Learn to Create Kits and Product Bundles in Odoo 9

You will learn the basics of setting up your own product bundling or kit of products using MRP and Sales Management

Often times businesses must create product bundles, or kits of products, that they will sell under one item. In this video we explain how to create kits in Odoo using the example of a first aid kit that contains a variety of different products. Using both MRP and the Sales Management application this video will teach you the basics of setting up your own product bundling or kit of products in Odoo.

TOPICS COVERED:
  • Introduction: Learn to create kits and product bundles in Odoo
  • Creating our first product bundle example - A first aid kit with multiple products
  • Setup a Bill of Materials (BOM) to specify the products for our kit
  • Creating products that are only included or valid in a kit during a limited date range
  • Produce a sales order that uses a product kit to pull multiple products from inventory
  • Operations from a warehouse manager perspective and inventory dashboard
  • Configuring products as stockable vs consumable for inventory management
  • Handling partial delivery orders and back ordered products

USING ODOO SALES MANAGEMENT & MRP TO CREATE KITS

Like many ERP systems Odoo provides the ability to create kits or product bundles. Also like most ERP systems, Odoo utilizes the Bill of Material structure often known as BOM's to store the list of products and the required quantities. In this video we show you how to create the product kits with their associated products and some examples on how that affects delivery orders and inventory.

WHAT ARE REASONS WE'D WANT TO USE KITS IN ODOO?

For our example in the video we use a simple first aid kit as an example. While the customer purchases perhaps one first aid kit, the kit itself has band aids, alcohol wipes, the box to hold the contents of the kit, perhaps a first aid guide, and more. Another example would be a Holiday basket. The customer would buy the basket, but Odoo would be configured to kit the basket with perhaps a bottle of wine, a fruit cake, crackers, some cheese spread, and perhaps a gift card.

GOING BEYOND SIMPLE KITS FOR PROMOTION & CHANGES

While this video primarily focuses on the basics of using kits in Odoo we do get into features that allow you to include items that perhaps are only available during a specific date range. This works not only for promotions but also when you need to rotate out a product with another brand or another product on a specific date, allowing you to stage your inventory and better manage the content of your product bundles and kits in Odoo.


Your Instructor


Greg Moss
Greg Moss

Greg Moss started working with personal computers at 12 years old. At age 15, he wrote his first paid business application, a loan management application for First American Acceptance Corporation. A few months later Greg developed a statistical application to process surveys for John A Logan College. Now more than 30 years later, Greg has produced hundreds of commercial applications and training courses, and has been involved in numerous enterprise application projects.


In addition to completing degrees in Business Administration and Information Systems Design, Greg is a Certified Information Systems Auditor, a Six Sigma Black Belt, and holds an Information Assurance Certification from Carnegie Mellon University. In addition to his successful consulting practice, Greg has worked in positions as a Chief Information Officer (CIO), Chief Executive Officer (CEO), and excels in delivering technology-enabled growth to companies. He is an experienced digital marketer and focuses on real-world results and solutions.

Greg is the founder of First Class Ventures, LLC and OdooClass.com. Over the past 8 years Greg has produced over 200 video courses covering business application development and game design.

Greg is the author of Working with Odoo, Working with Odoo 10, Working with Odoo 11, Working with Odoo 12, and Learn Odoo.


Course Curriculum


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