diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst index c1b6c7137..b3870444e 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst @@ -1,94 +1,134 @@ -========================= -Create Bills of Materials -========================= +================================ +Create a bill of materials (BoM) +================================ -A *Bill of Materials* is a document defining the quantity of each -component required to manufacture a finished product. It also includes -the routing and individual steps of the manufacturing process. +A *bill of materials* (or *BoM*) is a document that defines the quantity of each component required +to manufacture (or deliver) a finished product. It can also include various operations types, steps, +and instructions for the individual guidelines needed to complete a production process. -With Odoo, you can link multiple BoMs to each product and use it to -describe multiple variants of them. Each BoM will, yet, be associated -with one product only. +In Odoo *Manufacturing*, multiple :abbr:`BoMs (Bills of Materials)` can be linked to a product, so +even product variants can have their own specific :abbr:`BoMs (Bills of Materials)`. -This feature will help optimize your manufacturing process while saving -you time. +Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the manufacturing process, and +saves time. -Setting up a BoM -================ +Set up a BoM +============ -You can use BoMs without routings. You will use this if you choose to -manage your manufacturing operations using manufacturing orders only. In -other words, you choose to realize your manufacturing process in one -step and do not track the steps the product goes through. +:abbr:`BoMs (Bills of Materials)` can be set up with or without operations steps or instructions, +and can include as many or as few components as needed. The simplest setup is one without operations +or instructions. In that case, the production is solely managed with *manufacturing orders* (MOs). -Before creating your *BoM*, you have to create the product using the -*BoM* and, at least, one of the components. Go to the :menuselection:`Master Data menu --> Products` -and create both the finished product and the component. +To create a :abbr:`BoM (Bill of Materials)`, navigate to :menuselection:`Manufacturing app --> +Products --> Bills of Materials`, and click :guilabel:`Create`. Then, in the :guilabel:`Product` +field, choose the product that will be associated with the :abbr:`BoM (Bill of Materials)`. -Once done, go to the *Bills of Materials* menu under *Master Data*. -Now, create it. Choose the product from the dropdown menu and add your -components and the quantity. In this case, keep the default *BoM* -type, which is *Manufacture this Product*. +.. image:: bill_configuration/bill-configuration-bom-creation.png + :align: center + :alt: Bill of materials creation screen. -.. image:: bill_configuration/bills_of_materials_01.png - :align: center +There are three :guilabel:`BoM Types` that can be chosen for any bill of materials: -.. warning:: - The destination location should **not** be a scrap location. A scrap location is where you put - products that you don't need. - -Using the same BoM to describe Variants ---------------------------------------- - -As said above, you can use *BoM* for *Product Variants*. It is -basically the same as for the standard product. - -If your *BoM* is for one variant only, then specify which one in the -*Product Variant* field. If not, specify the variant it is consumed -for on each component line. You can add several variants for each -component. - -.. image:: bill_configuration/bills_of_materials_02.png - :align: center - -Adding a routing -================ - -You can add routing to your *BoM*. You will do this if you need to -define a series of operations required by your manufacturing process. To -use it, enable the *Work Orders* feature in the *Manufacturing* app -settings. - -.. image:: bill_configuration/bills_of_materials_03.png - :align: center +#. :guilabel:`Manufacture this product` indicates that this product is manufactured in-house, from + start to finish using the components listed on the :abbr:`BoM (Bill of Materials)`. +#. :guilabel:`Kits` are sets of unassembled components that may be sold as products, and are useful + for managing more complex :abbr:`BoMs (Bills of Materials)`. +#. :guilabel:`Subcontracting` outsources the production of some (or all) components or products to + outside manufacturers. This feature needs to be enabled in :menuselection:`Manufacturing app --> + Configuration --> Settings`, under the :guilabel:`Operations` section. .. note:: - Each *BoM* can have only one routing while each routing can be used - multiple times. + A :abbr:`BoM (Bill of Materials)` can also be created directly from the :abbr:`BoM (Bill of + Materials)` smart button on the product template, in which case the :guilabel:`Product` field is + pre-filled. -Now that you have created your routing, add it to your *BoM*. You can -select when, in the work operations, your components are consumed with -the dropdown menu. +The most common :guilabel:`BoM Type` is :guilabel:`Manufacture this product`. Once the +:guilabel:`BoM Type` is chosen, click :guilabel:`Add a Line` to add all the :guilabel:`Components` +that go into the production of the final product, as well as the :guilabel:`Quantity` of each +component. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM (Bill of Materials)`. -.. image:: bill_configuration/bills_of_materials_04.png - :align: center +.. tip:: + New components can be added, even during production, directly from the :abbr:`BoM (Bill of + Materials)`. After selecting :guilabel:`Add a line`, create the new component and select + :guilabel:`Create` or :guilabel:`Create and Edit`. Components can also be created by going to + :menuselection:`Manufacturing app --> Products --> Products`, and clicking :guilabel:`Create`. -Adding By-Products -================== +Specify a BoM for a product variant +----------------------------------- -In Odoo, a *by-product* is any product produced by a *BoM* in -addition to the primary product. +.. important:: + To assign *product variants* to :abbr:`BoMs (Bills of Materials)`, the feature must be enabled in + :menuselection:`Inventory --> Configuration --> Settings`, under the :guilabel:`Products` section + by selecting :guilabel:`Variants` and clicking :guilabel:`Save`. -To add *by-products* to a *BoM*, you will first need to enable them -from the *Manufacturing* app settings. +:abbr:`BoMs (Bills of Materials)` can also be assigned to specific *product variants*, with two +setup options available to choose from. -.. image:: bill_configuration/bills_of_materials_05.png - :align: center +.. image:: bill_configuration/bill-configuration-product-variants.png + :align: center + :alt: Bill of materials product variants and apply on variants options. -Once the feature is enabled, you can add your *By-Products* to your -*BoMs*. You can add as many *By-Products* as you want. Just keep in -mind that you need to register during which operation your by-product is -produced. +The first method is to create one :abbr:`BoM (Bill of Materials)` per product variant, by specifying +the :guilabel:`Product Variant` every time a new :abbr:`BoM (Bill of Materials)` is created. -.. image:: bill_configuration/bills_of_materials_06.png - :align: center +The second method is to create **one** master :abbr:`BoM (Bill of Materials)` that contains all +components, and specify which variant each component applies to in the :guilabel:`Apply on Variants` +column. + +.. seealso:: + `Managing with Product Variants + `_ + +.. note:: + The :guilabel:`Apply on Variants` column is hidden by default and can be accessed by clicking on + the :guilabel:`Additional Options` menu icon at the right of the :guilabel:`Components` tab. + +Set up operations steps +======================= + +Some :abbr:`BoMs (Bills of Materials)` require multiple operations and steps during the +manufacturing process. To create :guilabel:`Operations` on a :abbr:`BoM (Bill of Materials)`, first +enable the :guilabel:`Work Orders` feature in :menuselection:`Manufacturing app --> Configuration +--> Settings --> Operations`. + +.. image:: bill_configuration/bill-configuration-create-operation.png + :align: center + :alt: An example of a Bill of Materials operation and the steps creation tab. + +When creating a new :abbr:`BoM (Bill of Materials)`, click the :guilabel:`Operations` tab and click +:guilabel:`Add a line` to add a new operation. + +In the :guilabel:`Create Operations` box, give the operation a name, and specify the :guilabel:`Work +Center` and the :guilabel:`Default Duration` settings. Under the :guilabel:`Work Sheet` tab, the +type of :guilabel:`Work Sheet` can also be chosen, if assembly instructions need to be attached. + +The :guilabel:`Work Sheet` types that can be added are: :guilabel:`Text` (with a +:guilabel:`Description`); :guilabel:`PDF` files; and :guilabel:`Google Slide` presentations. When +all the information has been filled out, select :guilabel:`Save & Close`. + +.. image:: bill_configuration/bill-configuration-operations-popup.png + :align: center + :alt: Bill of materials create operations popup on operations tab. + +Add by-products to a BoM +======================== + +A *by-product* is a residual product that is created during production of a :abbr:`BoM (bill of +materials)`. Unlike the finished product, there can be more than one by-product on a :abbr:`BoM +(Bill of Materials)`. + +To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the :guilabel:`By-Products` +feature in :menuselection:`Manufacturing app --> Configuration --> Settings --> Operations`. + +Once the feature is enabled, by-products can be added to a :abbr:`BoM (Bill of Materials)` from the +:guilabel:`By-products` tab by clicking :guilabel:`Add a line`. The by-product can be named, its +:guilabel:`Quantity` specified, and a :guilabel:`Unit of Measure` chosen. + +If the :abbr:`BoM (Bill of Materials)` has :guilabel:`Operations` steps, specify exactly which +operation the by-product is produced from in the :guilabel:`Produced in Operation` field. Finally, +click :guilabel:`Save` to save changes. + +.. seealso:: + - :doc:`/applications/inventory_and_mrp/manufacturing/management/kit_shipping` + - :doc:`/applications/inventory_and_mrp/manufacturing/management/product_variants` + - :doc:`/applications/inventory_and_mrp/manufacturing/management/routing_kit_bom` diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-bom-creation.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-bom-creation.png new file mode 100644 index 000000000..e00ef47a3 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-bom-creation.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-create-operation.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-create-operation.png new file mode 100644 index 000000000..feff89152 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-create-operation.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-operations-popup.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-operations-popup.png new file mode 100644 index 000000000..948e99a87 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-operations-popup.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-product-variants.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-product-variants.png new file mode 100644 index 000000000..c63c03572 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bill-configuration-product-variants.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_01.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_01.png deleted file mode 100644 index 6f39fa24e..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_01.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_02.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_02.png deleted file mode 100644 index c6cf433e0..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_02.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_03.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_03.png deleted file mode 100644 index a45940329..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_03.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_04.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_04.png deleted file mode 100644 index 8a1bebfcf..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_04.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_05.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_05.png deleted file mode 100644 index 0eca7f970..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_05.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_06.png b/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_06.png deleted file mode 100644 index 2fcc8684c..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/bill_configuration/bills_of_materials_06.png and /dev/null differ