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2ddce7c93b | [IMP] Manufacturing: Kit article updates |
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@ -13,26 +13,17 @@ also useful tools for managing more complex bills of materials (BoMs).
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Create the kit as a product
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Create the kit as a product
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===========================
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===========================
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To use a kit as a sellable product, or simply as a component organization tool, the kit should first
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To use a kit as a sellable product, or as a component organization tool, the kit should first
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be created as a product.
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be created as a product.
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To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click
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To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, then select
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:guilabel:`Create`.
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:guilabel:`New`.
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Then, assign a name to the new kit product. Next, under the :guilabel:`General Information` tab, set
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Enter a name to the new kit product. Next, under the :guilabel:`General Information` tab, set
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the :guilabel:`Product Type` to :guilabel:`Consumable`. Kit products work best as consumables,
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the :guilabel:`Product Type` to :guilabel:`Goods`. Then, select the checkbox next to :guilabel:`Track Inventory`. From the drop-down menu, select :guilabel:`By Quantity`.
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because the stock on-hand for kits is typically not tracked.
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.. note::
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.. image:: kit_shipping/kit-product-setup.png
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Although kits should almost always be set to :guilabel:`Consumable`, companies using
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:alt: Kit set up as a product.
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**Anglo-Saxon** accounting might need to create kits as a :guilabel:`Storable Product`. This is
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because when processing invoices for kits, the Cost of Goods Sold (COGS) will be posted in
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accounting journals.
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Unlike storable products, the :guilabel:`Routes` designation under the :guilabel:`Inventory` tab
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does not matter for kits, since Odoo uses the routes of the kit's individual components for
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replenishment purposes. All other parameters for the kit product may be modified according to
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preference. Once ready, click :guilabel:`Save` to save the new product.
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The kit's components must also be configured as products via :menuselection:`Inventory app -->
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The kit's components must also be configured as products via :menuselection:`Inventory app -->
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Products --> Products`. These components require no specific configuration.
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Products --> Products`. These components require no specific configuration.
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@ -43,22 +34,21 @@ Set up the kit BoM
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After fully configuring the kit product and its components, a new :abbr:`BoM (bill of materials)`
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After fully configuring the kit product and its components, a new :abbr:`BoM (bill of materials)`
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can be created for the kit product.
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can be created for the kit product.
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To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click
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To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, then select
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:guilabel:`Create`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list
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:guilabel:`New`. Next to the :guilabel:`Product` field, select the drop-down menu to reveal a list
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of products, and select the previously configured kit product.
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of products, then select the previously configured kit product.
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Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option. Finally, under the
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Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option. Finally, under the
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:guilabel:`Components` tab, click :guilabel:`Add a line`, and add each desired component, and
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:guilabel:`Components` tab, select :guilabel:`Add a line`, then add each desired component and
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specify their quantities under the :guilabel:`Quantity` column.
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specify their quantities under the :guilabel:`Quantity` column.
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Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`.
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Once ready, select :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`.
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.. image:: kit_shipping/bom-kit-selection.png
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.. image:: kit_shipping/bom-kit-selection.png
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:align: center
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:alt: Kit selection on the bill of materials.
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:alt: Kit selection on the bill of materials.
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If the kit is solely being used as a sellable product, then only components need to be added under
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If the kit is solely being used as a sellable product, then only components need to be added under
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the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary.
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the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary. Kits can be added as components to other kits, which is described in the next section.
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.. note::
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.. note::
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When a kit is sold as a product, it appears as a single line item on the quotation and sales
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When a kit is sold as a product, it appears as a single line item on the quotation and sales
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@ -69,38 +59,36 @@ Use kits to manage complex BoMs
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Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that
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Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that
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contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require
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contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require
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*nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level
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*nested* :abbr:`BoMs (bills of materials)`. Incorporating preconfigured kits into multi-level
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:abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products.
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:abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products.
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To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to
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To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to
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:menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click
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:menuselection:`Manufacturing app --> Products --> Bills of Materials`, then select
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:guilabel:`Create`.
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:guilabel:`New`.
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Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and
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Next to the :guilabel:`Product` field, select the drop-down menu to reveal a list of products, and
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select the desired :abbr:`BoM (bill of materials)` product. Then, for the :guilabel:`BoM Type`
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select the desired :abbr:`BoM (bill of materials)` product. Then, for the :guilabel:`BoM Type`
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field, select the :guilabel:`Manufacture this product` option.
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field, select the :guilabel:`Manufacture this product` option.
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Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and select a kit as the
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Under the :guilabel:`Components` tab, select :guilabel:`Add a line`, then select a kit as the
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component. Adding the kit as a component eliminates the need to add the kit's components
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component. Adding the kit as a component eliminates the need to add the kit's components
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individually. Any :guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM (bill
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individually. Any :guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM (bill
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of materials)`.
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of materials)`.
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Once ready, click :guilabel:`Save` to save changes.
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Once ready, select :guilabel:`Save` to save changes.
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.. image:: kit_shipping/multilevel-bom-kit.png
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.. image:: kit_shipping/multilevel-bom-kit.png
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:align: center
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:alt: Kit as a component in a multilevel bill of materials.
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:alt: Kit as a component in a multilevel bill of materials.
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Structure & cost
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Preview multi-level BoMs
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----------------
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------------------------
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To access a comprehensive overview of the multi-level :abbr:`BoM's (bill of material's)` components,
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To access a comprehensive overview of the multi-level :abbr:`BoM's (bill of material's)` components,
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click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bills of materials)`
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select on the :guilabel:`BoM Overview` smart button. Sublevel :abbr:`BoMs (bills of materials)`
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can be expanded and viewed from this report.
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can be expanded and viewed from this report.
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.. image:: kit_shipping/structure-and-cost-kit.png
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.. image:: kit_shipping/bom-overview-kit.png
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:align: center
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:alt: Expanded kit in the Bill of Materials overview.
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:alt: Expanded kit in the Structure and Cost report.
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When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of
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When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of
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materials)`, the kit product automatically expands to show all components. Any operations in the
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materials)`, the kit product automatically expands to show all components. Any operations in the
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@ -108,6 +96,5 @@ kit's :abbr:`BoM (bill of materials)` are also added to the list of work orders
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manufacturing order.
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manufacturing order.
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.. tip::
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.. tip::
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Kits are primarily used to bundle components together for organization or sale. To manage
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Kits are primarily used to bundle components together for organization or sale. However, you can use :doc:`sub-assemblies<sub_assemblies>` to manage
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multi-level products that require manufactured sub-components, refer to :doc:`this documentation
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multi-level products that require manufactured sub-components.
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<sub_assemblies>` on sub-assemblies.
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