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The goal -is to check that the products correspond to the quality requirements -agreed with the suppliers. Therefore, adding a *quality control step* -in the goods receipt process can become essential. +Quality is essential for most companies. To make sure we maintain quality throughout the supply +chain, it only makes sense that we assess the quality of the products received from suppliers. +To do so, we will add a quality control step. -Odoo uses routes to define exactly how you will handle the different -receipt steps. The configuration is done at the level of the warehouse. -By default, the reception is a one-step process, but changing the -configuration can allow having 3 steps. +Odoo uses routes to define how to handle the different receipt steps. +Configuration of those routes is done at the warehouse level. By default, the reception is a +one-step process, but it can also be configured to have two-steps or three-steps processes. -The 3-steps flow is as follows: You receive the goods in an input area, -then transfer them into a quality area for *quality control*. When the -quality check has been processed, you can move the goods from QC to -stock. Of course, you may change the quantity and only transfer to stock -the quantity that is valid and decide that you will return the quantity -that is not good. +The three-steps flow works as follows: you receive the goods in your receiving area, then transfer +them into a quality area for quality control (QC). When the quality check is completed, the goods +that match the QC requirements are moved to stock -Multi-Step Routes -================= +Activate Multi-Step Routes +========================== -First, you will need to activate the *multi-step routes* option. -Indeed, routes provide a mechanism to chain different actions together. -Here, we will chain the picking to the shipping. +The first step is to allow the use of *Multi-Step Routes*. Routes provide a mechanism to chain different +actions together. In this case, we will chain the picking step to the shipping step. -To activate *multi-step routes*, open the *inventory app*, and go to -:menuselection:`Configuration --> Settings` and activate the option. By default, -activating *multi-step routes* will also activate *Storage -Locations*. +To enable *Multi-Step Routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and +activate the option. .. image:: media/three_steps_01.png :align: center + :alt: View of the features to enable in order to use multi-step routes for goods reception -Warehouse configuration -======================= +.. note:: + By default, activating *Multi-Step Routes* also activates *Storage + Locations*. -Now that *Multi-Step Routes* is activated, go to :menuselection:`Configuration --> -Warehouse` and open the one you will use to deliver in 3 steps. Then, -you can select the option *Pack good, send goods in output and then -deliver (3 steps)* as *Outgoing Shipments*. +Configure warehouse for receipt in 3-steps +========================================== + +Once *Multi-Step Routes* has been activated, go to :menuselection:`Inventory --> Configuration --> +Warehouse` and enter the warehouse which should work with the 3-steps reception. Then, select +*Receive goods in input, then quality and then stock (3 steps)* for *Incoming Shipments*. .. image:: media/three_steps_02.png :align: center + :alt: View of the incoming shipment strategy to choose to receive goods in three steps -Activating this option will lead to the creation of two new locations, -*Output* and *Packing Zone*. +Activating this option leads to the creation of two new locations: *Input* and *Quality Control*. +To rename them, go to :menuselection:`Inventory --> Configuration --> Locations` and select +the one you want to rename. -Of course, you can rename them if you want. To do so, go to -:menuselection:`Configuration --> Locations` and select the one you want to rename. -Change its name and hit save. +Create a Purchase Order +======================= -Create a Sales Order -==================== +To start the 3-steps reception process, create a *Request for Quotation* from the *Purchase* app, +add some storable products to it and confirm. Then, three pickings are created with your *Purchase +Order* as the source document: -In the *Sales* app, create a quotation with storable products to -deliver. Then, confirm it and three pickings will be created and linked -to your sale order. +1. The first one with a reference *IN* to designate the receipt + process; + +2. The second one with a reference *INT*, which is the move to the + quality control zone; + +3. The last one with a reference *INT* to designate the move to stock. .. image:: media/three_steps_03.png :align: center + :alt: View of the three moves created by the purchase of products in three steps strategy -Now, click on the button. You should see three different pickings: +Process the receipt, quality control and entry in stock +======================================================= -- The first one, with a reference PICK, designates the picking process; +As the receipt operation is the first one to be processed, it has a *Ready* status while the others +are *Waiting Another Operation*. -- The second one, with a reference PACK, is for the packing process; - -- The third one, with a reference OUT, designates the shipping process. +To access the receipt operation, click on the button from the *Purchase Order* or go back to the +*Inventory* app dashboard and click on *Receipts*. .. image:: media/three_steps_04.png :align: center + :alt: View of the button to click to see the receipts that need to be processed -Process the picking, packing, and delivery -========================================== - -The first operation to be processed is the picking and has a *Ready* -status, while the others are *Waiting Another Operation*. The packing -will become *Ready* as soon as the picking is marked as *Done*. - -You can enter the picking operation from here, or access it through the -inventory app. +In the receipt order, products are always considered available because they come from the supplier. +Then, the receipt can be validated. .. image:: media/three_steps_05.png :align: center + :alt: View of the move (internal transfer) from the reception area to the warehouse input area -Note that, if you have the product in stock, it will be automatically -reserved and you can validate the picking document. +Once the receipt has been validated, the transfer to quality becomes *Ready*. And, because the documents +are chained to each other, products previously received are automatically reserved on the +transfer. Then, the transfer can be directly validated. .. image:: media/three_steps_06.png :align: center - -Now that the picking has been validated, the packing order is ready to -be processed. Since the documents are chained, the products that have -been picked are automatically reserved on the packing order so you can -directly validate it. + :alt: View of the button to click to see the internal transfers that need to be processed .. image:: media/three_steps_07.png :align: center + :alt: View of the move (internal transfer) from the input area to the quality control area + +Now, the transfer that enters the products to stock is *Ready*. Here, it is again ready to be +validated in order to transfer the products to your stock location. .. image:: media/three_steps_08.png :align: center - -Then, you can validate your packing. In doing so, the delivery order can -be processed. Once again, it will be ready to be validated so you can -transfer the products to the customer location. + :alt: View of the button to click to see the internal transfers that need to be processed .. image:: media/three_steps_09.png :align: center - -.. image:: media/three_steps_10.png - :align: center \ No newline at end of file + :alt: View of the move (internal transfer) from the quality control area to the stock \ No newline at end of file diff --git a/quality/control/control_points.rst b/quality/control/control_points.rst index 506fb2e34..74b50cfe9 100644 --- a/quality/control/control_points.rst +++ b/quality/control/control_points.rst @@ -2,149 +2,206 @@ Define Quality Control Points ============================= +Quality is an important factor when it comes to products or services. +Nowadays, quality has become the differentiating factor for all goods +and services. It is vital for businesses to deliver products that meet +or exceed expectations. It also helps minimize waste. + +That is why most manufacturers would not think of eliminating the +quality control from their manufacturing process. After all, removing +quality controls would dramatically increase the number of defective +products that the company then has to rework or scrap. + +Then, using business applications to ensure data quality is important. +With Odoo insuring the rear, any major problem can be avoided before +occurring! + 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 :menuselection:`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. +To create a *Quality Control Point*, go to :menuselection:`Quality +--> Quality Control --> Control Points`. Once there, define the product +on which the quality control point should take place. The operation at +which it takes place also is to be defined here. -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 *Quality Control Points* take place during transfers or during the +manufacturing process of the products. If working with routings on +*Bill of Materials*, you have to precise at which step of the +manufacturing process the quality control point needs to be applied. -The control type defines at which frequency the quality checks should -take place: +The *Control Type* defines at which frequency the quality checks +should take place: -- All Operations: all the operations will generate quality checks to perform; +- **All operations**: all the operations automatically 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; +- **Randomly**: the quality checks only perform on x% of the operation. The + percentage needs to be defined 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). +- **Periodically**: the quality checks are performed periodically. The + periodicity is based on the defined period (once a day, once a + week). .. image:: media/control_points_01.png :align: center + :alt: Quality Control Point Types =========================== -Now that the rest is configured, you need to define the type of quality -check. +Now, one thing remains to be configured: the type of quality check. +There are several types that can be used: text, take a picture, +pass-fail, take a measure, register consumed material, register +by-product, and print label. .. note:: - Some of the types are only available with the manufacturing application. + Some types are available only with the manufacturing application + installed. Text ---- -This control point type allows you to give instructions to your workers -during the transfer, or the manufacturing process. +This control point type allows giving instructions to workers during the +transfer or during the manufacturing process. .. image:: media/control_points_01.png :align: center + :alt: .. image:: media/control_points_02.png :align: center + :alt: .. image:: media/control_points_03.png :align: center + :alt: Take a Picture -------------- -This control point type asks you to take a picture of the product in a -transfer, or when manufacturing it. +This control point type asks to take a picture of the product applied in +a transfer or when manufacturing it. .. image:: media/control_points_04.png :align: center + :alt: .. image:: media/control_points_05.png :align: center + :alt: .. image:: media/control_points_06.png :align: center + :alt: + +.. tip:: + This process can be simplified by using a connected :doc:`camera + <../../iot/devices/measurement_tool>`. 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. +*Pass-Fail* requires to specify if the products pass or fail specific +criteria. It can be applied for both transfers or manufacturing orders. .. image:: media/control_points_07.png :align: center + :alt: -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. +For this kind of type, there is the possibility to define a failure +message giving instructions to follow in case of failure. .. image:: media/control_points_08.png :align: center + :alt: .. image:: media/control_points_09.png :align: center + :alt: .. image:: media/control_points_10.png :align: center + :alt: Take a Measure -------------- -This control point type requires you to enter the product’s measurements -during a transfer, or during the manufacturing process. +Taking measures requires to enter the product’s measurements during a +transfer or during the manufacturing process. + +To use it, it necessary to specify the norm for your product’s +measurements, but also a tolerance threshold. Doing so, all the products +with good measures can are automatically accepted. .. image:: media/control_points_11.png :align: center + :alt: -For this kind of control point type, you also have the possibility to -define a failure message that will give instructions to the worker. +As for *Pass-Fail*, this type allows defining a failure message that +gives instructions to the worker. .. image:: media/control_points_12.png :align: center + :alt: .. image:: media/control_points_13.png :align: center + :alt: .. image:: media/control_points_14.png :align: center + :alt: + +.. tip:: + This process can be simplified by using connected :doc:`measurement tools <../../iot/devices/camera>`. 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. +When using *Register Consumed Materials*, it is required to register +the component’s serial/lot numbers during the manufacturing process. + +.. note:: + This type is only available when working with routings. .. image:: media/control_points_15.png :align: center + :alt: .. image:: media/control_points_16.png :align: center + :alt: 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. +With *Register By-Products*, it is required to register the serial/lot +number of the by-products that are manufactured. + +.. note:: + This type is only available when working with routings. .. image:: media/control_points_17.png :align: center + :alt: .. image:: media/control_points_18.png :align: center + :alt: Print Label ----------- -This control point type allows you to print labels to add to the product -during the manufacturing process. +*Print Label*, as its name points out, allows printing labels to add +to the product during the manufacturing process. .. image:: media/control_points_19.png :align: center + :alt: .. image:: media/control_points_20.png - :align: center \ No newline at end of file + :align: center + :alt: + +.. tip:: + This process can be simplified by using a connected :doc:`printer <../../iot/devices/printer>`. \ No newline at end of file diff --git a/quality/control/media/control_points_01.png 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