diff --git a/content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst b/content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst index 119bce74c..07a560454 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst @@ -2,33 +2,108 @@ Managing BoMs for product variants ================================== -Odoo allows one bill of materials (BoM) to be used for multiple variants of the same product. -Having a consolidated BoM for a product with variants saves time by preventing the need to manage -multiple BoMs. +Odoo allows one bill of materials (BoM) to be used for multiple variants of the same product. Having +a consolidated :abbr:`BoM (bill of materials)` for a product with variants saves time by preventing +the need to manage multiple :abbr:`BoMs (bills of materials)`. Activate product variants ========================= -To activate variants, simply navigate to :menuselection:`Inventory --> Configuration --> Settings ---> Products`, and then enable the :guilabel:`Variants` option. After that, click :guilabel:`Save` -to apply the setting. For more information on configuring product variants, refer to :doc:`this -page <../../../sales/sales/products_prices/products/variants>`. +To activate the product variants feature, navigate to :menuselection:`Inventory app --> +Configuration --> Settings`, and scroll down to the :guilabel:`Products` section. Then, click the +checkbox to enable the :guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the +setting. -.. image:: product_variants/inventory-variants-settings.png +For more information on configuring product variants, refer to the :doc:`product variants +<../../../sales/sales/products_prices/products/variants>` documentation. + +.. image:: product_variants/product-variants-variants-settings.png :align: center :alt: Selecting "Variants" from Inventory app settings. +Create custom product attributes +================================ + +Once the product variants feature is activated, create and edit product attributes on the +:guilabel:`Attributes` page. + +The :guilabel:`Attributes` page is accessible either from :menuselection:`Inventory app --> +Configuration --> Settings` by clicking the :guilabel:`Attributes` button, or by clicking +:menuselection:`Inventory app --> Configuration --> Attributes`. + +Once on the :guilabel:`Attributes` page, either click into an existing attribute, or click +:guilabel:`Create` to create a new one. Clicking :guilabel:`Create` reveals a new, blank form for +customizing an attribute. For an existing attribute, click :guilabel:`Edit` on its form to make +changes. + +Assign an :guilabel:`Attribute Name`, and choose a category from the :guilabel:`Category` field's +drop-down menu. Then, select the desired options next to the :guilabel:`Display Type` and +:guilabel:`Variants Creation Mode` fields. Once the desired options are selected, click +:guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a new value. + +.. tip:: + Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` checkbox. If selected, + this value will be recognized as a custom value, which allows customers to type special + customization requests upon ordering a custom variant of a product. + +.. example:: + .. image:: product_variants/product-variants-attribute.png + :align: center + :alt: Product variant attribute configuration screen. + +Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` to save the new +attribute. + +Add product variants on the product form +======================================== + +Created attributes can be applied on specific variants for particular products. To add product +variants to a product, navigate to the product form by going to :menuselection:`Inventory app --> +Products --> Products`. To make changes to the product, click :guilabel:`Edit`. Then, click the +:guilabel:`Variants` tab. + +Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add a new attribute, and +select one to add from the drop-down menu. + +Then, under the :guilabel:`Values` header, click the drop-down menu to choose from the list of +existing values. Click on each desired value to add them, and repeat this process for any additional +attributes that should be added to the product. + +Once finished, click :guilabel:`Save` to save changes. + +.. image:: product_variants/product-variants-product-form.png + :align: center + :alt: Product form variants tab with values and attributes. + +.. tip:: + :abbr:`BoM (bill of materials)` products with multiple variants that are manufactured in-house + should either have a **0,0 reordering rule** set up, or have their replenishment routes set to + *Replenish on Order (MTO)*. + Apply BoM components to product variants ======================================== -Next, create a new BoM or edit an existing one by going to :menuselection:`Manufacturing --> -Products --> Bills of Materials`. Then, click :guilabel:`Edit`. The :guilabel:`Apply on Variants` -option to assign components to specific product variants on the BoM is available once the -:guilabel:`Variants` setting is activated from the :guilabel:`Inventory` application. If the -:guilabel:`Apply on Variants` field is not immediately visible, activate it from the additional -options menu. +Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing one, by going to +:menuselection:`Manufacturing app --> Products --> Bills of Materials`. Then, click +:guilabel:`Create` to open a new :guilabel:`Bills of Materials` form to configure from scratch. -.. image:: product_variants/variants-kebab-menu.png +Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-down menu in the +:guilabel:`Product` field and selecting the desired product. + +Then, add components by clicking :guilabel:`Add a line` under the :guilabel:`Component` section of +the :guilabel:`Components` tab, and choosing the desired components from the drop-down menu. + +Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product Unit of Measure` +columns. Then, choose the desired values in the :guilabel:`Apply on Variants` column. + +.. note:: + The :guilabel:`Apply on Variants` option to assign components to specific product variants on the + :abbr:`BoM (bill of materials)` is available once the :guilabel:`Variants` setting is activated + from the :menuselection:`Inventory` application. If the :guilabel:`Apply on Variants` field is + not immediately visible, activate it from the additional options menu (three-dots icon, to the + right of the header row). + +.. image:: product_variants/product-variants-apply-on-variants.png :align: center :alt: "Apply on Variants" option on the additional options menu. @@ -36,10 +111,83 @@ Each component can be assigned to multiple variants. Components with no variants in every variant of the product. The same principle applies when configuring operations and by-products. -When defining variant BoMs by component assignment, the :guilabel:`Product Variant` field in the -main section of the BoM should be left blank, as shown below. This field is used only when creating -a BoM specifically for one product variant. +When defining variant :abbr:`BoMs (bills of material)` by component assignment, the +:guilabel:`Product Variant` field in the main section of the :abbr:`BoM (bill of materials)` should +be left blank. This field is *only* used when creating a :abbr:`BoM (bill of materials)` +specifically for one product variant. -.. image:: product_variants/apply-on-variants-bom.png +When all desired configurations have been made to the :abbr:`BoM (bill of materials)`, click +:guilabel:`Save` at the top of the form to save changes. + +.. tip:: + For components that only apply for specific variants, choose which operations the components + should be consumed in. If the :guilabel:`Consumed in Operation` column is *not* immediately + visible, activate it from the additional options menu (three-dots icon, to the right of the + header row). + +Sell and manufacture variants of BoM products +============================================= + +To sell and manufacture variants of :abbr:`BoM (bill of materials)` products to order, navigate to +:menuselection:`Sales app --> Create` to create a new quotation. + +Sell variant of BoM product +--------------------------- + +Once on the blank :guilabel:`Quotation` form, click the drop-down next to the :guilabel:`Customer` +field to add a customer. + +Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and select the +previously-created :abbr:`BoM (bill of materials)` product with variants from the drop-down menu. +Doing so reveals a :guilabel:`Configure a product` pop-up. + +From the pop-up window, click the desired attribute options to configure the correct variant of the +product to manufacture. Then, click the green :guilabel:`+` or :guilabel:`-` icons next to the `1` +to change the quantity to sell and manufacture, if desired. + +.. image:: product_variants/product-variants-variant-popup.png :align: center - :alt: Applying components to multiple variants. + :alt: Configure a product pop-up for choosing variant attributes. + +Once all the specifications have been chosen, click :guilabel:`Add`. This will change the pop-up to +a second :guilabel:`Configure` pop-up, where available optional products will appear, if they have +been created previously. + +Once ready, click :guilabel:`Confirm` to close the pop-up. + +Then, click :guilabel:`Save` to save all changes, and click :guilabel:`Confirm` at the top of the +:guilabel:`Quotation` form to create and confirm a new sales order (SO). + +Manufacture variant of BoM product +---------------------------------- + +Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` smart button appears at +the top of the :abbr:`SO (sales order)` form. Click the :guilabel:`Manufacturing` smart button to +open the :guilabel:`Manufacturing Order` form. + +On this form, under the :guilabel:`Components` tab, the appropriate components for the chosen +variant are listed. And, depending on the variant, different components will be listed. To see any +mandatory or optional :guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab. + +To enter the tablet view work order screen, click the :guilabel:`tablet icon` to the right of the +row for the desired operation to be completed. + +From the tablet view, click :guilabel:`Mark as Done` as the operation progresses to complete the +operation steps. + +Alternatively, click the :guilabel:`Mark as Done` button at the top of the manufacturing order form +to complete the order. + +.. image:: product_variants/product-variants-manufacturing-order.png + :align: center + :alt: Manufacturing order for variant of BoM product. + +Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at the top of the page. + +Now that the product has been manufactured, click the :guilabel:`Delivery` smart button to deliver +the product to the customer. From the :guilabel:`Delivery Order` form, click :guilabel:`Validate`, +then click :guilabel:`Apply` to deliver the product. + +To finish the sale, click back to the :abbr:`SO (sales order)` via the :guilabel:`breadcrumbs` at +the top of the page again. 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