[IMP] MRP: Update Manufacturing step docs for Shop Floor

closes odoo/documentation#6747

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
John Holton (hojo) 2023-12-01 10:39:16 -08:00 committed by Zachary Straub (ZST)
parent 65ff4eb5ed
commit 71a9b4efac
13 changed files with 194 additions and 62 deletions

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@ -20,6 +20,6 @@ Manufacturing workflows
management/configure_manufacturing_product
management/split_merge
management/work_order_dependencies
management/two_step_manufacturing
management/one_step_manufacturing
management/two_step_manufacturing
management/three_step_manufacturing

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@ -51,6 +51,8 @@ auto-populate with the components and operations specified on the |BOM|. If addi
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 manufacturing order
===========================
@ -81,32 +83,75 @@ same process for each work order listed on the :guilabel:`Work Orders` tab.
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
--------------------
Shop Floor 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.
To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
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.
On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square
with arrow coming out of it)` button on the line of the first work order to be processed. Doing so
opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work
order.
.. image:: one_step_manufacturing/tablet-view-button.png
On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to
open the *Shop Floor* module.
.. image:: one_step_manufacturing/shop-floor-button.png
:align: center
:alt: The tablet view button for a work order on a manufacturing order.
:alt: The Open Shop Floor 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.
When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page
for the work center where the work order is configured to be carried out. The page shows a card for
the work order that displays the |MO| number, the product and number of units to be produced, and
the steps required to complete the work order.
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.
.. image:: one_step_manufacturing/work-order-card.png
:align: center
:alt: A work order card on a work center page in the Shop Floor module.
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.
A work order is processed by completing each step listed on its card. This can be done by clicking
on a step and following the instructions listed on the pop-up window that appears. Once the step is
completed, click :guilabel:`Next` to move on to the next step, if any are required.
It is also possible to complete the final operation while keeping the |MO| open, by clicking
:guilabel:`Mark as Done`. In this case, the |MO| can be closed later by clicking the
:guilabel:`Produce All` button on the order.
Alternatively, work order steps can be completed by clicking the checkbox that appears on the right
side of the step's line on the work order card. When using this method, the step is automatically
marked as completed, without a pop-up window appearing.
The final step on a work order card is titled *Register Production*. This step is used to register
the number of product units that were produced. If the number produced is equal to the number that
the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to
automatically register that number as the quantity produced.
If a different number must be entered, click the :guilabel:`Register Production` step to open a
pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click
:guilabel:`Validate` to register that number.
.. note::
The *Register Production* step appears on every work order card. It must be completed for the
first work order that is processed. After doing so, the step appears as already completed for
each remaining work order in the |MO|.
After completing all of the steps for a work order, a button appears on the footer of the work order
card. If any other work orders must be completed before the |MO| can be closed, the button is titled
:guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled
:guilabel:`Close Production`.
Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears
completely, the work order's status is marked as *Finished* on the |MO|, and the next work order
appears in the *Shop Floor* module, on the page of the work center where it is configured to be
carried out. Any additional work orders can be processed using the instructions detailed in this
section.
Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears,
the |MO| is marked as *Done*, and the units of the product that were produced are entered into
inventory.
After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by
an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away
to keep the work order open.
.. tip::
This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a
more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor
overview <manufacturing/shop_floor/shop_floor_overview>` documentation.

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@ -106,35 +106,78 @@ same process for each work order listed on the :guilabel:`Work Orders` tab.
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
--------------------
Shop Floor 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.
To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
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.
On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square
with arrow coming out of it)` button on the line of the first work order to be processed. Doing so
opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work
order.
.. image:: three_step_manufacturing/tablet-view-button.png
On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to
open the *Shop Floor* module.
.. image:: three_step_manufacturing/shop-floor-button.png
:align: center
:alt: The tablet view button for a work order on a manufacturing order.
:alt: The Open Shop Floor 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.
When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page
for the work center where the work order is configured to be carried out. The page shows a card for
the work order that displays the |MO| number, the product and number of units to be produced, and
the steps required to complete the work order.
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.
.. image:: three_step_manufacturing/work-order-card.png
:align: center
:alt: A work order card on a work center page in the Shop Floor module.
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.
A work order is processed by completing each step listed on its card. This can be done by clicking
on a step, and following the instructions listed on the pop-up window that appears. Once the step is
completed, click :guilabel:`Next` to move on to the next step, if any are required.
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|.
Alternatively, work order steps can be completed by clicking the checkbox that appears on the right
side of the step's line on the work order card. When using this method, the step is automatically
marked as completed, without a pop-up window appearing.
The final step on a work order card is titled *Register Production*. This step is used to register
the number of product units that were produced. If the number produced is equal to the number that
the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to
automatically register that number as the quantity produced.
If a different number must be entered, click the :guilabel:`Register Production` step to open a
pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click
:guilabel:`Validate` to register that number.
.. note::
The *Register Production* step appears on every work order card. It must be completed for the
first work order that is processed. After doing so, the step appears as already completed for
each remaining work order in the |MO|.
After completing all of the steps for a work order, a button appears on the footer of the work order
card. If any other work orders must be completed before the |MO| can be closed, the button is titled
:guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled
:guilabel:`Close Production`.
Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears
completely, the work order's status is marked as *Finished* on the |MO|, and the next work order
appears in the *Shop Floor* module, on the page of the work center where it is configured to be
carried out. Any additional work orders can be processed using the instructions detailed in this
section.
Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears,
the |MO| is marked as *Done*, and the units of the product that were produced are entered into
inventory.
After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by
an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away
to keep the work order open.
.. tip::
This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a
more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor
overview <manufacturing/shop_floor/shop_floor_overview>` documentation.
Process finished product transfer
=================================

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@ -103,31 +103,75 @@ same process for each work order listed on the :guilabel:`Work Orders` tab.
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
--------------------
Shop Floor workflow
-------------------
To complete the work orders for an |MO| using the tablet view, begin by navigating to
To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
Next, click on the :guilabel:`Work Orders` tab, then select the :guilabel:`📱 (tablet)` button on
the line of the first work order to be processed. This opens the tablet view.
On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square
with arrow coming out of it)` button on the line of the first work order to be processed. Doing so
opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work
order.
.. image:: two_step_manufacturing/tablet-view-button.png
On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to
open the *Shop Floor* module.
.. image:: two_step_manufacturing/shop-floor-button.png
:align: center
:alt: The tablet view button for a work order on a manufacturing order.
:alt: The Open Shop Floor 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.
When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page
for the work center where the work order is configured to be carried out. The page shows a card for
the work order that displays the |MO| number, the product and number of units to be produced, and
the steps required to complete the work order.
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.
.. image:: two_step_manufacturing/work-order-card.png
:align: center
:alt: A work order card on a work center page in the Shop Floor module.
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.
A work order is processed by completing each step listed on its card. This can be done by clicking
on a step and following the instructions listed on the pop-up window that appears. Once the step is
completed, click :guilabel:`Next` to move on to the next step, if any are required.
It is also possible to complete the final operation 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 order.
Alternatively, work order steps can be completed by clicking the checkbox that appears on the right
side of the step's line on the work order card. When using this method, the step is automatically
marked as completed, without a pop-up window appearing.
The final step on a work order card is titled *Register Production*. This step is used to register
the number of product units that were produced. If the number produced is equal to the number that
the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to
automatically register that number as the quantity produced.
If a different number must be entered, click the :guilabel:`Register Production` step to open a
pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click
:guilabel:`Validate` to register that number.
.. note::
The *Register Production* step appears on every work order card. It must be completed for the
first work order that is processed. After doing so, the step appears as already completed for
each remaining work order in the |MO|.
After completing all of the steps for a work order, a button appears on the footer of the work order
card. If any other work orders must be completed before the |MO| can be closed, the button is titled
:guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled
:guilabel:`Close Production`.
Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears
completely, the work order's status is marked as *Finished* on the |MO|, and the next work order
appears in the *Shop Floor* module, on the page of the work center where it is configured to be
carried out. Any additional work orders can be processed using the instructions detailed in this
section.
Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears,
the |MO| is marked as *Done*, and the units of the product that were produced are entered into
inventory.
After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by
an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away
to keep the work order open.
.. tip::
This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a
more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor
overview <manufacturing/shop_floor/shop_floor_overview>` documentation.

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