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[IMP] MRP: kit product types
closes odoo/documentation#12177 Signed-off-by: Justin Mallette (juma) <juma@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com> Co-authored-by: Zachary Straub <zst@odoo.com>
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========
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Use kits
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========
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====
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Kits
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====
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In Odoo, a *kit* is a type of bill of materials (BoM) that can be manufactured and sold. Kits are
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sets of unassembled components sold to customers. They may be sold as standalone products, but are
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sets of unassembled components sold to customers. They may be sold as standalone products, and are
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also useful tools for managing more complex bills of materials (BoMs).
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.. note::
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@@ -13,48 +13,79 @@ 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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===========================
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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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be created as a product.
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To use a kit as a sellable product, or as a component organization tool, the kit should first be
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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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:guilabel:`Create`.
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To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and then
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click :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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the :guilabel:`Product Type` to :guilabel:`Consumable`. Kit products work best as consumables,
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because the stock on-hand for kits is typically not tracked.
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.. note::
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Although kits should almost always be set to :guilabel:`Consumable`, companies using
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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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Then, assign a name to the new kit product. Next, set the kit's product type depending on inventory
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tracking needs and accounting requirements. To do this, under the :guilabel:`General Information`
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tab, set the :guilabel:`Product Type` to either :guilabel:`Consumable` or :guilabel:`Storable`.
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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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Consumable kit setup details
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----------------------------
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Consumable products do not have inventory tracking. Consider setting the kit as a consumable product
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when the kit is used in other manufacturing processes or when tracking inventory for the kit itself
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is not needed.
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* **Recommended for Continental Accounting**: If costs are expensed immediately upon purchase, then
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setting the kit's type to *consumable* is recommended.
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* **Replenishment via Components**: Inventory count is managed at the component level, so reordering
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rules must be set to individual components.
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* **Selling & Stock Constraints**: Kits cannot be sold if any required component is out of stock.
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Since availability depends on individual components, a sales order may appear valid, but delivery
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can be delayed if components are unavailable.
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Storable kit setup details
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--------------------------
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Storable products have detailed tracking and inventory management since they are expected to be
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*stored* once they are created. Consider setting the kit as a storable product when the kit is a
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tangible product or warehouse and inventory tracking is essential.
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* **Recommended for Angle-Saxon Accounting**: If the Cost of Goods Sold (COGS) needs to be recorded
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in journals, then setting the kit's type to *storable* is recommended.
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* **Component Purchase Constraints**: Only the kit's minimum required components can be added to an
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**eCommerce** cart unless the option to :doc:`continue
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selling<../../../websites/ecommerce/managing_products/products>` is disabled.
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* **No Kit Serial Numbers**: Serial number tracking does not track the kit, only its shipped
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components.
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* **Reordering Rule Recommendation**: Reordering rules should be set at the component-level.
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* **Stock Replenishment Recommendation**: Stock replenishment should also be done at the
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component-level.
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Kit setup similarities
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----------------------
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Regardless of which setup is used, there are some similarities between the two options.
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* **No Kit-Level Stock Adjustments**: Stock adjustments cannot be handled at the kit-level.
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* **Kit Value Does Not Change**: The stock's value is the same whether the kit is consumable or
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storable.
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* **Kit Internal Transfers**: An internal transfer for the kit breaks it into components.
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Set up the kit BoM
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==================
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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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To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click
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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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of products, and select the previously configured kit product.
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To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and then
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click :guilabel:`New`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a
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list of products, and 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, click 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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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, click :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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:align: center
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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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@@ -67,47 +98,12 @@ the :guilabel:`Components` tab, and configuring manufacturing operations is not
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Use kits to manage complex BoMs
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===============================
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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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*nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level
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:abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products.
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Kits can also be used for complex :abbr:`BoMs (Bills of Materials)`. This method nests BoMs within
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other BoMs, organizing complex products while simplifying manufacturing by defining each procurement
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and production step separately.
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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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:guilabel:`Create`.
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Sublevel BoMs (subassemblies or semi-finished products) streamline these workflows, helping with
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traceability efforts.
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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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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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Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and 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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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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Once ready, click :guilabel:`Save` to save changes.
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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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Structure & cost
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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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click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bills of materials)`
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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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:align: center
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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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materials)`, the kit product automatically expands to show all components. Any operations in the
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kit's :abbr:`BoM (bill of materials)` are also added to the list of work orders on the
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manufacturing order.
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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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multi-level products that require manufactured sub-components, refer to :doc:`this documentation
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<sub_assemblies>` on sub-assemblies.
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.. seealso::
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:doc:`sub_assemblies`
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