Odoo 14 book

Manufacturing

The retails mode of sale application by Odoo. This module allows the user to integrate their retail operations of the company with Odoo. This functionality can be accessed remotely using various connected devices. In addition a real time integration with the company inventory would be an added advantage in the retail operation. The module provides the user with both front end and back end usability where the modification made in either aspect is auto detected in the other.

To avail Odoo ERP for Manufacturing industry, you have to first install Manufacturing Module from Odoo Apps. As Odoo promotes integration of manufacturing module with other modules it helps inventory coordination and accounting also.

Odoo helps to manage various operations such as manufacturing order, orders and scrap. It also helps in planning with the help of Run Scheduler. Besides, products, product variants, bill of materials and lot/serial numbers can also be managed with Odoo. Generation of report on the manufacturing process makes Odoo an effective ERP.

Following features make Odoo manufacturing module an effective one.

Manage

Manufacturing order: It helps to manage your items into assembling lines or manual gathering.

Work orders: An efficient management work order is assured to at various levels of production.

Repair orders: Monitors product repairs for products during service period and with guarantee

Schedule and plan

Plan manufacturing: Plan all activities with the help of proper scheduling.

Organize work orders: Organize work order based on dead line, production season and other aspects to speed up the activity

Manage Bill of Materials: Maintain the quantity and quality of components used for the production of all products.

WorkCentre Capacity: MRP II scheduler utilizing limits and calendars of WorkCentre.

Quality

Control Points: Odoo 14 helps to automatically generate quality checks based on quality control points

Quality Checks: With the support of statistical quality control ensures quality checks.

Quality Alerts: Generate quality alert and you can get a Kanban view of quality alerts.

Maintenance

Preventive Maintenance: Ensure timely maintenance by automatic alerts to prevent damage.

Calendar: This helps to schedule maintenance operations

Statistics: Get all maintenance statistics computed for you: MTBF

WorkCentre Control Panel

Tablets: Setting tablets on every work centre will help efficient organization of work.

Record production: Odoo helps to register productions, scan products and manage all activities with lots or serial numbers.

Worksheets: WorkCentre get worksheet support with instructions for operator.

Misc. Operations: This feature supports to scrap products, create quality alerts, and perform checks, right from the WorkCentre.

Alerts: Odoo generate different types of alerts to show changes or quality checks to the operator.

Business Intelligence

Odoo supports examination report and hence helps in efficient planning of business.

Framework Users

There are types of users in manufacturing modules.

Manager: Manager oversees all activities including BOM, Work Order, and Routing system.

User: User generates assembling requests.

Bill of materials

Bill of Material is the document that keeps a record of the components or raw materials used for the manufacturing of a product. Odoo 14 Bill of Material ensures the proper documentation of all components used for the manufacturing of a product. It also includes the quantity details of the component for the production of the product. What is more the routing of the manufacturing process and individual steps take while manufacturing gets recorded in the Bill of Material (BoM).

Odoo offers support to the user to link multiple BoMs with each product. This ensures the documentation of the multiple variants of the product.

In Odoo 14, Routing is done at Manufacturing at BOM itself. Create multi-level Bills of Materials: Set a Bill of Materials with in another BoM

Optional routing: Generate new routings for work orders. This will sequence your production depending on the routing used. Create new routings for work orders. This will sequence your creation relying upon the routing utilized.

Version changes: It enables the inclusion of configurable alternatives while creating orders.

Phantom of Bill of Materials: Allows the sale of products in kits or to build replacement parts by Creating phantom BoM.

Setting up a BoM: The user can skip assignation of routing to the Bill of Material if the user decides to manage the manufacturing operations using manufacturing orders. In such cases, the manufacturing process will be completed in a single step and routing will not be required.

A user can create a new BoM by clicking CREATE button. But, for that, the user will have to create a product under the Product Menu.

After that go to the Bills of Materials under Product menu to CREATE BoM.

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Now you can click CREATE button to create new Bill of Materials.

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Here, you can see many attributes in the Create Form. They are explained below:

Product: The user can select a product from list. The product can be selected from the dropdown menu.

Product Variant: On defining product variant the BoM will be prepared specifically for this variant. Quantity: Quantity of the products to be manufactured.

Routing: This include the details of technical procedures for manufacturing the product. If a routing is specified we can say that the production orders will be executed through work order. If not, everything will be included in the production order.

Reference: This field is used to distinguish between different BoM for same product.

Specify the BoM Type: This helps the user to categorise the BoM for Manufacture this product/Kit/Subcontracting.

Below this you can find Add a line option. This field can be used to provide the details of raw materials used for the production.

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Component: The component used for the process

Quantity Product unit of measure: It indicates the unit of measure of the product

Apply on Variants: Helps to generate common BOM for all variants

Note:- A BoM can be later Updated/Deleted from Manufacturing > Products> Bill of Materials.

A user can use BoM for Product Variants. If the Bill of Material is for a single variant, specify them in the Product Variant field. If the Bill of Material is for multiple variants the user can specify the variant in the component line. A user can add many variants for each component.

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Operations

This tab allows the user to add routing. Initially Operations Tab may not be there in BoM Create form. A user can operations the BoM in Odoo 14. To enable this, go to Manufacturing > Configurations>Settings> Work Orders feature.

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Note:- It should be noted that each BoM will have only single routing. But each routing can be used several times to meet the requirements.

Create Operations

In Odoo 14, routing comes under Operations. A user can create routing by adding a line to the operations. On clicking Add a Line a new window will be opened. This window which gives you the Create Operations Form has many fields. Here you can add the individual steps used in the manufacturing process.

Operation: The activity

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Work Centre: The production centre where activities related to manufacturing take place

Sequence: This defines the order in which the specified BoMs will be included for production orders

Duration Computation: Calculation of the time required for the process

It can be done in two ways

1. Compute duration based on tracked time

2. Set duration manually

A work sheet tab also is provided in the form. This enables you to decide up on what type of work sheet has to be uploaded. It could be PDF, Google slide or Text.

The user can upload the file in the form.

After adding the routing, the user can save the operation window.

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Adding by-products

In Odoo we can define a by-product as the product manufactured apart from the primary product given in the Bill of Material.

A user can add by-products to a BoM, go to Manufacturing > Configurations>Settings> Work Orders feature.

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The user can enable the by-product feature by checking the box and saving the changes. After activating the feature in the settings, you can add your By-Products to your BoMs. One can add as many By-Products as they want. However, it should be registered during which operation the by-product is produced.

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Manufacturing order management

Odoo manufacturing module enables a user to manufacture a product in two different ways.

  • 1. A user can create a manufacturing order after following simple default stages and then complete the production
  • 2. The user can create a product by customizing the work order by setting up work centre and routing mechanisms.
Manage manufacturing in single step/ without routings

Here, the user can take a simple step- generate manufacturing orders without routings. This can be useful when the manufacturing process is limited to one place, one person and one step.

Odoo, by default, has manufacturing process without any routing.

Create a manufacturing order

Here, you can easily create manufacturing order. For this, go to Manufacturing> Operations> Manufacturing Order

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You can either use the existing manufacturing order or create a new one by clicking CREATE button

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The given fields are present in the Create Form

Product: The name of the product

Quantity: Choose the Quantity to produce.

BoM: You can choose Bill of Material from the list or create a new one.

Scheduled Date: The user can set a deadline for completing the production.

Responsible: The persons who is responsible for this manufacturing order.

Source: Reference of the document that generated this production order request.

After filling all fields click CONFIRM button

Here, Components Tab show the product, unit of measure and products to consume

By Products tab will show the number of by-products.

Work Order tab gives details about operation, work centre, scheduled start date, expected end date, real duration and status of the order

Miscellaneous Tab helps to get details about operation type, Components Location and Finished Product Location.

Here, the user can Confirm the order by clicking Confirm.

After Confirming, a user can Click “Check availability” to see the availability of raw materials in the inventory. The availability can be viewed at the Reserved Tab. The availability will be shown in red if the raw material is unavailable. If there is sufficient stock in the inventory then it will be shown in black.

AS Odoo offers negative inventory support, the user will be able to start production even though the raw material is not available. The process can be started by Clicking “Mark as done”.

Click “Mark as Done” to complete the production process.

Now you can see the status bar changes from Confirm to Done

Here you can also get the traceability report. This report can also be printed.

  • Product Moves
  • Stock Valuation
  • Cost Analysis
Manage manufacturing with routings and work centers

As we mentioned earlier, Odoo also enables manufacturing with routing. Compared to simple step method, manufacturing with routing and work centre can be considered advanced and multi-stepped. The advanced method facilitates the configuration of detailed manufacturing process including the setting up of Work centers, Routing and Work Order management

A user can enable this feature. For this, go to Manufacturing ->Configuration -> Settings and activate Work Orders feature under Operations Menu.

Then click SAVE

After this, the user can create a new manufacturing order in the following steps.

Manufacturing > Operations > Manufacturing Order > Create

Click CREATE here, you can fill the forms as did earlier.

Choose a product from the list or create a new product

Fix the Quantity to produce.

Select Bill of Material

Now, add routings to Work orders and configure the operations planned at different work centers. The Work centers are the locations where the manufacturing process takes place. ‘Routing’ gets auto-filled when you choose the BoM.

The user can also add the person Responsible for this manufacturing order.

Miscellaneous tab will show you the operation type, the location where the system stocks the raw material and the location where the system will stock the finished products.

Then Confirm the action.

Here you can see two buttons Start and Block. These buttons can be used for starting or blocking the process. The status of the process could also be viewed here.

Now, on clicking Check availability the user can see the availability of raw materials in inventory. If it is green, that means the inventory has reserve of raw material for production. If it is in Red the inventory does not have raw material. Here, a user can replenish the stock by clicking on the available stock.

There you will get a new window that will help you to get a FORECAST REPORT.

Replenish

The user can use the replenish tab to Replenish the stock

Here, you have to enter all required fields and confirm the act.

Manage production

After creating and confirming the MO the user can start the production of the goods. Odoo enables you to get a glance of all Manufacturing orders. For this, Go to Manufacturing > Operations > Manufacturing Orders> Work Orders. You can view the status of all on-going manufacturing orders from this place.

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Now, you can select a Manufacturing Order from the list.

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Now go to work orders tab

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On clicking Start the status will change as given below

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Here, you can Pause the production, mark the production as done or Block the production.

On clicking the BLOCK button, the user will be directed to a new wizard. The user can enter the reason for blocking at LOSS Reason.

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The user can also add additional description if wanted and then go ahead with Blocking.

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If you want to mark the products as SCRAP, you can click on scrap button

You will get a new window here.

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Here the user can enter product, quantity, package, owner source location and scrap location.

On clicking scrap button, a new window will be opened

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Now, go back to MO

On the right hand side of the work order, next to the red button, you can find an external link. On clicking this, you will be taken to a new window where you can access instructions for manufacturing, if any.

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Here, you can record the production and get instructions. You can carry out scrap, block and other activities here also.

You can click on the menu tab to get the below given options

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Maintenance Request button

Upon clicking MAINTENANCE REQUEST button is available in the both windows as given below

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On clicking on the button a new window requesting the type of maintenance will be opened: Preventive or Corrective maintenance. Here, one can specify several other details like manufacturer, equipment, manufacturing order and so forth.

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Planning work orders

Sometimes, the manufacturing industry will have to plan their work orders. This will help the investors to arrange the work for the entire day. This ensures the smooth completion of all works. This also prevents the user from wasting time on planning numerous work orders simultaneously.

Odoo 14 helps the user to schedule the beginning date for their manufacturing order. Besides, in situations when you plan two work orders at a similar work centre, at that hour, Odoo will help you to schedule the subsequent work just after completing the first.

Configuration:

Manufacturing ->Configuration -> Settings and activate Work Orders feature under Operations Menu.

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Click SAVE and mark the changes.

In the next step, go to Manufacturing> Operations> Manufacturing Orders. Create new order with planned start date.

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Create Manufacturing Order as to do and plan it by clicking Planning menu. Her, the user can access the scheduled orders.

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Master Production Schedule (MPS)

It is an important tool provided by Odoo to forecast your demand.

Configuration

To configure MPS, you have to go to the Manufacturing app ‣ Configuration ‣ Settings> Planning

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Here, you have to enable the Master Production Schedule feature. Then click Save button.

After Saving the changes, go to Planning ‣ Master Production Schedule.

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Here, you have two options- Replenish or Add a product.

Let us click Add a Product button. You will get a new window as given below. Here you can define the safety stock target of the product. Safety stock target is the stock that you want to have on hand at the end of a particular period. The user can also add the minimum and maximum quantities to replenish.

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Now, click Save button.

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MPS also helps you decide the information that the user would like to display. The user can restrict the view by clicking on Row as given below. The user can check the boxes of the data you want to be displayed.

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Estimate demand and launch replenishment

MPS helps a user to estimate demand for a particular product for a period of time. This detail can be included in the MPS as Demand Forecast. This feature helps the user to compare the forecasted demand with the actual demand. This process can be done at any time. The user will be able to forecast demand for a finished product. The demand for a finished product is directly proportionate to the demand for its components and the user from a manufacturing industry can make use of MPS to replenish raw materials.

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MPS automates the calculation of quantity to be replenished at different periods. MPS also helps a business to do replenishments to be launched based on the vendor and manufacturing lead time. The replenishments will be displayed in green in MPS. A user can launch replenishment by clicking the Replenish Button

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A user can select the option to replenish based on the configuration of the product. The user can either request for quotation, purchase or place manufacturing order to replenish. This can be accessed by clicking on the Actual Replenishment cell.

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Cells colour significance

In Master Production schedule you can find different colours of cells. This colour indicates certain factors.

Green: This colour indicates the quantity of products to be replenished to reach the safety stock limit. This is computed based on the demand forecast and the indirect demand forecast.

Grey: Grey indicates that replenishment order has already been generated. It also means that the quantity of the product matches current data.

Red: Red colour indicates that replenishment order has been generated. Here, the quantity is very high considering the existing data.

Orange: This also means that the replenishment order has been generated. But Orange indicates that the quantity was very low considering the already available data

In MPS a Forecasted stock line may also contain red cells. Here, red which means the stock will be negative during the particular period.

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Work centers and routings

Utilizing Odoo manufacturing module, the user can produce a product in two different ways. In the first method, a user can creating a manufacturing order by following simple default stages and complete the production. In the second way, the user can customize the work order by setting up work centre and routing mechanisms.

Work centers

Work centers can be identified as the Physical place situated in a business firm. It is at the work centre that different manufacturing processes take place. A user can create their work center details with all its performance indices. Later, they can make use of this data to analyze the efficiency of the work centre and other details of each work center.

A user can manage the work centers from dashboard itself. The user will be able to perform various actions and take reports directly from this dashboard.

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A user can create work centres in two ways. First one: add the work centers by directly clicking the button WORK CENTERS in the configuration menu. To do this go to Manufacturing->Configuration->Work Centers

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Now, click CREATE button.

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In the create form, you can find the following fields:

Work Center Name: Here, we can add name of the work center.

Alternative Work Centers: Alternative Work Centers is a work centre that can be used to substitute the main work centre in order to speed up production.

Code: This defines the code for particular work center.

Working hours: Working schedule of resource. The working hours can be modified by clicking modify button.

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Under General information tab

Time Efficiency: This field helps to calculate the duration of the work order at this centre. For example, if the expected duration of a work is one hour and the work centre takes one hour to complete the task, then the work hour efficiency is 100%. If the same work is completed in 30 minutes, then the efficiency is 200%

Capacity: Number of units or pieces that can be produced simultaneously.

OEE Target: Overall Equipment Effectiveness Target in percentage.

Time before prod: Time in minutes required for the set up.

Time after prod: Time in minutes for completing the cleaning

Cost per hour: Specify the expense or cost required for the operation of the work center per hour.

Analytic accounting: you have to fill this only if you want automatic analytic accounting entries on production orders.

Description: A description of the work center.

On starting the use of a work centre, the user can analyse what is happening in the work centre. This can be done with the help of the given buttons.

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This helps in knowing on what’s going on and how efficient actually the work center is.

Routing

Routing keeps track of the production operations or stages to be followed to produce the finished product. It also helps the end user to record the time spend on each manufacturing action and understand the next step. What’s more? It also helps to add a new view where the end user can add different instructions related to the work. This will help to avoid mistakes. Usually, the engineering manufacturing wing performs all these steps. These steps are usually done by the engineering manufacturing department. Odoo helps to learn about what all process have already been completed and the steps pending. This also helps to improve the process. Odoo offers an intuitive interface to set all activities in a few minutes and manage the manufacturing process efficiently.

A user can Create routing in Odoo in a few steps. For this, Go to Manufacturing> Manufacturing Orders> Work Orders

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Here, you can find the option to add a line.

Then click on Add a line

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Here, the user can add the details, including Operation, WorkCentre name, scheduled start date, scheduled end date, expected duration and status.

The user can add as many operations and work centres as required using this field to complete the routing process.

As the manufacturing order is based on the BoM, the system will follow the route specified in the manufacturing order. Here you can find a routing enabled manufacturing order.

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Here, you can Check the availability of raw materials by clicking on the Check availability button. Then click Work orders button to create all the work orders based on the routing.

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The user can start the process by clicking the START button.

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After the work is completed click Done to start the next work order.

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Unbuild a product

Odoo Manufacturing Module enables the end user to seamlessly unbuild the products. The user can unbuild the products build by them or can unbuild the products that they have received from someone else.

Let us first take the primary case. Here, you are manufacturing items by yourself. If your products show some imperfection/defect, then you may need to unbuild the product. This is done instead of rejecting the whole product. This action will enable you to reuse a few components of the product.

In the second case, the user can purchase products for the purpose of unbuilding them and reusing them.

How to Unbuild Order?

Configuration

Manufacturing->Operations->Unbuild Orders->Create

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Click Create to create an Unbuild order. If you want to unbuild something that you have manufactured select the corresponding manufacturing order. If you are unbuilding a product you purchased, then select only the product.

One done, click the UNBUILD button.

IF you unbuild the product that you manufactured before, you will get back the components from MO in stock. However, on unbuilding a product that you received or purchased, the user will get the components from BoM in stock.

Scrap orders management

A key feature of Odoo is scrap order management. It helps the end user to create scrap at any stage of the production line. The user can view scrap button in almost all stages of the manufacturing process. Odoo helps to create scrap order just by clicking the SCRAP button,

For this, go to Manufacturing -> Operations -> Scrap Orders -> Create

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In the Create form, a user can specify the product that should be scrapped. Besides, the total number of quantities, source location, scrap location, and source document if any can also be mentioned.

Fill the fields and Click “ VALIDATE”. Then you will get window as given below

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Then click Confirm

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However, the user can carry out quick scrapping process by clicking on Scrap button available on almost all forms of production.

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Subcontracting

Subcontracting is a common operation in business. Odoo enables the user to subcontract the production of some finished products via subcontractors. In Odoo you can activate subcontracting feature by going to manufacturing settings.

Configuration

Go to Manufacturing > Configuration > Settings and activate Subcontracting feature under Operations menu.

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Then go to BOM under Products and tick the Sub contracting field

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On clicking the BOM type as Subcontracting, the user can see a new field below the BOM type. Here the user can enter the details of the subcontractors.

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Upon leaving the subcontractor field is kept empty, any subcontractor can access the BoM. However, upon defining names, the BoM will be only accessible for those subcontractors.

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Receive or buy a subcontracted product

In Odoo, the user has two options. The first one is to buy the subcontracted product from your subcontractor. The second one is to directly receive the subcontracted product.

Buying subcontracted product from subcontractor

Go to Odoo Apps> Purchase Module. Create a new purchase order.

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Here, the vendor must be a subcontractor. The unit price should be the cost that you are paying to the subcontractor for subcontracting the product.

On validating the purchase order, a receipt will be generated automatically.

On receiving product, validate the receipt.

Stock moves get created:

For components

Subcontracting-> Production

For subcontracted product

Production -> Subcontracting

Subcontracting -> Stock

Location is the place where the subcontractor’s ware house is present. It can be considered as in internal location. Hence components sent to the subcontractor are still valued in stock.

To receive the subcontracted product, you can create the receipt manually.

Resupply the subcontractor with the components

Odoo enables you to manage resupply of your subcontractor in three different ways:

Manually: Here, you can create a delivery order defining subcontractor as the partner. This defines the components to deliver.

With reordering rules: This ensures that the subcontractors are supplied with sufficient components. A delivery order is created automatically for the product when reordering rule is triggered.

On order: This is done by delivering components to your subcontractors whenever you order for a subcontracted product. To initiate this action you can tick the route Resupply Subcontractor on Order on the wanted components.

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Product lifecycle management

Product lifecycle management (PLM) in Odoo 14 deals with engineering change orders (ECO). Engineering Change Orders (ECO), as the name indicates, are the procedures carried out to apply changes in the product components, documents or assemblies. Here, the changes can be made with respect to processes, work instructions or changes specified.

In case the existing BoM for a product is not available in the market the user can update the BOM with the help of Engineering Change Order. For this, you have to use PLM.

Configuration

For this you have to install PLM module.

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PLM gives different option as in the given below image:

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Overview: The user can see all engineering change order types and number of changes in progress in each ECO.

Changes: Here, the user will be able to view the engineering change orders in different formats including kanban, list, calendar, pivot and graph. Here, they can be found grouped on the basis of product, state, and stage or a custom group.

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Master Data: You can find Products, Bill of materials of products, Routings, and Work centers under this section.

Reporting: Analyze all ECOs by reporting.

Configuration

A user can create ECO stage by going to PLM> Configuration> ECO Stages. The user can also edit and create ECO types and ECO tags.

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Creating ECO Types

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Here, the user can enter the name of the product. The user can also set email alias. Then Click Save to mark changes.

Now going back to the overview. There you can get a glance of the newly created ECO type.

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Now you can enter the ECO changes by clicking ENGINEERING CHANGES BUTTON. Then you will be redirected to a new page as below:

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The user can add many stages here:

New: This can be used for creating new engineering change orders.

In Progress: The ECOs in progress

Validated/Approved: The ECOs validated or approved by others.

Effective: We can use this stage for confirmed ECOs. Here one can apply changes. This stage will be marked as the final stage in the stage settings. The user can also allow to apply changes for applying ECO changes.

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Rejected: It is possible that the ECO request may be rejected. Such actions can be added here.

Creating an engineering change order

Configuration

Go to PLM> Changes

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Now, click CREATE button, to create new ECO.

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On the right top of this form one can see different stages through which ECO passes.

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In the Create Form you can find the given fields

Short summary: This field given a short summary of the ECO

Type: The type of ECO.

Apply on: Here, the user can decide where the order has to be applied. The user can apply on Product Only/ BoM

Effectivity: The proposed date on which the changes should be applied.

A user can add tags for the ECO, product detail, responsible detail etc. also in the form. Besides, the Notes option below the form helps the user to cite the reason for the ECO. After completing all these works, save the changes and confirm start new revision.

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On making any changes by clicking Start New Revision the user will be given option to update document. On making any changes the corresponding number of revisions will be notified on top of the ECO.

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This is the engineering change order of Product in PLM module. The same way we can also create ECO in bill of material, routing, both routing and BoM. ECO in the product will enable the end user to update the documents related to that product and upload documents. A user can view the uploaded document as attachment of the product. If the product undergoes engineering change order then it comes under the components of another product.

Quality management

Quality is the key to success in any business. A manufacturing industry should offer quality products to the customers. This can be done with several quality checks, prior to bringing out the final product. The evaluation of the quality of the product at different stages enables to assure its standard compliance. Quality concept is more significant in the manufacturing business as the industry is involved with the production process. With Odoo Quality Module, a business can set quality check at different stages.

First step to do this is to install Quality module from Odoo Apps.

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The dashboard of the Quality module gives a Quality Overview. It gives the Kanban view of the Quality Teams.

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For companies with multiple teams for quality check, Odoo allows to create multiple quality teams. The Overview also helps the user to analyze the overall status and the work progress of each quality team.

In order to create new Quality Team, go to

Quality -> Configuration -> Quality Teams -> Create

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In this form you can find the fields like –Project Name, Email Alias and Company. After entering these details, click on the SAVE button to mark changes.

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Quality control points

Using quality control points the user can define the stages when the product has to be checked. The user can also decide how the quality should be checked and what all factors are to be checked. For setting control points, go to

Quality -> Quality Control -> Control Points

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Then click CREATE Button to create new CONTROL POINT

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In the above given create form of the control points you can find many fields as given below:

Title: Title for the control point.

Product: The product for which quality has to be tested.

Product Variant: The user can select the product variant for quality check for products with multiple variants.

Operation: The stage at which the quality has to be checked.

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Odoo enables three main types of operations.

Receipts: On receipt of order (When a company receives a purchase order)

Delivery Orders: At the time of delivering a product (On delivering a product based on a sales order)

Manufacturing: Quality check at manufacturing stage.

Note: If user is involving with multi-companies, Odoo provides three more options. Note, Message if failure and Instruction. All these messages can be sent in the form of notes.

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Control Type: In Odoo 14, Control types define the interval of the quality check. We can find three options under this:

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All Operations: On selecting this Quality check will be enabled for every operation.

Randomly: This enables random check of quality. When choosing randomly. The user gets another field on selecting this -Control Frequency. On selecting this Quality check can be generated on the basis of this Control Frequency.

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Periodically: On selecting this Quality check can be initiated periodically. The interval can be set as Day, Week and Month.

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Type: Quality of a product will be checked on the basis of selected type. Here, you get four options:

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Team: Assign a quality check team to check quality.

Responsible: A user can be selected as responsible person for the quality check.

Instructions: Can give any instruction required

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Now, the user can create a sales order for the corresponding item.

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You can click on Delivery button then. A user can see Quality Check Button as active at the delivery stage. Then, click Quality Checks.

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Then you will get a pop-up window as given below. Here, the user can select pass or fail button.

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Then the status of this quality check will change. Quality Check Smart Button in the delivery order will turn green.

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Quality -> Quality Controls -> Quality Checks

All Quality Checks will be shown here with the Status.

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In the above images we can see the status of quality check in Sales and in Quality module.

If the quality team notices any defect or damage in the quality then the quality will be marked as failed.

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If the quality is tested as failed, then the Quality Alert button will be activated.

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This quality alert setting form has many fields. As given below

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Product: Name of the product requiring quality alert

Lot Number/Serial Number: IF the product has lot or serial number set them in Lot.

Tag: Add or create tags for understanding the quality issues.

Root Cause: The main cause for the quality issue.

Priority: Quality Alert will be generated or shown based on the priority. The user will get alert of high priority first.

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Description: Description of quality issues.

Corrective Actions: Actions required for correcting quality issues.

Preventive Actions: Precautions to be taken against type of quality problems.

These 3 notes get displayed on the Quality Alerts. The Quality Team can refer these notes to take necessary actions.

Created Quality Alerts will be displayed in the overview of Quality Teams.

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Quality Alerts for different stages will be shown in the Quality Alerts based on current status of the alert.

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As mentioned earlier, alerts will be generated based on the set priorities. Here, in the above given image we can find the solved stage of the alert in folded form. The moment, the Quality Alert reaches Solved state; quality alert will be removed from the overview of the Quality Team.

Note: Quality Alert directly notifies the Quality Team. In Sale Order the Quality Check Smart Button turns into red color.

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Quality reporting

Configuration:

Quality> Reporting

In Odoo there are two types of Quality Reporting

Quality Alerts

Quality Checks

Let us see Report for Quality Checks

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Now let us see the report for Quality Alerts

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Maintenance management

The key responsibility of the manufacturing department is to assure the product performance. TO bring out the best end product, the quality should be assured in each stage of manufacturing. For this it is important to manage the quality of the equipment used for production.

To ensure production quality, Odoo has introduced maintenance module. Odoo provides you with maintenance protocols like tracking equipment and maintenance request by computing standard statistics. Odoo helps you to carry out maintenance in two ways: Preventive and Corrective

Preventing Maintenance

Preventive maintenance is the routinely performed maintenance on the equipment prevents the possibility for dysfunction. It is performed when the equipment is in working condition. Preventive maintenance is carried out before the equipment notifies any fault/failure. Preventive maintenance, in short, as servicing of equipment, carried in regular intervals.

Corrective Maintenance:

Corrective maintenance, on the other hand, is a maintenance operation performed to distinguish, segregate, and redress an issue. This type of maintenance helps to correct faulty equipment and helps it to reestablish to operational condition.

Equipment maintenance aims at reducing the downtime as well as aims to make the manufacturing process more proficient. Regular servicing at fixed intervals reduces the risk of equipment failure.

To make use of Odoo Maintenance module you have to first install the App.

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Using this module a user can carry out different maintenance operations.

Creating equipment

To create equipment,

Go to Equipment -> Machines and Tools -> Create.

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On clicking Create button you will be taken to a new window as given below

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The creation form will have the following fields:

Equipment Name: Name of the equipment.

Equipment Category: Category of the equipment.

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Department: Select the department where the equipment is used

Employee: Choose employee who uses the equipment

Other: This field helps to choose an employee and the department

Maintenance team: Create/Choose the maintenance team.

Equipment category

Configuration:

Maintenance > Configuration > Equipment Categories

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Click CREATE button to create new equipment category.

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In the create form, the user can specify the equipment category name, responsible person and company details

Creating maintenance team

Configuration:

Maintenance > Configuration > Maintenance Teams> Create.

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Here, the user can add the name of the team, team members and can also choose a company for creating maintenance team.

Now let us go back to creating an equipment,

Technician: Technician who takes care of the equipment.

Assigned Date: Add assigned date if any. For example, if the equipment is used by an employee, the user can specify the date on which the equipment was assigned to that employee.

Scrap date: Add scrap date based on its durability.

Used in location: Location where equipment is used.

Work Center: Work center of the equipment if any.

Product information tab

The user can add details pertaining to the equipment. For example, when it was bought.

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Add details of vendor associated to the equipment, vendor reference, the equipment model, serial number, Effective date (the date at which the equipment became effective. The date given here will be used to compute the Mean Time Between Failure, equipment cost and warranty expiration date.

Under Maintenance tab

Here you can find details pertaining to the maintenance

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Preventive Maintenance Frequency: Set the frequency of preventive maintenance in number of days.

Next Preventive Maintenance: After setting preventive maintenance the next preventive maintenance date will get automatically set based on that. This will be calculated based on the effective date.

Maintenance duration: Duration of maintenance

Expected Mean Time Between Failures: The user can set the expected mean time between failures in days.

Mean Time Between Failures(MTBF): This period can be calculated based already performed corrective maintenances.

Estimated Next Failure: Latest Failure Date+ MTBF.

Latest failure: This field will be updated automatically.

Mean Time To Repair (MTTR): Average time between maintenance and repair in days. If the maintenance started on 4nd April and equipment got repaired on 5 April we can calculate the repair mean time to repair as 1 day.

Creating maintenance stages

Configuration:

Maintenance > Configuration > Maintenance stages

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Click CREATE button if you want to create a new maintenance stage

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Here, the user can add the name of the stage and specify if it is folded stage or not. Then the user can also mention request done or not status.

Creating maintenance request

Configuration:

Go to Maintenance > Maintenance requests

Here, you can find all maintenance works in progress. You can also create new request.

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Click CREATE to create new request

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You can fill the given fields as given below.

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Title: Name the maintenance request.

Created by: Add the name of the employee who creates maintenance request

Company: Name of the Company that requests for maintenance.

Equipment: Equipment for maintenance.

Request date: Date on which the maintenance is processed

Maintenance type: Select Corrective or Preventive maintenance

Manufacturing order: This field can be used if equipment failure takes place when a manufacturing order is in progress.

Teams: Choose a maintenance team.

Responsible: Person responsible to carry out maintenance

Scheduled date: Date on which the maintenance is planned

Duration: Duration of the maintenance.

Priority: Set priority

Email cc: email ID to which mail copy is sent

Note: The user can add details of request or error

Maintenance request can be created and viewed from the calendar menu also. For that, go to Maintenance>Maintenance Calendar.

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A user can create maintenance request from the maintenance calendar also. He the process can be completed by clicking on any date.

Then you get a window

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Corrective maintenance request

Once the maintenance team starts the work the status of the request will be changed to INPROGRESS. On completion of the equipment repair, state will automatically be changed to REPAIRED. The status will be changed to SCRAP if the equipment is scraped.

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IF the equipment is scrapped, the scrap date will be automatically added to the fields.

Go to Maintenance >Equipment and select the scrapped equipment to view this.

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Preventive maintenance request

If the request is raised as preventive request on completion of the repair, a corresponding ‘next preventive date ‘ will be automatically set as maintenance requested date in the equipment as given below.

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When preventive maintenance request is resolved, the next preventive date will be automatically calculated based on the preventive maintenance frequency set in the equipment.

Maintenance Request from MO

One can also create maintenance request from manufacturing order and work order. For that Go to > Manufacturing Module

On the top of the manufacturing order form you can see the MAINTENANCE REQUEST button.

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Maintenance Request from WO

If the equipment fails when the work order is being processed, then the user can create maintenance request the work orders. For that, click on the Maintenance Request Button in the WO.

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Then you will get Maintenance request form

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Work centers

The maintenance module also enables you to set work centers to carry the maintenance of equipment created for certain manufacturing process.

Configuration:

Maintenance> Equipment > Work Centers> Create

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In this form a user can add work center for the equipment under equipment tab. The user can also add Technician responsible for the maintenance, the category of the equipment, MTBF, AND Est. Next Failure and other details.

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Reporting

The user can generate the Maintenance Requests report from

Maintenance> Reporting> Maintenance Requests

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The user can view report in Bar Chart, Line Chart and Pie Chart formats

Repair management

The Odoo Repair application helps the end user to fix products you have made or manufactured if the product is detected with defect or imperfection. For this you have to install Repair Module

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On entering the Module you will be taken to Repair dashboard

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Creating a repair order

To create a repair order Click CREATE button

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This repair facility can be used when a client sends you a product for repair. Then a form as given below will be listed in the repair list

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The user can add details including product to repair, product quantity, Lot/Serial, the customer Invoicing method, the parts you may require etc.

The user will also be able to send the repair quotation to its customer. In such cases, the work can start when the repair quotation gets approved. The user can then confirm the repair via clicking the CONFIRM REPAIR button.

Then the end user will be able to start the work and later end the repair process.

The user can also use CANCEL REPAIR button to cancel the request.

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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