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| 1 | +==================================== |
| 2 | +How to Configure a Bill of Materials |
| 3 | +==================================== |
| 4 | + |
| 5 | +A bill of materials (BoM) is a document that describes the component |
| 6 | +products, the quantity of each component, and the process required to |
| 7 | +manufacture a product, including a routing and individual steps. |
| 8 | + |
| 9 | +In Odoo, each product may have multiple BoMs associated with it, but a |
| 10 | +BoM can only be associated with a single product. A single BoM can, |
| 11 | +however, describe multiple variants of the same product. |
| 12 | + |
| 13 | +Setting up a Basic BoM |
| 14 | +====================== |
| 15 | + |
| 16 | +If choose to manage your manufacturing operations using manufacturing |
| 17 | +orders only, you will define basic bills of materials without routings. |
| 18 | +For more information about which method of management to use, review the |
| 19 | +**Getting Started** section of the *Manufacturing* chapter of the |
| 20 | +documentation. |
| 21 | + |
| 22 | +Before creating your first bill of materials, you will need to create a |
| 23 | +product and at least one component (components are considered products |
| 24 | +in Odoo). You can do so from :menuselection:`Master Data --> Products`, or |
| 25 | +on the fly from the relevant fields on the BoM form. Review the |
| 26 | +Inventory chapter for more information about configuring products. Once |
| 27 | +you have created a product and at least one component, select them from |
| 28 | +the relevant dropdown menus to add them to your bill of materials. A new |
| 29 | +bill of materials can be created from :menuselection:`Master Data --> Bills of Materials`, |
| 30 | +or using the button on the top of the product form. |
| 31 | + |
| 32 | +Under the **Miscellaneous** tab, you can fill additional fields. |
| 33 | +**Sequence** defines the order in which your BoMs will be selected |
| 34 | +for production orders, with lower numbers having higher priority. |
| 35 | +**Version** allows you to track changes to your BoM over time. |
| 36 | + |
| 37 | +Adding a Routing to a BoM |
| 38 | +========================= |
| 39 | + |
| 40 | +A routing defines a series of operations required to manufacture a |
| 41 | +product and the work center at which each operation is performed. A |
| 42 | +routing may be added to multiple BoMs, though a BoM may only have one |
| 43 | +routing. For more information about configuring routings, review the |
| 44 | +chapter on routings. |
| 45 | + |
| 46 | +After enabling routings from :menuselection:`Configuration --> Settings`, |
| 47 | +you will be able to add a routing to a bill of materials by selecting a |
| 48 | +routing from the dropdown list or creating one on the fly. |
| 49 | + |
| 50 | +You may define the work operation or step in which each component is |
| 51 | +consumed using the field, **Consumed in Operation** under the |
| 52 | +**Components** tab. Similarly, you can define the operation at which the |
| 53 | +product will be produced under the **Miscellaneous** tab using the field |
| 54 | +**Produced at Operation**. If this field is left blank, the products |
| 55 | +will be consumed/produced at the final operation in the routing. |
| 56 | + |
| 57 | +.. image:: media/bill_configuration01.png |
| 58 | + :align: center |
| 59 | + |
| 60 | +Adding Byproducts to a BoM |
| 61 | +========================== |
| 62 | + |
| 63 | +In Odoo, a byproduct is any product produced by a BoM in addition to the |
| 64 | +primary product. |
| 65 | + |
| 66 | +To add byproducts to a BoM, you will first need to enable them from |
| 67 | +:menuselection:`Configuration --> Settings`. |
| 68 | + |
| 69 | +.. image:: media/bill_configuration02.png |
| 70 | + :align: center |
| 71 | + |
| 72 | +Once byproducts are enabled, you can add them to your bills of materials |
| 73 | +under the **Byproducts** tab of the bill of materials. You can add |
| 74 | +any product or products as byproducts. Byproducts are produced in the |
| 75 | +same step of the routing as the primary product of the BoM. |
| 76 | + |
| 77 | +.. image:: media/bill_configuration03.png |
| 78 | + :align: center |
| 79 | + |
| 80 | +Setting up a BoM for a Product With Sub-Assemblies |
| 81 | +================================================== |
| 82 | + |
| 83 | +A subassembly is a manufactured product which is intended to be used as |
| 84 | +a component of another manufactured product. You may wish to employ |
| 85 | +sub-assemblies to simplify a complex BoM, to more accurately represent |
| 86 | +your manufacturing flow, or to use the same subassembly in multiple |
| 87 | +BoMs. A BoM that employs subassemblies is often referred to as a |
| 88 | +multi-level BoM. |
| 89 | + |
| 90 | +Multi-level bills of materials in Odoo are accomplished by creating a |
| 91 | +top-level BoM and subassembly BoMs. Next, the procurement route of the |
| 92 | +subassembly product is defined. This ensures that every time a |
| 93 | +manufacturing order for the top-level product is created, a |
| 94 | +manufacturing order for each subassembly is created as well. |
| 95 | + |
| 96 | +Configure the Top-Level Product BoM |
| 97 | +----------------------------------- |
| 98 | + |
| 99 | +To configure a multi-level BoM, create the top-level product and its |
| 100 | +BoM. Include any subassemblies in the list of components. Create a BoM |
| 101 | +for each subassembly as you would for any product. |
| 102 | + |
| 103 | +.. image:: media/bill_configuration04.png |
| 104 | + :align: center |
| 105 | + |
| 106 | +Configure the Subassembly Product Data |
| 107 | +-------------------------------------- |
| 108 | + |
| 109 | +On the product form of the subassembly, you must select the routes |
| 110 | +**Manufacture** and **Make To Order**. The **Manufacture** |
| 111 | +route takes precedence over the **Buy** route, so selecting the |
| 112 | +latter will have no effect. |
| 113 | + |
| 114 | +.. image:: media/bill_configuration05.png |
| 115 | + :align: center |
| 116 | + |
| 117 | +If you would like to be able to purchase the subassembly in addition to |
| 118 | +manufacturing it, select **Can be Purchased**. All other fields on |
| 119 | +the subassembly product form may be configured according to your |
| 120 | +preference. |
| 121 | + |
| 122 | +Using a Single BoM to Describe Several Variants of a Single Product |
| 123 | +=================================================================== |
| 124 | + |
| 125 | +Odoo allows you to use one bill of materials for multiple variants of |
| 126 | +the same product. Simply enable variants from |
| 127 | +:menuselection:`Configuration --> Settings`. |
| 128 | + |
| 129 | +.. image:: media/bill_configuration06.png |
| 130 | + :align: center |
| 131 | + |
| 132 | +You will then be able to specify which component lines are to be used in |
| 133 | +the manufacture of each product variant. You may specify multiple |
| 134 | +variants for each line. If no variant is specified, the line will be |
| 135 | +used for all variants. |
| 136 | + |
| 137 | +When defining variant BoMs on a line-item-basis, the **Product |
| 138 | +Variant** field in the main section of the BoM should be left blank. |
| 139 | +This field is used when creating a BoM for one variant of a product |
| 140 | +only. |
| 141 | + |
| 142 | +.. image:: media/bill_configuration07.png |
| 143 | + :align: center |
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