[ADD] MRP: Three-step manufacturing

Author: John Holton (hojo)

content/applications/inventory_and_mrp/manufacturing/management.rst

@@ -20,3 +20,4 @@ Manufacturing workflows
    management/configure_manufacturing_product
    management/split_merge
    management/work_order_dependencies
+   management/three_step_manufacturing

content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst

@@ -0,0 +1,169 @@
+========================
+Three-step manufacturing
+========================
+
+.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
+
+Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using
+three-step manufacturing, Odoo creates a pick components transfer, a manufacturing order, and a
+store finished product transfer.
+
+.. tip::
+   The number of steps used in manufacturing is set at the warehouse level, allowing for each
+   warehouse to use a different number of steps. To change the number of steps used for a specific
+   warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`,
+   then select a warehouse from the :guilabel:`Warehouses` screen.
+
+   On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input field
+   and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick components
+   and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then store
+   products (3 steps)`.
+
+   .. image:: three_step_manufacturing/manufacturing-type.png
+      :align: center
+      :alt: The Manufacture radio input field on a warehouse configuration page.
+
+.. important::
+   Products must be properly configured before they can be manufactured in Odoo. For details on how
+   to do so, see the documentation on how to :ref:`configure a product for manufacturing
+   <manufacturing/management/configure-manufacturing-product>`.
+
+Create manufacturing order
+==========================
+
+To manufacture a product in Odoo *Manufacturing*, begin by navigating to
+:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then click :guilabel:`New`
+to create a new manufacturing order.
+
+On the new manufacturing order, select the product to be produced from the :guilabel:`Product`
+drop-down menu. The :guilabel:`Bill of Material` field auto-populates with the associated Bill of
+Materials (BoM).
+
+If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the
+:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the
+associated product.
+
+After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs
+auto-populate with the components and operations specified on the |BOM|. If additional components or
+operations are required for the manufacturing order being configured, add them to the
+:guilabel:`Components` and :guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`.
+
+Finally, click :guilabel:`Confirm` to confirm the manufacturing order.
+
+Process pick components transfer
+================================
+
+After confirming a three-step manufacturing order, a :guilabel:`Transfers` smart button appears at
+the top of the page. Click it to be taken to the :guilabel:`Transfers` page for the manufacturing
+order. The page will list two transfers: *WH/PC/XXXXX* (the pick components transfer), and
+*WH/SFP/XXXXX* (the store finished products transfer).
+
+.. image:: three_step_manufacturing/transfers-smart-button.png
+   :align: center
+   :alt: The Transfers smart button on a manufacturing order.
+
+Select :guilabel:`WH/PC/XXXXX` to open the pick components transfer for the manufacturing order.
+This transfer is used to track the movement of components from the locations where they are stored
+to the location where they are used to manufacture the product.
+
+After transferring the components out of their storage location, click :guilabel:`Validate` at the
+top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
+window that appears. Doing so moves the transfer to the :guilabel:`Done` stage and updates inventory
+counts to reflect the quantity of components transferred.
+
+Finally, return to the manufacturing order by clicking the :guilabel:`WH/MO/XXXXX` bread crumb at
+the top of the page.
+
+.. image:: three_step_manufacturing/mo-bread-crumb.png
+   :align: center
+   :alt: The manufacturing order bread crumb on a pick components transfer.
+
+Process manufacturing order
+===========================
+
+A manufacturing order is processed by completing all of the work orders listed under its
+:guilabel:`Work Orders` tab. This can be done on the manufacturing order itself, or from the work
+order tablet view.
+
+Basic workflow
+--------------
+
+To complete work orders from the manufacturing order itself, begin by navigating to
+:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then select a manufacturing
+order.
+
+On the manufacturing order page, select the :guilabel:`Work Orders` tab. Once work begins on the
+first operation that needs to be completed, click the :guilabel:`Start` button for that operation.
+Odoo *Manufacturing* then starts a timer that keeps track of how long the operation takes to
+complete.
+
+.. image:: three_step_manufacturing/start-button.png
+   :align: center
+   :alt: The Start button for an operation on a manufacturing order.
+
+When the operation is completed, click the :guilabel:`Done` button for that operation. Repeat the
+same process for each operation listed on the :guilabel:`Work Orders` tab.
+
+.. image:: three_step_manufacturing/done-button.png
+   :align: center
+   :alt: The Done button for an operation on a manufacturing order.
+
+After completing all of the operations, click :guilabel:`Produce All` at the top of the screen to
+mark the manufacturing order as :guilabel:`Done` and register the manufactured product(s) into
+inventory.
+
+.. image:: three_step_manufacturing/produce-all.png
+   :align: center
+   :alt: The Produce All button on a manufacturing order.
+
+Tablet view workflow
+--------------------
+
+To complete the work orders for a manufacturing order using the tablet view, begin by navigating to
+:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then select a manufacturing
+order.
+
+Next, click on the :guilabel:`Work Orders` tab, then select the :guilabel:`tablet view` button on
+the line of the first operation that will be processed. This opens the tablet view.
+
+.. image:: three_step_manufacturing/tablet-view-button.png
+   :align: center
+   :alt: The tablet view button for a work order on a manufacturing order.
+
+After opening the tablet view, Odoo *Manufacturing* automatically starts a timer to keep track of
+how long the operation takes to complete. After completing the operation, click the :guilabel:`Mark
+as Done` button in the top right of the tablet view.
+
+.. image:: three_step_manufacturing/mark-as-done.png
+   :align: center
+   :alt: The Mark as Done button in the manufacturing tablet view.
+
+Clicking :guilabel:`Mark as Done` while there is at least one more operation left to complete will
+open a page that lists the next operation. Click on that operation to open it in the tablet view.
+
+Once the final operation for the manufacturing order has been reached, a :guilabel:`Mark as Done and
+Close MO` button will appear on the tablet view in addition to the :guilabel:`Mark as Done` button.
+Click :guilabel:`Mark as Done and Close MO` to mark the manufacturing order as :guilabel:`Done` and
+register the manufactured product(s) into inventory.
+
+.. image:: three_step_manufacturing/done-and-close.png
+   :align: center
+   :alt: The Mark as Done and Close MO button in the manufacturing tablet view.
+
+It is also possible to complete the final operation while keeping the manufacturing order open, by
+clicking :guilabel:`Mark as Done`. In this case, the manufacturing order can be closed at a later
+time by clicking the :guilabel:`Produce All` button on the order.
+
+Process finished product transfer
+=================================
+
+After completing the manufacturing order, return to the order's :guilabel:`Transfers` page by
+clicking the :guilabel:`Transfers` button at the top of the order. This time, select
+:guilabel:`WH/SFP/XXXXX` to open the store finished products transfer. This transfer is used to
+track the movement of finished products from the location where they were manufactured to the
+location where they are stored.
+
+After transferring the finished products to their storage location, click :guilabel:`Validate` at
+the top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
+window that appears. Doing so moves the transfer to the :guilabel:`Done` stage and updates inventory
+counts to reflect the quantity of finished products transferred.