[IMP] manufacturing: Restructure pages

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Yannick Tivisse
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=================================
How to create a Bill of Materials
=================================
A bill of materials (BoM) is a document that describes the component
products, the quantity of each component, and the process required to
manufacture a product, including a routing and individual steps.
In Odoo, each product may have multiple BoMs associated with it, but a
BoM can only be associated with a single product. A single BoM can,
however, describe multiple variants of the same product.
Setting up a Basic BoM
======================
If you choose to manage your manufacturing operations using manufacturing
orders only, you will define basic bills of materials without routings.
For more information about which method of management to use, review the
**Getting Started** section of the *Manufacturing* chapter of the
documentation.
Before creating your first bill of materials, you will need to create a
product and at least one component (components are considered products
in Odoo). You can do so from :menuselection:`Master Data --> Products`, or
on the fly from the relevant fields on the BoM form. Review the
Inventory chapter for more information about configuring products. Once
you have created a product and at least one component, select them from
the relevant dropdown menus to add them to your bill of materials. A new
bill of materials can be created from :menuselection:`Master Data --> Bills of Materials`,
or using the button on the top of the product form.
Under the **Miscellaneous** tab, you can fill additional fields.
**Sequence** defines the order in which your BoMs will be selected
for production orders, with lower numbers having higher priority.
**Version** allows you to track changes to your BoM over time.
Adding a Routing to a BoM
=========================
A routing defines a series of operations required to manufacture a
product and the work center at which each operation is performed. A
routing may be added to multiple BoMs, though a BoM may only have one
routing. For more information about configuring routings, review the
chapter on routings.
After enabling routings from :menuselection:`Configuration --> Settings`,
you will be able to add a routing to a bill of materials by selecting a
routing from the dropdown list or creating one on the fly.
You may define the work operation or step in which each component is
consumed using the field, **Consumed in Operation** under the
**Components** tab. Similarly, you can define the operation at which the
product will be produced under the **Miscellaneous** tab using the field
**Produced at Operation**. If this field is left blank, the products
will be consumed/produced at the final operation in the routing.
.. image:: media/bill_configuration01.png
:align: center
Adding Byproducts to a BoM
==========================
In Odoo, a byproduct is any product produced by a BoM in addition to the
primary product.
To add byproducts to a BoM, you will first need to enable them from
:menuselection:`Configuration --> Settings`.
.. image:: media/bill_configuration02.png
:align: center
Once byproducts are enabled, you can add them to your bills of materials
under the **Byproducts** tab of the bill of materials. You can add
any product or products as byproducts. Byproducts are produced in the
same step of the routing as the primary product of the BoM.
.. image:: media/bill_configuration03.png
:align: center
Setting up a BoM for a Product With Sub-Assemblies
==================================================
A subassembly is a manufactured product which is intended to be used as
a component of another manufactured product. You may wish to employ
sub-assemblies to simplify a complex BoM, to more accurately represent
your manufacturing flow, or to use the same subassembly in multiple
BoMs. A BoM that employs subassemblies is often referred to as a
multi-level BoM.
Multi-level bills of materials in Odoo are accomplished by creating a
top-level BoM and subassembly BoMs. Next, the procurement route of the
subassembly product is defined. This ensures that every time a
manufacturing order for the top-level product is created, a
manufacturing order for each subassembly is created as well.
Configure the Top-Level Product BoM
-----------------------------------
To configure a multi-level BoM, create the top-level product and its
BoM. Include any subassemblies in the list of components. Create a BoM
for each subassembly as you would for any product.
.. image:: media/bill_configuration04.png
:align: center
Configure the Subassembly Product Data
--------------------------------------
On the product form of the subassembly, you must select the routes
**Manufacture** and **Make To Order**. The **Manufacture**
route takes precedence over the **Buy** route, so selecting the
latter will have no effect.
.. image:: media/bill_configuration05.png
:align: center
If you would like to be able to purchase the subassembly in addition to
manufacturing it, select **Can be Purchased**. All other fields on
the subassembly product form may be configured according to your
preference.
Using a Single BoM to Describe Several Variants of a Single Product
===================================================================
Odoo allows you to use one bill of materials for multiple variants of
the same product. Simply enable variants from
:menuselection:`Configuration --> Settings`.
.. image:: media/bill_configuration06.png
:align: center
You will then be able to specify which component lines are to be used in
the manufacture of each product variant. You may specify multiple
variants for each line. If no variant is specified, the line will be
used for all variants.
When defining variant BoMs on a line-item-basis, the **Product
Variant** field in the main section of the BoM should be left blank.
This field is used when creating a BoM for one variant of a product
only.
.. image:: media/bill_configuration07.png
:align: center
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======================================
How to Sell a Set of Products as a Kit
======================================
A *kit* is a set of components that are delivered without first being
assembled or mixed. Kits are described in Odoo using *bills of
materials*. There are two basic ways to configure kits, depending on
how stock of the kit product is to be managed. In either case, both the
Inventory and Manufacturing apps must be installed.
Manage Stock of Component Products
==================================
If you would like to assemble kits as they are ordered, managing stock
of the kit *components* only, you will use a Kit BoM without a
manufacturing step.
A product using a Kit BoM will appear as a single line item on a
quotation and sales order, but will generate a delivery order with one
line item for each of the components of the kit. In the examples below,
the image at left shows a sales order for the kit "Custom Computer Kit",
while the image at right shows the corresponding delivery order.
|image0|\ |image1|
Configuration
-------------
From the **Products** menu in either the Inventory or Manufacturing
app, create each component product as you would any other product, then
create the top-level, or kit product. The kit product should have only
the route **Manufacture** set. Because you cannot track the stock of
kit products, the Product Type should be set to **Consumable**.
Because a kit product cannot be purchased, **Can be Purchased**
should be unchecked.
All other parameters on the kit product may be modified according to
your preference. The component products require no special
configuration.
.. image:: media/kit_shipping03.png
:align: center
Once the products are configured, create a bill of materials for the kit
product. Add each component and its quantity. Select the BoM Type
**Ship this product as a set of components**. All other options may
be left with their default values.
.. image:: media/kit_shipping04.png
:align: center
Manage Stock of Kit Product and Component Products
==================================================
If you would like to manage stock of the top-level kit product, you will
use a standard BoM with a manufacturing step instead of a Kit BoM. When
using a standard BoM to assemble kits, a manufacturing order will be
created. The manufacturing order must be registered as completed before
the kit product will appear in your stock.
Configuration
-------------
On the kit product, select the route **Manufacture**. You may also
select **Make to Order**, which will create a manufacturing order
whenever a sales order is confirmed. Select the product type
**Stockable Product** to enable stock management.
.. image:: media/kit_shipping05.png
:align: center
When you create the bill of materials, select the BoM Type
**Manufacture this product**. The assembly of the kit will be
described by a manufacturing order rather than a packing operation.
.. image:: media/kit_shipping06.png
:align: center
.. |image0| image:: ./media/kit_shipping01.png
.. |image1| image:: ./media/kit_shipping02.png
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====================================
How to process a manufacturing order
====================================
Introduction
============
There are two basic ways to manage manufacturing in Odoo. The first way
manages work with one document only. This document is the
**manufacturing order**. The second way uses additional documents to
give you more precise control over the manufacturing process. In this
way, **Manufacturing orders** are divided into one or more steps
defined by **work orders**, performed in an order defined by
**routings**.
How to manage manufacturing without routings
============================================
You will most likely use manufacturing orders without routings if all
the work to produce your product is performed in one place, by one
person, in one step, and/or you do not need the level of granular
control afforded by work orders and routings.
Managing your operations in this way is the default behavior in Odoo.
There are two basic phases from planning to production:
1. Create manufacturing orders
2. Record Production
How to manage manufacturing with routings and work orders
=========================================================
To use work orders and routings, you will need to enable the option
**Manage production by work orders** From
:menuselection:`Configuration --> Settings`. You will then be able to add
routings to bills of materials, and configure some additional related
fields. You will also be able to create **work centers**, the
locations at which work orders are performed.
When manufacturing with routings and work orders, each work order is
scheduled individually. You will also have access to time and capacity
planning, and reports on costing and efficiency on a work center level.
Manufacturing using routings can be broken down into several steps. When
configuring your BoM, you will need to add a routing defining the
component work orders. After planning the manufacturing order, you will
have the added step of scheduling work orders.
The workflow is thus divided into three basic phases, as follows:
1. Create manufacturing orders
2. Schedule the associated work orders.
3. Perform the scheduled work and record production.
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=======================================
How to manage BoMs for product variants
=======================================
Odoo allows you to use one bill of materials for multiple variants of
the same product. Simply enable variants from
:menuselection:`Configuration --> Settings`.
.. image:: media/product_variants01.png
:align: center
You will then be able to specify which component lines are to be used in
the manufacture of each product variant. You may specify multiple
variants for each line. If no variant is specified, the line will be
used for all variants.
When defining variant BoMs on a line-item-basis, the **Product
Variant** field in the main section of the BoM should be left blank.
This field is used when creating a BoM for one variant of a product
only.
.. image:: media/product_variants02.png
:align: center
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====================================
How to manage semi-finished products
====================================
A subassembly is a manufactured product which is intended to be used as
a component of another manufactured product. You may wish to employ
sub-assemblies to simplify a complex BoM, to more accurately represent
your manufacturing flow, or to use the same subassembly in multiple
BoMs. A BoM that employs subassemblies is often referred to as a
multi-level BoM.
Multi-level bills of materials in Odoo are accomplished by creating a
top-level BoM and subassembly BoMs. Next, the procurement route of the
subassembly product is defined. This ensures that every time a
manufacturing order for the top-level product is created, a
manufacturing order for each subassembly is created as well.
Configure the Top -Level Product BoM
------------------------------------
To configure a multi-level BoM, create the top-level product and its
BoM. Include any subassemblies in the list of components. Create a BoM
for each subassembly as you would for any product.
.. image:: media/sub_assemblies01.png
:align: center
Configure the Subassembly Product Data
--------------------------------------
On the product form of the subassembly, you must select the routes
**Manufacture** and **Make To Order**. The **Manufacture**
route takes precedence over the **Buy** route, so selecting the
latter will have no effect.
.. image:: media/sub_assemblies02.png
:align: center
If you would like to be able to purchase the subassembly in addition to
manufacturing it, select **Can be Purchased**. All other fields on
the subassembly product form may be configured according to your
preference.