diff --git a/content/applications/inventory_and_mrp/quality/quality_management.rst b/content/applications/inventory_and_mrp/quality/quality_management.rst index 634933621..4f161d3d8 100644 --- a/content/applications/inventory_and_mrp/quality/quality_management.rst +++ b/content/applications/inventory_and_mrp/quality/quality_management.rst @@ -10,3 +10,4 @@ Quality control basics quality_management/quality_control_points quality_management/quality_alerts quality_management/quality_checks + quality_management/failure_locations diff --git a/content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst new file mode 100644 index 000000000..3fe9861d0 --- /dev/null +++ b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst @@ -0,0 +1,108 @@ +================= +Failure locations +================= + +.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` +.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)` + +In Odoo, *quality control points* (QCPs) are used to create *quality checks*, which prompt employees +to confirm the quality of products, when they are included in certain operations. By setting one or +more *failure locations* on a |QCP|, products that fail the quality checks it creates can be sent to +one of the specified locations. + +.. important:: + The *Failure Location* feature was added in version 17.0 of Odoo, and does **not** appear in any + previous version. To upgrade an Odoo database to a more recent version, see the documentation on + :doc:`database upgrades <../../../../administration/upgrade>`. + +Configuration +============= + +To use failure locations, the *Storage Locations* setting **must** be enabled in the settings of the +*Inventory* app. This setting allows for the creation of sub-locations within a warehouse, including +failure locations. + +To enable the *Storage Locations* setting, navigate to :menuselection:`Inventory app --> +Configuration --> Settings`, and tick the checkbox next to :guilabel:`Storage Locations`, under the +:guilabel:`Warehouses` heading. Then, click :guilabel:`Save`. + +.. image:: failure_locations/storage-locations-setting.png + :align: center + :alt: The Storage Locations setting on the Inventory app settings page. + +.. important:: + Failure locations are most effective when used for products configured as *storable products*. + This is because inventory counts are only tracked for storable products, versus *consumable* + products, for which exact counts are not tracked. + + Quality checks can still be created for consumable products, and those products can be sent to a + failure location if they fail a check. However, Odoo does not track the exact quantity of a + consumable product stored at a failure location. + + To configure a product as storable, navigate to :menuselection:`Inventory app --> Products --> + Products`, and select a product. In the :guilabel:`Product Type` field on the :guilabel:`General + Information` tab, make sure that :guilabel:`Storable Product` is selected from the drop-down + menu. + +Add failure location to QCP +=========================== + +To add a failure location to a |QCP|, navigate to :menuselection:`Quality app --> Quality Control +--> Control Points`. Select an existing |QCP| from the list, or create a new one by clicking +:guilabel:`New`. + +.. note:: + The following instructions only detail the configuration settings necessary for adding a failure + location to a |QCP|. For a full overview of |QCPs| and all of the options available when + configuring them, see the documentation on :doc:`quality control points + `. + +In the :guilabel:`Control Per` field on the |QCP| form, select the :guilabel:`Quantity` option. +Doing so causes a :guilabel:`Failure Locations` field to appear on the form. This field is only +available when the :guilabel:`Quantity` option is selected. + +In the :guilabel:`Failure Locations` field, select one or more locations from the drop-down menu. To +create a new location, type the desired location name into the field, and then select +:guilabel:`Create "[name]"` from the drop-down menu. + +.. image:: failure_locations/qcp-form.png + :align: center + :alt: A QCP form in the Quality app, configured with a failure location. + +Send products to failure location +================================= + +Once a |QCP| has been configured with one or more failure locations, products that fail a check +created by the |QCP| can be routed to one of the locations. + +To do so, open an order that requires a quality check created by a |QCP| configured with a failure +location. For example, navigate to :menuselection:`Inventory app --> Operations --> Receipts`, and +select a receipt. + +At the top of the selected order, click the :guilabel:`Quality Checks` button to open a pop-up +window, from which the quality check can be processed. At the bottom of the pop-up window, click the +:guilabel:`Fail` button to fail the quality check, which opens a second pop-up window, titled +:guilabel:`Quality Check Failed for [Product]`. + +In the :guilabel:`Quantity Failed` field, enter the quantity of the product that failed to pass the +quality check. In the :guilabel:`Failure Location` field, select a location to which the failed +quantity should be sent. Then, click :guilabel:`Confirm` at the bottom of the pop-up window to close +it. + +.. image:: failure_locations/failed-pop-up.png + :align: center + :alt: The pop-up window that appears after a quality check fails. + +Finally, on the order, click the :guilabel:`Validate` button at the top of the page. Doing so +confirms the products that failed the quality check were sent to the failure location, while +products that passed it were sent to their normal storage locations. + +View failure location inventory +=============================== + +To view the product quantities stored in a failure location, navigate to :menuselection:`Inventory +app --> Configuration --> Locations`. Select a failure location from the list. Then, click the +:guilabel:`Current Stock` smart button on the location's page. + +A failure location's page lists all of the products stored within the location, along with the +quantity of each. diff --git a/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/failed-pop-up.png b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/failed-pop-up.png new file mode 100644 index 000000000..df46e0a12 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/failed-pop-up.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/qcp-form.png b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/qcp-form.png new file mode 100644 index 000000000..8879cb7f0 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/qcp-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/storage-locations-setting.png b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/storage-locations-setting.png new file mode 100644 index 000000000..886deebbe Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/failure_locations/storage-locations-setting.png differ