[IMP] inventory: rewrite lead times, add images

closes odoo/documentation#6357

X-original-commit: 3d5badcc82
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
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Felicious 2023-04-03 16:35:44 -07:00 committed by Zachary Straub (ZST)
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=========================================== ========================
How is the Scheduled Delivery Date Computed Scheduled delivery dates
=========================================== ========================
Providing the best possible service to customers is vital for business. It implies planning Accurately forecasting delivery dates is vital for fulfilling customer expectations. In Odoo, the
every move: manufacturing orders, deliveries, receptions, and so on. To do so, you need to *Inventory* app allows for comprehensive lead time configuration, allowing coordination and planning
configure lead time properly and coordinate scheduled dates. of manufacturing orders, deliveries, and receptions.
By using lead times, Odoo provides end dates, the **Commitment Lead time types
Date**, for each process. On a sales order, for example, this is the ===============
date your customer will get the products he ordered.
From the customers side, the commitment date is important because it Different lead times for different operations can impact various stages of the order fulfillment
gives them an estimation of when they will receive their products. The process. Here's a summary of the types of lead times in Odoo:
dates take all other lead times, such as manufacturing, delivery, or
suppliers, into account.
How are Lead Times Calculated? .. image:: scheduled_dates/all-lead-times.png
==============================
.. raw:: html
<iframe src="https://docs.google.com/presentation/d/e/2PACX-1vQbjAf6_Py7n3bLLO0w8X7HA51ndQDn8fCWIEndg5Mt_AK9WtcaTuRM24FQ7AvIX-WS6FFQYyfjgiCI/embed?start=true&loop=false&delayms=30000" frameborder="0" width="100%" height="509px" allowfullscreen="true" mozallowfullscreen="true" webkitallowfullscreen="true"></iframe>
.. link to the Google Slides: https://docs.google.com/presentation/d/1nVM5PyD5OYM4jB13HqHpmBHn40NSDqbLEUUMxivsJeo
As said above, there are several types of lead times. Each is calculated
based on various indicators. Before going through the configuration,
here is a brief summary of how lead times are calculated and what they
are:
- **Customer Lead Time**: the customer lead time is the default
duration you set. Therefore, the expected date on the sales
orders is today + customer lead time.
- **Sales Security Lead Time**: the purpose is to be ready shipping
that many days before the actual commitment taken with the
customer. Then, the default scheduled date on the delivery order
is **SO delivery date - Security Lead Time**.
- **Purchase Security Lead Time**: margin of error for vendor lead times.
When the system generates Purchase Orders for procuring products,
they will be scheduled that many days earlier to cope with unexpected
vendor delays.
- **Purchase Delivery Lead Time**: this is the expected time between a
PO being confirmed and the receipt of the ordered products. The
**Receipt scheduled date - Vendor delivery date** is the
default *PO Order By* date.
- **Days to Purchase**: number of days the purchasing department takes
to validate a PO. If another RFQ to the same vendor is already
opened, Odoo adds the line to the RFQ instead of creating a new
one. Then, the specific date is set on the line.
- **Manufacturing Lead Time**: this is the expected time it takes to
manufacture a product. This lead time is independent of the
quantity to produce and does not take the routing time into
account.
- **Manufacturing Security Lead Time**: additional time to mitigate the
risk of a manufacturing delay. In case of a *Replenish to
Order*, the **Delivery Order scheduled date - Manufacturing
Lead Time - Manufacturing Security Lead Time** is the default
*Manufacturing Order* planned date.
Sales - Lead Times
==================
In the *Sales* app, there is an option called *Delivery Date*. It
allows seeing an additional field on the sales orders, *Expected
Date*. This one is automatically computed based on the different lead
times previously configured.
.. image:: scheduled_dates/scheduled_dates_02.png
:align: center :align: center
:alt: View of the delivery settings to have the delivery lead time taken into account :alt: Show graphic of all lead times working together.
If the set up *Delivery Date* is earlier than the the *Expected - :ref:`Customer lead time <inventory/management/customer-lt>`: The default time frame for
Date*, a warning message is displayed. fulfilling customer orders. The customer lead time is the number of days from the date the sales
order (SO) is confirmed to the date the products are shipped from the warehouse. This is also
known as *delivery lead time*.
.. image:: scheduled_dates/scheduled_dates_03.png - :ref:`Sales security lead time <inventory/management/sales-security-lt>`: moves the *scheduled
delivery date* forward by a specified number of days. This serves as a buffer to allow the team
ample time to prepare the outgoing shipment earlier, considering the possibility of delays in the
fulfillment process.
- :ref:`Purchase lead time <inventory/management/purchase-lt>`: the number of days from the
confirmation of a purchase order (PO) to the receipt of products. It provides insight on the time
it takes for products to arrive at the warehouse, facilitating effective scheduling and planning
of supplier deliveries.
- :ref:`Purchase security lead time <inventory/management/purchase-security-lt>`: advances the order
deadline on a :abbr:`PO (Purchase Order)` by a specified number of days. This proactive approach
of placing orders earlier mitigates the risk of vendor or shipping delays. Thus, for products that
are set to replenish to order, the need appears on the *Replenishment report* earlier, according
to the specified number of days.
- :ref:`Manufacturing lead time <inventory/management/manuf-lt>`: the number of days needed to
complete a manufacturing order (MO) from the date of confirmation. This lead time includes
weekends (non-working hours in Odoo), and is used to forecast an approximate production date for a
finished good.
- :ref:`Manufacturing security lead time <inventory/management/manuf-security-lt>`: moves the
scheduled date of the :abbr:`MO (Manufacturing Order)` forward by a specified number of days. When
used in conjunction with :ref:`replenish to order <inventory/management/products/strategies>`, the
security lead time makes the need appear earlier on the replenishment report.
.. _inventory/management/customer-lt:
Sales lead times
================
Customer lead times and sales security lead times can be configured to automatically compute an
*expected delivery date* on a :abbr:`SO (Sales Order)`. The expected delivery date ensures a
realistic *delivery dates* setting for shipments from the warehouse.
Odoo issues a warning message if the set delivery date is earlier than the expected date, as it may
not be feasible to fulfill the order by that time, which would impact other warehouse operations.
.. example::
A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is confirmed on July 11th. The
product has a customer lead time of 14 days, and the business uses a sales security lead time of
1 day. Based on the lead time inputs, Odoo suggests a delivery date in 15 days, on July 26th.
.. image:: scheduled_dates/scheduled-date.png
:align: center :align: center
:alt: View of the error that occurs when trying to choose an earlier date than what calculated :alt: Set *Delivery Date* in a sales order. Enables delivery lead times feature.
by Odoo
But, for all of this properly working, it is still necessary to The following sections demonstrate how to automatically compute expected delivery dates.
configure all the lead times that could occur.
Customer Lead Time Customer lead time
------------------ ------------------
The *Customer Lead Time* is the time needed for your product to go Set the customer lead time on each product form, by navigating to the products page. To do so, go to
from your warehouse to the customer place. It can be configured on any :menuselection:`Sales app --> Products --> Products`. From there, select the desired product, and
product by going to :menuselection:`Sales --> Products --> Products`. switch to the :guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` field, fill
There, open your product form, go in the inventory tab, and add your in the number of calendar days required to fulfill the delivery order from start to finish.
*Customer Lead Time*.
.. image:: scheduled_dates/scheduled_dates_04.png .. example::
Set a 14-day customer lead time for the `Coconut-scented candle` by navigating to its product
form. Then, in the :guilabel:`Inventory` tab, type `14.00` days into the :guilabel:`Customer Lead
Time` field.
.. image:: scheduled_dates/customer.png
:align: center :align: center
:alt: View of the customer lead time configuration from the product form :alt: Set *Customer Lead Time* on the product form.
For example, product B is ordered on the 2nd of April but the *Customer .. _inventory/management/sales-security-lt:
Lead Time* is two days. In that case, the expected delivery date is the
4th of April.
Security Lead Time Sales security lead time
------------------ ------------------------
In sales, *Security Lead Time* corresponds to backup days to ensure *Sales security lead time* is set globally for the business in :menuselection:`Inventory app -->
you are able to deliver the products in time. The purpose is to be ready Configuration --> Settings`.
shipping earlier in order to arrive on time.
The number of security days is subtracted from the calculation to On the configuration page, under the :guilabel:`Advanced Scheduling` heading, locate the box for
compute a scheduled date earlier than the one promised to the customer. :guilabel:`Security Lead Time for Sales`, and click the checkbox to enable the feature.
To set this up, go to :menuselection:`Inventory --> Configuration --> Next, enter the desired number of calendar days. This security lead time is a buffer notifying the
Settings` and enable the feature *Security Lead Time for Sales*. team to prepare for outgoing shipments earlier than the scheduled date.
.. image:: scheduled_dates/scheduled_dates_05.png .. example::
Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes the
:guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. In that case, if a
product is initially scheduled for delivery on April 6th, but with a one-day security lead time,
the new scheduled date for the delivery order would be April 5th.
.. image:: scheduled_dates/sales-security.png
:align: center :align: center
:alt: View of the security lead time for sales configuration from the sales settings :alt: View of the security lead time for sales configuration from the sales settings.
For example, product B is scheduled to be delivered on the 6th of April
but the *Security Lead Time* is one day. In that case, the scheduled
date for the delivery order is the 5th of April.
Deliver several products Deliver several products
------------------------ ------------------------
In many cases, customers order several products at the same time. Those For orders that include multiple products with different lead times, the lead times can be
can have different lead times but still need to be delivered, at once or configured directly from the quotation itself. On a quotation, click the :guilabel:`Other Info` tab,
separately. Fortunately, Odoo can help you handle these cases easily. and set the :guilabel:`Shipping Policy` to:
From the *Other Info* tab of your *Sale Order*, you can choose #. :guilabel:`As soon as possible` to deliver products as soon as they are ready. The
between *When all products are ready* and *As soon as possible*. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is determined by adding today's
first one is to deliver products at once, while the second is to deliver date to the shortest lead time among the products in the order.
them separately.
For example, products A and B are ordered at the same time. A has 8 lead #. :guilabel:`When all products are ready` to wait to fulfill the entire order at once. The
days and B has 5. With the first option, the *Expected Date* is :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is determined by adding today's
calculated based on the product with the most lead days, here A. If the date to the longest lead time among the products in the order.
order is confirmed on the 2nd of April, then the *Expected Date* is on
the 10th of April.
With the second option, the *Expected Date* is calculated based on the .. image:: scheduled_dates/shipping-policy.png
product with the least customer lead days. In this example, B is the
product with the least lead days. So, the *Expected Date* is on the
7th of April.
Purchase - Lead Times
=====================
Supplier Lead Time
------------------
The *Supplier Lead Time* is the time needed for a product you
purchased to be delivered. To configure it, open a product from
:menuselection:`Purchase --> Products --> Products` and add a vendor
under the *Purchase* tab.
.. image:: scheduled_dates/scheduled_dates_06.png
:align: center :align: center
:alt: View of the way to add vendors to products :alt: Show *Shipping Policy* field in the *Other Info* tab of a quotation.
By clicking on *Add a line*, a new window is displayed. You can .. example::
specify the *Delivery Lead Time* there. If done so, the delivery day In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the products have a lead
for every purchase of that product is now equal to *Date of the time of 8 days and 5 days, respectively. Today's date is April 2nd.
Purchase Order + Delivery Lead Time*.
.. image:: scheduled_dates/scheduled_dates_07.png When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as possible`, the scheduled
delivery date is 5 days from today: April 7th. On the other hand, selecting :guilabel:`When all
products are ready` configures the scheduled date to be 8 days from today: April 10th.
.. _inventory/management/purchase-lt:
Purchase lead times
===================
Automatically determining the dates on which to place orders from suppliers can help simplify the
procurement process.
Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO (Purchase Order)` deadline,
based on the required date the product is needed in the warehouse. By working backwards from the
receipt date, vendor lead times and purchase security lead times are taken into account, in order to
determine the :abbr:`PO (Purchase Order)` deadline.
This deadline is the date by which the order should be confirmed, in order to ensure timely arrival
by the expected receipt date.
.. image:: scheduled_dates/vendor-lead-times.png
:align: center :align: center
:alt: View of the delivery lead time configuration from a vendor form :alt: Visualization of PO deadline and receipt date used with vendor lead times.
.. seealso::
:ref:`PO scheduling with reordering rules <inventory/management/reordering_rules>`
Vendor lead time
----------------
To set a vendor lead time for orders arriving in the warehouse from a vendor location, begin by
navigating to a product form through :menuselection:`Purchase app --> Products --> Products`.
Next, select the desired product, and switch to the :guilabel:`Purchase` tab. In the editable vendor
pricelist, click the :guilabel:`Add a line` button to add vendor details, such as the
:guilabel:`Vendor` name, :guilabel:`Price` offered for the product, and lastly, the
:guilabel:`Delivery Lead Time`.
.. note:: .. note::
It is possible to add different vendors and, thus, different lead times Multiple vendors and lead times can be added to the vendor pricelist. The default vendor and lead
depending on the vendor. time selected will be the entry at the top of the list.
Security Lead Time .. example::
------------------ On the vendor pricelist of the product form, the :guilabel:`Delivery Lead Time` for the selected
vendor is set to `10 days.`
The *Security Lead Time* for purchase follows the same logic as the .. image:: scheduled_dates/set-vendor.png
one for *Sales*, except that you are the customer. Then, it is the
margin of error for your supplier to deliver your order.
To set up *Security Lead Time* for purchase, go to
:menuselection:`Inventory --> Configuration --> Settings` and enable
the feature.
.. image:: scheduled_dates/scheduled_dates_08.png
:align: center :align: center
:alt: View of the security lead time for purchase from the inventory settings :alt: Add delivery lead times to vendor pricelist on a product.
Doing so, every time the system generates purchase orders, those are By setting the vendor lead time, the expected arrival date of the item is automatically determined
scheduled that many days earlier to cope with unexpected vendor delays. as the date of the :abbr:`PO (Purchase Order)` confirmation, plus the vendor lead time. This ensures
that warehouse employees are notified, if the products do **not** arrive within the expected
timeframe.
Manufacturing - Lead Times .. example::
========================== On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product configured with a 10-day
vendor lead time, Odoo automatically sets the :guilabel:`Receipt Date` to July 21st. The receipt
date also appears as the :guilabel:`Scheduled Date` on the warehouse receipt form, accessible
from the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase Order)`.
Manufacturing Lead Time .. image:: scheduled_dates/receipt-date.png
:align: center
:alt: Show expected *Receipt Date* of the product from the vendor.
.. image:: scheduled_dates/scheduled-date-receipt.png
:align: center
:alt: Show expected *Scheduled Date* of arrival of the product from the vendor.
.. _inventory/management/purchase-security-lt:
Purchase security lead time
---------------------------
*Purchase security lead time* is set globally for the business in :menuselection:`Inventory app -->
Configuration --> Settings`.
On the configuration page, under the :guilabel:`Advanced Scheduling` heading, locate the box for
:guilabel:`Security Lead Time for Purchase`, and click the checkbox to enable the feature.
Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is
set to account for potential delays in supplier deliveries.
.. example::
Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, pushes the
:guilabel:`Scheduled Date` of receipt back by one day. In that case, if a product is initially
scheduled to arrive on April 6th, with a two-day security lead time, the new scheduled date for
the receipt would be April 8th.
.. image:: scheduled_dates/vendor-security.png
:align: center
:alt: Set security lead time for purchase from the Inventory > Configuration > Settings.
.. _inventory/management/manuf-lt:
Manufacturing lead times
========================
Lead times can help simplify the procurement process for consumable materials and components used in
manufactured products with bills of materials.
The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to begin the manufacturing
process to complete the product by the scheduled delivery date, can be determined by configuring the
manufacturing lead times and manufacturing security lead times.
.. image:: scheduled_dates/manuf-lead-times.png
:align: center
:alt: Visualization of the determination of planned MO date manufacturing lead times.
Manufacturing lead time
----------------------- -----------------------
The *Manufacturing Lead Time* is the time needed to manufacture the Configure the manufacturing lead time directly on the product form, by navigating to
product. To specify it, open the *Inventory* tab of your product form :menuselection:`Manufacturing app --> Products --> Products`, and select the desired product.
and add the number of days the manufacturing takes.
.. image:: scheduled_dates/scheduled_dates_09.png In the :guilabel:`Inventory` tab of the product, specify the calendar days needed to the manufacture
the product in the :guilabel:`Manufacturing Lead Time` field.
.. example::
Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly in the
:guilabel:`Inventory` tab of the product.
.. image:: scheduled_dates/set-manufacturing.png
:align: center :align: center
:alt: View of the manufacturing lead time configuration from the product form :alt: View of the manufacturing lead time configuration from the product form.
When working with *Manufacturing Lead Times*, the *Deadline Start* Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the *expected delivery date*,
of the *MO* is **Commitment Date - Manufacturing Lead Time**. For indicated in the :guilabel:`Scheduled Date` field of the :abbr:`DO (Delivery Order)`.
example, the MOs deadline start date for an order having a commitment
date on the 10th of July is June 27th.
Security Lead Time The :abbr:`MO (Manufacturing Order)` deadline, which is the :guilabel:`Scheduled Date` field on the
------------------ :abbr:`MO (Manufacturing Order)`, is calculated as the *expected delivery date* subtracted by the
manufacturing lead time.
The *Security Lead Time* for manufacturing allows generating This ensures the manufacturing process begins on time, in order to meet the delivery date.
manufacturing orders earlier to cope with the risk of manufacturing
delays.
To enable it, go to :menuselection:`Manufacturing --> Configuration --> However, it's important to note that lead times are based on calendar days. Lead times do **not**
Settings` and tick *Security Lead Time*. consider weekends, holidays, or *work center capacity* (:dfn:`the number of operations that can be
performed at the work center simultaneously`).
.. image:: scheduled_dates/scheduled_dates_10.png .. seealso::
- :ref:`Manufacturing planning <manufacturing/management/use_mps>`
- :ref:`Configure automatic MO scheduling with reordering rules
<inventory/management/reordering_rules>`
.. example::
A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is August 15th. The
product requires 14 days to manufacture. So, the latest date to start the :abbr:`MO
(Manufacturing Order)` to meet the commitment date is August 1st.
.. _inventory/management/manuf-security-lt:
Manufacturing security lead time
--------------------------------
*Manufacturing security lead time* is set globally for the business in :menuselection:`Manufacturing
app --> Configuration --> Settings`. Under the :guilabel:`Planning` heading, locate the box for
:guilabel:`Security Lead Time`, and click the checkbox to enable the feature.
Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is
set to account for potential delays in the manufacturing process.
.. image:: scheduled_dates/manuf-security.png
:align: center :align: center
:alt: View of the security lead time for manufacturing from the manufacturing app settings :alt: View of the security lead time for manufacturing from the manufacturing app settings.
For example, a customer orders B with a delivery date scheduled on the .. example::
20th of June. The *Manufacturing Lead Time* is 14 days and the A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` set for August 15th.
*Security Lead Time* is 3 days, so the manufacturing of B needs to The manufacturing lead time is 7 days, and manufacturing security lead time is 3 days. So, the
start at the latest on the 3rd of June, which is the MOs planned date. :guilabel:`Scheduled Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to
begin the manufacturing order. In this example, the planned date on the :abbr:`MO (Manufacturing
Order)` is August 5th.
Global Example Global example
============== ==============
Here is a configuration: See the following example to understand how all the lead times work together to ensure timely order
fulfillment:
- 1 day of security lead time for Sales - **Sales security lead time**: 1 day
- 2 days of security lead time for Manufacturing - **Manufacturing security lead time**: 2 days
- 3 days of manufacturing lead time - **Manufacturing lead time**: 3 days
- 1 day of security lead time for Purchase - **Purchase security lead time**: 1 day
- 4 days of supplier lead time - **Vendor lead time**: 4 days
Lets say that a customer orders B on the 1st of September and the The customer places an order for a manufactured product on September 1st, and the scheduled delivery
delivery date is planned to be within 20 days (September 20th). In such date from the warehouse is on September 20th. Odoo uses lead times and automated reordering rules to
a scenario, here is when all the various steps are triggered. schedule the necessary operations, based on the outgoing shipment delivery date, September 20th:
- **September 1st**: the sales order is created .. image:: scheduled_dates/global-example.png
- **September 10th**: the deadline to order components from the supplier :align: center
because of the manufacturing process (4 days of supplier lead :alt: Show timeline of how lead times work together to schedule warehouse operations.
time)
- **September 13th**: the reception of the product from the supplier (1 day - **September 1st**: Sales order created, confirmed by salesperson.
of security lead time for Purchase)
- **September 14th**: the deadline start date for the manufacturing (19th - - **September 9th**: Deadline to order components to ensure they arrive in time when manufacturing
3 days of manufacturing lead time - 2 days of security lead time begins (4-day supplier lead time).
for Manufacturing)
- **September 19th**: the expected date on the delivery order form (1 day - **September 13th**: Scheduled date of receipt for components. Initially, it was set to 9/14, but
of security lead time for sales) the 1-day purchase security lead time pushed the date earlier by 1 day.
- **September 14th**: Deadline to begin manufacturing. Calculated by subtracting the manufacturing
lead time of 3 days, and the manufacturing security lead time of 2 days, from the expected
delivery date of September 19th.
- **September 19th**: :guilabel:`Scheduled Date` on the delivery order form indicates the updated
expected delivery date, which was originally set as September 20th. But the sales security lead
time pushed the date forward by a day.
Odoo's replenishment planning maps a business' order fulfillment process, setting pre-determined
deadlines and raw material order dates, including buffer days for potential delays. This ensures
products are delivered on time.

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Reordering rules Reordering rules
================ ================
.. _inventory/management/reordering_rules:
Reordering rules are used to keep forecasted stock levels above a certain threshold without Reordering rules are used to keep forecasted stock levels above a certain threshold without
exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock
should not fall below and a maximum quantity that stock should not exceed. should not fall below and a maximum quantity that stock should not exceed.

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@ -27,6 +27,8 @@ maximum stock level.
Reordering rules can be created and managed in the replenishment report, or from the product form. Reordering rules can be created and managed in the replenishment report, or from the product form.
.. _inventory/management/products/strategies:
Make to order Make to order
------------- -------------

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@ -2,6 +2,8 @@
Use the Master Production Schedule Use the Master Production Schedule
================================== ==================================
.. _manufacturing/management/use_mps:
The Master Production Schedule (MPS) is a valuable tool to plan your The Master Production Schedule (MPS) is a valuable tool to plan your
production based on your demand forecast. production based on your demand forecast.

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@ -31,6 +31,8 @@ Within the :guilabel:`Manufacturing` module, select :menuselection:`Configuratio
:align: center :align: center
:alt: An example of a fully configured work center form. :alt: An example of a fully configured work center form.
.. _manufacturing/management/using_work_centers/wc-setup:
Set standards for work center productivity Set standards for work center productivity
------------------------------------------ ------------------------------------------