Odoo 14 Community Edition

Manufacturing

Odoo, one of the leading ERP software that furnishes an eminent platform to effectively manage the production processes with its Manufacturing module. The Manufacturing module available in the Odoo platform allows you to easily manage all the complex processes such as production, plan orders, manage bills of materials, track orders, and many more aspects regarding a manufacturing unit. This module ensures the productivity and efficiency of your manufacturing company. Moreover, the integration aspects of this module with inventory management is an added advantage to keep the stock automatically updated with each manufacturing procedure.

First of all, let us install the Manufacturing module from the Apps module.

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If you are entering the Manufacturing module, the Manufacturing Orders window will welcome you to this module. The image of the Manufacturing orders window is depicted below.

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Manufacturing Order Management

In the Odoo platform, we can conduct the manufacturing process in two ways. This means the manufacturing with routings and work center as well as the manufacturing in single-step / without routings. In the former way, you can create a product by customizing the work order by creating a work center and routing. In the case of manufacturing in single steps, you can create a manufacturing order by taking the simple default stages for completion.

Manage manufacturing in a single step without routing

This method is beneficial for the manufacturing processes which are limited to one place, one person, and one step. By default, Odoo manages manufacturing processes without routings. Now let us create a Manufacturing Order in this method. For that, we can go to Manufacturing -> Operations -> Manufacturing Order.

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In this window, you can view all the Manufacturing Orders defined in the platform along with the details of Reference code, Scheduled Date, Product Name, Unit of measure, Material Availability status, Quantity, Company associated, and the Status of each manufacturing order. All the customizable and default functionalities such as Filters, Group By, Favourite search could be seen. Moreover, the manufacturing orders window can be viewed in the List view as well as in the Kanban view.

Also, you have the provision to create a new Manufacturing Order by selecting the Create icon available in the top left corner of the window. In this window, you can provide the Product name, allocate the Quantity to produce, and define the Bill of Material using the dropdown menu. The Bill of Materials allows you to define the list of required components to make a finished product. The date at which you plan to start the production can be mentioned under the Scheduled Date option. Additionally, you can allocate the Responsible person along with the company associated. Apart from these options, you have the provision to prioritize the Manufacturing Order by clicking on the star available on the top of the window. By doing this the components will be reserved first for the manufacturing order with the highest priority. The image of the window is depicted below.

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Under the Component tab, you can add the products by clicking on the Add a line option available. This tab is used for providing the details of raw materials used for production. Now we can move to the Work Orders tab available in the window. The image of the window is depicted below where you can view an Add a line option. By selecting this option you can provide the details such as Operation, Work Center, Scheduled Start Date, Expected Duration, Real Duration, and the Status.

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Under the By-Products tab, you can add the by-products if any. This can be done by selecting the Add a line option available. Here you can provide the Product details, the quantity to produce, along with the Unit of Measure and Serial Numbers. The image of the window is depicted below.

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Under the Miscellaneous tab, you can define the Operation Type, Components Location, and the Finished Products Location can also be allocated. The reference of the document that generated this production order request can be defined in the Source menu available.

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After filling in all the required fields, you can click on the Save button to save the details. Then you can click on the Confirm button to confirm the Manufacturing Order.

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Upon selecting the Confirm button on the manufacturing order, the status will change from Draft to Confirmed in the window of the respective manufacturing order as depicted in the following screenshot.

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Here in this window you can view various tabs such as Mark as Done, Plan, Check availability, Scrap, Unlock and Cancel. You can also view the corresponding Status such as Draft, Confirmed, In Progress, and Done. you can click on the Check Availability button for viewing the availability of raw materials in the inventory. The availability status can be viewed under the Reserved menu. The Mark as Done button allows you to complete the production process. On clicking the Mark as Done, the status will change from Confirm to Done as shown in the below image.

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So far we were discussing how to manage manufacturing in a single step without routing and now let us discuss how to manage manufacturing with routings and work centers.

Manage Manufacturing with Routings and Work Centers.

Odoo allows the multi-stepped manufacturing method with routings and work centers. This is the advanced method when compared to the single-step method and it will make possible the configuration of a detailed manufacturing process with the setting up of Work centers, Routing, and Work order management. The first step for accessing this feature is to go to settings and activate the Work Orders option in settings.

Manufacturing -> Configuration -> Settings -> and check the box near the option Work Orders available under the Operations tab. Now you can save the changes by selecting the Save button available. Now you can create a new manufacturing order by taking the route Manufacturing -> Operations -> Manufacturing order.

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The work order operation allows you to create and manage the manufacturing operations that should be followed within your work centers in order to produce a product. They are attached to the bill of materials that will define the required components. For accessing the Work Centers option, you can either select the arrow near the work centers option available in the settings or can go to Manufacturing -> Configuration -> Work Centers.

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The image of the Work Centers window is depicted below.

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In this Work Centers window, you are able to view all the Work Centers defined in the platform. We can create a new one by selecting the Create icon available in the window.

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Here in this window, you can provide the Work Center Name along with the Alternative work centers that can be substituted for this one in order to dispatch production. Also, you can submit the code, working hours, and company information.

Under the General Information tab, you have to fill in the Production information and Costing Information. We can discuss each option below.

Time Efficiency: time efficiency option is helpful for calculating the expected duration of the work order at this work center. This means if a work order takes one hour and the efficiency factor is a hundred percent, then the expected duration will be one hour. If the efficiency factor is two hundred percent, the expected duration will be 30 minutes.

Capacity: capacity describes the number of pieces that can be produced in parallel. In case the work center has a capacity of five and you have to produce ten units on your work order, the usual operation time will be multiplied by two.

OEE Target: It is the Overall Effective Efficiency Target in percentage.

Time before Prod: It is the time in minutes before the production required for the setup.

Time after Prod: This is the time in minutes needed for the cleaning after completing the production.

Apart from these options you also have to specify the cost of the work center per hour under the option Cost per hour. Moreover, you can add a description of the work center in the allotted space.

So far we were discussing the Work center option available in the platform and now let us move on to the next part configuration of routings.

Configuration of Routings

The Routings feature available in the Odoo Manufacturing module can be used to describe the manufacturing operations that must be done in work centers to develop products. This option allows you to read the time duration for each manufacturing action and enables you to understand the next steps. The routing can be described based on the product type and the company policies. If the company manages a similar type of manufacturing process, the platform allows you to create the same type of routing. On the other hand, you also have the provision to create multiple routings if the company possesses a different manufacturing process. Now let us discuss how to create routings in the Odoo platform.

You can create Routing in the Odoo platform with a few steps by taking the route Manufacturing -> Manufacturing Orders -> Work Orders.

The image of the Manufacturing Orders window is depicted below.

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Here you can provide the details including the Operation, allocate work center name, scheduled start date, expected duration, real duration, and status. You can add more than one operations and work center based on your requirements by using this field to complete the routing process.

Configuration of Bill of Materials

The Bill of Materials is the document that defines the entire list of raw materials required for making a finished product. The Bill of Materials (BoM) will provide a clear insight into the quantities, routings, and individual steps to be followed in the particular manufacturing process. In the Odoo platform, these components and raw materials are termed as Bill of Materials (BoM).

For creating a Bill of Material you should create a product under the product menu available. After creating the product, you can create a Bill of Materials on the platform. The Bill of Materials menu in Odoo can be accessed from the Products tab of the Manufacturing module.

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The image of the Bill of Materials window is depicted below where you can view the product name, BoM type, Reference along with the Company details.

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Additionally, you have the provision to create a new Bill of Materials by selecting the Create icon available in the top left corner of the window.

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Here in this window, you can view different fields. First, you can provide the Product name using the drop-down menu. Then you can allocate the Product Variant. If the product variant is defined, the BoM will be available only for this product. The quantity of the product to be manufactured can be allocated along with the reference. After that, you can specify the BoM Type. Odoo allows you to categorize the BoM as Manufacture this product, Kit, or Subcontracting. Moreover, you can define the company in which the manufacturing process is to be defined, this will be beneficial for you to run multiple companies in the same Odoo platform.

Under the Components tab, you can allocate the components used for this process along with the Quantity and Product Unit of Measure by selecting the Add a line option available.

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In the Odoo 14 edition, the Routings come under the Operations tab, you can create routing by selecting the Add a line option available.

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On selecting the Add a line option you will be depicted with a new pop-up window as depicted below where you can create operations by providing details such as Operation, Work Center along with the Bill of Material to which this operation is linked to. Moreover, the Duration Computation, which is the calculation of the time needed for the operation can be done in two ways either by Compute based on tracked time or Set duration manually. If you are selecting the option, Compute based on tracked time, you also need to fill the Based on option. Under the Worksheet tab, you can define if you want to use a PDF, Google slide, or text as a worksheet. Finally, you can provide the text worksheet description in the description box.

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After providing all the required data, you should save the details by clicking on the Save & Close button. Now you can view the details saved under the Operations tab.

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You also have the provision to add By-products by selecting the Add a line option available under the By-products tab.

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Now let us discuss the options available under the Miscellaneous tab. Here you have the option Manufacturing Readiness, which defines when a Manufacturing Order is considered as ready to be started. You can specify it in two ways.

  • 1. When all components are available.
  • 2. When components for the first operation are available.

The next option is Flexible consumption which defines if you can consume more or fewer components than the quantity mentioned on the BoM. You can define the field in three ways

  • ● Allowed
  • ● Allowed with warning
  • ● Blocked
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So far we were discussing how to configure the bill of material in the platform and now let us move on to the next part Unbuild Orders available in the Odoo manufacturing module.

Unbuild Orders

The Unbuild Orders operation aspect available in the Odoo manufacturing module is an important one that helps us to unbuild the product into its bill of materials. The Odoo platform allows you to unbuild the products that are built by yourselves or the products received from someone else.

The Unbuild Orders menu can be accessed from the Operations tab available in the Odoo manufacturing module.

Manufacturing -> Operations -> Unbuild Orders. The image of the unbuild orders window is depicted below.

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Now you can create new unbuild orders by selecting the Create icon available. The image of the creation form is depicted below. Here in this window, you can provide the required data such as product, bill of materials, quantity, and many more for creating unbuild orders. If you want to unbuild something that you have manufactured, you can select the corresponding manufacturing order.

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On the other hand, if you want to unbuild a product that you purchased, you only need to select the product. After that, you can click on the Unbuild button available on the top left corner of the window.

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You also have the provision to edit the details by selecting the Edit button available. So far we were discussing the eminent tool Unbuild Order available in the platform and now let us discuss the Scrap order management in Odoo.

Scrap Order Management

Scrap is the removed, or expired products or materials in the product manufacturing. Scrap Order Management is an important aspect when concerning a manufacturing industry. The Odoo platform allows you to create scrap at any stage of the production line. You can simply click on the Scrap button available in the different stages of the manufacturing process for creating scrap orders.

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On selecting the Scrap button available in the manufacturing orders window, you will be depicted with a pop-up window as shown in the below image.

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In this window, you can provide the Product details and you can allocate the Quantity. Additionally, you can include the Package information along with the Owner, Source Location and Scrap Location. After providing the details, you can click on the Done button available. Now the scrap entry will be added to the inventory automatically.

You can also access the scrap Order window from the Operations tab of the Manufacturing module. The image of the Scrap window is depicted below where you can view all the Scrap Orders described in the platform along with the details of Reference, Date, Product, Quantity, Unit of measure, Source location, Scrap location, Company, and Status.

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You also have the provision to create a new Scrap Order by selecting the Create icon available. The image of the creation window is depicted below.

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In this Scrap Orders creation window, you can provide all the required details as mentioned earlier. On selecting the Validate option you will be depicted with a window as given below.

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In this window, you can view a smart button Product Moves on the top right corner of the window. On selecting this button you can view the created product moves as shown in the below image.

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As we are clear on the Scrap order management module available in the platform and now let us discuss the Maintenance management option available in the platform.

Maintenance Management

When concerning a Manufacturing industry, it is very important to assure the efficiency of machines used for production. Proper maintenance is the only solution for improving the performance and life of the machines. Moreover, it is an important part of quality assurance. Here comes the importance of the maintenance management module.

There is no doubt that the Odoo Maintenance module is the best solution for handling all the maintenance-related worries in your organization. Additionally, the module promises uninterrupted working in your work centers.

The Odoo maintenance management module can also be installed like any other module in the Odoo platform. On entering this module you can view a home dashboard as depicted below.

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This dashboard window will provide you an insight into the internal maintenance, subcontractor, metrology activities to do.

The Odoo Maintenance module can manage the maintenance in two ways. Wish is Preventive maintenance and Corrective maintenance.

Preventive Maintenance

Preventive maintenance is the regularly undertaken maintenance of equipment for preventing unexpected equipment failure or disfunction. This type of maintenance will keep your equipment from expensive malfunctions. In short, preventive maintenance can be considered as the servicing of your equipment conducted in regular intervals.

Corrective Maintenance

Corrective maintenance is another type of maintenance that is used to repair and properly control your equipment from the defects and reestablish them to proper working condition.

Now let us discuss how to create equipment on the maintenance module.

Creating equipment

The Equipments window available in the Odoo Maintenance module can be accessed by selecting the equipment menu available. The image of the window is depicted below where you can view various equipment described in the platform arranged in a menu card and on selecting them, you will be navigated to the respective equipment window. There you have the Edit button for making desirable changes if needed.

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In addition, you have the provision for creating new equipment by selecting the Create icon available. The image of the equipment creation window is depicted below.

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In this creation window, you can provide the Equipment Name, specify the Equipment Category. Additionally, you can allocate the Company associated and the Employee. Moreover, you can select whether the Department, Employee or Others for the field Used by. Then you can describe the Maintenance Team along with the Technician, Assigned Date, Scrap Date, and Used in location.

Under the Description tab, you can provide the description of the equipment and in the Product Information tab you want to describe the Vendor associated with the equipment and then you can define the Vendor Reference. The Equipment Model, Serial Number, Cost, Warranty Expiration Date can be allocated. Finally, you can provide the Effective Date which is the date at which the equipment became effective. This date will be used to compute the Mean Time Between Failures.

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Now let us discuss the options available under the Maintenance tab of the Equipment creation window. The image of the window is depicted below.

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Here you have two options which are Preventive Maintenance Frequency where you can allocate the days between each preventive maintenance and the Maintenance Duration in hours.

As we are clear on how to create equipment in the platform and now let us move on to the next part, equipment categories and their configuration.

Configuration of Equipment Categories

The Equipment Categories window of the Odoo Maintenance module can be accessed by taking the route Maintenance -> Configuration -> Equipment Categories. The image of the window is depicted below.

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In this window, you can view all the Equipment Categories defined in the platform along with the Name, Responsible, and Company related to this operation. The Create icon available in the window will allow you to create new Equipment Categories. The image of the creation window is depicted below.

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In this Equipment creation window, you can mention the Category Name along with the Responsible Person and the Company associated with the operation. After providing all the required details, you can click on the Save button to save the newly created equipment category.

So far we were discussing the configuration of the Equipment Categories in the Odoo maintenance module and now let us discuss how to create a Maintenance team in the platform.

Maintenance Team

As concerning any type of company, the maintenance team is an important part. So the Odoo platform recognizes the importance of the Maintenance team and it is an easy task in Odoo to create an efficient maintenance team and the team can help you to manage and analyze the processes and allocate the work to the team.

The Maintenance Team window in the platform can be accessed from the configuration tab of the Maintenance module and the image of the window is depicted below.

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In this window, you can view all the Maintenance Teams described in the platform along with the details of Team Name, Team Members, and Company. In addition, you can create new Teams in the same window by selecting the Create icon available.

So far we were discussing the configuration of the Maintenance team and now let us move on to the configuration of maintenance stages.

Maintenance Stages

With the progress of your maintenance operations, you are required to create stages for maintenance management. The Odoo Maintenance module allows you to create and manage the various stages of maintenance. The Maintenance Stages window can be accessed from the configuration tab of the Odoo Maintenance module. The image of the Maintenance Stages window is depicted below.

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In this maintenance stages window, you can view all the stages created in the platform along with the name of the stages and the activating options for Folded in Maintenance Pipe and Request Done. The Create icon available in the window can be used for creating new maintenance stages.

We have discussed the features of the maintenance stages window in the platform and now let us discuss how to create a Maintenance Request in the platform.

Maintenance Requests

Using the Odoo Maintenance module, you can create a Maintenance Request for the equipment available. For accessing the Maintenance Requests window, you can go to Maintenance -> Maintenance -> Maintenance Requests. The image of the Maintenance Request window is displayed below.

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In this Maintenance Request window, you can view the ongoing maintenance requests along with their current stages. This means if the Maintenance Request is in Progress condition, the state gets changed into the In Progress stage. When the equipment gets repaired, the state will automatically get changed to Repaired. On the other hand, if the equipment is scrapped, the state will get changed to Scrap and so on. Moreover, the platform allows you to fold or unfold the stages and also can add more stages by selecting the Add a column option available.

The Create icon available in the top left corner of the window will allow you to create new Maintenance Requests. If you are selecting the Create icon, you will be depicted with a pop-up window as shown below.

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In this Maintenance Request window, you can mention the subjects in the Title box available, and also you can allocate the responsible person for creating the maintenance request. Moreover, the Equipment can be added from the drop-down menu available. The Request Date will be auto allocated. Additionally, the Maintenance Type can be selected as either preventive or corrective. Apart from these options, you can also add the Maintenance Team, Responsible person for the Maintenance Request, Scheduled Date, Duration, Priority, Email cc, and Company associated with this operation.

If the request is saved as a preventive maintenance request on the completion of the repair, the next preventive date will be automatically set as the maintenance request date in the equipment.

As we clear on how to create Maintenance Requests in the Odoo platform. Now let us discuss the Repair Management module available in the Odoo platform.

Repair Management

The ERP software Odoo provides a Repair Management module that can be completely integrated with the Manufacturing and Inventory module. At the time of manufacturing or because of the long time storage of This module will help you to repair all the damages or imperfections on your products that you have made. Using this module, you can take the details of the damaged product and track them through various repairing stages.

First of all, you can install the Repair module from Odoo Apps.

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On entering the module, you will be depicted with a home dashboard as depicted below.

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In the Repair Orders window, you can view all the Repair Orders described in the platform along with the details of Repair Reference, Product to Repair, Customer, Delivery Address, Warranty Expiration, Company, and Status. Moreover, you have the provision to create new Repair Orders by selecting the Create icon available. The image of the Repair Order creation window is shown below.

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In this creation window, you can provide the Repair Reference, and you can mention the Product to Repair. Then you can allocate the Product Quantity along with the Customer, Delivery Address, and Responsible person. In addition, you can specify the location where the product to repair is located. Moreover, the Warranty Expiration, Invoice method, Tags can be described.

Under the Parts menu, you can add the details of the product part which is needed to add or remove for fixing the damage. Here you can specify the operation type, product, description, lots/serial number, source location, destination location, quantity, unit of measure, unit price, taxes, and subtotal.

After providing all the required information, you can send the repair quotation to the customer. If the quotation is approved, you can confirm repair by selecting the respective button available. You also have the Cancel Repair button to cancel the request.

We have discussed all the important details of the Odoo Manufacturing, Maintenance, and Repairs modules. It is sure that all these modules will help you to manage all the operations and activities related to your product manufacturing, product maintenance, and repairs.

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