diff --git a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst index ec76da8bf..ba4cbdd68 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst @@ -1,9 +1,9 @@ -======== -Use kits -======== +==== +Kits +==== 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 +sets of unassembled components sold to customers. They may be sold as standalone products, and are also useful tools for managing more complex bills of materials (BoMs). .. note:: @@ -13,48 +13,79 @@ 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 use a kit as a sellable product, or as a component organization tool, the kit should first be +created as a product. -To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click -:guilabel:`Create`. +To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and then +click :guilabel:`New`. -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. - -.. 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. +Then, assign a name to the new kit product. Next, set the kit's product type depending on inventory +tracking needs and accounting requirements. To do this, under the :guilabel:`General Information` +tab, set the :guilabel:`Product Type` to either :guilabel:`Consumable` or :guilabel:`Storable`. The kit's components must also be configured as products via :menuselection:`Inventory app --> Products --> Products`. These components require no specific configuration. +Consumable kit setup details +---------------------------- + +Consumable products do not have inventory tracking. Consider setting the kit as a consumable product +when the kit is used in other manufacturing processes or when tracking inventory for the kit itself +is not needed. + +* **Recommended for Continental Accounting**: If costs are expensed immediately upon purchase, then + setting the kit's type to *consumable* is recommended. +* **Replenishment via Components**: Inventory count is managed at the component level, so reordering + rules must be set to individual components. +* **Selling & Stock Constraints**: Kits cannot be sold if any required component is out of stock. + Since availability depends on individual components, a sales order may appear valid, but delivery + can be delayed if components are unavailable. + +Storable kit setup details +-------------------------- + +Storable products have detailed tracking and inventory management since they are expected to be +*stored* once they are created. Consider setting the kit as a storable product when the kit is a +tangible product or warehouse and inventory tracking is essential. + +* **Recommended for Angle-Saxon Accounting**: If the Cost of Goods Sold (COGS) needs to be recorded + in journals, then setting the kit's type to *storable* is recommended. +* **Component Purchase Constraints**: Only the kit's minimum required components can be added to an + **eCommerce** cart unless the option to :doc:`continue + selling<../../../websites/ecommerce/managing_products/products>` is disabled. +* **No Kit Serial Numbers**: Serial number tracking does not track the kit, only its shipped + components. +* **Reordering Rule Recommendation**: Reordering rules should be set at the component-level. +* **Stock Replenishment Recommendation**: Stock replenishment should also be done at the + component-level. + +Kit setup similarities +---------------------- + +Regardless of which setup is used, there are some similarities between the two options. + +* **No Kit-Level Stock Adjustments**: Stock adjustments cannot be handled at the kit-level. +* **Kit Value Does Not Change**: The stock's value is the same whether the kit is consumable or + storable. +* **Kit Internal Transfers**: An internal transfer for the kit breaks it into components. + 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. -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. +To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and then +click :guilabel:`New`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a +list of products, and then select the previously configured kit product. -Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option. Finally, under the +Then, for the :guilabel:`BoM Type` field, click the :guilabel:`Kit` option. Finally, under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and 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)`. +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. If the kit is solely being used as a sellable product, then only components need to be added under @@ -67,47 +98,12 @@ the :guilabel:`Components` tab, and configuring manufacturing operations is not 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 can also be used for complex :abbr:`BoMs (Bills of Materials)`. This method nests BoMs within +other BoMs, organizing complex products while simplifying manufacturing by defining each procurement +and production step separately. -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`. +Sublevel BoMs (subassemblies or semi-finished products) streamline these workflows, helping with +traceability efforts. -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. - -Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and 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)`. - -Once ready, click :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 ----------------- - -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. - -.. 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. - -.. 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 - ` on sub-assemblies. +.. seealso:: + :doc:`sub_assemblies` diff --git a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/bom-kit-selection.png b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/bom-kit-selection.png index 2217afe0e..34244cba6 100644 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/bom-kit-selection.png and b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/bom-kit-selection.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/multilevel-bom-kit.png b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/multilevel-bom-kit.png deleted file mode 100644 index 88b90272d..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/multilevel-bom-kit.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/structure-and-cost-kit.png b/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/structure-and-cost-kit.png deleted file mode 100644 index 0bc565811..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/kit_shipping/structure-and-cost-kit.png and /dev/null differ