[IMP] mrp: update variants doc

closes #7114

X-original-commit: 04822cc
Signed-off-by: Zachary Straub (zst) <[email protected]>
Signed-off-by: Brandon Seltenrich (brse) <[email protected]>

Author: brse-odoo

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

@@ -2,44 +2,192 @@
 Managing BoMs for product variants
 ==================================
 
-Odoo allows one bill of materials (BoM) to be used for multiple variants of the same product.
-Having a consolidated BoM for a product with variants saves time by preventing the need to manage
-multiple BoMs.
+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)`.
 
 Activate product variants
 =========================
 
-To activate variants, simply navigate to :menuselection:`Inventory --> Configuration --> Settings
---> Products`, and then enable the :guilabel:`Variants` option. After that, click :guilabel:`Save`
-to apply the setting. For more information on configuring product variants, refer to :doc:`this
-page <../../../sales/sales/products_prices/products/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.
 
-.. image:: product_variants/inventory-variants-settings.png
+For more information on configuring product variants, refer to the :doc:`product variants
+<../../../sales/sales/products_prices/products/variants>` documentation.
+
+.. 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 BoM or edit an existing one by going to :menuselection:`Manufacturing -->
-Products --> Bills of Materials`. Then, click :guilabel:`Edit`. The :guilabel:`Apply on Variants`
-option to assign components to specific product variants on the BoM is available once the
-:guilabel:`Variants` setting is activated from the :guilabel:`Inventory` application. If the
-:guilabel:`Apply on Variants` field is not immediately visible, activate it from the additional
-options menu.
+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/variants-kebab-menu.png
+.. 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 BoMs by component assignment, the :guilabel:`Product Variant` field in the
-main section of the BoM should be left blank, as shown below. This field is used only when creating
-a BoM specifically for one product variant.
+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.
 
-.. image:: product_variants/apply-on-variants-bom.png
+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: Applying components to multiple variants.
+   :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.