[IMP] Quality: QCing an inventory operation

closes odoo/documentation#16814

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
This commit is contained in:
erjer-odoo
2026-03-12 10:08:10 -07:00
parent e6a23e9226
commit 9e1c3c6940
3 changed files with 35 additions and 20 deletions

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@@ -21,26 +21,42 @@ manually create a single quality check. Creating a check manually is useful when
to schedule a quality check that will only occur once, or register a quality check that they conduct
unprompted.
.. _quality/quality_checks/manual:
Manual quality check
====================
To manually create a single quality check, navigate to :menuselection:`Quality --> Quality Control
--> Quality Checks`, and click :guilabel:`New`. On the quality check form, begin by selecting an
option from the :guilabel:`Control per` drop-down menu:
--> Quality Checks`, and click :guilabel:`New`.
- :guilabel:`Operation` requests a check for an entire operation (ex. delivery order) and all
On the quality check form, begin by specifying a :guilabel:`Title` for the quality check. This
should be a brief description of what the quality check entails.
Select an option from the :guilabel:`Control per` drop-down menu:
- :guilabel:`Operation` requests a check for an entire operation (such as a delivery order) and all
products within it.
- :guilabel:`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).
- :guilabel:`Product` requests a check for every unit of a product that is part of an operation
(e.g., every unit of a product within a delivery order).
- :guilabel:`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
:guilabel:`Quantity` also causes a :guilabel:`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.
(e.g., one check for five units of a product within a delivery order).
When :guilabel:`Product` or :guilabel:`Quantity` are selected, it is possible to select a
:guilabel:`Product` in inventory. If that product is tracked by lot or serial number, the
:guilabel:`Lot/Serial` field appears, where the lot or serial number to be quality checked must be
specified.
Next, select an inventory operation from the :guilabel:`Picking` drop-down menu or a manufacturing
order from the :guilabel:`Production Order` drop-down menu. This is necessary because Odoo needs to
know for which operation the quality check is being conducted.
.. note::
It is also possible to create a quality check directly from an *Inventory* operation. To do so,
navigate to :menuselection:`Inventory app --> Operations` and select an operation type from the
:guilabel:`Transfers` menu. Open an operation from the list, then click the :icon:`fa-cog`
:guilabel:`(cog)` icon and select :guilabel:`Quality Check`. The :guilabel:`Control per`,
:guilabel:`Product`, and :guilabel:`Picking` fields are automatically filled.
If the quality check should be assigned to a specific |QCP|, select it from the :guilabel:`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|.
@@ -63,7 +79,7 @@ In the :guilabel:`Team` field, select the quality team that is responsible for t
the :guilabel:`Company` field, select the company that owns the product being inspected.
On the :guilabel:`Notes` tab at the bottom of the form, enter any relevant instructions in the
:guilabel:`Instructions` text entry box (ex. 'Attach a picture of the product'). In the
:guilabel:`Instructions` text entry box (e.g., `Attach a picture of the product`). In the
:guilabel:`Notes` text entry box, enter any relevant information about the quality check (who
created it, why it was created, etc.).
@@ -71,7 +87,6 @@ Finally, if the check is being processed immediately, click the :guilabel:`Pass`
left of the screen if the check passes, or the :guilabel:`Fail` button if the check fails.
.. image:: quality_checks/quality-check-form.png
:align: center
:alt: A quality check form filled out for a Pass - Fail check.
Process quality check
@@ -105,21 +120,21 @@ 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 :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and clicking
on an order. Inventory orders can be selected by navigating to :menuselection:`Inventory`, clicking
the :guilabel:`# To Process` button on an operation card, and selecting an order.
on an order. Inventory orders can be selected by navigating to the :menuselection:`Inventory` app,
clicking the :guilabel:`# To` button on an operation card (e.g., :guilabel:`5 to Deliver`), and
selecting an order.
On the selected inventory or manufacturing order, a purple :guilabel:`Quality Checks` button appears
at the top of the order. Click the button to open the :guilabel:`Quality Check` pop-up window, which
shows all of the quality checks required for that order.
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 :guilabel:`Quality Check` pop-up window. If a Pass - Fail
check is being processed, complete the check by clicking :guilabel:`Pass` or :guilabel:`Fail` at the
bottom of the pop-up window. For all other quality check types, a :guilabel:`Validate` button
appears instead. Click it to complete the check.
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 :guilabel:`Pass` or :guilabel:`Fail` at the bottom
of the pop-up window. For all other quality check types, a :guilabel:`Validate` button appears
instead. Click it to complete the check.
.. image:: quality_checks/quality-check-pop-up.png
:align: center
:alt: The "Quality Check" pop-up window on a manufacturing order.
:alt: The quality check pop-up window on a manufacturing order.
Quality check on work order
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