Navigate to the Purchase module in Odoo, click New to create a Purchase Order, and select the required product with the desired quantity.

After entering the quantity, the Available Quantity is displayed on the Purchase Order line, and you can click Confirm Order to confirm the purchase in Odoo.

Once the Purchase Order is confirmed, the Product Reservation button becomes available on the Purchase Order.

When you click the Product Reservation button, a reservation popup opens where you can select the customer and product, available quantity, and enter the quantity to reserve for the customer.

Click Create Sale Order to generate the reservation order, and a Reservation Sale Order smart button will appear on the Purchase Order.

You will also notice that the available quantity decreases based on the reserved quantity created in the reservation order.

When you click this smart button, the reservation order will be displayed with the reserved quantity and customer details, and the reservation information can be sent to the customer via email.

When the customer logs in to the customer portal, they can view their reservation orders from the My Reservations section.

To access this, the customer should log in to the portal, go to My Account, and click on My Reservations to see their reservation details.

When the customer clicks on My Reservations, a list of all their reservation orders is displayed.

When the customer clicks on a reservation order, they can view the detailed information, including the reserved quantity and the reservation status.

When the Purchase Order receipt is validated, the reserved products become available in stock.

The customer is automatically notified by email when the stock is received, informing them that their reserved items are now available.

An email notification is also sent to the project team to inform them that the reservation is ready for processing.

In the customer portal, the reservation order details include two available actions: Approve Reservation and Reject Reservation.

When the customer clicks Approve Reservation, the reservation order is approved, and its status is automatically updated to Approved from the customer portal.

When the customer clicks Reject Reservation from the customer portal, the reservation order is automatically cancelled, and the reserved quantity is released back to available stock.

You can verify from the Purchase Order that the available quantity is updated and returned to stock after the reservation is cancelled.

From the customer portal, the customer can also reserve quantities from the Transit PO (Reserve) section.

Clicking on Transit PO (Reserve) displays a list of available Purchase Orders for reservation

Click on a Purchase Order from the transit list to view the products and their available quantities for reservation, and the user can enter the Reserve Quantity to book the items.

When the customer clicks Book for a reservation, they are redirected to My Reservations, where the reserved product details are displayed.

Once the Purchase Receipt is validated, the customer can no longer approve or reject the reservation. The system automatically sends reminder emails twice — first 7 days before and then 3 days before the reservation expiry. If the customer takes no action, the reservation order is automatically cancelled based on the reservation delivery date.

Additionally, when a reservation order is cancelled, the system automatically notifies the customer via email that their reservation has been cancelled.

Here is the scheduled action for sending reminder follow-up emails for reservations:

• First Reminder: Sent 7 days before the reservation expiry date.
• Second Reminder: Sent 3 days before the reservation expiry date.
• Automatic Cancellation:If no action is taken by the customer, the reservation order is automatically cancelled on the reservation delivery date, and the reserved quantity is released back to stock.
• Customer Notification: Sent An email is sent to inform the customer thattheir reservation has been cancelled.