[IMP] mrp: update variants doc

Author: brse-odoo

content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst

@@ -1,23 +1,193 @@
-=======================================
-How to manage BoMs for product variants
-=======================================
+==================================
+Managing 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`.
+Odoo allows one bill of materials (BoM) to be used for multiple variants of the same product. Having
+a consolidated :abbr:`BoM (bill of materials)` for a product with variants saves time by preventing
+the need to manage multiple :abbr:`BoMs (bills of materials)`.
 
-.. image:: product_variants/product_variants01.png
-    :align: center
+Activate product variants
+=========================
 
-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.
+To activate the product variants feature, navigate to :menuselection:`Inventory app -->
+Configuration --> Settings`, and scroll down to the :guilabel:`Products` section. Then, click the
+checkbox to enable the :guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the
+setting.
 
-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.
+For more information on configuring product variants, refer to the :doc:`product variants
+<../../../sales/sales/products_prices/products/variants>` documentation.
 
-.. image:: product_variants/product_variants02.png
-    :align: center
+.. image:: product_variants/product-variants-variants-settings.png
+   :align: center
+   :alt: Selecting "Variants" from Inventory app settings.
+
+Create custom product attributes
+================================
+
+Once the product variants feature is activated, create and edit product attributes on the
+:guilabel:`Attributes` page.
+
+The :guilabel:`Attributes` page is accessible either from :menuselection:`Inventory app -->
+Configuration --> Settings` by clicking the :guilabel:`Attributes` button, or by clicking
+:menuselection:`Inventory app --> Configuration --> Attributes`.
+
+Once on the :guilabel:`Attributes` page, either click into an existing attribute, or click
+:guilabel:`Create` to create a new one. Clicking :guilabel:`Create` reveals a new, blank form for
+customizing an attribute. For an existing attribute, click :guilabel:`Edit` on its form to make
+changes.
+
+Assign an :guilabel:`Attribute Name`, and choose a category from the :guilabel:`Category` field's
+drop-down menu. Then, select the desired options next to the :guilabel:`Display Type` and
+:guilabel:`Variants Creation Mode` fields. Once the desired options are selected, click
+:guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a new value.
+
+.. tip::
+   Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` checkbox. If selected,
+   this value will be recognized as a custom value, which allows customers to type special
+   customization requests upon ordering a custom variant of a product.
+
+.. example::
+   .. image:: product_variants/product-variants-attribute.png
+      :align: center
+      :alt: Product variant attribute configuration screen.
+
+Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` to save the new
+attribute.
+
+Add product variants on the product form
+========================================
+
+Created attributes can be applied on specific variants for particular products. To add product
+variants to a product, navigate to the product form by going to :menuselection:`Inventory app -->
+Products --> Products`. To make changes to the product, click :guilabel:`Edit`. Then, click the
+:guilabel:`Variants` tab.
+
+Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add a new attribute, and
+select one to add from the drop-down menu.
+
+Then, under the :guilabel:`Values` header, click the drop-down menu to choose from the list of
+existing values. Click on each desired value to add them, and repeat this process for any additional
+attributes that should be added to the product.
+
+Once finished, click :guilabel:`Save` to save changes.
+
+.. image:: product_variants/product-variants-product-form.png
+   :align: center
+   :alt: Product form variants tab with values and attributes.
+
+.. tip::
+   :abbr:`BoM (bill of materials)` products with multiple variants that are manufactured in-house
+   should either have a **0,0 reordering rule** set up, or have their replenishment routes set to
+   *Replenish on Order (MTO)*.
+
+Apply BoM components to product variants
+========================================
+
+Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing one, by going to
+:menuselection:`Manufacturing app --> Products --> Bills of Materials`. Then, click
+:guilabel:`Create` to open a new :guilabel:`Bills of Materials` form to configure from scratch.
+
+Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-down menu in the
+:guilabel:`Product` field and selecting the desired product.
+
+Then, add components by clicking :guilabel:`Add a line` under the :guilabel:`Component` section of
+the :guilabel:`Components` tab, and choosing the desired components from the drop-down menu.
+
+Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product Unit of Measure`
+columns. Then, choose the desired values in the :guilabel:`Apply on Variants` column.
+
+.. note::
+   The :guilabel:`Apply on Variants` option to assign components to specific product variants on the
+   :abbr:`BoM (bill of materials)` is available once the :guilabel:`Variants` setting is activated
+   from the :menuselection:`Inventory` application. If the :guilabel:`Apply on Variants` field is
+   not immediately visible, activate it from the additional options menu (three-dots icon, to the
+   right of the header row).
+
+.. image:: product_variants/product-variants-apply-on-variants.png
+   :align: center
+   :alt: "Apply on Variants" option on the additional options menu.
+
+Each component can be assigned to multiple variants. Components with no variants specified are used
+in every variant of the product. The same principle applies when configuring operations and
+by-products.
+
+When defining variant :abbr:`BoMs (bills of material)` by component assignment, the
+:guilabel:`Product Variant` field in the main section of the :abbr:`BoM (bill of materials)` should
+be left blank. This field is *only* used when creating a :abbr:`BoM (bill of materials)`
+specifically for one product variant.
+
+When all desired configurations have been made to the :abbr:`BoM (bill of materials)`, click
+:guilabel:`Save` at the top of the form to save changes.
+
+.. tip::
+   For components that only apply for specific variants, choose which operations the components
+   should be consumed in. If the :guilabel:`Consumed in Operation` column is *not* immediately
+   visible, activate it from the additional options menu (three-dots icon, to the right of the
+   header row).
+
+Sell and manufacture variants of BoM products
+=============================================
+
+To sell and manufacture variants of :abbr:`BoM (bill of materials)` products to order, navigate to
+:menuselection:`Sales app --> Create` to create a new quotation.
+
+Sell variant of BoM product
+---------------------------
+
+Once on the blank :guilabel:`Quotation` form, click the drop-down next to the :guilabel:`Customer`
+field to add a customer.
+
+Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and select the
+previously-created :abbr:`BoM (bill of materials)` product with variants from the drop-down menu.
+Doing so reveals a :guilabel:`Configure a product` pop-up.
+
+From the pop-up window, click the desired attribute options to configure the correct variant of the
+product to manufacture. Then, click the green :guilabel:`+` or :guilabel:`-` icons next to the `1`
+to change the quantity to sell and manufacture, if desired.
+
+.. image:: product_variants/product-variants-variant-popup.png
+   :align: center
+   :alt: Configure a product pop-up for choosing variant attributes.
+
+Once all the specifications have been chosen, click :guilabel:`Add`. This will change the pop-up to
+a second :guilabel:`Configure` pop-up, where available optional products will appear, if they have
+been created previously.
+
+Once ready, click :guilabel:`Confirm` to close the pop-up.
+
+Then, click :guilabel:`Save` to save all changes, and click :guilabel:`Confirm` at the top of the
+:guilabel:`Quotation` form to create and confirm a new sales order (SO).
+
+Manufacture variant of BoM product
+----------------------------------
+
+Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` smart button appears at
+the top of the :abbr:`SO (sales order)` form. Click the :guilabel:`Manufacturing` smart button to
+open the :guilabel:`Manufacturing Order` form.
+
+On this form, under the :guilabel:`Components` tab, the appropriate components for the chosen
+variant are listed. And, depending on the variant, different components will be listed. To see any
+mandatory or optional :guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab.
+
+To enter the tablet view work order screen, click the :guilabel:`tablet icon` to the right of the
+row for the desired operation to be completed.
+
+From the tablet view, click :guilabel:`Mark as Done` as the operation progresses to complete the
+operation steps.
+
+Alternatively, click the :guilabel:`Mark as Done` button at the top of the manufacturing order form
+to complete the order.
+
+.. image:: product_variants/product-variants-manufacturing-order.png
+   :align: center
+   :alt: Manufacturing order for variant of BoM product.
+
+Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at the top of the page.
+
+Now that the product has been manufactured, click the :guilabel:`Delivery` smart button to deliver
+the product to the customer. From the :guilabel:`Delivery Order` form, click :guilabel:`Validate`,
+then click :guilabel:`Apply` to deliver the product.
+
+To finish the sale, click back to the :abbr:`SO (sales order)` via the :guilabel:`breadcrumbs` at
+the top of the page again. Then, click :guilabel:`Create Invoice` followed by :guilabel:`Create
+Invoice` again to invoice the customer for the order.