[ADD] inventory: Using product variants
https://docs.google.com/document/d/1VUg2ZMBMkEl78wN597cJfEP7EHNr66JKF9VKkRYU1Tw/edit
This commit is contained in:
parent
ed6794a025
commit
651f47f640
9
inventory/settings/products.rst
Normal file
9
inventory/settings/products.rst
Normal file
@ -0,0 +1,9 @@
|
||||
========
|
||||
Products
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
:glob:
|
||||
|
||||
products/variants
|
BIN
inventory/settings/products/media/variant01.png
Normal file
BIN
inventory/settings/products/media/variant01.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 7.2 KiB |
BIN
inventory/settings/products/media/variant02.png
Normal file
BIN
inventory/settings/products/media/variant02.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 9.5 KiB |
BIN
inventory/settings/products/media/variant03.png
Normal file
BIN
inventory/settings/products/media/variant03.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 7.2 KiB |
BIN
inventory/settings/products/media/variant04.png
Normal file
BIN
inventory/settings/products/media/variant04.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 3.2 KiB |
BIN
inventory/settings/products/media/variant05.png
Normal file
BIN
inventory/settings/products/media/variant05.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 11 KiB |
BIN
inventory/settings/products/media/variant06.png
Normal file
BIN
inventory/settings/products/media/variant06.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 11 KiB |
227
inventory/settings/products/variants.rst
Normal file
227
inventory/settings/products/variants.rst
Normal file
@ -0,0 +1,227 @@
|
||||
======================
|
||||
Using product variants
|
||||
======================
|
||||
|
||||
Product variants are used to manage products having different
|
||||
variations, like size, color, etc. It allows managing the product at the
|
||||
template level (for all variations) and at the variant level (specific
|
||||
attributes).
|
||||
|
||||
As an example, a company selling t-shirts may have the following
|
||||
product:
|
||||
|
||||
- B&C T-shirt
|
||||
|
||||
- Sizes: S, M, L, XL, XXL
|
||||
- Colors: Blue, Red, White, Black
|
||||
|
||||
In this example, **B&C T-Shirt** is called the product template and
|
||||
**B&C T-Shirt, S, Blue** is a variant. Sizes and color are
|
||||
**attributes**.
|
||||
|
||||
The above example has a total of 20 different products (5 sizes x 4
|
||||
colors). Each one of these products has its own inventory, sales, etc.
|
||||
|
||||
Impact of variants
|
||||
==================
|
||||
|
||||
- **Barcode**: the code and barcode is associated to a variant, not the
|
||||
template. Every variant may have its own barcode / SKU.
|
||||
|
||||
- **Price**: every product variant has its own public price that is
|
||||
computed based on the template price ($20) with an optional extra
|
||||
for every variant (+$3 for color red). However, you can define
|
||||
pricelist rules that apply on the template or the variant.
|
||||
|
||||
- **Inventory**: the inventory is managed by product variant. You don't
|
||||
own t-shirts, you only own "T-shirts, S, Red", or "T-Shirts, M,
|
||||
Blue". For information purpose, on the product template form, you
|
||||
get the inventory that is the sum of every variant. (but the
|
||||
actual inventory is computed by variant)
|
||||
|
||||
- **Picture**: the picture is related to the variant, every variation
|
||||
of a product may have its own primary picture.
|
||||
|
||||
- **Other fields**: most of the other fields belongs to the product
|
||||
template. If you update them, it updates automatically all the
|
||||
variants. (example: Income Account, Taxes)
|
||||
|
||||
Should you use variants?
|
||||
========================
|
||||
|
||||
When should you use variants?
|
||||
-----------------------------
|
||||
|
||||
Using variants has the following impacts:
|
||||
|
||||
- **eCommerce**: in your online shop, the customer will only see
|
||||
product templates in the catalog page. Once the visitor click on
|
||||
such a product, he will have options to choose amongst the
|
||||
variants (colors, sizes, …)
|
||||
|
||||
- **Manufacturing**: Using variants allows to define only one bill of
|
||||
material for a product template and slight variations for some of
|
||||
the variants. Example: instead of creating a Bill of Material for
|
||||
"T-shirt, Red, S", you create a bill of material for "T-shirt"
|
||||
and add some lines that are specific to the dimension S, and
|
||||
other lines specific to the color Red.
|
||||
|
||||
- **Pricing**: The default price of a product is computed using the
|
||||
price of the product template and add the optional extra price on
|
||||
each dimension of the variant. This way, variant prices are
|
||||
easier to maintain since you don't have to set the price for
|
||||
every variant. However, it's possible to create pricelist rules
|
||||
to fix price per variants too.
|
||||
|
||||
When should you avoid using variants?
|
||||
-------------------------------------
|
||||
|
||||
Using variants may add a level of complexity on the way you use Odoo.
|
||||
You should consider using variants only if you need it to reduce the
|
||||
complexity of managing lots of products that are similars.
|
||||
|
||||
As an example, importing your initial product catalog is more complex if
|
||||
you use variants. You can't just import a list of products, you must
|
||||
import product templates and all their related variations.
|
||||
|
||||
In addition to that, you should also carefully select the dimensions
|
||||
that you manage as separate product templates and those as variants. As
|
||||
an example, a company having these products:
|
||||
|
||||
- Quality: T-Shirts, Polos, Shirts
|
||||
|
||||
- Color: Red, Blue
|
||||
|
||||
- Size: S, M, L, XL
|
||||
|
||||
In such a use case, you could create 1 template with three dimensions of
|
||||
variants (Layout, T-Shirts, Polos). But, it's recommended to create two
|
||||
different product templates as T-shirts may highly differ from polos or
|
||||
shirts and customer expect to see these as two different products in the
|
||||
e-Commerce:
|
||||
|
||||
- Product Template: T-shirt
|
||||
|
||||
- Color: Red, Blue
|
||||
- Size: S, M, L, XL
|
||||
|
||||
- Product Template: Polos
|
||||
|
||||
- Color: Red, Blue
|
||||
- Size: S, M, L, XL
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Activate the variant feature
|
||||
----------------------------
|
||||
|
||||
Before you can use product variants, you must first activate the product
|
||||
variants in the settings. To do so, you must go to the Sales app. In the
|
||||
menu :menuselection:`Configuration --> Settings`, locate the **Products Variants** line,
|
||||
and tick the option **Products can have several attributes**, then click
|
||||
on **Apply**.
|
||||
|
||||
.. image:: media/variant01.png
|
||||
:align: center
|
||||
|
||||
Creating products with variants
|
||||
-------------------------------
|
||||
|
||||
Once you have activated the variant option, you can add variants to your
|
||||
products. To do so, go to the Sales module, :menuselection:`Sales --> Products`.
|
||||
It is also accessible from the Purchase and inventory modules.
|
||||
|
||||
Now, click on the product you wish to add variants to.
|
||||
|
||||
In the product page, a new tab called Variants has appeared. The number
|
||||
in purple written on top is the number of variants this product
|
||||
currently has. To add new variants, click on the tile. In the new
|
||||
window, click on **Create**.
|
||||
|
||||
In **Attributes**, click on the rolldown menu and select the type of
|
||||
variance you wish to add. If the variant does not yet exist, you can
|
||||
create it on the fly by clicking on Create and edit…
|
||||
|
||||
.. image:: media/variant02.png
|
||||
:align: center
|
||||
|
||||
In the Attributes window, the **Value** field is the description of the
|
||||
attribute such as Green, Plastic or 32GB. The **Attribute** field is the
|
||||
type of variant such as Color, Material or Memory.
|
||||
|
||||
.. image:: media/variant03.png
|
||||
:align: center
|
||||
|
||||
You can add a cost for the variant on the fly by adding it in the
|
||||
**Attribute Price Extra** field, or choose to modify it later. Click on
|
||||
**Save**.
|
||||
|
||||
You can also add a different barcode and internal reference to the
|
||||
variant.
|
||||
|
||||
When you have entered all the specifications of the variant, click on
|
||||
**Save**.
|
||||
|
||||
Managing Product Variants
|
||||
=========================
|
||||
|
||||
Introduction
|
||||
------------
|
||||
|
||||
The examples below are all based on this product template that has two
|
||||
variant attributes :
|
||||
|
||||
- T-Shirt B&C
|
||||
|
||||
- Color: Red, Blue, White
|
||||
|
||||
- Size: S, M, L, XL, XXL
|
||||
|
||||
Managing combination possibilities
|
||||
----------------------------------
|
||||
|
||||
By default, with the above product template, you get 15 different
|
||||
products (3 colors, 5 sizes). If the XXL size does not exist for red and
|
||||
blue t-shirts, you can deactivate this product variant.
|
||||
|
||||
To do this, click on the **Variants** button, select the XXL, White
|
||||
T-shirt. From the product form, uncheck the **Active** box of the T-shirt
|
||||
White, XXL.
|
||||
|
||||
.. image:: media/variant04.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
|
||||
That deactivating a product is different than having an inventory of 0.
|
||||
|
||||
Setting a price per variant
|
||||
---------------------------
|
||||
|
||||
You can add a cost over the main price for some of the variants of a
|
||||
product.
|
||||
|
||||
Once you have activated the variant option, you can add variants to your
|
||||
products. To do so, go to the Sales module, open :menuselection:`Sales --> Products`
|
||||
and click on the product you want to modify. Click on the **Variant Prices**
|
||||
button to access the list of variant values.
|
||||
|
||||
.. image:: media/variant05.png
|
||||
:align: center
|
||||
|
||||
Click on the variant name you wish to add a value to, to make the 3
|
||||
fields editable. In the **Attribute Price Extra** field, add the cost of
|
||||
the variant that will be added to the original price.
|
||||
|
||||
.. image:: media/variant06.png
|
||||
:align: center
|
||||
|
||||
When you have entered all the extra values, click on **Save**.
|
||||
|
||||
.. todo::
|
||||
|
||||
.. seealso::
|
||||
|
||||
* Accounting Memento: Details of Journal Entries
|
||||
* Process Overview: From Billing to Payment Orders
|
Loading…
Reference in New Issue
Block a user