[IMP] Manufacturing: Kit article updates

closes odoo/documentation#12162

Signed-off-by: Justin Mallette (juma) <juma@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst

@@ -1,6 +1,9 @@
-========
-Use kits
-========
+====
+Kits
+====
+
+.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
+.. |BOMs| replace:: :abbr:`BoMs (Bills of Materials)`
 
 In Odoo, a *kit* is a type of bill of materials (BoM) that can be manufactured and sold. Kits are
 sets of unassembled components sold to customers. They may be sold as standalone products, but are
@@ -13,101 +16,89 @@ also useful tools for managing more complex bills of materials (BoMs).
 Create the kit as a product
 ===========================
 
-To use a kit as a sellable product, or simply as a component organization tool, the kit should first
-be created as a product.
+To create a kit product, go to :menuselection:`Manufacturing app --> Products --> Products`, then
+select :guilabel:`New`.
 
-To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click
-:guilabel:`Create`.
+Start by entering a name in the :guilabel:`Product` field, and then, under the :guilabel:`General
+Information` tab, set the :guilabel:`Product Type` to :guilabel:`Goods`. Next, select the checkbox
+next to :guilabel:`Track Inventory` and choose :guilabel:`By Quantity` within the corresponding
+drop-down menu.
 
-Then, assign a name to the new kit product. Next, under the :guilabel:`General Information` tab, set
-the :guilabel:`Product Type` to :guilabel:`Consumable`. Kit products work best as consumables,
-because the stock on-hand for kits is typically not tracked.
+.. image:: kit_shipping/kit-product-setup.png
+   :alt: Kit set up as a product.
 
-.. note::
-   Although kits should almost always be set to :guilabel:`Consumable`, companies using
-   **Anglo-Saxon** accounting might need to create kits as a :guilabel:`Storable Product`. This is
-   because when processing invoices for kits, the Cost of Goods Sold (COGS) will be posted in
-   accounting journals.
-
-Unlike storable products, the :guilabel:`Routes` designation under the :guilabel:`Inventory` tab
-does not matter for kits, since Odoo uses the routes of the kit's individual components for
-replenishment purposes. All other parameters for the kit product may be modified according to
-preference. Once ready, click :guilabel:`Save` to save the new product.
-
-The kit's components must also be configured as products via :menuselection:`Inventory app -->
-Products --> Products`. These components require no specific configuration.
+Create the component products for the kit (via the **Manufacturing**, **Inventory**, or **Sales**
+:menuselection:`Products --> Products` menus) in order to populate the |BOM| in the next steps.
+These components require no specific configuration in order for them to be included in the kit (for
+example, it does not matter if the component's inventory volume is tracked).
 
 Set up the kit BoM
 ==================
 
-After fully configuring the kit product and its components, a new :abbr:`BoM (bill of materials)`
-can be created for the kit product.
+Once the kit product and its components are set up as products in Odoo, create a new |BOM| and
+assign it to the kit.
 
-To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click
-:guilabel:`Create`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list
-of products, and select the previously configured kit product.
+Do so by navigating to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and
+then clicking :guilabel:`New`. Next to the :guilabel:`Product` field, select the drop-down menu to
+reveal a list of products, then select the previously configured kit product.
+
+.. tip::
+   The kit's |BoM| can also be accessed from the product form using the |BOM| smart button at the
+   top of the screen. Creating the |BOM| this way automatically links the kit to its |BOM|.
 
 Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option. Finally, under the
-:guilabel:`Components` tab, click :guilabel:`Add a line`, and add each desired component, and
+:guilabel:`Components` tab, select :guilabel:`Add a line`, then add each desired component and
 specify their quantities under the :guilabel:`Quantity` column.
 
-Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`.
-
-.. image:: kit_shipping/bom-kit-selection.png
-   :align: center
-   :alt: Kit selection on the bill of materials.
+.. seealso::
+   :doc:`Bills of materials <../basic_setup/bill_configuration>`
 
 If the kit is solely being used as a sellable product, then only components need to be added under
-the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary.
+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.
 
 .. note::
    When a kit is sold as a product, it appears as a single line item on the quotation and sales
    order. However, on delivery orders, each component of the kit is listed.
 
+.. image:: kit_shipping/bom-kit-selection.png
+   :alt: Kit selection on the bill of materials.
+
 Use kits to manage complex BoMs
 ===============================
 
-Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that
-contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require
-*nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level
-:abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products.
+Kits are also used to manage multi-level |BOMs|. These are products that contain **other** |BOM|
+products as components, and therefore require *nested* |BOMs|. Incorporating preconfigured kits into
+multi-level |BOMs| allows for cleaner organization of bundled products.
 
-To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to
-:menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click
-:guilabel:`Create`.
+To configure this type of |BOM| with a kit as a component, go to :menuselection:`Manufacturing app
+--> Products --> Bills of Materials`, then select :guilabel:`New`.
 
-Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and
-select the desired :abbr:`BoM (bill of materials)` product. Then, for the :guilabel:`BoM Type`
-field, select the :guilabel:`Manufacture this product` option.
+Next to the :guilabel:`Product` field, select the drop-down menu to reveal a list of products, and
+select the desired |BOM| product. Then, for the :guilabel:`BoM Type` field, select the
+:guilabel:`Manufacture this product` option.
 
-Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and select a kit as the
+Under the :guilabel:`Components` tab, select :guilabel:`Add a line`, then select a kit as the
 component. Adding the kit as a component eliminates the need to add the kit's components
-individually. Any :guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM (bill
-of materials)`.
+individually. Any :guilabel:`BoM Type` can be used for the higher-level product's |BOM|.
 
-Once ready, click :guilabel:`Save` to save changes.
+Once ready, select :guilabel:`Save` to save changes.
 
 .. image:: kit_shipping/multilevel-bom-kit.png
-   :align: center
    :alt: Kit as a component in a multilevel bill of materials.
 
-Structure & cost
-----------------
+Preview multi-level BoMs
+------------------------
 
-To access a comprehensive overview of the multi-level :abbr:`BoM's (bill of material's)` components,
-click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bills of materials)`
-can be expanded and viewed from this report.
+To access a comprehensive overview of all the components in the multi-level |BOM| go to the intended
+|BOM| and select the :guilabel:`BoM Overview` smart button. Sublevel |BOMs| can be expanded and
+viewed from this report.
 
-.. image:: kit_shipping/structure-and-cost-kit.png
-   :align: center
-   :alt: Expanded kit in the Structure and Cost report.
-
-When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of
-materials)`, the kit product automatically expands to show all components. Any operations in the
-kit's :abbr:`BoM (bill of materials)` are also added to the list of work orders on the
-manufacturing order.
+When creating a manufacturing order for a product with a multi-level |BOM|, the kit product
+automatically expands to show all components. Any operations in the kit's |BOM| are also added to
+the list of work orders on the manufacturing order.
 
 .. tip::
-   Kits are primarily used to bundle components together for organization or sale. To manage
-   multi-level products that require manufactured sub-components, refer to :doc:`this documentation
-   <sub_assemblies>` on sub-assemblies.
+   Kits are primarily used to bundle components together for organization or sale. However,
+   :doc:`sub-assemblies <sub_assemblies>` can be used to manage multi-level products that require
+   manufactured sub-components.