[IMP] Manufacturing: Kit article updates

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Justin Mallette 2025-02-24 10:07:27 -08:00
parent 19cb93e6b5
commit 2ddce7c93b
6 changed files with 26 additions and 39 deletions

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@ -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
<sub_assemblies>` on sub-assemblies.
Kits are primarily used to bundle components together for organization or sale. However, you can use :doc:`sub-assemblies<sub_assemblies>` to manage
multi-level products that require manufactured sub-components.

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