From a02022e2fdff41d2c32d6c26f387af682a92851e Mon Sep 17 00:00:00 2001 From: "Brandon Seltenrich (BRSE)" Date: Wed, 23 Aug 2023 15:13:47 +0000 Subject: [PATCH] [FIX] mrp: fix kits note closes odoo/documentation#5585 Signed-off-by: Samuel Lieber (sali) --- .../manufacturing/management/kit_shipping.rst | 107 ++++++++++++------ 1 file changed, 72 insertions(+), 35 deletions(-) diff --git a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst index a7e55b4b9..ec76da8bf 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst @@ -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 ` on sub-assemblies.