[MOV] Manufacturing: Restructure scope
closes odoo/documentation#8452
X-original-commit: ee735a813f
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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=================
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Bill of materials
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=================
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.. _manufacturing/management/bill-configuration:
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A *bill of materials* (or *BoM* for short) is a document that defines the quantity of each component
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required to make or deliver a finished product. It can also include various operations and the
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individual step guidelines needed to complete a production process.
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In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be linked to each product, so
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even product variants can have their own tailored :abbr:`BoMs (Bills of Materials)`.
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Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the manufacturing process and
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save time.
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Set up a bill of materials (BoM)
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================================
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The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations or instructions, only
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components. In this case, the production is solely managed using *Manufacturing Orders*.
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To create a :abbr:`BoM (Bill of Materials)` from the :guilabel:`Manufacturing` module, go to
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:menuselection:`Products --> Bills of Materials`. Then, click :guilabel:`Create`. Next, specify the
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:guilabel:`Product`.
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.. note::
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A :abbr:`BoM (Bill of Materials)` can also be created directly from the product form, in which
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case the :guilabel:`Product` field is pre-filled.
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For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type` to
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:guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line` to specify the various
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components that make up the production of the final product and their respective quantities. New
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components can be created quickly through the :abbr:`BoM (Bill of Materials)`, or can be created
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beforehand in :menuselection:`Manufacturing --> Products --> Products --> Create`. Finally, click
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:guilabel:`Save` to finish creating the :abbr:`BoM (Bill of Materials)`.
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.. image:: bill_configuration/bom-form.png
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:align: center
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:alt: Set up a Bill of Materials.
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Specify a bill of materials (BoM) for a product variant
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-------------------------------------------------------
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:abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product Variants*, with two
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setup options available to choose from.
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.. note::
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In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, the product's variant
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attributes must already be configured on the product form.
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The first method is to create one :abbr:`BoM (Bill of Materials)` per variant by creating a new
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:abbr:`BoM (Bill of Materials)` and specifying the :guilabel:`Product Variant`. The second method
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is to create one master :abbr:`BoM (Bill of Materials)` that contains all of the components, and
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specify which variant each component applies to using the :guilabel:`Apply on Variants` column.
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.. image:: bill_configuration/bom-variants.png
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:align: center
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:alt: Product Variants in the Bill of Materials.
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Set up operations
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=================
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Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify instructions for
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production and register time spent on an operation. To use this feature, first enable the
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:guilabel:`Work Orders` feature in :menuselection:`Manufacturing --> Configuration --> Settings -->
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Operations`.
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Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the :guilabel:`Operations` tab
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and click :guilabel:`Add a line` to add a new operation. In the :guilabel:`Create Operations` box,
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give the operation a name, specify the :guilabel:`Work Center` and duration settings. Like
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components, Odoo gives the option to specify a product variant in the :guilabel:`Apply on Variants`
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field so the operation only applies to that variant. Finally, click :guilabel:`Save & Close`.
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.. note::
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Each operation is unique, as it is always exclusively linked to one :abbr:`BoM (Bill of
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Materials)`. Operations can be reused when configuring a new :abbr:`BoM (Bill of Materials)`,
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with the :guilabel:`Copy Existing Operations` feature.
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.. image:: bill_configuration/copy-existing-operations.png
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:align: center
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:alt: Copy Existing Operations feature.
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Add by-products to a bill of materials (BoM)
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============================================
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A *By-Product* is a residual product that is created during production in addition to the main
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product of a :abbr:`BoM (Bill of Materials)`. Unlike the primary product, there can be more than
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one by-product on a :abbr:`BoM (Bill of Materials)`.
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To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the :guilabel:`By-Products`
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feature in :menuselection:`Manufacturing --> Configuration --> Settings --> Operations`.
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Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill of Materials)` by
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clicking on the :guilabel:`Operations` tab and clicking :guilabel:`Add a line`. Then, name the
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by-product and indicate the :guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the
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:abbr:`BoM (Bill of Materials)` has configured operations, specify exactly which operation the
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by-product is produced from in the :guilabel:`Produced in Operation` field. Finally, click
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:guilabel:`Save`.
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===================================
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Manufacturing product configuration
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===================================
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.. _manufacturing/management/configure-manufacturing-product:
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.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
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In order to manufacture a product in Odoo *Manufacturing*, the product must be properly configured.
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Doing so consists of enabling the *Manufacturing* route and configuring a bill of materials (BoM)
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for the product. Once these steps are completed, the product is selectable when creating a new
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manufacturing order.
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Activate the Manufacture route
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==============================
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The Manufacture route is activated for each product on its own product page. To do so, begin by
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navigating to :menuselection:`Manufacturing --> Products --> Products`. Then, select an existing
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product, or create a new one by clicking :guilabel:`New`.
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On the product page, select the :guilabel:`Inventory` tab, then enable the :guilabel:`Manufacture`
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checkbox in the :guilabel:`Routes` section. This tells Odoo the product can be manufactured.
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.. image:: configure_manufacturing_product/manufacturing-route.png
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:align: center
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:alt: The Manufacturing route on the Inventory tab of a product page.
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Configure a bill of materials (BoM)
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===================================
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Next, a |BOM| must be configured for the product so Odoo knows how it is manufactured. A |BOM| is a
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list of the components and operations required to manufacture a product.
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To create a |BOM| for a specific product, navigate to :menuselection:`Manufacturing --> Products -->
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Products`, then select the product. On the product page, click the :guilabel:`Bill of Materials`
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smart button at the top of the page, then select :guilabel:`New` to configure a new |BOM|.
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.. image:: configure_manufacturing_product/bom-smart-button.png
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:align: center
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:alt: The Bill of Materials smart button on a product page.
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On the |BOM|, the :guilabel:`Product` field auto-populates with the product. In the
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:guilabel:`Quantity` field, specify the number of units that the BoM produces.
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Add a component to the |BOM| by selecting the :guilabel:`Components` tab and clicking :guilabel:`Add
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a line`. Select a component from the :guilabel:`Component` drop-down menu, then enter the quantity
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in the :guilabel:`Quantity` field. Continue adding components on new lines until all components have
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been added.
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.. image:: configure_manufacturing_product/components-tab.png
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:align: center
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:alt: The Components tab on a bill of materials.
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Next, select the :guilabel:`Operations` tab. Click :guilabel:`Add a line` and a :guilabel:`Create
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Operations` pop-up window appears. In the :guilabel:`Operation` field, specify the name of the
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operation being added (e.g. Assemble, Cut, etc.). Select the work center where the operation will be
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carried out from the :guilabel:`Work Center` drop-down menu. Finally, click :guilabel:`Save & Close`
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to finish adding operations, or :guilabel:`Save & New` to add more.
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.. important::
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The :guilabel:`Operations` tab only appears if the :guilabel:`Work Orders` setting is enabled. To
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do so, navigate to :menuselection:`Manufacturing --> Configuration --> Settings`, then enable the
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:guilabel:`Work Orders` checkbox.
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.. image:: configure_manufacturing_product/operations-tab.png
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:align: center
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:alt: The Operations tab on a bill of materials.
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.. admonition:: Learn more
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The section above provides instructions for creating a basic |BOM| that allows a product to be
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manufactured in Odoo. However, it is by no means an exhaustive summary of all the options
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available when configuring a |BOM|. For more information about bills of materials, see the
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documentation on how to :ref:`create a bill of materials
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<manufacturing/management/bill-configuration>`.
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======================
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One-step manufacturing
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======================
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.. _manufacturing/management/one_step_manufacturing:
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.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using
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one-step manufacturing, Odoo creates a manufacturing order (MO), but does not generate transfers for
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the movement of components out of inventory or finished products into stock. Inventory counts still
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update based on the number of components used and products manufactured, but the act of transferring
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them to and from inventory is not tracked.
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.. tip::
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The number of steps used in manufacturing is set at the warehouse level, allowing for each
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warehouse to use a different number of steps. To change the number of steps used for a specific
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warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`,
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and then select a warehouse from the :guilabel:`Warehouses` screen.
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On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input
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field, and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick
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components and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then
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store products (3 steps)`.
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.. image:: one_step_manufacturing/manufacturing-type.png
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:align: center
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:alt: The Manufacture radio input field on a warehouse configuration page.
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.. important::
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Products must be properly configured before they can be manufactured in Odoo. For details on how
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to do so, see the documentation on how to :ref:`configure a product for manufacturing
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<manufacturing/management/configure-manufacturing-product>`.
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Create manufacturing order
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==========================
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To manufacture a product in Odoo *Manufacturing*, begin by navigating to
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:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then click
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:guilabel:`New` to create a new |MO|.
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On the new |MO|, select the product to be produced from the :guilabel:`Product` drop-down menu. The
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:guilabel:`Bill of Material` field auto-populates with the associated bill of materials (BoM).
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If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the
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:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the
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associated product.
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After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs
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auto-populate with the components and operations specified on the |BOM|. If additional components or
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operations are required for the |MO| being configured, add them to the :guilabel:`Components` and
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:guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`.
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Finally, click :guilabel:`Confirm` to confirm the |MO|.
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Process manufacturing order
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===========================
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An |MO| is processed by completing all of the work orders listed under its :guilabel:`Work Orders`
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tab. This can be done on the |MO| itself, or from the work order tablet view.
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Basic workflow
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--------------
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To complete work orders from the |MO| itself, begin by navigating to :menuselection:`Manufacturing
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--> Operations --> Manufacturing Orders`, and then select an |MO|.
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On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins on the first work order
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that needs to be completed, click the :guilabel:`Start` button for that work order. Odoo
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*Manufacturing* then starts a timer that keeps track of how long the work order takes to complete.
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.. image:: one_step_manufacturing/start-button.png
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:align: center
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:alt: The Start button for an operation on a manufacturing order.
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When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the
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same process for each work order listed on the :guilabel:`Work Orders` tab.
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.. image:: one_step_manufacturing/done-button.png
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:align: center
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:alt: The Done button for an operation on a manufacturing order.
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After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to
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mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory.
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Shop Floor workflow
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-------------------
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To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to
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:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
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On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square
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with arrow coming out of it)` button on the line of the first work order to be processed. Doing so
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opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work
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order.
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On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to
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open the *Shop Floor* module.
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.. image:: one_step_manufacturing/shop-floor-button.png
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:align: center
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:alt: The Open Shop Floor button for a work order on a manufacturing order.
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When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page
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for the work center where the work order is configured to be carried out. The page shows a card for
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the work order that displays the |MO| number, the product and number of units to be produced, and
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the steps required to complete the work order.
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.. image:: one_step_manufacturing/work-order-card.png
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:align: center
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:alt: A work order card on a work center page in the Shop Floor module.
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A work order is processed by completing each step listed on its card. This can be done by clicking
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on a step and following the instructions listed on the pop-up window that appears. Once the step is
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completed, click :guilabel:`Next` to move on to the next step, if any are required.
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Alternatively, work order steps can be completed by clicking the checkbox that appears on the right
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side of the step's line on the work order card. When using this method, the step is automatically
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marked as completed, without a pop-up window appearing.
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The final step on a work order card is titled *Register Production*. This step is used to register
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the number of product units that were produced. If the number produced is equal to the number that
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the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to
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automatically register that number as the quantity produced.
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If a different number must be entered, click the :guilabel:`Register Production` step to open a
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pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click
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:guilabel:`Validate` to register that number.
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.. note::
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The *Register Production* step appears on every work order card. It must be completed for the
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first work order that is processed. After doing so, the step appears as already completed for
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each remaining work order in the |MO|.
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After completing all of the steps for a work order, a button appears on the footer of the work order
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card. If any other work orders must be completed before the |MO| can be closed, the button is titled
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:guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled
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:guilabel:`Close Production`.
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Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears
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completely, the work order's status is marked as *Finished* on the |MO|, and the next work order
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appears in the *Shop Floor* module, on the page of the work center where it is configured to be
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carried out. Any additional work orders can be processed using the instructions detailed in this
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section.
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Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears,
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the |MO| is marked as *Done*, and the units of the product that were produced are entered into
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inventory.
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After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by
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an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away
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to keep the work order open.
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.. tip::
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This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a
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more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor
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overview <manufacturing/shop_floor/shop_floor_overview>` documentation.
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========================
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Three-step manufacturing
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========================
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.. _manufacturing/management/two_step_manufacturing:
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.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using
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three-step manufacturing, Odoo creates a pick components transfer, a manufacturing order (MO), and a
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store finished products transfer, and updates inventory counts based on the number of components
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removed, and finished products created.
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.. tip::
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The number of steps used in manufacturing is set at the warehouse level, allowing for each
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warehouse to use a different number of steps. To change the number of steps used for a specific
|
||||
warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`,
|
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and then select a warehouse from the :guilabel:`Warehouses` screen.
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On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input
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field, and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick
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components and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then
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store products (3 steps)`.
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.. image:: three_step_manufacturing/manufacturing-type.png
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:align: center
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:alt: The Manufacture radio input field on a warehouse configuration page.
|
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||||
.. important::
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Products must be properly configured before they can be manufactured in Odoo. For details on how
|
||||
to do so, see the documentation on how to :ref:`configure a product for manufacturing
|
||||
<manufacturing/management/configure-manufacturing-product>`.
|
||||
|
||||
Create manufacturing order
|
||||
==========================
|
||||
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||||
To manufacture a product in Odoo *Manufacturing*, begin by navigating to
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:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then click
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:guilabel:`New` to create a new |MO|.
|
||||
|
||||
On the new |MO|, select the product to be produced from the :guilabel:`Product` drop-down menu. The
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:guilabel:`Bill of Material` field auto-populates with the associated Bill of Materials (BoM).
|
||||
|
||||
If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the
|
||||
:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the
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||||
associated product.
|
||||
|
||||
After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs
|
||||
auto-populate with the components and operations specified on the |BOM|. If additional components or
|
||||
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 pick components transfer
|
||||
================================
|
||||
|
||||
After confirming a three-step |MO|, a :guilabel:`Transfers` smart button appears at the top of the
|
||||
page. Click it to be taken to the :guilabel:`Transfers` page for the |MO|. The page lists two
|
||||
transfers: *WH/PC/XXXXX* (the pick components transfer), and *WH/SFP/XXXXX* (the store finished
|
||||
products transfer).
|
||||
|
||||
Select :guilabel:`WH/PC/XXXXX` to open the pick components transfer for the |MO|. This transfer is
|
||||
used to track the movement of components from the locations where they are stored to the location
|
||||
where they are used to manufacture the product.
|
||||
|
||||
After transferring the components out of their storage location, click :guilabel:`Validate` at the
|
||||
top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
|
||||
window that appears. Doing so marks the transfer as :guilabel:`Done`, and updates inventory counts
|
||||
to reflect the quantity of components transferred.
|
||||
|
||||
Finally, return to the |MO| by clicking the :guilabel:`WH/MO/XXXXX` breadcrumb at the top of the
|
||||
page.
|
||||
|
||||
.. image:: three_step_manufacturing/mo-bread-crumb.png
|
||||
:align: center
|
||||
:alt: The manufacturing order bread crumb on a pick components transfer.
|
||||
|
||||
Process manufacturing order
|
||||
===========================
|
||||
|
||||
An |MO| is processed by completing all of the work orders listed under its :guilabel:`Work Orders`
|
||||
tab. This can be done on the |MO| itself, or from the work order tablet view.
|
||||
|
||||
Basic workflow
|
||||
--------------
|
||||
|
||||
To complete work orders from the |MO| itself, begin by navigating to :menuselection:`Manufacturing
|
||||
--> Operations --> Manufacturing Orders`, and then select a manufacturing order.
|
||||
|
||||
On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins on the first work order
|
||||
that needs to be completed, click the :guilabel:`Start` button for that work order. Odoo
|
||||
*Manufacturing* then starts a timer that keeps track of how long the work order takes to complete.
|
||||
|
||||
.. image:: three_step_manufacturing/start-button-2.png
|
||||
:align: center
|
||||
:alt: The Start button for a work order on a manufacturing order.
|
||||
|
||||
When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the
|
||||
same process for each work order listed on the :guilabel:`Work Orders` tab.
|
||||
|
||||
.. image:: three_step_manufacturing/done-button.png
|
||||
:align: center
|
||||
:alt: The Done button for an work order on a manufacturing order.
|
||||
|
||||
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.
|
||||
|
||||
Shop Floor workflow
|
||||
-------------------
|
||||
|
||||
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|.
|
||||
|
||||
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.
|
||||
|
||||
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 Open Shop Floor button for a work order on a manufacturing order.
|
||||
|
||||
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.
|
||||
|
||||
.. 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.
|
||||
|
||||
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.
|
||||
|
||||
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
|
||||
=================================
|
||||
|
||||
After completing the |MO|, return to the order's :guilabel:`Transfers` page by clicking the
|
||||
:guilabel:`Transfers` button at the top of the order. This time, select :guilabel:`WH/SFP/XXXXX` to
|
||||
open the store finished products transfer. This transfer is used to track the movement of finished
|
||||
products from the location where they were manufactured to the location where they are stored.
|
||||
|
||||
After transferring the finished products to their storage location, click :guilabel:`Validate` at
|
||||
the top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
|
||||
window that appears. Doing so marks the transfer as :guilabel:`Done`, and updates inventory counts
|
||||
to reflect the quantity of finished products transferred.
|
||||
|
After Width: | Height: | Size: 15 KiB |
|
After Width: | Height: | Size: 8.7 KiB |
|
After Width: | Height: | Size: 29 KiB |
|
After Width: | Height: | Size: 9.4 KiB |
|
After Width: | Height: | Size: 15 KiB |
|
After Width: | Height: | Size: 4.3 KiB |
@@ -0,0 +1,177 @@
|
||||
======================
|
||||
Two-step manufacturing
|
||||
======================
|
||||
|
||||
.. _manufacturing/management/one_step_manufacturing:
|
||||
.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
|
||||
.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
|
||||
|
||||
Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using
|
||||
two-step manufacturing, Odoo creates a manufacturing order (MO) and a pick components transfer, but
|
||||
does not generate a transfer for the movement of finished products into stock. Inventory counts
|
||||
still update based on the number of products manufactured, but the act of transferring them to and
|
||||
from inventory is not tracked.
|
||||
|
||||
.. tip::
|
||||
The number of steps used in manufacturing is set at the warehouse level, allowing for each
|
||||
warehouse to use a different number of steps. To change the number of steps used for a specific
|
||||
warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`,
|
||||
and then select a warehouse from the :guilabel:`Warehouses` screen.
|
||||
|
||||
On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input
|
||||
field, and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick
|
||||
components and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then
|
||||
store products (3 steps)`.
|
||||
|
||||
.. image:: two_step_manufacturing/manufacturing-type.png
|
||||
:align: center
|
||||
:alt: The Manufacture radio input field on a warehouse configuration page.
|
||||
|
||||
.. important::
|
||||
Products must be properly configured before they can be manufactured in Odoo. For details on how
|
||||
to do so, see the documentation on how to :ref:`configure a product for manufacturing
|
||||
<manufacturing/management/configure-manufacturing-product>`.
|
||||
|
||||
Create manufacturing order
|
||||
==========================
|
||||
|
||||
To manufacture a product in Odoo *Manufacturing*, begin by navigating to
|
||||
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then click
|
||||
:guilabel:`New` to create a new |MO|.
|
||||
|
||||
On the new |MO|, select the product to be produced from the :guilabel:`Product` drop-down menu. The
|
||||
:guilabel:`Bill of Material` field auto-populates with the associated Bill of Materials (BoM).
|
||||
|
||||
If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the
|
||||
:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the
|
||||
associated product.
|
||||
|
||||
After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs
|
||||
auto-populate with the components and operations specified on the |BOM|. If additional components or
|
||||
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 pick components transfer
|
||||
================================
|
||||
|
||||
After confirming a two-step |MO|, a :guilabel:`Transfers` smart button appears at the top of the
|
||||
page. Click it to open the pick components transfer for the |MO|. This transfer is used to track the
|
||||
movement of components from the locations where they are stored to the location where they are used
|
||||
to manufacture the product.
|
||||
|
||||
After transferring the components out of their storage location, click :guilabel:`Validate` at the
|
||||
top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
|
||||
window that appears. Doing so marks the transfer as :guilabel:`Done`, and updates inventory counts
|
||||
to reflect the quantity of components transferred.
|
||||
|
||||
Finally, return to the |MO| by clicking the :guilabel:`WH/MO/XXXXX` breadcrumb at the top of the
|
||||
page.
|
||||
|
||||
.. image:: two_step_manufacturing/mo-bread-crumb.png
|
||||
:align: center
|
||||
:alt: The manufacturing order bread crumb on a pick components transfer.
|
||||
|
||||
Process manufacturing order
|
||||
===========================
|
||||
|
||||
An |MO| is processed by completing all of the work orders listed under its :guilabel:`Work Orders`
|
||||
tab. This can be done on the |MO| itself, or from the work order tablet view.
|
||||
|
||||
Basic workflow
|
||||
--------------
|
||||
|
||||
To complete work orders from the |MO| itself, begin by navigating to :menuselection:`Manufacturing
|
||||
--> Operations --> Manufacturing Orders`, and then select an |MO|.
|
||||
|
||||
On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins on the first work order
|
||||
that needs to be completed, click the :guilabel:`Start` button for that operation. Odoo
|
||||
*Manufacturing* then starts a timer that keeps track of how long the work order takes to complete.
|
||||
|
||||
.. image:: two_step_manufacturing/start-button.png
|
||||
:align: center
|
||||
:alt: The Start button for an work order on a manufacturing order.
|
||||
|
||||
When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the
|
||||
same process for each work order listed on the :guilabel:`Work Orders` tab.
|
||||
|
||||
.. image:: two_step_manufacturing/done-button.png
|
||||
:align: center
|
||||
:alt: The Done button for a work order on a manufacturing order.
|
||||
|
||||
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.
|
||||
|
||||
Shop Floor workflow
|
||||
-------------------
|
||||
|
||||
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|.
|
||||
|
||||
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.
|
||||
|
||||
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 Open Shop Floor button for a work order on a manufacturing order.
|
||||
|
||||
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.
|
||||
|
||||
.. 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.
|
||||
|
||||
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.
|
||||
|
||||
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.
|
||||
|
After Width: | Height: | Size: 15 KiB |
|
After Width: | Height: | Size: 8.6 KiB |
|
After Width: | Height: | Size: 29 KiB |
|
After Width: | Height: | Size: 9.4 KiB |
|
After Width: | Height: | Size: 50 KiB |
|
After Width: | Height: | Size: 4.3 KiB |