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[FIX] mrp: fix kits note

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closes odoo/documentation#5585

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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Brandon Seltenrich (BRSE) 2023-08-23 15:13:47 +00:00 committed by Sam Lieber (sali)
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content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst
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@ -2,34 +2,56 @@
Use kits
========
A *kit* is a set of unassembled components. Kits may be sold as products, but are also useful tools
for managing more complex bills of materials (BoMs). To use kits, the :guilabel:`Manufacturing` and
:guilabel:`Inventory` applications need to be installed.
In Odoo, a *kit* is a type of bill of materials (BoM) that can be manufactured and sold. Kits are
sets of unassembled components sold to customers. They may be sold as standalone products, but are
also useful tools for managing more complex bills of materials (BoMs).
.. note::
To use, manufacture, and sell kits, both the :guilabel:`Manufacturing` and :guilabel:`Inventory`
apps need to be installed.
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
be created as a product. To create a kit product, go to :menuselection:`Manufacturing or Inventory
--> Products --> Products`, and then click :guilabel:`Create`.
To use a kit as a sellable product, or simply as a component organization tool, the kit should first
be created as a product.
Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this allows for management
of kit inventory. The :guilabel:`Route` designation under the :guilabel:`Inventory` tab does not
matter, since Odoo uses the routes of the kit's components for replenishment purposes. All other
parameters for the kit product may be modified according to preference. Finally, click
:guilabel:`Save`.
To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click
:guilabel:`Create`.
The kit's components must also be configured as products via :menuselection:`Manufacturing or
Inventory --> Products --> Products`. These components require no specific configuration.
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.
.. 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.
The kit's components must also be configured as products via :menuselection:`Inventory app -->
Products --> Products`. These components require no specific configuration.
Set up the kit BoM
==================
After fully configuring the kit product and its components, create a :abbr:`BoM (Bill of
Materials)` for the kit product. Go to :menuselection:`Manufacturing --> Products --> Bills of
Materials`, and then click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the
previously configured kit product. Then, set the :guilabel:`BoM Type` to :guilabel:`Kit`. Finally,
add each component and specify its quantity. Make sure to :guilabel:`Save` the changes.
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.
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
specify their quantities under the :guilabel:`Quantity` column.
Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`.
.. image:: kit_shipping/bom-kit-selection.png
:align: center
@ -39,38 +61,53 @@ If the kit is solely being used as a sellable product, then only components need
the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary.
.. note::
When a kit is sold as a product, it appears as a single line item on the quotation and
sales order. However, on delivery orders, each component of the kit is listed.
When a kit is sold as a product, it appears as a single line item on the quotation and sales
order. However, on delivery orders, each component of the kit is listed.
Use kits to manage complex BoMs
===============================
Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`. These are products
that contain other products as components and therefore require nested :abbr:`BoMs (Bills of
Materials)`. Incorporating pre-configured kits into multilevel :abbr:`BoMs (Bills of Materials)`
allows for cleaner organization of bundled products. Under :guilabel:`Components`, list a kit as a
component in a higher-level product's :abbr:`BoM (Bills of Material)` to eliminate the need to add
the kit's parts individually. Any :guilabel:`BoM Type` can be used for the higher-level product's
:abbr:`BoM (Bill of Materials)`.
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
: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`.
Next to the :guilabel:`Product` field, click 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
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.
.. image:: kit_shipping/multilevel-bom-kit.png
:align: center
:alt: Kit as a component in a multilevel bill of materials.
To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of Material's)`
components, click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (Bills of
Materials)` can be expanded and viewed from this report.
Structure & cost
----------------
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)`
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.
When creating a manufacturing order for a product with a multilevel :abbr:`BoM (Bill of
Materials)`, the kit product automatically expands to show all components. Any operations in the
kit's :abbr:`BoM (Bill of Materials)` are also added to the list of work orders on the
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
kit's :abbr:`BoM (bill of materials)` are also added to the list of work orders on the
manufacturing order.
.. note::
.. tip::
Kits are primarily used to bundle components together for organization or sale. To manage
multilevel products that require manufactured subcomponents, refer to :doc:`this documentation
multi-level products that require manufactured sub-components, refer to :doc:`this documentation
<sub_assemblies>` on sub-assemblies.