|
| 1 | +====================== |
| 2 | +One-step manufacturing |
| 3 | +====================== |
| 4 | + |
| 5 | +.. _manufacturing/management/one_step_manufacturing: |
| 6 | +.. |BOM| replace:: :abbr:`BoM (Bill of Materials)` |
| 7 | + |
| 8 | +Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using |
| 9 | +one-step manufacturing, Odoo creates a manufacturing order, but does not generate transfers for the |
| 10 | +movement of components out of inventory or finished products into stock. Inventory counts still |
| 11 | +update based on the number of components used and products manufactured, but the act of transferring |
| 12 | +them to and from inventory is not tracked. |
| 13 | + |
| 14 | +.. tip:: |
| 15 | + The number of steps used in manufacturing is set at the warehouse level, allowing for each |
| 16 | + warehouse to use a different number of steps. To change the number of steps used for a specific |
| 17 | + warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`, |
| 18 | + and then select a warehouse from the :guilabel:`Warehouses` screen. |
| 19 | + |
| 20 | + On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input |
| 21 | + field and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick |
| 22 | + components and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then |
| 23 | + store products (3 steps)`. |
| 24 | + |
| 25 | + .. image:: one_step_manufacturing/manufacturing-type.png |
| 26 | + :align: center |
| 27 | + :alt: The Manufacture radio input field on a warehouse configuration page. |
| 28 | + |
| 29 | +.. important:: |
| 30 | + Products must be properly configured before they can be manufactured in Odoo. For details on how |
| 31 | + to do so, see the documentation on how to :ref:`configure a product for manufacturing |
| 32 | + <manufacturing/management/configure-manufacturing-product>`. |
| 33 | + |
| 34 | +Create manufacturing order |
| 35 | +========================== |
| 36 | + |
| 37 | +To manufacture a product in Odoo *Manufacturing*, begin by navigating to |
| 38 | +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then click :guilabel:`New` |
| 39 | +to create a new manufacturing order. |
| 40 | + |
| 41 | +On the new manufacturing order, select the product to be produced from the :guilabel:`Product` |
| 42 | +drop-down menu. The :guilabel:`Bill of Material` field auto-populates with the associated bill of |
| 43 | +materials (BoM). |
| 44 | + |
| 45 | +If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the |
| 46 | +:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the |
| 47 | +associated product. |
| 48 | + |
| 49 | +After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs |
| 50 | +auto-populate with the components and operations specified on the |BOM|. If additional components or |
| 51 | +operations are required for the manufacturing order being configured, add them to the |
| 52 | +:guilabel:`Components` and :guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`. |
| 53 | + |
| 54 | +Process manufacturing order |
| 55 | +=========================== |
| 56 | + |
| 57 | +A manufacturing order is processed by completing all of the work orders listed under its |
| 58 | +:guilabel:`Work Orders` tab. This can be done on the manufacturing order itself, or from the work |
| 59 | +order tablet view. |
| 60 | + |
| 61 | +Basic workflow |
| 62 | +-------------- |
| 63 | + |
| 64 | +To complete work orders from the manufacturing order itself, begin by navigating to |
| 65 | +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then select a manufacturing |
| 66 | +order. |
| 67 | + |
| 68 | +On the manufacturing order page, select the :guilabel:`Work Orders` tab. Once work begins on the |
| 69 | +first work order that needs to be completed, click the :guilabel:`Start` button for that work order. |
| 70 | +Odoo *Manufacturing* then starts a timer that keeps track of how long the work order takes to |
| 71 | +complete. |
| 72 | + |
| 73 | +.. image:: one_step_manufacturing/start-button.png |
| 74 | + :align: center |
| 75 | + :alt: The Start button for an operation on a manufacturing order. |
| 76 | + |
| 77 | +When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the |
| 78 | +same process for each work order listed on the :guilabel:`Work Orders` tab. |
| 79 | + |
| 80 | +.. image:: one_step_manufacturing/done-button.png |
| 81 | + :align: center |
| 82 | + :alt: The Done button for an operation on a manufacturing order. |
| 83 | + |
| 84 | +After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to |
| 85 | +mark the manufacturing order as :guilabel:`Done` and register the manufactured product(s) into |
| 86 | +inventory. |
| 87 | + |
| 88 | +.. image:: one_step_manufacturing/produce-all.png |
| 89 | + :align: center |
| 90 | + :alt: The Produce All button on a manufacturing order. |
| 91 | + |
| 92 | +Tablet view workflow |
| 93 | +-------------------- |
| 94 | + |
| 95 | +To complete the work orders for a manufacturing order using the tablet view, begin by navigating to |
| 96 | +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then select a manufacturing |
| 97 | +order. |
| 98 | + |
| 99 | +Next, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`📱 (tablet)` button |
| 100 | +on the line of the first work order that will be processed. This opens the tablet view. |
| 101 | + |
| 102 | +.. image:: one_step_manufacturing/tablet-view-button.png |
| 103 | + :align: center |
| 104 | + :alt: The tablet view button for a work order on a manufacturing order. |
| 105 | + |
| 106 | +After opening the tablet view, Odoo *Manufacturing* automatically starts a timer to keep track of |
| 107 | +how long the work order takes to complete. After completing the work order, click the |
| 108 | +:guilabel:`Mark as Done` button in the top right of the tablet view. |
| 109 | + |
| 110 | +.. image:: one_step_manufacturing/mark-as-done.png |
| 111 | + :align: center |
| 112 | + :alt: The Mark as Done button in the manufacturing tablet view. |
| 113 | + |
| 114 | +Clicking :guilabel:`Mark as Done` while there is at least one more work order left to complete will |
| 115 | +open a page that lists the next work order. Click on that work order to open it in the tablet view. |
| 116 | + |
| 117 | +Once the final work order for the manufacturing order has been reached, a :guilabel:`Mark as Done |
| 118 | +and Close MO` button will appear on the tablet view in addition to the :guilabel:`Mark as Done` |
| 119 | +button. Click :guilabel:`Mark as Done and Close MO` to mark the manufacturing order as |
| 120 | +:guilabel:`Done` and register the manufactured product(s) into inventory. |
| 121 | + |
| 122 | +.. image:: one_step_manufacturing/done-and-close.png |
| 123 | + :align: center |
| 124 | + :alt: The Mark as Done and Close MO button in the manufacturing tablet view. |
| 125 | + |
| 126 | +It is also possible to complete the final operation while keeping the manufacturing order open, by |
| 127 | +clicking :guilabel:`Mark as Done`. In this case, the manufacturing order can be closed later by |
| 128 | +clicking the :guilabel:`Produce All` button on the order. |
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