diff --git a/inventory/settings/products.rst b/inventory/settings/products.rst new file mode 100644 index 000000000..d61743e6c --- /dev/null +++ b/inventory/settings/products.rst @@ -0,0 +1,9 @@ +======== +Products +======== + +.. toctree:: + :titlesonly: + :glob: + + products/variants diff --git a/inventory/settings/products/media/variant01.png b/inventory/settings/products/media/variant01.png new file mode 100644 index 000000000..a7c7ce16c Binary files /dev/null and b/inventory/settings/products/media/variant01.png differ diff --git a/inventory/settings/products/media/variant02.png b/inventory/settings/products/media/variant02.png new file mode 100644 index 000000000..8a7426317 Binary files /dev/null and b/inventory/settings/products/media/variant02.png differ diff --git a/inventory/settings/products/media/variant03.png b/inventory/settings/products/media/variant03.png new file mode 100644 index 000000000..7562aaacd Binary files /dev/null and b/inventory/settings/products/media/variant03.png differ diff --git a/inventory/settings/products/media/variant04.png b/inventory/settings/products/media/variant04.png new file mode 100644 index 000000000..18bf830ec Binary files /dev/null and b/inventory/settings/products/media/variant04.png differ diff --git a/inventory/settings/products/media/variant05.png b/inventory/settings/products/media/variant05.png new file mode 100644 index 000000000..e6c4ea3ca Binary files /dev/null and b/inventory/settings/products/media/variant05.png differ diff --git a/inventory/settings/products/media/variant06.png b/inventory/settings/products/media/variant06.png new file mode 100644 index 000000000..bfe3d9ce4 Binary files /dev/null and b/inventory/settings/products/media/variant06.png differ diff --git a/inventory/settings/products/variants.rst b/inventory/settings/products/variants.rst new file mode 100644 index 000000000..89c0ca501 --- /dev/null +++ b/inventory/settings/products/variants.rst @@ -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