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order)</li>
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<li>Unreserve this transfer (to test the second case)</li>
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<li>Open Transfer: Outgoing shipment (reservation rules demo 2)</li>
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<li>Check availability: it has 250 units, it can empty Zone A, it will take 200 in
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Bin A1 and 50 in Bin B1.</li>
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<li>If you want to explore further, you can add a custom domain to exclude rules
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(for instance, a product category will not use Zone B).</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/stock-logistics-warehouse/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
|
||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||
<a class="reference external" href="https://github.com/OCA/stock-logistics-warehouse/issues/new?body=module:%20stock_reserve_rule%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
</div>
|
||
<div class="section" id="credits">
|
||
<h1><a class="toc-backref" href="#id4">Credits</a></h1>
|
||
<div class="section" id="authors">
|
||
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
|
||
<ul class="simple">
|
||
<li>Camptocamp</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
|
||
<ul class="simple">
|
||
<li>Guewen Baconnier <<a class="reference external" href="mailto:guewen.baconnier@camptocamp.com">guewen.baconnier@camptocamp.com</a>></li>
|
||
<li>Jacques-Etienne Baudoux (BCIM) <<a class="reference external" href="mailto:je@bcim.be">je@bcim.be</a>></li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||
mission is to support the collaborative development of Odoo features and
|
||
promote its widespread use.</p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/stock-logistics-warehouse/tree/14.0/stock_reserve_rule">OCA/stock-logistics-warehouse</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
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