diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst index ec76da8bf..c7db03734 100644 --- a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst +++ b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst @@ -13,26 +13,17 @@ also useful tools for managing more complex bills of materials (BoMs). Create the kit as a product =========================== -To use a kit as a sellable product, or simply as a component organization tool, the kit should first +To use a kit as a sellable product, or as a component organization tool, the kit should first be created as a product. -To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click -:guilabel:`Create`. +To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, then select +:guilabel:`New`. -Then, assign a name to the new kit product. Next, under the :guilabel:`General Information` tab, set -the :guilabel:`Product Type` to :guilabel:`Consumable`. Kit products work best as consumables, -because the stock on-hand for kits is typically not tracked. +Enter a name to the new kit product. Next, under the :guilabel:`General Information` tab, set +the :guilabel:`Product Type` to :guilabel:`Goods`. Then, select the checkbox next to :guilabel:`Track Inventory`. From the drop-down menu, select :guilabel:`By Quantity`. -.. note:: - Although kits should almost always be set to :guilabel:`Consumable`, companies using - **Anglo-Saxon** accounting might need to create kits as a :guilabel:`Storable Product`. This is - because when processing invoices for kits, the Cost of Goods Sold (COGS) will be posted in - accounting journals. - -Unlike storable products, the :guilabel:`Routes` designation under the :guilabel:`Inventory` tab -does not matter for kits, since Odoo uses the routes of the kit's individual components for -replenishment purposes. All other parameters for the kit product may be modified according to -preference. Once ready, click :guilabel:`Save` to save the new product. +.. image:: kit_shipping/kit-product-setup.png + :alt: Kit set up as a product. The kit's components must also be configured as products via :menuselection:`Inventory app --> Products --> Products`. These components require no specific configuration. @@ -43,22 +34,21 @@ Set up the kit BoM After fully configuring the kit product and its components, a new :abbr:`BoM (bill of materials)` can be created for the kit product. -To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click -:guilabel:`Create`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list -of products, and select the previously configured kit product. +To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, then select +:guilabel:`New`. Next to the :guilabel:`Product` field, select the drop-down menu to reveal a list +of products, then select the previously configured kit product. Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option. Finally, under the -:guilabel:`Components` tab, click :guilabel:`Add a line`, and add each desired component, and +:guilabel:`Components` tab, select :guilabel:`Add a line`, then add each desired component and specify their quantities under the :guilabel:`Quantity` column. -Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`. +Once ready, select :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`. .. image:: kit_shipping/bom-kit-selection.png - :align: center :alt: Kit selection on the bill of materials. 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. +the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary. Kits can be added as components to other kits, which is described in the next section. .. note:: When a kit is sold as a product, it appears as a single line item on the quotation and sales @@ -69,38 +59,36 @@ Use kits to manage complex BoMs Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require -*nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level +*nested* :abbr:`BoMs (bills of materials)`. Incorporating preconfigured kits into multi-level :abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products. To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to -:menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click -:guilabel:`Create`. +:menuselection:`Manufacturing app --> Products --> Bills of Materials`, then select +:guilabel:`New`. -Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and +Next to the :guilabel:`Product` field, select the drop-down menu to reveal a list of products, and select the desired :abbr:`BoM (bill of materials)` product. Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Manufacture this product` option. -Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and select a kit as the +Under the :guilabel:`Components` tab, select :guilabel:`Add a line`, then select a kit as the component. Adding the kit as a component eliminates the need to add the kit's components individually. Any :guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM (bill of materials)`. -Once ready, click :guilabel:`Save` to save changes. +Once ready, select :guilabel:`Save` to save changes. .. image:: kit_shipping/multilevel-bom-kit.png - :align: center :alt: Kit as a component in a multilevel bill of materials. -Structure & cost ----------------- +Preview multi-level BoMs +------------------------ To access a comprehensive overview of the multi-level :abbr:`BoM's (bill of material's)` components, -click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bills of materials)` +select on the :guilabel:`BoM Overview` smart button. Sublevel :abbr:`BoMs (bills of materials)` can be expanded and viewed from this report. -.. image:: kit_shipping/structure-and-cost-kit.png - :align: center - :alt: Expanded kit in the Structure and Cost report. +.. image:: kit_shipping/bom-overview-kit.png + :alt: Expanded kit in the Bill of Materials overview. When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of materials)`, the kit product automatically expands to show all components. Any operations in the @@ -108,6 +96,5 @@ kit's :abbr:`BoM (bill of materials)` are also added to the list of work orders manufacturing order. .. tip:: - Kits are primarily used to bundle components together for organization or sale. To manage - multi-level products that require manufactured sub-components, refer to :doc:`this documentation - ` on sub-assemblies. + Kits are primarily used to bundle components together for organization or sale. 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