Call for tenders

# Call for tenders

Sometimes, companies might want to invite vendors to submit offers for similar goods or services all
at once. This helps companies select the cheapest, fastest vendors for their specific business
needs.
In Odoo, this can be done by creating alternative requests for quotation (RfQs) for different
vendors. Once a response is received from each vendor, the product lines from each RfQ can be
compared, and a decision can be made for which products to purchase from which vendors.
Sometimes referred to as a call for tender , this process is primarily used by organizations in
the public sector, who are legally bound to use it when making a purchase. However, private
companies can also use alternative RfQs to spend money efficiently.

## Configuration

To create alternative RfQs , the Purchase Agreements feature must be enabled in the Purchase app settings. To enable the feature, navigate to Purchase app â£
Configuration â£ Settings . Under the Orders section, click the checkbox for Purchase Agreements .
Then, click Save to apply the change.

## Create anRfQ

To create a new RfQ , follow the instructions in the Requests for quotation documentation.
Odoo Tutorial: Purchase Basics and Your First Request for Quotation

## Create alternativeRfQs

Once a PO is created and sent to a vendor, alternative RfQs can be created for additional
vendors to compare prices, delivery times, and other factors, to help make a decision for the order.
To create alternative RfQs from the original, click the Alternatives tab. Then, click Create Alternative . When clicked, a Create alternative pop-up window
appears.
From this window, select an alternative vendor from the drop-down menu next to the Vendor field, to whom the alternative quotation is assigned.
Next to this, there is a Copy Products checkbox that is selected by default. When
selected, the product quantities of the original RfQ are copied over to the alternative. For this
first alternative quotation, leave the checkbox checked. Once finished, click Create
Alternative . This opens a new RfQ form.
Since the Create Alternative checkbox was left checked, the new form is already
pre-populated with the same products, quantities, and other details as the previous, original RfQ .
When the Copy Products checkbox is selected while creating an alternative quotation,
additional products do not need to be added, unless desired.
However, if a chosen vendor is listed in the Vendor column under a specific product
form included in the order, the values set on the product form carry over to the RfQ , and must be changed manually, if necessary.
Once ready, create a second alternative quotation by clicking the Alternatives tab,
followed by Create Alternative .
This opens the Create alternative pop-up window. Once again, choose a different vendor
from the drop-down menu next to Vendor . For this particular RfQ , however, uncheck the Copy Products checkbox. Doing so removes all products on the new alternative RfQ ,
leaving it blank. The specific products which should be ordered from this particular vendor can be
added in as needed.
Once ready, click Create Alternative .
If an alternative quotation should be removed from the Alternatives tab, they can be
individually removed by clicking on the X (remove) icon at the end of their row.
This creates a third, new RfQ . But, since the product quantities of the original RfQ were not copied over, the product lines are empty, and new products can be added as needed by
clicking Add a product , and selecting the desired products from the drop-down menu.
Once the desired number of specific products are added, click Send by Email .
This opens a Compose Email pop-up window, wherein the message to the vendor can be
customized, and attachments can be added, if necessary. Once ready, click Send .
From this newest form, click the Alternatives tab. Under this tab, all three RfQs can
be seen in the Reference column. Additionally, the vendors are listed under the Vendor column, and the order Total (and Status ) of the orders
are in the rows, as well.
The date in the Expected Arrival column is calculated for each vendor, based on any
pre-configured lead times in the vendor and product forms.

## Link newRfQto existing quotations

Even if a quotation is not created directly from the Alternatives tab of another RfQ ,
it can still be linked to existing RfQs .
To do that, begin by creating a new RfQ . Navigate to Purchase app â£ New . Fill
out the RfQ , according to the previous instructions .
Then, once ready, click the Alternatives tab. Since this new RfQ was created
separately, there are no other orders linked yet.
However, to link this RfQ with existing alternatives, click Link to Existing RfQ on
the first line in the Vendor column.
This opens an Add: Alternative POs pop-up window. Select the desired previously-created RfQs , and click Select . All of these orders are now copied to this RfQ , and can be
found under the Alternatives tab.
If a large number of POs are being processed, and the previous POs canât be located, click
the (chevron) icon to the right of the search bar, at the top
of the pop-up window.
Then, under the Group By section, click Vendor . Vendors are displayed in
their own nested drop-down lists, and each vendorâs list can be expanded to view open POs for
that vendor.

## Compare product lines

Alternative RfQs can be compared side-by-side, in order to determine which vendors offer the best
deals on the products included in the orders.
To compare alternative RfQs , navigate to the Purchase app, and select one of the
previously-created RfQs .
Then, click the Alternatives tab to see all linked RfQs . Next, under the Create Alternative option, click Compare Product Lines . This navigates to
the Compare Order Lines page.
The Compare Order Lines page, by default, groups by Product . Each product
included in any of the RfQs is displayed in its own nested drop-down list, and features all of the PO numbers in the Reference column.
To remove product lines from the Compare Order Lines page, click Clear at
the far-right end of that product lineâs row.
Doing so removes this specific product as a selectable option from the page, and changes the Total price of that product on the page to 0 .
`0`
Additionally, on the RfQ form, in which that product was included, its ordered quantity is also
changed to 0 .
`0`
Once the best offers have been identified, individual products can be selected by clicking the Choose button at the end of each corresponding row.
Once all desired products have been chosen, click Requests for Quotation (in the
breadcrumbs, at the top of the page) to navigate back to an overview of all RfQs .

## Cancel (or keep) alternatives

Once the desired products have been chosen from the Compare Order Lines page, the
remaining RfQs , from which no products were chosen, can be cancelled.
The cost in the Total column for each product that wasnât chosen is automatically set to 0 , indicated at the far-right of each corresponding row.
`0`
Although they havenât been cancelled yet, this indicates that each of those orders can be cancelled
without having an effect on the other live orders, once those orders have been confirmed.
To confirm an RfQ for which products were selected, click into an RfQ , and click Confirm Order .
This causes a What about the alternative Requests for Quotations? pop-up window
to appear.
To view a detailed form of one of the RfQs listed, click the line item for that quotation. This
opens an Open: Alternative POs pop-up window, from which all details of that particular RfQ can be viewed.
Once ready, click Close to close the pop-up window.
In the What about the alternative Requests for Quotations? pop-up window, two options
are presented: Cancel Alternatives and Keep Alternatives .
If this PO should not be confirmed, click Discard .
Selecting Cancel Alternatives automatically cancels the alternative RfQs . Selecting Keep Alternatives keeps the alternative RfQs open, so they can still be accessed, if
any additional product quantities need to be ordered later.
Once all products are ordered, select Cancel Alternatives from whichever PO is open at that time.
Finally, using the breadcrumbs at the top of the page, click Requests for Quotation to
navigate back to an overview of all RfQs .
The cancelled orders can be seen, greyed out and listed with a Cancelled status, under
the Status column at the far-right of their respective rows.
Now that all product quantities have been ordered, the purchase process can be completed, and the
products can be received into the warehouse.

Configuration
Create anRfQ
Create alternativeRfQs
Link newRfQto existing quotations
Compare product lines
Cancel (or keep) alternatives


Bill control policies

# Bill control policies

In Odooâs Purchase app, the bill control policy determines the quantities billed by vendors on
every purchase order (PO), for either ordered or received quantities.
The policy selected in the Purchase app settings acts as the default value, and is applied to any
new product created.

## Configuration

To configure the bill control policy, navigate to Purchase app â£ Configuration
â£ Settings , and scroll down to the Invoicing section. Under Bill Control ,
select either Ordered quantities or Received quantities . Then, click Save .
- Ordered quantities : creates a vendor bill as soon as a PO is confirmed. The products
and quantities in the PO are used to generate a draft bill.
Ordered quantities : creates a vendor bill as soon as a PO is confirmed. The products
and quantities in the PO are used to generate a draft bill.
- Received quantities : a bill is created only after part of the total order has been
received. The products and quantities received are used to generate a draft bill. An error message
appears if creation of a vendor bill is attempted without receiving anything.
Received quantities : a bill is created only after part of the total order has been
received. The products and quantities received are used to generate a draft bill. An error message
appears if creation of a vendor bill is attempted without receiving anything.
If a specific product should use a different control policy than selected in the Purchase app
settings, the Bill Control policy for that product can be changed from its product
form.
To do that, navigate to Purchase app â£ Products â£ Products , and select a
product. From the product form, click the Purchase tab. Under the Vendor
Bills section, modify the selection in the Control Policy field.

## 3-way matching

The 3-way matching feature ensures vendor bills are only paid once some (or all) of the products
included in the PO have been received.
To activate 3-way matching , navigate to Purchase app â£ Configuration â£
Settings , and scroll down to the Invoicing section. Then, tick the checkbox for 3-way matching to enable the feature, and click Save .
The 3-way matching feature only works with the Bill Control policy
set to Received quantities .

### Pay vendor bills with 3-way matching

When 3-way matching is enabled, vendor bills display a Should Be Paid field under the Other Info tab. When a new vendor bill is created, the field is set to Yes ,
since a bill cannot be created until at least some of the products included in a PO have been
received.
To create a vendor bill from a PO , navigate to Purchase app â£ Orders â£
Purchase Orders . From the Purchase Orders page, select the desired PO from the list.
Then, click Create Bill . Doing so opens a new draft Vendor Bill form, in the Draft stage. Click the Other Info tab, and locate the Should Be
Paid field.
The PO selected from the list must not be billed yet, or an Invalid Operation pop-up window appears. This occurs for POs with a Received quantities policy, and a Fully Billed Billing Status .
Click the drop-down menu next to Should Be Paid to view the available options: Yes , No , and Exception .
If the total quantity of products from a PO has not been received, Odoo only includes the
products that have been received in the draft vendor bill.
Draft vendor bills can be edited to increase the billed quantity, change the price of the products
in the bill, and add additional products to the bill.
If the draft billâs information is changed, the Should Be Paid field status is set to Exception . This means that Odoo notices the discrepancy, but does not block the changes
or display an error message, since there might be a valid reason for making changes to the draft
bill.
To process the vendor bill, select a date in the Bill Date field, and click Confirm , followed by Register Payment .
This opens a Register Payment pop-up window. From this window, accounting information is
pre-populated based on the databaseâs accounting settings. Click Create Payment to
process the vendor bill.
Once payment has been registered for a vendor bill, and the bill displays the green Paid banner, the Should Be Paid field status is set to No .
The Should Be Paid status on bills is automatically set by Odoo. However, the status
can be manually changed by clicking the fieldâs drop-down menu inside the Other Info tab.

## View a purchase orderâs billing status

Once a PO is confirmed, its Billing Status can be viewed under the Other
Information tab on the PO form.
To view the Billing Status of a PO , navigate to Purchase app â£
Orders â£ Purchase Orders , and select a PO to view.
Click the Other Information tab, and locate the Billing Status field.
The table below details the different values the Billing Status field could read, and
when they are displayed, depending on the Bill Control policy used.
On received quantities
On ordered quantities
PO confirmed; no products received
All/some products received; bill not created
All/some products received; draft bill created


Manage vendor bills

# Manage vendor bills

A vendor bill is an invoice received for products and/or services purchased by a company from a
vendor. Vendor bills record payables as they arrive from vendors, and can include amounts owed for
the goods and/or services purchased, sales taxes, freight and delivery charges, and more.
In Odoo, a vendor bill can be created at different points in the purchasing process, depending on
the bill control policy chosen in the Purchase appâs settings.

## Bill control policies

To configure the default bill control policy, navigate to Purchase app â£
Configuration â£ Settings , and scroll to the Invoicing section.
The Bill Control feature lists two policy options: Ordered quantities and Received quantities .
The policy selected acts as the default for any new product created. Each policy acts as follows:
- Ordered quantities : creates a vendor bill as soon as a purchase order is confirmed.
The products and quantities in the purchase order are used to generate a draft bill.
Ordered quantities : creates a vendor bill as soon as a purchase order is confirmed.
The products and quantities in the purchase order are used to generate a draft bill.
- Received quantities : a bill is only created after all (or part) of the total order
has been received. The products and quantities received are used to generate a draft bill.
Received quantities : a bill is only created after all (or part) of the total order
has been received. The products and quantities received are used to generate a draft bill.
Once a policy is selected, click Save to save the changes.
If a product needs a different control policy than the one set in the Purchase app settings,
that productâs control policy can be overridden by going to the Purchase tab on a
product form, and selecting the desired policy in the Control Policy field.

### 3-way matching

The 3-way matching policy ensures vendor bills are only paid once all (or some) products in a
purchase order (PO) have been received.
To activate 3-way matching, navigate to Purchase app â£ Configuration â£
Settings , and scroll to the Invoicing section.
Tick the checkbox next to 3-way matching , and click Save .
The 3-way matching feature is only intended to work with the Bill
Control policy set to Received quantities .

## Create and manage vendor bills on receipts

When products are received into a companyâs warehouse, receipts are created. Once the company
processes the received quantities, they can choose to create a vendor bill directly from the
warehouse receipt form.
Depending on the bill control policy chosen in the settings, vendor bill creation is completed at
different steps of the procurement process.

### Ordered quantities

To create and manage vendor bills for receipts with the Bill Control policy set to Ordered
Quantities , first navigate to the Purchase app , and click New from the Requests for Quotation dashboard.
Doing so opens a new Request for Quotation (RfQ) form. On the blank RfQ form, add a Vendor , and click Add a line under the Product tab to add
products to the order.
On the product line, select a product from the drop-down menu in the Product field, and
enter the quantity to order in the Quantity field.
Once ready, click Confirm Order to confirm the RfQ into a PO .
Then, click Create Bill to create a vendor bill. This opens a Vendor Bill form in the Draft state. From here, add a billing date in the Bill Date field.
Once ready, confirm the bill by clicking Confirm on the Vendor Bill page.
Since the bill control policy is set to Ordered quantities , the draft bill can be confirmed as
soon as it is created, before any products have been received.
Once a payment has been received, click Register Payment at the top of the bill to
record it.
Doing so causes a Register Payment pop-up window to appear, wherein a payment Journal can be chosen, and a Payment Method selected.
Additionally, the bill Amount , Payment Date , and Memo ( Reference Number ) can be edited from this pop-up window, if necessary.
Once ready, click Create Payment to finish creating the Vendor Bill . Doing
so displays a green Paid banner on the RfQ form.

### Received quantities

To create and manage vendor bills for receipts with the bill control policy set to Received
quantities , first navigate to the Purchase app, and click New .
Doing so opens a new RfQ form. On the blank RfQ form, add a Vendor , and click Add a line under the Product tab to add products to the order.
On the product line, select a product from the drop-down menu in the Product field, and
enter the quantity to order in the Quantity field.
Once ready, click Confirm Order to confirm the RfQ into a PO .
When using the Received quantities control policy, clicking Create Bill before any
products are received causes an Invalid Operation pop-up window to appear.
Odoo requires at least partial quantities of the items included in the PO to be received in
order to create a vendor bill.
On the PO , click the Receipt smart button to view the warehouse receipt form.
From here, click Validate to register the Done (received) quantities.
Then, navigate back to the PO , via the breadcrumb, and click Create Bill .
This opens a Vendor Bill form in the Draft state. From here, add a billing
date in the Bill Date field. Once ready, confirm the bill by clicking Confirm at the top of the draft.
Once a payment has been received, click Register Payment at the top of the bill to
record it.
Doing so causes a Register Payment pop-up window to appear, wherein a payment Journal can be chosen, and a Payment Method selected.
Additionally, the bill Amount , Payment Date , and Memo ( Reference Number ) can be edited from this pop-up window, if necessary.
Once ready, click Create Payment to finish creating the Vendor Bill . Doing
so displays a green Paid banner on the RfQ form.

## Manage vendor bills in Accounting

Vendor bills can also be created directly from the Accounting app, without having to create a
purchase order first.
Navigate to Accounting app â£ Vendors â£ Bills , and click New . Doing
so reveals a blank Vendor Bill form.
Add a vendor in the Vendor field. Then, in the Invoice Lines tab, click Add a line to add products.
Select a product from the drop-down menu in the Product field, and enter the quantity to
order in the Quantity field.
Select a Bill Date , and configure any other necessary information. Finally, click Confirm to confirm the bill.
Once confirmed, click the Journal Items tab to view the Account journals.
These journals are populated based on the configuration on the corresponding Vendor and Product forms.
If necessary, click Credit Note to add a credit note to the bill. Additionally, a Bill Reference number can be added.
Once ready, click Register Payment , followed by Create Payment , to complete
the Vendor Bill .
To link a draft bill to an existing purchase order, click the drop-down menu next to Auto-Complete before clicking Confirm , and select a PO from the menu.
The bill auto-populates with the information from the chosen PO .

## Batch billing

Vendor bills can be processed and managed in batches in the Accounting app.
Navigate to Accounting app â£ Vendors â£ Bills . Then, click the checkbox in the top-left corner, beside the Number column, under the New button.
This selects all existing vendor bills with a Status of Posted or Draft .
Click the Print button to print the selected invoices or bills.
Click Register Payment to create and process payments for multiple vendor bills at once.
Only payments with their Status listed as Posted can be billed in
batches. Payments in the Draft stage must be posted before they can be included
in a batch billing.
Clicking Register Payment opens a Register Payment pop-up window. From the
pop-up window, select the Journal the bills should post to, choose a Payment
Date , and select a Payment Method .
There is also the option to Group Payments together from this pop-up window, as well. If
this checkbox is ticked, only one payment is created, instead of one per bill. This option only
appears if the Batch Payments feature is enabled in the settings of the Accounting app.
Once ready, click the Create Payment button. This creates a list of journal entries on a
separate page. The journal entries on this list are all tied to their corresponding vendor bills.
Bill control policies


Purchase templates

# Purchase templates

Purchase templates are an agreement type that allow for the repeated creation of requests for
quotations (RFQs) for recurring purchases. Products can then be added and quantities can be changed,
as needed. Purchase templates can be used for multiple vendors, saving time and simplifying the RFQ process.
Purchase templates differ from blanket orders in that a blanket order is a large order
split into several deliveries, therefore all RFQs must be for the same vendor. Purchase templates can be
replicated for multiple vendors, and can copy over quantities, which is useful when placing frequent
orders.

## Configuration

First, navigate to Purchase app â£ Configuration â£ Settings . Under the Orders section, tick the Purchase Agreements checkbox. Click Save to save the changes.

## Create a new template

Navigate Purchase app â£ Orders â£ Purchase Agreements and click New .
Select a Vendor from the drop-down list.
To make this template available to use with multiple vendors, leave the Vendor field
blank.
In the Agreement Type field, select Purchase Template from the drop-down.
Confirm the information in the remaining fields is correct, or update as needed.
On the Products tab, click Add a line , and select the desired product.
Update the Quantity , and set the Unit Price .
When adding products to a new blanket order, the pre-existing prices of products are not
automatically added to the product lines. Instead, the prices must be manually assigned, by
changing the value in the Unit Price column to an agreed-upon price with the listed
vendor. Otherwise, the price will remain 0 .
`0`
After adding all necessary products, click Confirm .

### Create a new RFQ from a purchase template

After confirming a purchase template, new quotations can be created directly from the purchase template form. RFQs using
this form are pre-populated with information based on the rules set in the form. Additionally, new
quotations are automatically linked to this purchase template form, via the RFQs/Orders smart button at the top of the form.
To create a new quotation , click New
Quotation . This opens a new RFQ , that is pre-populated with the correct information, depending on
the settings configured on the purchase template form.
If there was no vendor identified on the purchase template, choose a Vendor from the drop-down list.
Products can be added to the RFQ by clicking Add a product in the Products tab. To remove a product, click the (trash) icon at the far-right of
the product line.
From the new RFQ form, click Send by Email to compose and send an email to the listed
vendor. Click Print RFQ to generate a printable PDF of the quotation; or, once ready,
click Confirm Order to confirm the purchase order.
After confirming the order, return to the purchase template via the breadcrumbs. The RFQs/Orders smart button has been updated to list the confirmed order.


Requests for quotation

# Requests for quotation

Odooâs requests for quotation (RFQs) feature in the Purchase app standardizes ordering products
from multiple vendors with varying prices and delivery times.
RFQs are documents companies send to vendors requesting product pricing. In Odoo, once the vendor
approves the RFQ , the purchase order (PO) is confirmed to align on lead times and pricing.

## Configuration

### Product

To auto-populate product information and prices on an RFQ , configure products by going to Purchase app â£ Products â£ Products . Select an existing product, or create a new
one by selecting New . Doing so opens the product form, where sales and purchasing data
can be configured.
To configure purchasable products, tick the Purchase checkbox, under the product name.
Next, go to the Inventory tab, and enable the Buy route.
The Inventory tab and routes are only visible if using the Inventory app .
Configure product types and track quantities

### Vendor pricelist

In the Purchase tab of the product form, click Add a line to input the
vendor and their price, to have this information auto-populate on an RFQ each time the product is
listed.
Import vendor pricelist
Default columns include Quantity , Unit Price , and Delivery Lead
Time , but other columns like, Vendor Product Code or Discount (%) , can also
be enabled.
To enable or disable columns, click the (additional options) icon on the right side of the header row to reveal a drop-down menu of additional columns that can
be added (or removed) from the Purchase tab.
Alternatively, prices and delivery lead times for existing products can be added by going to Purchase app â£ Configuration â£ Vendor Pricelists . Click New in
the top-left corner. In the Vendor section of the pricelist form that appears, add
the product information as it pertains to the vendor.

## Order products

With products and prices configured, follow these steps to create and send RFQs to make purchases
for the company.

### RFQdashboard

To get started, navigate to Purchase app â£ Orders â£ Requests for Quotation .
The Requests for Quotation dashboard displays an overview of the companyâs RFQs , POs , and their status. The top of the screen breaks down all RFQs in the company, as well as
individual ones (where the user is the buyer) with a summary of their status.
The top-right corner also provides a report of the companyâs recent purchases by total value, lead
times, and number of RFQs sent.
Additionally, the dashboard includes buttons for:
- To Send : orders in the RFQ stage that have not been sent to the vendor.
To Send : orders in the RFQ stage that have not been sent to the vendor.
- Waiting : RFQs that have been sent by email, and are waiting on vendor confirmation.
Waiting : RFQs that have been sent by email, and are waiting on vendor confirmation.
- Late : RFQs or POs where the Order Deadline has passed.
Late : RFQs or POs where the Order Deadline has passed.
In addition to view options, the Requests for Quotation dashboard provides Filters and Group By options, accessible via the search bar drop-down menu.
Search, filter, and group records

### Create a newRFQ

To create a new RFQ , click the New button on the top-left corner of the Requests for Quotation dashboard to reveal a new PO form.
Start by assigning a Vendor .
The Vendor Reference field points to the sales and delivery order numbers sent by the
vendor. This comes in handy once products are received, and the PO needs to be matched to the
delivery order.
With the Purchase Agreements feature activated, the Blanket
Order field appears, referring to long-term purchase agreements on recurring orders with set
pricing. To view and configure blanket orders, head to Purchase app â£ Orders â£
Purchase agreements .
The Purchase agreements view only appears if the Blanket Order setting is
enabled. To do so, navigate to Purchase app â£ Configuration â£ Settings , then
tick the Blanket Orders checkbox.
Next, configure an Order Deadline , which is the date by which the vendor must confirm
their agreement to supply the products.
After the Order Deadline is exceeded, the RFQ is marked as late, but the products
can still be ordered.
Expected Arrival is automatically calculated based on the Order Deadline and
vendor lead time. Tick the checkbox for Ask confirmation to ask the vendor to confirm
the shipping date by email.
With the Storage Locations feature activated, the Deliver to field appears, which specifies which warehouse operation (set in the Inventory app) is used to receive the shipment.
Select the receiving warehouse address here, or select Dropship to indicate that this
order is to be shipped directly to the end customer. When Dropship is selected, the Dropship address field is enabled. Contact names auto-populate here from the Contacts app.
The Dropship options only appear if the Dropshipping setting is enabled
in the Inventory app. To do so, navigate to Inventory app â£ Configuration
â£ Settings , then tick the Dropshipping checkbox.
To create RFQs using different currencies, each currency needs to be enabled in the Invoicing app settings. See Foreign currencies to
learn more.

#### Products tab

In the Products tab, add the products to be ordered. Click Add a product ,
and type in the product name, or select the item from the drop-down menu.
To create a new product and add it, type the new product name in the Product column,
select Create [product name] from the resulting drop-down menu and manually add the unit
price. Alternatively, select Create and editâ¦ to be taken to the product form for that
new item.
Catalog can also be selected to navigate to a product menu from the chosen vendor. From
here, products can be added to the cart.
To make adjustments to products and prices, access the product form by clicking the (right arrow) icon that becomes available upon hovering over
the Product name.

### Send theRFQ

Clicking Send by Email reveals a Compose Email pop-up window, with a Purchase: Request for Quotation template loaded, ready to send to the vendorâs email
address (configured in the Contacts app).
After crafting the desired message, click Send . Once sent, the RFQ moves to the RFQ Sent stage.
Clicking Print RFQ downloads a PDF of the RFQ .

### Confirm order

Clicking Confirm Order directly transforms the RFQ into an active PO .
Odoo tracks communications on each order through the chatter of the PO form. This shows the
emails sent between the user and the contact, as well as any internal notes and activities.
Messages, notes, and activities can also be logged on the chatter.
Once an RFQ is confirmed, it creates a PO .
On the new PO , the Order Deadline field changes to Confirmation Date ,
which displays the date and time the user confirmed the order.
Depending on the userâs chosen configuration in the Purchase app settings, a vendor bill is
created once products have been ordered or received. For more information, refer to the
documentation on managing vendor bills .
After an order is placed, clicking Receive Products records the reception of new
products into the database.
With the Inventory app installed, confirming a PO automatically creates a receipt document,
with the product information and expected arrival dates automatically populated.

Configuration
Product
Vendor pricelist
Order products
RFQdashboard
Create a newRFQ
Send theRFQ
Confirm order


Import vendor pricelist

# Import vendor pricelist

Set vendor prices to auto-populate requests for quotations (RFQs) or purchase orders (POs) with the
unit price, once the product is added, which reduces errors and saves time.
In Odoo, vendor pricelists can be added individually on the
product form, or imported in bulk , via an XLSX or CSV
file.
Please review this import guide before uploading
vendor pricelists.

## On product form

To manually add the vendor price on the product form, go to the Purchase app â£
Products â£ Products , and click the desired product.
Product forms are accessible from multiple apps, such as Sales , Inventory , and Manufacturing .
In the Purchase tab of the product form, input the vendor and their price, to have this
information auto-populate on a request for quotation each time the product is listed.
Vendor pricelist on product form

## Import vendor pricelist

To import vendor pricelists, ensure the XLSX or CSV file is accurately completed. The best way to
obtain a correctly formatted template, including product names, references, and vendor details, is
to first export a pricelist from the database.
Modify the exported file, as needed, then import it back into the Odoo database.

### Export pricelist

To export a pricelist, go to Purchase app â£ Configuration â£ Vendor Pricelists .
On the page, tick the checkbox(es) for the desired vendor pricelists.
Then, click the Actions button that appears, and choose Export from the drop-down menu.
In the resulting pop-up window, fields listed under the Fields to export section are
included in the exported file. To add more fields, find the desired field in the Available fields section, and click the (plus) icon to the
right of the field.
To update to existing records, tick the I want to update data (import-compatible
export) checkbox, and refer to the section on the External ID field.
For details on commonly-used fields for importing vendor pricelists, see the Common fields section.
Select the desired Export Format : XLSX or CSV .
To save the selected fields as a template, click the Template field, and select New template from the drop-down menu. Type the name of the new template, and click the (save) icon. After that, the template is a selectable option when
clicking the Template field.
Finally, click Export .
With developer mode turned on, the column names of the exported file
display the field name with the technical name in parenthesis.
Export vendor pricelist in XLSX format. It includes Product Template and other
fields in the Fields to export section.

#### External ID

External ID is a unique identifier used to update existing vendor pricelists. Without it, imported
records create new entries, instead of updating existing ones. Including this field in the XLSX or
CSV, indicates the line replaces an existing vendor pricelist in the Odoo database.
Ready Mat appears twice because the external ID was omitted during the price update from $790 to $780 .
`ReadyMat`
`$790`
`$780`
To look-up the External ID for a vendor pricelist, tick the I want to update
data (import-compatible export) checkbox at the top of the Export Data pop-up window.
Selecting External ID from the Available fields section with the I want to update data (import-compatible export) checkbox ticked results in an export
file with two columns containing the external ID.

#### Common fields

Below is a list of commonly-used fields when importing vendor pricelists:
Field in Odoo database
Technical name of field
The only required field for creating a vendor pricelist record. This field specifies the
vendor associated with the product.
Vendor field in the vendor pricelist of the product form .
`partner_id`
The Odoo product the vendor pricelist entry is related to.
Product field in the vendor pricelist.
`product_tmpl_id`
The minimum quantity required to receive the product at the specified price.
Quantity field in the vendor pricelist. (If not visible, enable it by clicking
the (adjust) icon, and tick the Quantity checkbox)
`min_qty`
The purchase price for the product from the vendor.
Price field in the vendor pricelist.
`price`
Number of days before receiving the product
after confirming a purchase order.
Delivery Lead Time field on the vendor pricelist.
`delay`
Defines the order of vendors in the pricelist when multiple vendors are available. For
example, if Azure Interior is listed first and Wood Corner second, their sequences would be 1 and 2 .
`AzureInterior`
`1`
`2`
`sequence`
Name of company the product belongs to.
Company field in the vendor pricelist.
`company_id`
Unique ID of a record used to update existing vendor pricelists.
`id`

### Import records

With a template downloaded, fill out the XLSX or CSV file with the necessary information. After
inputting everything, import the file back into the Odoo database, by going to Purchase app â£ Configuration â£ Vendor Pricelists .
On the page, click the (gear) icon in the top-left corner. In the
drop-down menu that appears, click Import records .
Then, click Upload File in the upper-left corner, and after selecting the XLSX or CSV
file, confirm the correct fields, and click Import .
- Export and import data
Export and import data
- Common fields

#### Formatting import file

To understand how to format import files for vendor pricelists, consider the following example.
- Storage Box ( Reference : E-COM08 ) is sold by Wood Corner for $10 .
Storage Box ( Reference : E-COM08 ) is sold by Wood Corner for $10 .
`StorageBox`
`E-COM08`
`WoodCorner`
`$10`
- Large Desk ( Reference : E-COM09 ) has no records in the vendor pricelist.
Large Desk ( Reference : E-COM09 ) has no records in the vendor pricelist.
`LargeDesk`
`E-COM09`
An import file is created to do the following:
- Update the price for Wood Corner from $10 to $13 .
Update the price for Wood Corner from $10 to $13 .
`WoodCorner`
`$10`
`$13`
- Add pricelist for Storage Box : the vendor, Ready Mat intends to sell the product for $14 .
Add pricelist for Storage Box : the vendor, Ready Mat intends to sell the product for $14 .
`StorageBox`
`ReadyMat`
`$14`
- Add pricelist for Large Desk : vendor is Wood Corner , price is $1299 .
Add pricelist for Large Desk : vendor is Wood Corner , price is $1299 .
`LargeDesk`
`WoodCorner`
`$1299`
- Add pricelist for Large Desk : vendor is Azure Interior , price is $1399 .
Add pricelist for Large Desk : vendor is Azure Interior , price is $1399 .
`LargeDesk`
`AzureInterior`
`$1399`
product.product_supplierinfo_3
My Company (San Francisco)
[E-COM08] Storage Box
My Company (San Francisco)
[E-COM08] Storage Box
My Company (San Francisco)
My Company (San Francisco)
The technical field name was used to create this information.
Download the sample files for reference:
- Sample XLSX import file
Sample XLSX import file
`SampleXLSXimportfile`
- Sample CSV import file
Sample CSV import file
`SampleCSVimportfile`

On product form
Import vendor pricelist
Export pricelist
Import records


Configure reordering rules

# Configure reordering rules

For certain products, it is necessary to ensure that there is always a minimum amount available on
hand at any given time. Maintaining a minimum stock level ensures that businesses can meet customer
demand without delays, and keep operations running smoothly. It also helps buffer against supply
chain disruptions and unexpected spikes in demand. Inefficiencies may arise from inaccurate demand
forecasting, supply chain delays, and warehouse mismanagement, all of which can lead to increased
operational costs and wasted resources.
Keep highly demanded products in-stock at all times using reordering rules, that trigger a RFQ
(Request for Quotation) each time the forecasted stock quantities fall below the minimum. RFQs generated from reordering rules have the vendor, price,
quantity needed to reorder, which makes things faster and more convenient.
The Inventory app must be installed to use reordering rules, as it keeps track of stock
quantity.

## Configure products for reordering

Products must be configured in a specific way before a reordering rule can be added to them.
Starting from the Inventory , Manufacturing , Purchase , or Sales app, navigate to Products â£
Products and then click New to make a new product. Alternatively, find a product that
already exists in the database and click into itâs product form.
Next, on the product form, enable reordering by ticking the Purchase checkbox
underneath the Product name field. Then, under the General Information tab,
set the Product Type to Goods . Finally, tick the checkbox labeled Track Inventory , and select an option from the drop-down.

## Add a reordering rule to a product

After properly configuring a product, a reordering rule can be added to it by selecting the now
visible Reordering Rules smart button at the top of that productâs
form, then clicking Create on the Reordering Rules dashboard.
If the Reordering Rules smart button is not visible, click More .
Once created, the reordering rule can be configured to generate purchase orders automatically by
defining the following fields:
- Location specifies where the ordered quantities should be stored once they are
received and entered into stock.
Location specifies where the ordered quantities should be stored once they are
received and entered into stock.
- Min Quantity sets the lower threshold for the reordering rule while Max
Quantity sets the upper threshold. If the stock on hand falls below the minimum quantity, a new
purchase order is then created to replenish it up to the maximum quantity. Example If Min Quantity is set to 5 and Max Quantity is set to 25 and the
stock on hand falls to four, a purchase order is then created for 21 units of the product.
Min Quantity sets the lower threshold for the reordering rule while Max
Quantity sets the upper threshold. If the stock on hand falls below the minimum quantity, a new
purchase order is then created to replenish it up to the maximum quantity.
If Min Quantity is set to 5 and Max Quantity is set to 25 and the
stock on hand falls to four, a purchase order is then created for 21 units of the product.
`5`
`25`
- Multiple Quantity can be configured so that products are only ordered in batches of a
certain quantity. Depending on the number entered, this can result in the creation of a purchase
order that would put the resulting stock on hand above what is specified in the Max
Quantity field. Example If Max Quantity is set to 100 but Multiple Quantity is set to order
the product in batches of 200 , a purchase order is then created for 200 units of the
product.
Multiple Quantity can be configured so that products are only ordered in batches of a
certain quantity. Depending on the number entered, this can result in the creation of a purchase
order that would put the resulting stock on hand above what is specified in the Max
Quantity field.
If Max Quantity is set to 100 but Multiple Quantity is set to order
the product in batches of 200 , a purchase order is then created for 200 units of the
product.
`100`
`200`
- Unit specifies the unit of measurement by which the quantity is to be ordered. For
discrete products, this should be set to Units . However, it can also be set to units of
measurement like Volume or Weight for non-discrete products like water or bricks.
Unit specifies the unit of measurement by which the quantity is to be ordered. For
discrete products, this should be set to Units . However, it can also be set to units of
measurement like Volume or Weight for non-discrete products like water or bricks.
`Units`
`Volume`
`Weight`

## Manually trigger reordering rules using the scheduler

Reordering rules are automatically triggered by the scheduler, which runs once a day by default. To
trigger reordering rules manually, turn on developer mode, navigate to Inventory app
â£ Operations â£ Procurement: Run Scheduler . On the pop-up window, confirm the manual action by
clicking Run Scheduler .
Manually triggering reordering rules will also trigger any other scheduled actions.

## Manage reordering rules

To manage the reordering rules for a single product, navigate to that product pageâs form and select
the Reordering Rules smart button at the top of the form.
To manage all reordering rules for every product, go to Inventory app â£ Operations
â£ Replenishment . From this dashboard, typical bulk actions in Odoo can be performed such as
exporting data or archiving rules that are no longer needed. As well, the Filters , Group By or triple-dotted menu on the form are available to search for and/or organize
the reordering rules as desired.


Temporary reordering rules

# Temporary reordering rules

Some businesses require certain products to always have a minimum quantity of stock on-hand at any
given time. To avoid stock falling below a certain threshold, companies can create reordering
rules in Odoo to automate purchase orders for specific products.
Reordering rules keep the forecasted stock levels above a certain threshold, without exceeding a
specified upper limit, or maximum amount. When a product with a reordering rule falls below a
specified quantity, Odoo generates an order using the specified route (e.g. Buy or Manufacture ) to replenish the stock.
In certain cases, businesses might opt for temporary reordering rules when they do not want
specific products to be replenished automatically.
In Odoo, a âtemporaryâ reordering rule is created in the replenishment dashboard when a product:
- is configured with a Buy route
is configured with a Buy route
- has no reordering rule configured
has no reordering rule configured
- has 0 quantity in stock
has 0 quantity in stock
`0`
- is included in a sales order (SO).
is included in a sales order (SO).
This rule is deleted upon confirmation of the purchase order (PO) generated for the product.
- Reordering rules
- Configure reordering rules
Configure reordering rules

## Configuration

To configure a product that triggers temporary reordering rules when its stock reaches 0 , begin by
going to Inventory app â£ Products â£ Products , and click New .
`0`
The same configurations can also be made on an existing product, by going to Inventory app â£ Products â£ Products , and selecting an existing product.
On the product form, enter the product name, and ensure the Can be Sold and Can be Purchased options are enabled, located beneath the Product Name field.
Then, set the Product Type to Storable Product , under the General
Information tab.
`StorableProduct`
Next, click the Purchase tab, and under Vendor , click Add a line to select a vendor from the drop-down menu. Then, set a purchase price under Price .
A vendor must be set for temporary reordering rules to work. While a PO can still be created automatically, attempting to replenish the product from the Replenishment dashboard in the Inventory app triggers a warning to add a vendor on
the product form.
Before creating a SO for the product, ensure the On Hand smart
button on the product form reads 0.00 Units . Then, ensure that the Reordering Rules smart button reads 0 , indicating there are no rules applied to this product.
`0.00Units`
`0`

## Trigger temporary reordering rule

To trigger a temporary reordering rule, create a new sales order for a product by navigating to Sales app â£ New .
Then, add a customer in the Customer field, and click Add a product under
the Product column in the Order Lines tab. Next, select the desired product
from the drop-down menu. Lastly, Confirm the SO .

## Check replenishment report

To see the temporary reordering rule created for the out-of-stock product included in the sales
order, navigate to Inventory app â£ Operations â£ Replenishment . Doing so opens
the Replenishment dashboard.
On this dashboard, locate the product for which the temporary reordering rule was created. On its
product line, its On Hand quantity, negative Forecast quantity, Buy Route , and To Order quantity to replenish can be seen.
Additionally, two replenishment options are located to the far-right of the row: Order
Once and Automate .
To use the one-time, temporary reordering rule, click Order Once . This action triggers a
confirmation pop-up window in the top-right corner, reading The following replenishment
order has been generated , along with a new purchase order number.
Once the purchase order has been generated after clicking Order Once , refresh the
page. The temporary reordering rule for the product no longer appears in the Replenishment dashboard.

## Complete purchase order

To view the purchase order created from the Replenishment dashboard, navigate to the Purchase app , and select the generated PO from the Requests for Quotation overview.
From here, click Confirm Order , then click Receive Products . Finally, click Validate to complete the purchase order.
Now, the original sales order can be delivered and invoiced.
Once the SO is delivered and invoiced, ensure there are no reordering rules
on the product form.
Go to Inventory app â£ Products â£ Products , select the product, and confirm
that the Reordering Rules smart button displays 0 .
`0`

Configuration
Trigger temporary reordering rule
Check replenishment report
Complete purchase order


Quality

# Quality

Odoo Quality helps ensure product quality throughout manufacturing processes and inventory
movements. Conduct quality checks, automate quality inspection frequency, and create quality alerts
when issues arise.
- Odoo Tutorials: Quality Overview
Odoo Tutorials: Quality Overview


Instructions quality check

# Instructions quality check

In Odoo Quality , an Instructions check is one of the quality check types that can be selected
when creating a new quality check or quality control point (QCP). Instructions checks consist of a
text entry field that allows the creator to provide instructions for how to complete the check.
For a full overview of how to configure a quality check or a QCP , see the documentation on quality checks and quality control points .

## Process an Instructions quality check

There are multiple ways that Instructions quality checks can be processed. If a quality check is
assigned to a specific manufacturing, inventory, or work order, the check can be processed on the
order itself. Alternatively, a check can be processed from the checkâs page.

### Process from the quality checkâs page

To process an Instructions quality check from the checkâs page, begin by navigating to Quality â£ Quality Control â£ Quality Checks , and select a quality check. Follow
the Instructions for how to complete the check.
If the product passes the check, click the Pass button above the quality check form. If
the product does not pass the check, click the Fail button, instead.

### Process quality check on an order

To process an Instructions quality check on an order, select a manufacturing order or inventory
order (receipt, delivery, return, etc.) for which a check is required. Manufacturing orders can be
selected by navigating to Manufacturing â£ Operations â£ 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 manufacturing or inventory order, a purple Quality Checks button appears
above the order. Click the button to open the Quality Check pop-up window, from which
any quality checks created for the order can be processed.
To complete an Instructions quality check, follow the instructions detailed in the Quality Check pop-up window. Finally, click Validate to confirm that the
check has been completed.
If an issue or defect is found during the quality check, a quality alert may need to be created to
notify a quality team. To do so, click the Quality Alert button that appears at the top
of the manufacturing or inventory order after the check is validated.
Clicking Quality Alert opens a quality alert form on a new page. For a complete guide on
how to fill out quality alert forms, view the documentation on quality alerts .

### Process work order quality check

When configuring a QCP that is triggered by a manufacturing order, a specific work order can also
be specified in the Work Order Operation field on the QCP form. If a work order is
specified, an Instructions quality check is created for that specific work order, rather than the MO as a whole.
Quality checks configured for work orders must be completed from the Shop Floor module. To do
so, begin by navigating to Manufacturing â£ Operations â£ Manufacturing Orders .
Select an MO that includes a work order for which an Instructions quality check is required.
On the MO , select the Work Orders tab, and click the Open Work Order
(square with arrow coming out of it) 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 orderâs card so that no
other cards are shown.
Begin processing the work orderâs steps until the Instructions quality check step is reached.
Click on the step to open a pop-up window that details how to complete the quality check. Once
completed, click the Next button to complete the check, and move on to the next step.
Alternatively, an Instructions quality check can be completed by clicking the checkbox that
appears on the right side of the stepâs line on the work order card. When using this method, the
quality check automatically passes, without a pop-up window appearing.
For a full guide to the Shop Floor module, see the Shop Floor overview documentation.

Process an Instructions quality check
Process from the quality checkâs page
Process quality check on an order
Process work order quality check


Measure quality check

# Measure quality check

In Odoo Quality , a Measure check is one of the quality check types that can be selected when
creating a new quality check or quality control point (QCP). Measure checks prompt users to
measure a certain aspect of a product and record the measurement in Odoo. For the quality check to
pass, the recorded measurement must be within a certain tolerance of a norm value.

## Create a Measure quality check

There are two distinct ways that Measure quality checks can be created. A single check can be
manually created. Alternatively, a QCP can be configured that automatically creates checks at a
predetermined interval.
This documentation only details the configuration options that are unique to Measure quality
checks and QCPs . For a full overview of all the configuration options available when creating a
single check or a QCP , see the documentation on quality checks and quality control points .

### Quality check

To create a single Measure quality check, navigate to Quality â£ Quality Control
â£ Quality Checks , and click New . Fill out the new quality check form as follows:
- In the Type drop-down field, select the Measure quality check type.
In the Type drop-down field, select the Measure quality check type.
- In the Team drop-down field, select the quality team responsible for managing the
check.
In the Team drop-down field, select the quality team responsible for managing the
check.
- In the Instructions text field of the Notes tab, enter instructions for
how the picture should be taken.
In the Instructions text field of the Notes tab, enter instructions for
how the picture should be taken.

### Quality control point (QCP)

To create a QCP that generates Measure quality checks automatically, navigate to Quality â£ Quality Control â£ Control Points , and click New . Fill out
the new QCP form as follows:
- In the Type drop-down field, select the Measure quality check type. Doing
so causes two new fields to appear: Norm and Tolerance . Use the first text-entry field of the Norm field to record the ideal measurement
that the product should conform to. Use the second text-entry field to specify the unit of
measurement that should be used. The Tolerance field features two sub-fields: from and to .
Use the from field to specify the minimum acceptable measurement, and the to field to specify the maximum acceptable measurement.
In the Type drop-down field, select the Measure quality check type. Doing
so causes two new fields to appear: Norm and Tolerance .
- Use the first text-entry field of the Norm field to record the ideal measurement
that the product should conform to. Use the second text-entry field to specify the unit of
measurement that should be used.
Use the first text-entry field of the Norm field to record the ideal measurement
that the product should conform to. Use the second text-entry field to specify the unit of
measurement that should be used.
- The Tolerance field features two sub-fields: from and to .
Use the from field to specify the minimum acceptable measurement, and the to field to specify the maximum acceptable measurement.
The Tolerance field features two sub-fields: from and to .
Use the from field to specify the minimum acceptable measurement, and the to field to specify the maximum acceptable measurement.
- In the Team drop-down field, select the quality team responsible for managing the
checks created by the QCP .
In the Team drop-down field, select the quality team responsible for managing the
checks created by the QCP .
- In the Instructions text field, enter instructions for how the measurement should be
taken.
In the Instructions text field, enter instructions for how the measurement should be
taken.

## Process a Measure quality check

Once created, there are multiple ways that Measure quality checks can be processed. If a quality
check is assigned to a specific inventory, manufacturing, or work order, the check can be processed
on the order itself. Alternatively, a check can be processed from the checkâs page.

### From the checkâs page

To process a Measure quality check from the checkâs page, begin by navigating to Quality â£ Quality Control â£ Quality Checks , and select a quality check. Follow
the Instructions for how to take the measurement.
After taking the measurement, record the value in the Measure field on the quality check
form. To manually pass or fail the check, click Pass or Fail at the top-left
corner of the check.
Alternatively, if the quality check is assigned to a QCP for which norm and tolerance values
have been specified, click Measure at the top-left corner of the check instead. Doing so
automatically marks the check as Passed if the recorded value is within the specified tolerance ,
or Failed if the value is outside of it.

### On an order

To process a Measure quality check on an order, select a manufacturing order or inventory order
(receipt, delivery, return, etc.), for which a check is required. Manufacturing orders can be
selected by navigating to Manufacturing â£ Operations â£ 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 manufacturing or inventory order, a purple Quality Checks button appears
at the top of the page. Click the button to open the Quality Check pop-up window, which
shows all of the quality checks required for that order.
To process a Measure quality check, measure the product as instructed, then enter the value in the Measure field on the pop-up window. Finally, click Validate to register the
recorded value.
If the value entered is within the range specified in the Tolerance section of the QCP , the quality check passes and the pop-up window closes. The rest of the manufacturing or
inventory order can then be processed as usual.
However, if the value entered is outside of the specified range, a new pop-up window appears, titled Quality Check Failed . The body of the pop-up shows a warning message that states, You measured # units and it should be between # units and # units. , as well as the
instructions entered in the Message If Failure tab of the QCP . At the bottom of the
pop-up, two buttons appear: Correct Measure and Confirm Measure .
If the measurement was not entered correctly and should be changed, select Correct
Measure . Doing so re-opens the Quality Check pop-up window. Enter the corrected
measurement in the Measure field, and then click Validate to complete the
check.
If the measurement was entered correctly, click Confirm Measure instead, and the quality
check fails. Follow any instructions that were listed on the Quality Check Failed pop-up
window.
If a quality alert must be created, click the Quality Alert button that appears at the
top of the manufacturing or inventory order after the check fails. Clicking Quality
Alert opens a quality alert form on a new page.
For a complete guide on how to fill out the quality alert form, view the documentation on quality alerts .

### On a work order

When configuring a QCP that is triggered during manufacturing, a specific work order can also be
specified in the Work Order Operation field on the QCP form. If a work order is
specified, a Measure quality check is created for that specific work order, rather than the
manufacturing order as a whole.
Measure quality checks configured for work orders must be completed from the Shop Floor module. To do so, begin by navigating to Manufacturing â£ Operations â£
Manufacturing Orders . Select an MO that includes a work order for which a Measure quality check
is required.
On the MO , select the Work Orders tab, and 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 orderâs card, so no
other cards are shown.
Process the work orderâs steps until the Measure quality check step is reached. Click on the step
to open a pop-up window that includes instructions for how the measurement should be taken. After
taking the measurement, enter it in the Measure field of the pop-up window, and then
click Validate .
If the measurement entered is within the range specified in the Tolerance section of the QCP , the quality check passes, and the pop-up window moves on to the next step of the work order.
However, if the measurement entered is outside of the specified range, a new pop-up window appears,
titled Quality Check Failed .
The body of the Quality Check Failed pop-up window shows a message that states, You measured # units and it should be between # units and # units , as well as the
instructions entered in the Message If Failure tab of the QCP . At the bottom of the
pop-up window, two buttons appear: Correct Measure and Confirm Measure .
If the measurement was not entered correctly, and should be changed, select Correct
Measure . Doing so opens a new pop-up window, titled Quality Check . Enter the corrected
measure in the Measure field, and then click Validate to complete the check
and close the pop-up window.
If the measurement was entered correctly, click Confirm Measure instead, and the quality
check fails. Follow any instructions that were listed on the Quality Check Failed pop-up
window.
If a quality alert must be created, exit the pop-up window by clicking the X (close) button in the top-right corner.
Then, click the â® (three vertical dots) button on the bottom-right corner of the work
order card to open the What do you want to do? pop-up window.
On the What do you want to do? pop-up window, select the Create a Quality
Alert button. Doing so opens a blank quality alert form in a new Quality Alerts pop-up
window.
For a complete guide on how to fill out quality alert forms, view the documentation on quality alerts .

Create a Measure quality check
Quality check
Quality control point (QCP)
Process a Measure quality check
From the checkâs page
On an order
On a work order


Pass - Fail quality check

# Pass - Fail quality check

In Odoo Quality , a Pass - Fail check is one of the quality check types that can be selected when
creating a new quality check or quality control point (QCP). Pass - Fail checks consist of a text
field that allows the creator to specify a certain criteria that a product must meet to pass the
check.

## Create a Pass - Fail quality check

There are two distinct ways that Pass - Fail quality checks can be created. A single check can be
manually created. Alternatively, a QCP can be configured that automatically creates checks at a
predetermined interval.
This documentation only details the configuration options that are unique to Pass - Fail quality
checks and QCP . For a full overview of all the configuration options available when creating a
single check or a QCP , see the documentation on quality checks and quality control points .

### Quality check

To create a single Pass - Fail quality check, navigate to Quality â£ Quality
Control â£ Quality Checks , and click New . Fill out the new quality check form as
follows:
- In the Type drop-down field, select the Pass - Fail quality check type.
In the Type drop-down field, select the Pass - Fail quality check type.
- In the Team drop-down field, select the quality team responsible for managing the
check.
In the Team drop-down field, select the quality team responsible for managing the
check.
- In the Instructions text field of the Notes tab, enter instructions for
how to complete the quality check and the criteria that must be met for the check to pass.
In the Instructions text field of the Notes tab, enter instructions for
how to complete the quality check and the criteria that must be met for the check to pass.

### Quality Control Point (QCP)

To create a QCP that generates Pass - Fail quality checks automatically, begin by navigating to Quality â£ Quality Control â£ Control Points , and click New . Fill out
the new QCP form as follows:
- In the Type drop-down field, select the Pass - Fail quality check type.
In the Type drop-down field, select the Pass - Fail quality check type.
- In the Team drop-down field, select the quality team responsible for managing the
checks created by the QCP .
In the Team drop-down field, select the quality team responsible for managing the
checks created by the QCP .
- In the Instructions text field, enter instructions for how to complete the quality
check and the criteria that must be met for the check to pass.
In the Instructions text field, enter instructions for how to complete the quality
check and the criteria that must be met for the check to pass.

## Process a Pass - Fail quality check

Once created, there are multiple ways that Measure quality checks can be processed. If a quality
check is assigned to a specific inventory, manufacturing, or work order, the check can be processed
on the order itself. Alternatively, a check can be processed from the checkâs page.

### From the checkâs page

To process a Measure quality check from the checkâs page, begin by navigating to Quality â£ Quality Control â£ Quality Checks , and select a quality check. Follow
the Instructions for how to complete the check.
If the criteria for the check is met, click the Pass button at the top-left corner of
the page. If the criteria is not met, click the Fail button.

### On an order

To process a Pass - Fail quality check on an order, select a manufacturing order or inventory
order (receipt, delivery, return, etc.), for which a check is required. Manufacturing orders can be
selected by navigating to Manufacturing â£ Operations â£ 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 manufacturing or inventory 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.
To process a Pass - Fail quality check, follow the instructions shown on the Quality
Check pop-up window. If the criteria for the check is met, click the Pass button at the
bottom of the window. If the criteria is not met, click the Fail button.
If a quality alert must be created, click the Quality Alert button that appears at the
top of the manufacturing or inventory order after the check fails. Clicking Quality
Alert opens a quality alert form on a new page.
For a complete guide on how to fill out quality alert forms, view the documentation on quality alerts .

### On a work order

When configuring a QCP that is triggered during manufacturing, a specific work order can also be
specified in the Work Order Operation field on the QCP form. If a work order is
specified, a Pass - Fail quality check is created for that specific work order, rather than the
manufacturing order as a whole.
Pass - Fail quality checks configured for work orders must be completed from the Shop Floor module. To do so, begin by navigating to Manufacturing â£ Operations â£
Manufacturing Orders . Select an MO that includes a work order for which a Pass - Fail 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 orderâs card so that no
other cards are shown.
Begin processing the work orderâs steps until the Pass - Fail quality check step is reached. Click
on the step to open a pop-up window that details the criteria for whether the check passes or fails.
Click the Pass button at the bottom of the pop-up window if the check passes, or the Fail button if it fails.
If the Pass button is clicked, the pop-up window moves to the next step for the work
order. If the Fail button is clicked, a Quality Check Failed pop-up window
appears, detailing what should be done next.
Alternatively, instead of clicking on the step to open the pop-up window, a Pass - Fail quality
check can be completed by clicking the checkbox that appears on the right side of the stepâs line
on the work order card. When using this method, the quality check passes automatically, without a
pop-up window appearing.

Create a Pass - Fail quality check
Quality check
Quality Control Point (QCP)
Process a Pass - Fail quality check
From the checkâs page
On an order
On a work order


Take a Picture quality check

# Take a Picture quality check

In Odoo Quality , a Take a Picture check is one of the quality check types that can be selected
when creating a new quality check or quality control point (QCP). Take a Picture checks require a
picture to be attached to the check, which can then be reviewed by a quality team.

## Create a Take a Picture quality check

There are two distinct ways that Take a Picture quality checks can be created. A single check can
be manually created. Alternatively, a QCP can be configured that automatically creates checks at a
predetermined interval.
This documentation only details the configuration options that are unique to Take a Picture quality checks and QCP . For a full overview of all the configuration options available when
creating a single check or a QCP , see the documentation on quality checks and quality control points .

### Quality check

To create a single Take a Picture quality check, navigate to Quality â£ Quality
Control â£ Quality Checks , and click New . Fill out the new quality check form as
follows:
- In the Type drop-down field, select the Take a Picture quality check type.
In the Type drop-down field, select the Take a Picture quality check type.
- In the Team drop-down field, select the quality team responsible for managing the
check.
In the Team drop-down field, select the quality team responsible for managing the
check.
- In the Instructions text field of the Notes tab, enter instructions for
how the picture should be taken.
In the Instructions text field of the Notes tab, enter instructions for
how the picture should be taken.

### Quality control point

To create a QCP that generates Take a Picture quality checks automatically, navigate to Quality â£ Quality Control â£ Control Points , and click New . Fill out
the new QCP form as follows:
- In the Type drop-down field, select the Take a Picture quality check type.
In the Type drop-down field, select the Take a Picture quality check type.
- If the Maintenance app is installed, a Device field appears after selecting the Take a Picture check type. Use this field to specify a device that should be used to take
quality check pictures. For information about managing devices in the Maintenance app, see the
documentation on adding new equipment .
If the Maintenance app is installed, a Device field appears after selecting the Take a Picture check type. Use this field to specify a device that should be used to take
quality check pictures. For information about managing devices in the Maintenance app, see the
documentation on adding new equipment .
- In the Team drop-down field, select the quality team responsible for managing the
checks created by the QCP .
In the Team drop-down field, select the quality team responsible for managing the
checks created by the QCP .
- In the Instructions text field, enter instructions for how the picture should be
taken.
In the Instructions text field, enter instructions for how the picture should be
taken.

## Process a Take a Picture quality check

Once created, there are multiple ways that Take a Picture quality checks can be processed. If a
quality check is assigned to a specific inventory, manufacturing, or work order, the check can be
processed on the order itself. Alternatively, a check can be processed from the checkâs page.

### From the checkâs page

To process a Take a Picture quality check from the checkâs page, begin by navigating to Quality â£ Quality Control â£ Quality Checks , and then select a quality check.
Follow the Instructions for how to take the picture.
After taking the picture, make sure it is stored on the device being used to process the quality
check (computer, tablet, etc.). Then, click the âï¸ (pencil) button in the Picture section to open the deviceâs file manager. In the file manager, navigate to the
picture, select it, and click Open to attach it.

### On an order

To process a Take a Picture quality check on an order, select a manufacturing order or inventory
order (receipt, delivery, return, etc.), for which a check is required. Manufacturing orders can be
selected by navigating to Manufacturing â£ Operations â£ 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 manufacturing or inventory order, a purple Quality Checks button appears
at the top of the page. 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 detailing how to take the picture, which are shown on the Quality
Check pop-up window. After taking the picture, make sure it is stored on the device being used to
process the quality check (computer, tablet, etc.).
Then, click the Take a Picture button in the Picture section to open the
deviceâs file manager. In the file manager, navigate to the picture, select it, and click Open to attach it. Finally, click Validate on the Quality Check pop-up window to complete the quality check.
If a quality alert must be created, click the Quality Alert button that appears at the
top of the manufacturing or inventory order after the check is validated. Clicking Quality Alert opens a quality alert form on a new page. For a complete guide on how to
fill out quality alert forms, view the documentation on quality alerts .

### On a work order

When configuring a QCP that is triggered during manufacturing, a specific work order can also be
specified in the Work Order Operation field on the QCP form. If a work order is
specified, a Take a Picture quality check is created for that specific work order, rather than the
manufacturing order as a whole.
Take a Picture quality checks configured for work orders must be completed from the Shop
Floor module. To do so, begin by navigating to Manufacturing â£ Operations â£
Manufacturing Orders . Then, select an MO that includes a work order for which a Take a Picture 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 orderâs card, so no
other cards are shown.
Process the work orderâs steps until the Take a Picture quality check step is reached. Click on
the step to open a pop-up window that includes instructions for how the picture should be taken.
After taking the picture, make sure it is stored on the device being used to process the quality
check (computer, tablet, etc.).
Then, click the Take a Picture button on the pop-up window to open the deviceâs file
manager. In the file manager, navigate to the picture, select it, and click Open to
attach it.
Finally, click Validate at the bottom of the pop-up window to complete the quality
check. The pop-up window then moves on to the next step of the work order.
If a quality alert must be created, exit the pop-up window by clicking the X (close) button in the top-right corner.
Then, click the â® (three vertical dots) button on the bottom-right corner of the work
order card to open the What do you want to do? pop-up window.
On the What do you want to do? pop-up window, select the Create a Quality
Alert button. Doing so opens a blank quality alert form in a new Quality Alerts pop-up
window.
For a complete guide on how to fill out quality alert forms, view the documentation on quality alerts .

## Review picture attached to quality check

After a picture has been attached to a check, it can then be reviewed by quality team members or
other users. To do so, navigate to Quality â£ Quality Control â£ Quality Checks ,
and select a quality check to review.
The attached picture appears in the Picture section of the quality check form. After
reviewing the picture, click the Pass button if the check passes, or the Fail button if the check fails.


Failure locations

# Failure locations

In Odoo, quality control points (QCPs) are used to create quality checks , which prompt employees
to confirm the quality of products, when they are included in certain operations. By setting one or
more failure locations on a QCP , products that fail the quality checks it creates can be sent to
one of the specified locations.
The Failure Location feature was added in version 17.0 of Odoo, and does not appear in any
previous version. To upgrade an Odoo database to a more recent version, see the documentation on database upgrades .

## Configuration

To use failure locations, the Storage Locations setting must be enabled in the settings of the Inventory app. This setting allows for the creation of sub-locations within a warehouse, including
failure locations.
To enable the Storage Locations setting, navigate to Inventory app â£
Configuration â£ Settings , and tick the checkbox next to Storage Locations , under the Warehouses heading. Then, click Save .
Failure locations are most effective when used for products configured as storable products .
This is because inventory counts are only tracked for storable products, versus consumable products, for which exact counts are not tracked.
Quality checks can still be created for consumable products, and those products can be sent to a
failure location if they fail a check. However, Odoo does not track the exact quantity of a
consumable product stored at a failure location.
To configure a product as storable, navigate to Inventory app â£ Products â£
Products , and select a product. In the Product Type field on the General
Information tab, make sure that Storable Product is selected from the drop-down
menu.

## Add failure location to QCP

To add a failure location to a QCP , navigate to Quality app â£ Quality Control
â£ Control Points . Select an existing QCP from the list, or create a new one by clicking New .
The following instructions only detail the configuration settings necessary for adding a failure
location to a QCP . For a full overview of QCP and all of the options available when
configuring them, see the documentation on quality control points .
In the Control Per field on the QCP form, select the Quantity option.
Doing so causes a Failure Locations field to appear on the form. This field is only
available when the Quantity option is selected.
In the Failure Locations field, select one or more locations from the drop-down menu. To
create a new location, type the desired location name into the field, and then select Create â[name]â from the drop-down menu.

## Send products to failure location

Once a QCP has been configured with one or more failure locations, products that fail a check
created by the QCP can be routed to one of the locations.
To do so, open an order that requires a quality check created by a QCP configured with a failure
location. For example, navigate to Inventory app â£ Operations â£ Receipts , and
select a receipt.
At the top of the selected order, click the Quality Checks button to open a pop-up
window, from which the quality check can be processed. At the bottom of the pop-up window, click the Fail button to fail the quality check, which opens a second pop-up window, titled Quality Check Failed for [Product] .
In the Quantity Failed field, enter the quantity of the product that failed to pass the
quality check. In the Failure Location field, select a location to which the failed
quantity should be sent. Then, click Confirm at the bottom of the pop-up window to close
it.
Finally, on the order, click the Validate button at the top of the page. Doing so
confirms the products that failed the quality check were sent to the failure location, while
products that passed it were sent to their normal storage locations.

## View failure location inventory

To view the product quantities stored in a failure location, navigate to Inventory
app â£ Configuration â£ Locations . Select a failure location from the list. Then, click the Current Stock smart button on the locationâs page.
A failure locationâs page lists all of the products stored within the location, along with the
quantity of each.

Configuration
Add failure location to QCP
Send products to failure location
View failure location inventory


Quality alerts

# Quality alerts

In the Odoo Quality app, quality alerts are used to notify quality teams of product defects or
other issues. Quality alerts can be created from a manufacturing or inventory order, from a work
order in the Shop Floor module, or directly within the Quality app.

## Create quality alerts

There are multiple ways to create a new quality alert:
- From the Quality app itself , by to Quality â£  Quality Control â£ Quality
Alerts , and then click New to open a quality alert form.
From the Quality app itself , by to Quality â£  Quality Control â£ Quality
Alerts , and then click New to open a quality alert form.
- Navigate to Manufacturing â£ Operations â£ Manufacturing Orders , and then
select an MO . Click the Quality Alert button at the top of the MO to open a
quality alert form in a new page. Important This method can only be used if a quality check has been requested for the MO . The Quality Alert button will not appear otherwise.
Navigate to Manufacturing â£ Operations â£ Manufacturing Orders , and then
select an MO . Click the Quality Alert button at the top of the MO to open a
quality alert form in a new page.
This method can only be used if a quality check has been requested for the MO . The Quality Alert button will not appear otherwise.
- Open the Inventory app, click the # To Process button on an inventory
order type card (Receipts, Delivery Orders, etc.), and then select an order. Click the Quality Alert button at the top of the order to open a quality alert form in a new
page. Important This method can only be used if a quality check has been requested for the inventory order. The Quality Alert button will not appear otherwise. If the button does not appear, a
quality alert can also be created by clicking the âï¸ (gear) icon at the top of the
page and selecting the Quality Alert option from the resulting menu.
Open the Inventory app, click the # To Process button on an inventory
order type card (Receipts, Delivery Orders, etc.), and then select an order. Click the Quality Alert button at the top of the order to open a quality alert form in a new
page.
This method can only be used if a quality check has been requested for the inventory order. The Quality Alert button will not appear otherwise. If the button does not appear, a
quality alert can also be created by clicking the âï¸ (gear) icon at the top of the
page and selecting the Quality Alert option from the resulting menu.
- Open the Shop Floor module, and then select a work center from the navigation bar
at the top of the page. Then, click the â® (three vertical dots) button at the
bottom-right of a work order card to open the What do you want to do? menu. Select the Create a Quality Alert option from this menu to open a quality alert in a pop-up
window.
Open the Shop Floor module, and then select a work center from the navigation bar
at the top of the page. Then, click the â® (three vertical dots) button at the
bottom-right of a work order card to open the What do you want to do? menu. Select the Create a Quality Alert option from this menu to open a quality alert in a pop-up
window.
Depending on how a new quality alert form is opened, certain fields on the form may already be
filled in. For example, if a quality alert is created from a work order card in the Shop Floor module, the Product and Work Center are pre-filled.

### Quality alerts form

After opening a new quality alert form, begin by giving it a short Title that summarizes
the issue with the product.
Then, if the quality alert is referencing:
- A specific product or product variant , select it from the Product or Product Variant drop-down menus.
A specific product or product variant , select it from the Product or Product Variant drop-down menus.
- A specific work center , select it from the Work Center drop-down menu.
A specific work center , select it from the Work Center drop-down menu.
- A specific picking order , select it from the Picking drop-down menu.
A specific picking order , select it from the Picking drop-down menu.
Next in the Team field, select the quality team that is responsible for managing the
quality alert. If a specific employee should be responsible for the quality alert, select them from
the Responsible drop-down menu.
In the Tags field, select any tags relevant to the quality alert from the drop-down
menu.
Use the Root Cause field to select the cause of the quality issue, if known.
Lastly, choose a Priority level by selecting a â (star) number between one
and three. Quality alerts with higher priorities appear at the top of the Quality Alerts Kanban board in the Quality app.
At the bottom of the quality alert form are four tabs which aid in adding supplemental information
or actions to be taken for the quality alert. They can be filled out as follows:
- In the Description tab, enter a description of the quality issue.
In the Description tab, enter a description of the quality issue.
- Use the Corrective Actions tab to detail the steps that should be taken to fix the
issue.
Use the Corrective Actions tab to detail the steps that should be taken to fix the
issue.
- Use the Preventive Actions tab to detail what should be done to prevent the issue from
occurring in the future.
Use the Preventive Actions tab to detail what should be done to prevent the issue from
occurring in the future.
- In the Miscellaneous tab, select the Vendor of the product. If using an
Odoo database which manages multiple companies, select the relevant company in the Company field. Finally, specify when the alert was assigned to a quality team in the Date Assigned field.
In the Miscellaneous tab, select the Vendor of the product. If using an
Odoo database which manages multiple companies, select the relevant company in the Company field. Finally, specify when the alert was assigned to a quality team in the Date Assigned field.

## Manage quality alerts

To view all existing quality alerts, navigate to Quality â£ Quality Control â£
Quality Alerts . By default, alerts are displayed in a Kanban board view, which organizes them into
different stages based on where they are in the review process.
To move an alert to a different stage, simply drag and drop it on the desired stage. Alternatively,
select a quality alert to open it, and then click the desired stage above the top-right corner of
the quality alert form.
To create a new alert within a specific stage, click the + (plus) button to the right of
the stage name. In the new alert card that appears below the stage title, enter the Title of the alert, and then click Add . To configure the rest of the alert,
select the alert card to open its form.

Create quality alerts
Quality alerts form
Manage quality alerts


Quality checks

# 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 â£ Quality Control
â£ 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.
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).
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.
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.
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.
Take a Picture requires a picture to be attached to the check before the check can be
completed.
- Print label opens a pop-up from which labels can be printed. This step can be
customized to provide instructions about where to add the labels on a product.
Print label opens a pop-up from which labels can be printed. This step can be
customized to provide instructions about where to add the labels on a product.
- Pass - Fail is used when the product being checked must meet a certain criteria to
pass the check.
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 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.
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. âAttach a picture of the productâ). 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 checkâs 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.
It is not possible to manually create a single quality check that is assigned to a specific work
order operation. Quality checks for work order operations can only be created by a QCP . See the
documentation on Quality Control Points for information about how to configure a QCP that will create quality checks for a specific work order operation.

### Quality check page

To process a quality check from the checkâs page, begin by navigating to Quality â£
Quality Control â£ 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 â£ Operations â£ 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
â£ Operations â£ 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.
For a full guide to the Shop Floor module, see the Shop Floor overview documentation.
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 orderâs card so that no
other cards are shown.
Process the work orderâs 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 .
The specific steps for processing a quality check depend upon the type of check being conducted.
For information about processing each type of quality check, see the associated documentation:
- Instructions quality check
Instructions quality check
- Pass - Fail quality check
Pass - Fail quality check
- Measure quality check
Measure quality check
- Take a Picture quality check
Take a Picture quality check

Manual quality check
Process quality check
Quality check page
Quality check on order
Quality check on work order