[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>
This commit is contained in:
John Holton (hojo)
2024-03-26 12:45:15 -07:00
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=================
Bill of materials
=================
.. _manufacturing/management/bill-configuration:
A *bill of materials* (or *BoM* for short) is a document that defines the quantity of each component
required to make or deliver a finished product. It can also include various operations and the
individual step guidelines needed to complete a production process.
In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be linked to each product, so
even product variants can have their own tailored :abbr:`BoMs (Bills of Materials)`.
Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the manufacturing process and
save time.
Set up a bill of materials (BoM)
================================
The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations or instructions, only
components. In this case, the production is solely managed using *Manufacturing Orders*.
To create a :abbr:`BoM (Bill of Materials)` from the :guilabel:`Manufacturing` module, go to
:menuselection:`Products --> Bills of Materials`. Then, click :guilabel:`Create`. Next, specify the
:guilabel:`Product`.
.. note::
A :abbr:`BoM (Bill of Materials)` can also be created directly from the product form, in which
case the :guilabel:`Product` field is pre-filled.
For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type` to
:guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line` to specify the various
components that make up the production of the final product and their respective quantities. New
components can be created quickly through the :abbr:`BoM (Bill of Materials)`, or can be created
beforehand in :menuselection:`Manufacturing --> Products --> Products --> Create`. Finally, click
:guilabel:`Save` to finish creating the :abbr:`BoM (Bill of Materials)`.
.. image:: bill_configuration/bom-form.png
:align: center
:alt: Set up a Bill of Materials.
Specify a bill of materials (BoM) for a product variant
-------------------------------------------------------
:abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product Variants*, with two
setup options available to choose from.
.. note::
In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, the product's variant
attributes must already be configured on the product form.
The first method is to create one :abbr:`BoM (Bill of Materials)` per variant by creating a new
:abbr:`BoM (Bill of Materials)` and specifying the :guilabel:`Product Variant`. The second method
is to create one master :abbr:`BoM (Bill of Materials)` that contains all of the components, and
specify which variant each component applies to using the :guilabel:`Apply on Variants` column.
.. image:: bill_configuration/bom-variants.png
:align: center
:alt: Product Variants in the Bill of Materials.
Set up operations
=================
Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify instructions for
production and register time spent on an operation. To use this feature, first enable the
:guilabel:`Work Orders` feature in :menuselection:`Manufacturing --> Configuration --> Settings -->
Operations`.
Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the :guilabel:`Operations` tab
and click :guilabel:`Add a line` to add a new operation. In the :guilabel:`Create Operations` box,
give the operation a name, specify the :guilabel:`Work Center` and duration settings. Like
components, Odoo gives the option to specify a product variant in the :guilabel:`Apply on Variants`
field so the operation only applies to that variant. Finally, click :guilabel:`Save & Close`.
.. note::
Each operation is unique, as it is always exclusively linked to one :abbr:`BoM (Bill of
Materials)`. Operations can be reused when configuring a new :abbr:`BoM (Bill of Materials)`,
with the :guilabel:`Copy Existing Operations` feature.
.. image:: bill_configuration/copy-existing-operations.png
:align: center
:alt: Copy Existing Operations feature.
Add by-products to a bill of materials (BoM)
============================================
A *By-Product* is a residual product that is created during production in addition to the main
product of a :abbr:`BoM (Bill of Materials)`. Unlike the primary product, there can be more than
one by-product on a :abbr:`BoM (Bill of Materials)`.
To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the :guilabel:`By-Products`
feature in :menuselection:`Manufacturing --> Configuration --> Settings --> Operations`.
Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill of Materials)` by
clicking on the :guilabel:`Operations` tab and clicking :guilabel:`Add a line`. Then, name the
by-product and indicate the :guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the
:abbr:`BoM (Bill of Materials)` has configured operations, specify exactly which operation the
by-product is produced from in the :guilabel:`Produced in Operation` field. Finally, click
:guilabel:`Save`.
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===================================
Manufacturing product configuration
===================================
.. _manufacturing/management/configure-manufacturing-product:
.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
In order to manufacture a product in Odoo *Manufacturing*, the product must be properly configured.
Doing so consists of enabling the *Manufacturing* route and configuring a bill of materials (BoM)
for the product. Once these steps are completed, the product is selectable when creating a new
manufacturing order.
Activate the Manufacture route
==============================
The Manufacture route is activated for each product on its own product page. To do so, begin by
navigating to :menuselection:`Manufacturing --> Products --> Products`. Then, select an existing
product, or create a new one by clicking :guilabel:`New`.
On the product page, select the :guilabel:`Inventory` tab, then enable the :guilabel:`Manufacture`
checkbox in the :guilabel:`Routes` section. This tells Odoo the product can be manufactured.
.. image:: configure_manufacturing_product/manufacturing-route.png
:align: center
:alt: The Manufacturing route on the Inventory tab of a product page.
Configure a bill of materials (BoM)
===================================
Next, a |BOM| must be configured for the product so Odoo knows how it is manufactured. A |BOM| is a
list of the components and operations required to manufacture a product.
To create a |BOM| for a specific product, navigate to :menuselection:`Manufacturing --> Products -->
Products`, then select the product. On the product page, click the :guilabel:`Bill of Materials`
smart button at the top of the page, then select :guilabel:`New` to configure a new |BOM|.
.. image:: configure_manufacturing_product/bom-smart-button.png
:align: center
:alt: The Bill of Materials smart button on a product page.
On the |BOM|, the :guilabel:`Product` field auto-populates with the product. In the
:guilabel:`Quantity` field, specify the number of units that the BoM produces.
Add a component to the |BOM| by selecting the :guilabel:`Components` tab and clicking :guilabel:`Add
a line`. Select a component from the :guilabel:`Component` drop-down menu, then enter the quantity
in the :guilabel:`Quantity` field. Continue adding components on new lines until all components have
been added.
.. image:: configure_manufacturing_product/components-tab.png
:align: center
:alt: The Components tab on a bill of materials.
Next, select the :guilabel:`Operations` tab. Click :guilabel:`Add a line` and a :guilabel:`Create
Operations` pop-up window appears. In the :guilabel:`Operation` field, specify the name of the
operation being added (e.g. Assemble, Cut, etc.). Select the work center where the operation will be
carried out from the :guilabel:`Work Center` drop-down menu. Finally, click :guilabel:`Save & Close`
to finish adding operations, or :guilabel:`Save & New` to add more.
.. important::
The :guilabel:`Operations` tab only appears if the :guilabel:`Work Orders` setting is enabled. To
do so, navigate to :menuselection:`Manufacturing --> Configuration --> Settings`, then enable the
:guilabel:`Work Orders` checkbox.
.. image:: configure_manufacturing_product/operations-tab.png
:align: center
:alt: The Operations tab on a bill of materials.
.. admonition:: Learn more
The section above provides instructions for creating a basic |BOM| that allows a product to be
manufactured in Odoo. However, it is by no means an exhaustive summary of all the options
available when configuring a |BOM|. For more information about bills of materials, see the
documentation on how to :ref:`create a bill of materials
<manufacturing/management/bill-configuration>`.
@@ -0,0 +1,157 @@
======================
One-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
one-step manufacturing, Odoo creates a manufacturing order (MO), but does not generate transfers for
the movement of components out of inventory or finished products into stock. Inventory counts still
update based on the number of components used and 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:: one_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 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 work order. Odoo
*Manufacturing* then starts a timer that keeps track of how long the work order takes to complete.
.. image:: one_step_manufacturing/start-button.png
:align: center
:alt: The Start button for an operation 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:: one_step_manufacturing/done-button.png
:align: center
:alt: The Done button for an operation 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:: one_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:: one_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.
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========================
Three-step manufacturing
========================
.. _manufacturing/management/two_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
three-step manufacturing, Odoo creates a pick components transfer, a manufacturing order (MO), and a
store finished products transfer, and updates inventory counts based on the number of components
removed, and finished products created.
.. 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:: three_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 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.
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======================
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.
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