diff --git a/manufacturing/overview.rst b/manufacturing/overview.rst index 8458eafdf..7af526335 100644 --- a/manufacturing/overview.rst +++ b/manufacturing/overview.rst @@ -6,4 +6,5 @@ Overview :titlesonly: overview/main_concepts - overview/getting_started \ No newline at end of file + overview/getting_started + overview/bill_of_materials \ No newline at end of file diff --git a/manufacturing/overview/bill_of_materials.rst b/manufacturing/overview/bill_of_materials.rst new file mode 100644 index 000000000..1511827ae --- /dev/null +++ b/manufacturing/overview/bill_of_materials.rst @@ -0,0 +1,9 @@ +================= +Bill of Materials +================= + +.. toctree:: + :titlesonly: + + getting_started/bill_configuration + bill_of_materials/kit_shipping diff --git a/manufacturing/overview/bill_of_materials/kit_shipping.rst b/manufacturing/overview/bill_of_materials/kit_shipping.rst new file mode 100644 index 000000000..e7adc6911 --- /dev/null +++ b/manufacturing/overview/bill_of_materials/kit_shipping.rst @@ -0,0 +1,78 @@ +====================================== +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 diff --git a/manufacturing/overview/bill_of_materials/media/kit_shipping01.png b/manufacturing/overview/bill_of_materials/media/kit_shipping01.png new file mode 100644 index 000000000..b9cbd30d8 Binary files /dev/null and b/manufacturing/overview/bill_of_materials/media/kit_shipping01.png differ diff --git a/manufacturing/overview/bill_of_materials/media/kit_shipping02.png b/manufacturing/overview/bill_of_materials/media/kit_shipping02.png new file mode 100644 index 000000000..805708fa1 Binary files /dev/null and b/manufacturing/overview/bill_of_materials/media/kit_shipping02.png differ diff --git a/manufacturing/overview/bill_of_materials/media/kit_shipping03.png b/manufacturing/overview/bill_of_materials/media/kit_shipping03.png new file mode 100644 index 000000000..19d01f6af Binary files /dev/null and b/manufacturing/overview/bill_of_materials/media/kit_shipping03.png differ diff --git a/manufacturing/overview/bill_of_materials/media/kit_shipping04.png b/manufacturing/overview/bill_of_materials/media/kit_shipping04.png new file mode 100644 index 000000000..4744aa440 Binary files /dev/null and b/manufacturing/overview/bill_of_materials/media/kit_shipping04.png differ diff --git a/manufacturing/overview/bill_of_materials/media/kit_shipping05.png b/manufacturing/overview/bill_of_materials/media/kit_shipping05.png new file mode 100644 index 000000000..72f51b282 Binary files /dev/null and b/manufacturing/overview/bill_of_materials/media/kit_shipping05.png differ diff --git a/manufacturing/overview/bill_of_materials/media/kit_shipping06.png b/manufacturing/overview/bill_of_materials/media/kit_shipping06.png new file mode 100644 index 000000000..94c473eff Binary files /dev/null and b/manufacturing/overview/bill_of_materials/media/kit_shipping06.png differ