[ADD] quality: New section for quality docs

[ADD] quality: New section for quality docs
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@ -14,6 +14,7 @@ Applications
purchase
inventory
manufacturing
quality
point_of_sale
project
helpdesk

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quality.rst Normal file
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:banner: banners/quality.jpg
=======
Quality
=======
.. toctree::
:titlesonly:
quality/control_points
quality/alert_mo
quality/alert_transfer
quality/quality_mo
quality/quality_transfers

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===================================================
Generate a Quality Alert from a Manufacturing Order
===================================================
Speaking of manufacturing orders, you have two different situations to
consider in Odoo. Those two will result in two different processes:
- You work with a simple manufacturing flow;
- You work with a complex manufacturing flow that includes routings.
Simple manufacturing flow
=========================
If you work with simple manufacturing orders, the *Quality Alerts*
will be launched from the manufacturing order itself. When manufacturing
a product for which you need to process quality controls, a button
*Quality Alert* will appear on the top of your manufacturing order.
.. image:: media/alert_mo_01.png
:align: center
By clicking on the button, you can specify the quality problem that
arose during the process.
.. image:: media/alert_mo_02.png
:align: center
If one of the quality checks failed, the button will be highlighted on
the document. If not, the button wont be highlighted.
.. image:: media/alert_mo_03.png
:align: center
Manufacturing Flow with Routings
================================
If you work with routings defined on your manufacturing orders, the
quality alerts will be launched directly from the work orders on which
the quality checks took place.
.. image:: media/alert_mo_04.png
:align: center
.. image:: media/alert_mo_05.png
:align: center
Then, a button *Quality Alert* will be available from the work order
view. When you click on the button, you can specify the quality problem
that appeared during the process.
.. image:: media/alert_mo_06.png
:align: center

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========================================
Generate a Quality Alert from a Transfer
========================================
Use the Quality Alert
=====================
Every time you perform some *Quality Checks* on a transfer, a
*Quality Alert* button appears. You can always use it. The button is
automatically highlighted once you have a failed quality check for the
transfer.
.. image:: media/alert_transfer_01.png
:align: center
If you click on that *Quality Alert* button, you can specify what was
the problem with the product.
.. image:: media/alert_transfer_02.png
:align: center
The *Quality Alert* that is created from the transfer can be found via
the button appearing on the top right corner of the transfer.
.. image:: media/alert_transfer_03.png
:align: center
You can also access all your *Quality Alerts* via the menu, accessible
under *Control*.
.. image:: media/alert_transfer_04.png
:align: center

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=============================
Define Quality Control Points
=============================
Quality Control Points
======================
If it is the first *Quality Control Point* that you create, know that
you need to open the *Quality* app. Then, go to *Quality Control >
Control Points*. Once there, you have to define the product on which
the quality control will take place, as well as the operation at which
it should take place.
The *Quality Control Points* can take place during transfers or during
the manufacturing process of the products. If you work with routings on
your *Bill of Materials*, you have to precise at which step of the
manufacturing process the quality control point should be applied.
The control type defines at which frequency the quality checks should
take place:
- All Operations: all the operations will generate quality checks to perform;
- Randomly: the quality checks will only be performed on x% of the operation. You must define the percentage yourself, on the control point;
- Periodically: the quality checks will be performed periodically. The periodicity is based on the period you define (once a day, once a week).
.. image:: media/control_points_01.png
:align: center
Quality Control Point Types
===========================
Now that the rest is configured, you need to define the type of quality
check.
.. note::
Some of the types are only available with the manufacturing application.
Text
----
This control point type allows you to give instructions to your workers
during the transfer, or the manufacturing process.
.. image:: media/control_points_01.png
:align: center
.. image:: media/control_points_02.png
:align: center
.. image:: media/control_points_03.png
:align: center
Take a Picture
--------------
This control point type asks you to take a picture of the product in a
transfer, or when manufacturing it.
.. image:: media/control_points_04.png
:align: center
.. image:: media/control_points_05.png
:align: center
.. image:: media/control_points_06.png
:align: center
Pass-Fail
---------
This type of control point requires that you specify if the products
pass or fail a specific text. It can be applied for both transfers or
manufacturing orders.
.. image:: media/control_points_07.png
:align: center
For this kind of control point type, you have the possibility to define
a failure message that will give instructions to follow in case of
quality check failure.
.. image:: media/control_points_08.png
:align: center
.. image:: media/control_points_09.png
:align: center
.. image:: media/control_points_10.png
:align: center
Take a Measure
--------------
This control point type requires you to enter the products measurements
during a transfer, or during the manufacturing process.
.. image:: media/control_points_11.png
:align: center
For this kind of control point type, you also have the possibility to
define a failure message that will give instructions to the worker.
.. image:: media/control_points_12.png
:align: center
.. image:: media/control_points_13.png
:align: center
.. image:: media/control_points_14.png
:align: center
Register Consumed Materials
---------------------------
This control point type requires you register the component serial/lot
numbers during the manufacturing process. It is only available if you
work with routings.
.. image:: media/control_points_15.png
:align: center
.. image:: media/control_points_16.png
:align: center
Register By-Products
--------------------
With this control point type, you must register the serial/lot number of
the by-products that are manufactured. It is also only available with
routings.
.. image:: media/control_points_17.png
:align: center
.. image:: media/control_points_18.png
:align: center
Print Label
-----------
This control point type allows you to print labels to add to the product
during the manufacturing process.
.. image:: media/control_points_19.png
:align: center
.. image:: media/control_points_20.png
:align: center

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==============================================
Perform Quality Checks on Manufacturing Orders
==============================================
There are two different situations to consider and that will differ in
Odoo processes:
- You work with simple manufacturing flows;
- You work with complex manufacturing flows that are represented by the use of routings in Odoo.
Simple Manufacturing Flow
=========================
Create the Quality Control Point
--------------------------------
To create a quality control point, open the quality app and go to
*Control > Control Points*. There, hit create. Make sure to select
*Manufacturing* as operation and choose the type of quality check you
want to perform.
.. image:: media/quality_mo_01.png
:align: center
Process the Quality Check
-------------------------
Once your *Quality Control Point* has been created, you can create a
manufacturing order for your product. Now, and before marking the
manufacturing as done, you can register the *Quality Checks*.
.. image:: media/quality_mo_02.png
:align: center
.. image:: media/quality_mo_03.png
:align: center
Once you have performed your quality checks, you can find them via the
*Quality Checks* button available on the manufacturing order form.
.. image:: media/quality_mo_04.png
:align: center
.. note::
If you want to access all your quality checks, you can do this by
opening the quality checks menu, under quality control.
Manufacturing Flow with Routings
================================
Create the Quality Control Point
--------------------------------
If you want to create a *Quality Control Point*, open the *Quality*
app and go to *Control > Control Points*. Then, click on create. Make
sure to select *Manufacturing* as operation and select the work order
operation on which the quality check should be performed.
.. image:: media/quality_mo_05.png
:align: center
.. note::
Choosing the work order operation is necessary if you want the quality
checks to be performed in the work orders. After that, you can choose
the type of quality check.
Process the Quality Check
-------------------------
Once your *Quality Control Point* has been configured, create a
manufacturing order for your product. You have to plan it if you want to
generate the necessary work orders.
.. image:: media/quality_mo_06.png
:align: center
Now, process the work order and your quality check will appear. In this
example, the quality check requests to enter the serial number of the
Table Top component.
.. image:: media/quality_mo_07.png
:align: center

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===================================
Perform Quality Checks on Transfers
===================================
Create the Quality Control Point
================================
To create a *Quality Control Point*, open the *Quality* application.
Then, go to *Quality Control > Control Points > Create*. Now, you can
define the quality control point you want to apply to a specific
product. Dont forget to select a transfer operation type.
.. image:: media/quality_transfers_01.png
:align: center
Process the Quality Check
=========================
Lets say that we will receive a laptop. First, create a planned receipt
for the product. Then, on the receipt, you will see a *Quality Checks*
button that appears to proceed to the quality check you configured
before.
.. image:: media/quality_transfers_02.png
:align: center
By clicking on it, the instruction set on the quality control point will
be displayed and will require the check value.
.. image:: media/quality_transfers_03.png
:align: center
Once the quality check is done, you can find it linked to the
corresponding transfer and access it by clicking on the button.
.. image:: media/quality_transfers_04.png
:align: center
But, if the quality check failed, the stat button will appear in red
(instead of green) and Odoo will suggest you to create a *Quality
Alert* by highlighting the corresponding button.
.. image:: media/quality_transfers_05.png
:align: center
The quality checks can also be found in the *Quality* application by
opening the *Quality Checks* menu, under *Quality Control*.
.. image:: media/quality_transfers_06.png
:align: center