Quality checks¶

Quality checks are manual inspections conducted by employees, and are used to ensure the quality of products. In Odoo, a quality check can be conducted for a single product, or multiple products within the same inventory operation or manufacturing order.

Using a Quality Control Point (QCP), it is possible to create quality checks automatically at regular intervals. When quality checks are created by a QCP, they appear on a manufacturing or inventory order, where the employee processing the order will be prompted to complete them. For a full explanation of how to create and configure a QCP, see the documentation on quality control points.

While quality checks are most commonly created automatically by a QCP, it is also possible to manually create a single quality check. Creating a check manually is useful when an employee wants to schedule a quality check that will only occur once, or register a quality check that they conduct unprompted.

Manual quality check¶

To manually create a single quality check, navigate to Quality ‣ Quality Control ‣ Quality Checks, and click New. On the quality check form, begin by selecting an option from the Control per drop-down menu:

• Operation requests a check for an entire operation (ex. delivery order) and all products within it.

• Product requests a check for every unit of a product that is part of an operation (ex. every unit of a product within a delivery order).

• Quantity requests a check for every quantity of a product that is part of an operation (ex. one check for five units of a product within a delivery order). Selecting Quantity also causes a Lot/Serial drop-down field to appear, from which can be selected a specific lot or serial number that the quality check should be conducted for.

Next, select an inventory operation from the Picking drop-down menu or a manufacturing order from the Production Order drop-down menu. This is necessary because Odoo needs to know for which operation the quality check is being conducted.

If the quality check should be assigned to a specific QCP, select it from the Control Point drop-down menu. This is useful if the quality check is being created manually, but should still be recognized as belonging to a specific QCP.

Select a quality check type from the Type drop-down field:

• Instructions provides specific instructions for how to conduct the quality check.

• Take a Picture requires a picture to be attached to the check before the check can be completed.

• Pass - Fail is used when the product being checked must meet a certain criteria to pass the check.

• Selecting Measure causes a Measure input field to appear, in which a measurement must be entered before the check can be completed.

• Selecting Worksheet causes a Quality Template drop-down field to appear. Use it to select a quality worksheet that must be filled out to complete the check.

In the Team field, select the quality team that is responsible for the quality check. In the Company field, select the company that owns the product being inspected.

On the Notes tab at the bottom of the form, enter any relevant instructions in the Instructions text entry box (ex. ‘Attach a picture of the product’). In the Notes text entry box, enter any relevant information about the quality check (who created it, why it was created, etc.).

Finally, if the check is being processed immediately, click the Pass button at the top left of the screen if the check passes, or the Fail button if the check fails.

Process quality check¶

Quality checks can be processed directly on the quality check’s page, or from a manufacturing or inventory order for which a check is required. Alternatively, if a quality check is created for a specific work order operation, the check is processed in the Shop Floor module.

Quality check page¶

To process a quality check from the check’s page, begin by navigating to Quality ‣ Quality Control ‣ Quality Checks, then select the check to process. Follow the instructions for how to complete the check, listed in the Instructions field of the Notes tab at the bottom of the page.

If the quality check passes, click the Pass button at the top of the page. If the check fails, click the Fail button, instead.

Quality check on order¶

To process a quality check on an order, select a manufacturing or inventory order (receipt, delivery, return, etc.), for which a check is required. Manufacturing orders can be selected by navigating to Manufacturing ‣ Operations ‣ Manufacturing Orders, and clicking on an order. Inventory orders can be selected by navigating to Inventory, clicking the # To Process button on an operation card, and selecting an order.

On the selected inventory or manufacturing order, a purple Quality Checks button appears at the top of the order. Click the button to open the Quality Check pop-up window, which shows all of the quality checks required for that order.

Follow the instructions that appear on the Quality Check pop-up window. If a Pass - Fail check is being processed, complete the check by clicking Pass or Fail at the bottom of the pop-up window. For all other quality check types, a Validate button appears instead. Click it to complete the check.

Quality check on work order¶

To process a quality check for a work order, begin by navigating to Manufacturing ‣ Operations ‣ Manufacturing Orders. Select an MO that includes a work order for which a quality check is required.

On the MO, select the Work Orders tab, and then click the Open Work Order (external link icon) button on the line of the work order to be processed. On the resulting Work Orders pop-up window, click the Open Shop Floor button to open the Shop Floor module.

When accessed from a specific work order, the Shop Floor module opens to the page for the work center where the order is configured to be processed, and isolates the work order’s card so that no other cards are shown.

Process the work order’s steps until the quality check step is reached. Click on the step to open a pop-up window that details how the check should be completed. After following the instructions, click Validate to complete the check. Alternatively, if a Pass - Fail check is being processed, click either the Pass or Fail button.

It is also possible to complete a quality check by clicking the checkbox on the right side of the step. Doing so automatically marks the check as Passed.