=======================
Stock Reservation Rules
=======================
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This module adds rules for advanced reservation / removal strategies.
Rules are applied on a location and its sub-locations.
A rule can exclude quants or locations based on configurable criteria,
and based on the selected quants, apply advanced removal strategies.
The rules have a sequence, which will be respected for the reservation.
So even without filter or advanced removal strategies, we can give a priority to
reserve in a location before another.
The advanced removal strategies are applied on top of the default one (fifo,
fefo, ...).
The included advanced removal strategies are:
* Default Removal Strategy: apply the default configured one (fifo, fefo, ...)
* Empty Bins: goods are removed from a bin only if the bin will be empty after
the removal (favor largest bins first to minimize the number of operations,
then apply the default removal strategy for equal quantities).
* Full Packaging: tries to remove full packaging (configured on the products)
first, by largest to smallest package or based on a pre-selected package
(default removal strategy is then applied for equal quantities).
Examples of scenario:
rules:
* location A: no filter, no advanced removal strategy
* location B: no filter, Empty Bins
* location C: no filter, no advanced removal strategy
result:
* take what is available in location A
* then take in location B if available, only if bin(s) are emptied
* then take what is available in location C
The module is meant to be extensible, with a core mechanism on which new rules
and advanced removal strategies can be added.
**Table of contents**
.. contents::
:local:
Configuration
=============
The configuration of the rules is done in "Inventory > Configuration > Stock Reservation Rules".
Creation of a rule:
Properties that define where the rule will be applied:
* Location: Define where the rule will look for goods (a parent of the move's source location).
* Rule Domain: The rule is used only if the Stock Move matches the domain.
Removal rules for the locations:
* Quants Domain: this domain includes/excludes quants based on a domain.
* Advanced Removal Strategy: the strategy that will be used for this location
and sub-location when the rule is used.
The sequences have to be sorted in the view list to define the reservation priorities.
Usage
=====
If you are using a database with demo data, you can give a try
to the following scenario to understand how it works.
The demo data created by the module contains:
A product: Funky Socks
3 Locations:
* Stock / Zone A / Bin A1: 200 Funky socks
* Stock / Zone B / Bin B1: 100 Funky socks
* Stock / Zone C / Bin C1: 100 Funky socks
3 Reservation Rules, in the following order
* Zone A must have full quantities
* Zone B
* Zone C
2 Delivery Orders:
* Origin: Outgoing shipment (reservation rules demo 1)
* Origin: Outgoing shipment (reservation rules demo 2)
Scenario:
* Activate Storage Locations and Multi-Warehouses
* You can open Inventory > Configuration > Stock Reservation Rules to activate
and see the rules (by default in demo, the rules are created inactive)
* Open Transfer: Outgoing shipment (reservation rules demo 1)
* Check availability: it has 150 units, as it will not empty Zone A, it will not
take products there, it should take 100 in B and 50 in C (following the rules
order)
* Unreserve this transfer (to test the second case)
* Open Transfer: Outgoing shipment (reservation rules demo 2)
* Check availability: it has 250 units, it can empty Zone A, it will take 200 in
Bin A1 and 50 in Bin B1.
* If you want to explore further, you can add a custom domain to exclude rules
(for instance, a product category will not use Zone B).
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-warehouse/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/stock-logistics-warehouse/issues/new?body=module:%20stock_reserve_rule%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Camptocamp
Contributors
~~~~~~~~~~~~
* Guewen Baconnier <guewen.baconnier@camptocamp.com>
* Jacques-Etienne Baudoux (BCIM) <je@bcim.be>
* Denis Roussel <denis.roussel@acsone.eu>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
This module is part of the `OCA/stock-logistics-warehouse <https://github.com/OCA/stock-logistics-warehouse/tree/16.0/stock_reserve_rule>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=======================\nStock Reservation Rules\n=======================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:3fd18676e439a1bd671986783a59bdbd683eb4630deab1f867727d35ba508426\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fstock--logistics--warehouse-lightgray.png?logo=github\n :target: https://github.com/OCA/stock-logistics-warehouse/tree/16.0/stock_reserve_rule\n :alt: OCA/stock-logistics-warehouse\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/stock-logistics-warehouse-16-0/stock-logistics-warehouse-16-0-stock_reserve_rule\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/stock-logistics-warehouse&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module adds rules for advanced reservation / removal strategies.\n\nRules are applied on a location and its sub-locations.\n\nA rule can exclude quants or locations based on configurable criteria,\nand based on the selected quants, apply advanced removal strategies.\n\nThe rules have a sequence, which will be respected for the reservation.\nSo even without filter or advanced removal strategies, we can give a priority to\nreserve in a location before another.\n\nThe advanced removal strategies are applied on top of the default one (fifo,\nfefo, ...).\n\nThe included advanced removal strategies are:\n\n* Default Removal Strategy: apply the default configured one (fifo, fefo, ...)\n* Empty Bins: goods are removed from a bin only if the bin will be empty after\n the removal (favor largest bins first to minimize the number of operations,\n then apply the default removal strategy for equal quantities).\n* Full Packaging: tries to remove full packaging (configured on the products)\n first, by largest to smallest package or based on a pre-selected package\n (default removal strategy is then applied for equal quantities).\n\nExamples of scenario:\n\nrules:\n\n* location A: no filter, no advanced removal strategy\n* location B: no filter, Empty Bins\n* location C: no filter, no advanced removal strategy\n\nresult:\n\n* take what is available in location A\n* then take in location B if available, only if bin(s) are emptied\n* then take what is available in location C\n\nThe module is meant to be extensible, with a core mechanism on which new rules\nand advanced removal strategies can be added.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nThe configuration of the rules is done in \"Inventory > Configuration > Stock Reservation Rules\".\n\nCreation of a rule:\n\nProperties that define where the rule will be applied:\n\n* Location: Define where the rule will look for goods (a parent of the move's source location).\n* Rule Domain: The rule is used only if the Stock Move matches the domain.\n\nRemoval rules for the locations:\n\n* Quants Domain: this domain includes/excludes quants based on a domain.\n* Advanced Removal Strategy: the strategy that will be used for this location\n and sub-location when the rule is used.\n\nThe sequences have to be sorted in the view list to define the reservation priorities.\n\nUsage\n=====\n\nIf you are using a database with demo data, you can give a try\nto the following scenario to understand how it works.\n\nThe demo data created by the module contains:\n\nA product: Funky Socks\n\n3 Locations:\n\n* Stock / Zone A / Bin A1: 200 Funky socks\n* Stock / Zone B / Bin B1: 100 Funky socks\n* Stock / Zone C / Bin C1: 100 Funky socks\n\n3 Reservation Rules, in the following order\n\n* Zone A must have full quantities\n* Zone B\n* Zone C\n\n2 Delivery Orders:\n\n* Origin: Outgoing shipment (reservation rules demo 1)\n* Origin: Outgoing shipment (reservation rules demo 2)\n\nScenario:\n\n* Activate Storage Locations and Multi-Warehouses\n* You can open Inventory > Configuration > Stock Reservation Rules to activate\n and see the rules (by default in demo, the rules are created inactive)\n* Open Transfer: Outgoing shipment (reservation rules demo 1)\n* Check availability: it has 150 units, as it will not empty Zone A, it will not\n take products there, it should take 100 in B and 50 in C (following the rules\n order)\n* Unreserve this transfer (to test the second case)\n* Open Transfer: Outgoing shipment (reservation rules demo 2)\n* Check availability: it has 250 units, it can empty Zone A, it will take 200 in\n Bin A1 and 50 in Bin B1.\n* If you want to explore further, you can add a custom domain to exclude rules\n (for instance, a product category will not use Zone B).\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-warehouse/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/stock-logistics-warehouse/issues/new?body=module:%20stock_reserve_rule%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Camptocamp\n\nContributors\n~~~~~~~~~~~~\n\n* Guewen Baconnier <guewen.baconnier@camptocamp.com>\n* 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To learn how please visit https://odoo-community.org/page/Contribute.\n",
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