diff --git a/content/applications/inventory_and_mrp/manufacturing/management.rst b/content/applications/inventory_and_mrp/manufacturing/management.rst index 09dbb7e8b..a44ea2b48 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management.rst @@ -22,3 +22,4 @@ Manufacturing workflows management/work_order_dependencies management/two_step_manufacturing management/one_step_manufacturing + management/three_step_manufacturing diff --git a/content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst b/content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst new file mode 100644 index 000000000..ce7fee59d --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst @@ -0,0 +1,150 @@ +======================== +Three-step manufacturing +======================== + +.. _manufacturing/management/two_step_manufacturing: +.. |BOM| replace:: :abbr:`BoM (Bill of Materials)` +.. |MO| replace:: :abbr:`MO (Manufacturing Order)` + +Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using +three-step manufacturing, Odoo creates a pick components transfer, a manufacturing order (MO), and a +store finished products transfer, and updates inventory counts based on the number of components +removed, and finished products created. + +.. tip:: + The number of steps used in manufacturing is set at the warehouse level, allowing for each + warehouse to use a different number of steps. To change the number of steps used for a specific + warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`, + and then select a warehouse from the :guilabel:`Warehouses` screen. + + On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input + field, and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick + components and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then + store products (3 steps)`. + + .. image:: three_step_manufacturing/manufacturing-type.png + :align: center + :alt: The Manufacture radio input field on a warehouse configuration page. + +.. important:: + Products must be properly configured before they can be manufactured in Odoo. For details on how + to do so, see the documentation on how to :ref:`configure a product for manufacturing + `. + +Create manufacturing order +========================== + +To manufacture a product in Odoo *Manufacturing*, begin by navigating to +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then click +:guilabel:`New` to create a new |MO|. + +On the new |MO|, select the product to be produced from the :guilabel:`Product` drop-down menu. The +:guilabel:`Bill of Material` field auto-populates with the associated Bill of Materials (BoM). + +If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the +:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the +associated product. + +After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs +auto-populate with the components and operations specified on the |BOM|. If additional components or +operations are required for the |MO| being configured, add them to the :guilabel:`Components` and +:guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`. + +Finally, click :guilabel:`Confirm` to confirm the |MO|. + +Process pick components transfer +================================ + +After confirming a three-step |MO|, a :guilabel:`Transfers` smart button appears at the top of the +page. Click it to be taken to the :guilabel:`Transfers` page for the |MO|. The page lists two +transfers: *WH/PC/XXXXX* (the pick components transfer), and *WH/SFP/XXXXX* (the store finished +products transfer). + +Select :guilabel:`WH/PC/XXXXX` to open the pick components transfer for the |MO|. This transfer is +used to track the movement of components from the locations where they are stored to the location +where they are used to manufacture the product. + +After transferring the components out of their storage location, click :guilabel:`Validate` at the +top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up +window that appears. Doing so marks the transfer as :guilabel:`Done`, and updates inventory counts +to reflect the quantity of components transferred. + +Finally, return to the |MO| by clicking the :guilabel:`WH/MO/XXXXX` breadcrumb at the top of the +page. + +.. image:: three_step_manufacturing/mo-bread-crumb.png + :align: center + :alt: The manufacturing order bread crumb on a pick components transfer. + +Process manufacturing order +=========================== + +An |MO| is processed by completing all of the work orders listed under its :guilabel:`Work Orders` +tab. This can be done on the |MO| itself, or from the work order tablet view. + +Basic workflow +-------------- + +To complete work orders from the |MO| itself, begin by navigating to :menuselection:`Manufacturing +--> Operations --> Manufacturing Orders`, and then select a manufacturing order. + +On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins on the first work order +that needs to be completed, click the :guilabel:`Start` button for that work order. Odoo +*Manufacturing* then starts a timer that keeps track of how long the work order takes to complete. + +.. image:: three_step_manufacturing/start-button-2.png + :align: center + :alt: The Start button for a work order on a manufacturing order. + +When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the +same process for each work order listed on the :guilabel:`Work Orders` tab. + +.. image:: three_step_manufacturing/done-button.png + :align: center + :alt: The Done button for an work order on a manufacturing order. + +After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to +mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory. + +Tablet view workflow +-------------------- + +To complete the work orders for an |MO| using the tablet view, begin by navigating to +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select a +manufacturing order. + +Next, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`📱 (tablet)` button +on the line of the first work order to be processed. This opens the tablet view. + +.. image:: three_step_manufacturing/tablet-view-button.png + :align: center + :alt: The tablet view button for a work order on a manufacturing order. + +After opening the tablet view, Odoo *Manufacturing* automatically starts a timer that keeps track of +how long the work order takes to complete. After completing the work order, click the +:guilabel:`Mark as Done` button in the top-right corner of the tablet view. + +Clicking :guilabel:`Mark as Done` while there is at least one more work order left to complete opens +a page that lists the next work order. Click on that work order to open it in the tablet view. + +Once the final work order for the |MO| has been reached, a :guilabel:`Mark as Done and Close MO` +button appears on the tablet view in addition to the :guilabel:`Mark as Done` button. Click +:guilabel:`Mark as Done and Close MO` to mark the |MO| as :guilabel:`Done`, and register the +manufactured product(s) into inventory. + +It is also possible to complete the final work order while keeping the |MO| open, by clicking +:guilabel:`Mark as Done`. In this case, the |MO| can be closed at a later time by clicking the +:guilabel:`Produce All` button on the |MO|. + +Process finished product transfer +================================= + +After completing the |MO|, return to the order's :guilabel:`Transfers` page by clicking the +:guilabel:`Transfers` button at the top of the order. This time, select :guilabel:`WH/SFP/XXXXX` to +open the store finished products transfer. This transfer is used to track the movement of finished +products from the location where they were manufactured to the location where they are stored. + +After transferring the finished products to their storage location, click :guilabel:`Validate` at +the top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up +window that appears. 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