[ADD] manufacturing: How to Sell a Set of Products as a Kit

This commit is contained in:
Yannick Tivisse 2016-11-17 13:28:27 +01:00
parent 05391af089
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:titlesonly:
overview/main_concepts
overview/getting_started
overview/getting_started
overview/bill_of_materials

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=================
Bill of Materials
=================
.. toctree::
:titlesonly:
getting_started/bill_configuration
bill_of_materials/kit_shipping

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======================================
How to Sell a Set of Products as a Kit
======================================
A *kit* is a set of components that are delivered without first being
assembled or mixed. Kits are described in Odoo using *bills of
materials*. There are two basic ways to configure kits, depending on
how stock of the kit product is to be managed. In either case, both the
Inventory and Manufacturing apps must be installed.
Manage Stock of Component Products
==================================
If you would like to assemble kits as they are ordered, managing stock
of the kit *components* only, you will use a Kit BoM without a
manufacturing step.
A product using a Kit BoM will appear as a single line item on a
quotation and sales order, but will generate a delivery order with one
line item for each of the components of the kit. In the examples below,
the image at left shows a sales order for the kit "Custom Computer Kit",
while the image at right shows the corresponding delivery order.
|image0|\ |image1|
Configuration
-------------
From the **Products** menu in either the Inventory or Manufacturing
app, create each component product as you would any other product, then
create the top-level, or kit product. The kit product should have only
the route **Manufacture** set. Because you cannot track the stock of
kit products, the Product Type should be set to **Consumable**.
Because a kit product cannot be purchased, **Can be Purchased**
should be unchecked.
All other parameters on the kit product may be modified according to
your preference. The component products require no special
configuration.\ |image2|
Once the products are configured, create a bill of materials for the kit
product. Add each component and its quantity. Select the BoM Type
**Ship this product as a set of components**. All other options may
be left with their default values.
|image3|
Manage Stock of Kit Product and Component Products
==================================================
If you would like to manage stock of the top-level kit product, you will
use a standard BoM with a manufacturing step instead of a Kit BoM. When
using a standard BoM to assemble kits, a manufacturing order will be
created. The manufacturing order must be registered as completed before
the kit product will appear in your stock.
Configuration
-------------
On the kit product, select the route **Manufacture**. You may also
select **Make to Order**, which will create a manufacturing order
whenever a sales order is confirmed. Select the product type
**Stockable Product** to enable stock management.
|image4|
When you create the bill of materials, select the BoM Type
**Manufacture this product**. The assembly of the kit will be
described by a manufacturing order rather than a packing operation.
|image5|
.. |image0| image:: ./media/kit_shipping01.png
.. |image1| image:: ./media/kit_shipping02.png
.. |image2| image:: ./media/kit_shipping03.png
.. |image3| image:: ./media/kit_shipping04.png
.. |image4| image:: ./media/kit_shipping05.png
.. |image5| image:: ./media/kit_shipping06.png

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