[IMP] MRP: updated Kits doc rst content
Went through the existing kits documentation and changed a lot of the
content, as much of it was outdated. Also replaced the images with new
ones.
closes odoo/documentation#2997
X-original-commit: 426b66ec7b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: weka-odoo <weka@odoo.com>
@ -1,87 +1,76 @@
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=====
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Kits
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=====
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========
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Use kits
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========
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A *kit* is a set of components that are not pre-assembled or mixed. This is useful for
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selling but also for creating cleaner and more effective *BOMs*. To use kits, you need
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both the Manufacturing and Inventory apps to be installed.
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A *kit* is a set of unassembled components. Kits may be sold as products, but are also useful tools
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for managing more complex bills of materials (BoMs). To use kits, the :guilabel:`Manufacturing` and
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:guilabel:`Inventory` applications need to be installed.
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Manage Stock of Component Products
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==================================
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Create the kit as a product
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===========================
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If you want to assemble kits as they are ordered, managing stock of the kit components only,
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you will use a *Kit BoM* Type without any manufacturing operations.
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To use a kit as a sellable product or simply as a component organization tool, the kit should first
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be created as a product. To create a kit product, go to :menuselection:`Manufacturing or Inventory
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--> Products --> Products`, and then click :guilabel:`Create`.
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A product using a *Kit BoM* will appear as a single line item on a quotation and a sales order,
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but will generate a delivery order with one line item for each of the components of the kit. In
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the examples below, the first image shows a sales order for the kit *Custom Computer Kit*,
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while the second image shows the corresponding delivery order.
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Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this allows for management
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of kit inventory. The :guilabel:`Route` designation under the :guilabel:`Inventory` tab does not
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matter, since Odoo uses the routes of the kit's components for replenishment purposes. All other
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parameters for the kit product may be modified according to preference. Finally, click
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:guilabel:`Save`.
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.. image:: kit_shipping/kit-so-line.png
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:align: center
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The kit's components must also be configured as products via :menuselection:`Manufacturing or
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Inventory --> Products --> Products`. These components require no specific configuration.
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.. image:: kit_shipping/kit-do-picking.png
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:align: center
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Set up the kit BoM
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==================
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Configuration
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=============
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After fully configuring the kit product and its components, create a :abbr:`BoM (Bill of
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Materials)` for the kit product. Go to :menuselection:`Manufacturing --> Products --> Bills of
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Materials`, and then click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the
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previously configured kit product. Then, set the :guilabel:`BoM Type` to :guilabel:`Kit`. Finally,
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add each component and specify its quantity. Make sure to :guilabel:`Save` the changes.
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From the *Products menu* in either the *Inventory* or *Manufacturing* app, create each component
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product (as you would with any other product), then create the top-level, or kit product. Because
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you cannot track the stock of kit products, the *Product Type* should be set to *Consumable*.
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However, if you are using Anglo-Saxon accounting, and you would like COGS to be posted when
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invoicing your kits (and only for this reason), the storable product type should selected instead.
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Because a kit product cannot be purchased, *Can be Purchased* should be unchecked. The route of the
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kit product in the *Inventory* Tab does not really matter, as, for replenishment, only the route of
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the components that will be taken into account only.
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.. image:: kit_shipping/bom-kit-selection.png
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:align: center
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:alt: Kit selection on the bill of materials.
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All other parameters on the kit product may be modified according to your preference. The component
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products require no particular configuration.
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If the kit is solely being used as a sellable product, then only components need to be added under
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the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary.
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Once the products are configured, create a *bill of materials* for the kit product. Add each component
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and its quantity. Select the *BoM Type* Kit. All other options may be left with their default values.
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.. note::
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When a kit is sold as a product, it appears as a single line item on the quotation and
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sales order. However, on delivery orders, each component of the kit is listed.
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.. image:: kit_shipping/kit-bom.png
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:align: center
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Use kits to manage complex BoMs
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===============================
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Manage Stock of Kit Product and Component Products
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==================================================
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Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`. These are products
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that contain other products as components and therefore require nested :abbr:`BoMs (Bills of
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Materials)`. Incorporating pre-configured kits into multilevel :abbr:`BoMs (Bills of Materials)`
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allows for cleaner organization of bundled products. Under :guilabel:`Components`, list a kit as a
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component in a higher-level product's :abbr:`BoM (Bills of Material)` to eliminate the need to add
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the kit's parts individually. Any :guilabel:`BoM Type` can be used for the higher-level product's
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:abbr:`BoM (Bill of Materials)`.
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If you want to manage the stock of the *top-level kit product*, you will use a standard *BoM Type*
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manufacture or subcontracting instead. In this case you will either buy the final product from your
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subcontractor, or make it yourself through a manufacturing order.
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.. image:: kit_shipping/multilevel-bom-kit.png
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:align: center
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:alt: Kit as a component in a multilevel bill of materials.
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In that case the product type will be storable, and the BOM type either 'Manufacture this product'
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or 'Subcontracting' as shown below.
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To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of Material's)`
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components, click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (Bills of
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Materials)` can be expanded and viewed from this report.
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.. image:: kit_shipping/kit-storable.png
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:align: center
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.. image:: kit_shipping/structure-and-cost-kit.png
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:align: center
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:alt: Expanded kit in the Structure and Cost report.
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When creating a manufacturing order for a product with a multilevel :abbr:`BoM (Bill of
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Materials)`, the kit product automatically expands to show all components. Any operations in the
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kit's :abbr:`BoM (Bill of Materials)` are also added to the list of work orders on the
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manufacturing order.
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Build a cleaner BOM
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====================
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As suggested above, a kit BOM can also simply be used to manage a more complex BOM.
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Imagine the Custom Computer parts above were part of another final product. It would be much
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clearer and simpler if the BOMs were added together (as shown below) instead of adding all
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the individual parts one by one.
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.. image:: kit_shipping/kit-bom4.png
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:align: center
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This is even better illustrated when looking at the BOM Structure Report, where it is
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easy to expand and hide specific kit level or sub-assembly type BOMs.
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.. image:: kit_shipping/kit-bom5.png
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:align: center
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On the creation of the manufacturing order, the BOM will automatically expand to show all
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top level and kit level components. You can go back to the BOM at any point though as it
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remains available on the form view of your manufacturing order.
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.. image:: kit_shipping/kit-bom6.png
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:align: center
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Finally, note that if there were any Operations in the Kit BOM, these would also simply be added
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in to the work order list of the main component.
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.. note::
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Kits are primarily used to bundle components together for organization or sale. To manage
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multilevel products that require manufactured subcomponents, refer to :doc:`this documentation
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<sub_assemblies>` on sub-assemblies.
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