diff --git a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst index d941b7f10..a7e55b4b9 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst @@ -1,87 +1,76 @@ -===== -Kits -===== +======== +Use kits +======== -A *kit* is a set of components that are not pre-assembled or mixed. This is useful for -selling but also for creating cleaner and more effective *BOMs*. To use kits, you need -both the Manufacturing and Inventory apps to be installed. +A *kit* is a set of unassembled components. Kits may be sold as products, but are also useful tools +for managing more complex bills of materials (BoMs). To use kits, the :guilabel:`Manufacturing` and +:guilabel:`Inventory` applications need to be installed. -Manage Stock of Component Products -================================== +Create the kit as a product +=========================== -If you want to assemble kits as they are ordered, managing stock of the kit components only, -you will use a *Kit BoM* Type without any manufacturing operations. +To use a kit as a sellable product or simply as a component organization tool, the kit should first +be created as a product. To create a kit product, go to :menuselection:`Manufacturing or Inventory +--> Products --> Products`, and then click :guilabel:`Create`. -A product using a *Kit BoM* will appear as a single line item on a quotation and a sales order, -but will generate a delivery order with one line item for each of the components of the kit. In -the examples below, the first image shows a sales order for the kit *Custom Computer Kit*, -while the second image shows the corresponding delivery order. +Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this allows for management +of kit inventory. The :guilabel:`Route` designation under the :guilabel:`Inventory` tab does not +matter, since Odoo uses the routes of the kit's components for replenishment purposes. All other +parameters for the kit product may be modified according to preference. Finally, click +:guilabel:`Save`. -.. image:: kit_shipping/kit-so-line.png - :align: center +The kit's components must also be configured as products via :menuselection:`Manufacturing or +Inventory --> Products --> Products`. These components require no specific configuration. -.. image:: kit_shipping/kit-do-picking.png - :align: center +Set up the kit BoM +================== -Configuration -============= +After fully configuring the kit product and its components, create a :abbr:`BoM (Bill of +Materials)` for the kit product. Go to :menuselection:`Manufacturing --> Products --> Bills of +Materials`, and then click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the +previously configured kit product. Then, set the :guilabel:`BoM Type` to :guilabel:`Kit`. Finally, +add each component and specify its quantity. Make sure to :guilabel:`Save` the changes. -From the *Products menu* in either the *Inventory* or *Manufacturing* app, create each component -product (as you would with any other product), then create the top-level, or kit product. Because -you cannot track the stock of kit products, the *Product Type* should be set to *Consumable*. -However, if you are using Anglo-Saxon accounting, and you would like COGS to be posted when -invoicing your kits (and only for this reason), the storable product type should selected instead. -Because a kit product cannot be purchased, *Can be Purchased* should be unchecked. The route of the -kit product in the *Inventory* Tab does not really matter, as, for replenishment, only the route of -the components that will be taken into account only. +.. image:: kit_shipping/bom-kit-selection.png + :align: center + :alt: Kit selection on the bill of materials. -All other parameters on the kit product may be modified according to your preference. The component -products require no particular configuration. +If the kit is solely being used as a sellable product, then only components need to be added under +the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary. -Once the products are configured, create a *bill of materials* for the kit product. Add each component -and its quantity. Select the *BoM Type* Kit. All other options may be left with their default values. +.. note:: + When a kit is sold as a product, it appears as a single line item on the quotation and + sales order. However, on delivery orders, each component of the kit is listed. -.. image:: kit_shipping/kit-bom.png - :align: center +Use kits to manage complex BoMs +=============================== -Manage Stock of Kit Product and Component Products -================================================== +Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`. These are products +that contain other products as components and therefore require nested :abbr:`BoMs (Bills of +Materials)`. Incorporating pre-configured kits into multilevel :abbr:`BoMs (Bills of Materials)` +allows for cleaner organization of bundled products. Under :guilabel:`Components`, list a kit as a +component in a higher-level product's :abbr:`BoM (Bills of Material)` to eliminate the need to add +the kit's parts individually. Any :guilabel:`BoM Type` can be used for the higher-level product's +:abbr:`BoM (Bill of Materials)`. -If you want to manage the stock of the *top-level kit product*, you will use a standard *BoM Type* -manufacture or subcontracting instead. In this case you will either buy the final product from your -subcontractor, or make it yourself through a manufacturing order. +.. image:: kit_shipping/multilevel-bom-kit.png + :align: center + :alt: Kit as a component in a multilevel bill of materials. -In that case the product type will be storable, and the BOM type either 'Manufacture this product' -or 'Subcontracting' as shown below. +To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of Material's)` +components, click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (Bills of +Materials)` can be expanded and viewed from this report. -.. image:: kit_shipping/kit-storable.png - :align: center +.. image:: kit_shipping/structure-and-cost-kit.png + :align: center + :alt: Expanded kit in the Structure and Cost report. +When creating a manufacturing order for a product with a multilevel :abbr:`BoM (Bill of +Materials)`, the kit product automatically expands to show all components. Any operations in the +kit's :abbr:`BoM (Bill of Materials)` are also added to the list of work orders on the +manufacturing order. -Build a cleaner BOM -==================== - -As suggested above, a kit BOM can also simply be used to manage a more complex BOM. - -Imagine the Custom Computer parts above were part of another final product. It would be much -clearer and simpler if the BOMs were added together (as shown below) instead of adding all -the individual parts one by one. - -.. image:: kit_shipping/kit-bom4.png - :align: center - -This is even better illustrated when looking at the BOM Structure Report, where it is -easy to expand and hide specific kit level or sub-assembly type BOMs. - -.. image:: kit_shipping/kit-bom5.png - :align: center - -On the creation of the manufacturing order, the BOM will automatically expand to show all -top level and kit level components. You can go back to the BOM at any point though as it -remains available on the form view of your manufacturing order. - -.. image:: kit_shipping/kit-bom6.png - :align: center - -Finally, note that if there were any Operations in the Kit BOM, these would also simply be added -in to the work order list of the main component. +.. note:: + Kits are primarily used to bundle components together for organization or sale. 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