[ADD] Quality: Failure locations
closes odoo/documentation#9585 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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@ -10,3 +10,4 @@ Quality control basics
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quality_management/quality_control_points
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quality_management/quality_alerts
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quality_management/quality_checks
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quality_management/failure_locations
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=================
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Failure locations
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=================
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.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
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.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)`
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In Odoo, *quality control points* (QCPs) are used to create *quality checks*, which prompt employees
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to confirm the quality of products, when they are included in certain operations. By setting one or
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more *failure locations* on a |QCP|, products that fail the quality checks it creates can be sent to
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one of the specified locations.
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.. important::
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The *Failure Location* feature was added in version 17.0 of Odoo, and does **not** appear in any
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previous version. To upgrade an Odoo database to a more recent version, see the documentation on
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:doc:`database upgrades <../../../../administration/upgrade>`.
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Configuration
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=============
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To use failure locations, the *Storage Locations* setting **must** be enabled in the settings of the
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*Inventory* app. This setting allows for the creation of sub-locations within a warehouse, including
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failure locations.
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To enable the *Storage Locations* setting, navigate to :menuselection:`Inventory app -->
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Configuration --> Settings`, and tick the checkbox next to :guilabel:`Storage Locations`, under the
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:guilabel:`Warehouses` heading. Then, click :guilabel:`Save`.
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.. image:: failure_locations/storage-locations-setting.png
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:align: center
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:alt: The Storage Locations setting on the Inventory app settings page.
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.. important::
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Failure locations are most effective when used for products configured as *storable products*.
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This is because inventory counts are only tracked for storable products, versus *consumable*
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products, for which exact counts are not tracked.
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Quality checks can still be created for consumable products, and those products can be sent to a
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failure location if they fail a check. However, Odoo does not track the exact quantity of a
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consumable product stored at a failure location.
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To configure a product as storable, navigate to :menuselection:`Inventory app --> Products -->
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Products`, and select a product. In the :guilabel:`Product Type` field on the :guilabel:`General
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Information` tab, make sure that :guilabel:`Storable Product` is selected from the drop-down
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menu.
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Add failure location to QCP
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===========================
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To add a failure location to a |QCP|, navigate to :menuselection:`Quality app --> Quality Control
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--> Control Points`. Select an existing |QCP| from the list, or create a new one by clicking
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:guilabel:`New`.
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.. note::
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The following instructions only detail the configuration settings necessary for adding a failure
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location to a |QCP|. For a full overview of |QCPs| and all of the options available when
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configuring them, see the documentation on :doc:`quality control points
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<quality_control_points>`.
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In the :guilabel:`Control Per` field on the |QCP| form, select the :guilabel:`Quantity` option.
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Doing so causes a :guilabel:`Failure Locations` field to appear on the form. This field is only
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available when the :guilabel:`Quantity` option is selected.
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In the :guilabel:`Failure Locations` field, select one or more locations from the drop-down menu. To
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create a new location, type the desired location name into the field, and then select
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:guilabel:`Create "[name]"` from the drop-down menu.
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.. image:: failure_locations/qcp-form.png
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:align: center
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:alt: A QCP form in the Quality app, configured with a failure location.
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Send products to failure location
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=================================
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Once a |QCP| has been configured with one or more failure locations, products that fail a check
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created by the |QCP| can be routed to one of the locations.
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To do so, open an order that requires a quality check created by a |QCP| configured with a failure
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location. For example, navigate to :menuselection:`Inventory app --> Operations --> Receipts`, and
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select a receipt.
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At the top of the selected order, click the :guilabel:`Quality Checks` button to open a pop-up
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window, from which the quality check can be processed. At the bottom of the pop-up window, click the
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:guilabel:`Fail` button to fail the quality check, which opens a second pop-up window, titled
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:guilabel:`Quality Check Failed for [Product]`.
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In the :guilabel:`Quantity Failed` field, enter the quantity of the product that failed to pass the
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quality check. In the :guilabel:`Failure Location` field, select a location to which the failed
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quantity should be sent. Then, click :guilabel:`Confirm` at the bottom of the pop-up window to close
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it.
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.. image:: failure_locations/failed-pop-up.png
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:align: center
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:alt: The pop-up window that appears after a quality check fails.
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Finally, on the order, click the :guilabel:`Validate` button at the top of the page. Doing so
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confirms the products that failed the quality check were sent to the failure location, while
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products that passed it were sent to their normal storage locations.
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View failure location inventory
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===============================
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To view the product quantities stored in a failure location, navigate to :menuselection:`Inventory
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app --> Configuration --> Locations`. Select a failure location from the list. Then, click the
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:guilabel:`Current Stock` smart button on the location's page.
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A failure location's page lists all of the products stored within the location, along with the
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quantity of each.
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