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[IMP] MRP: Update Manufacturing step docs for Shop Floor
closes #6747 Signed-off-by: Zachary Straub (zst) <[email protected]>
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‎content/applications/inventory_and_mrp/manufacturing/management.rst‎

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -20,6 +20,6 @@ Manufacturing workflows
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management/configure_manufacturing_product
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management/split_merge
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management/work_order_dependencies
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management/two_step_manufacturing
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management/one_step_manufacturing
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management/two_step_manufacturing
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management/three_step_manufacturing

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

Lines changed: 66 additions & 21 deletions
Original file line numberDiff line numberDiff line change
@@ -51,6 +51,8 @@ auto-populate with the components and operations specified on the |BOM|. If addi
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operations are required for the |MO| being configured, add them to the :guilabel:`Components` and
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:guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`.
5353

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Finally, click :guilabel:`Confirm` to confirm the |MO|.
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5456
Process manufacturing order
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===========================
5658

@@ -81,32 +83,75 @@ same process for each work order listed on the :guilabel:`Work Orders` tab.
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After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to
8284
mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory.
8385

84-
Tablet view workflow
85-
--------------------
86+
Shop Floor workflow
87+
-------------------
88+
89+
To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to
90+
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
91+
92+
On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square
93+
with arrow coming out of it)` button on the line of the first work order to be processed. Doing so
94+
opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work
95+
order.
8696

87-
To complete the work orders for an |MO| using the tablet view, begin by navigating to
88-
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select a
89-
manufacturing order.
97+
On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to
98+
open the *Shop Floor* module.
9099

91-
Next, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`📱 (tablet)` button
92-
on the line of the first work order to be processed. This opens the tablet view.
100+
.. image:: one_step_manufacturing/shop-floor-button.png
101+
:align: center
102+
:alt: The Open Shop Floor button for a work order on a manufacturing order.
103+
104+
When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page
105+
for the work center where the work order is configured to be carried out. The page shows a card for
106+
the work order that displays the |MO| number, the product and number of units to be produced, and
107+
the steps required to complete the work order.
93108

94-
.. image:: one_step_manufacturing/tablet-view-button.png
109+
.. image:: one_step_manufacturing/work-order-card.png
95110
:align: center
96-
:alt: The tablet view button for a work order on a manufacturing order.
111+
:alt: A work order card on a work center page in the Shop Floor module.
112+
113+
A work order is processed by completing each step listed on its card. This can be done by clicking
114+
on a step and following the instructions listed on the pop-up window that appears. Once the step is
115+
completed, click :guilabel:`Next` to move on to the next step, if any are required.
97116

98-
After opening the tablet view, Odoo *Manufacturing* automatically starts a timer that keeps track of
99-
how long the work order takes to complete. After completing the work order, click the
100-
:guilabel:`Mark as Done` button in the top-right corner of the tablet view.
117+
Alternatively, work order steps can be completed by clicking the checkbox that appears on the right
118+
side of the step's line on the work order card. When using this method, the step is automatically
119+
marked as completed, without a pop-up window appearing.
101120

102-
Clicking :guilabel:`Mark as Done` while there is at least one more work order left to complete opens
103-
a page that lists the next work order. Click on that work order to open it in the tablet view.
121+
The final step on a work order card is titled *Register Production*. This step is used to register
122+
the number of product units that were produced. If the number produced is equal to the number that
123+
the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to
124+
automatically register that number as the quantity produced.
104125

105-
Once the final work order for the |MO| has been reached, a :guilabel:`Mark as Done and Close MO`
106-
button appears on the tablet view in addition to the :guilabel:`Mark as Done` button. Click
107-
:guilabel:`Mark as Done and Close MO` to mark the |MO| as :guilabel:`Done` and register the
108-
manufactured product(s) into inventory.
126+
If a different number must be entered, click the :guilabel:`Register Production` step to open a
127+
pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click
128+
:guilabel:`Validate` to register that number.
109129

110-
It is also possible to complete the final operation while keeping the |MO| open, by clicking
111-
:guilabel:`Mark as Done`. In this case, the |MO| can be closed later by clicking the
112-
:guilabel:`Produce All` button on the order.
130+
.. note::
131+
The *Register Production* step appears on every work order card. It must be completed for the
132+
first work order that is processed. After doing so, the step appears as already completed for
133+
each remaining work order in the |MO|.
134+
135+
After completing all of the steps for a work order, a button appears on the footer of the work order
136+
card. If any other work orders must be completed before the |MO| can be closed, the button is titled
137+
:guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled
138+
:guilabel:`Close Production`.
139+
140+
Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears
141+
completely, the work order's status is marked as *Finished* on the |MO|, and the next work order
142+
appears in the *Shop Floor* module, on the page of the work center where it is configured to be
143+
carried out. Any additional work orders can be processed using the instructions detailed in this
144+
section.
145+
146+
Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears,
147+
the |MO| is marked as *Done*, and the units of the product that were produced are entered into
148+
inventory.
149+
150+
After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by
151+
an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away
152+
to keep the work order open.
153+
154+
.. tip::
155+
This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a
156+
more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor
157+
overview <manufacturing/shop_floor/shop_floor_overview>` documentation.

‎content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing/shop-floor-button.png‎

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‎content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing/tablet-view-button.png‎

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

Lines changed: 64 additions & 21 deletions
Original file line numberDiff line numberDiff line change
@@ -106,35 +106,78 @@ same process for each work order listed on the :guilabel:`Work Orders` tab.
106106
After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to
107107
mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory.
108108

109-
Tablet view workflow
110-
--------------------
109+
Shop Floor workflow
110+
-------------------
111111

112-
To complete the work orders for an |MO| using the tablet view, begin by navigating to
113-
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select a
114-
manufacturing order.
112+
To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to
113+
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
115114

116-
Next, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`📱 (tablet)` button
117-
on the line of the first work order to be processed. This opens the tablet view.
115+
On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square
116+
with arrow coming out of it)` button on the line of the first work order to be processed. Doing so
117+
opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work
118+
order.
118119

119-
.. image:: three_step_manufacturing/tablet-view-button.png
120+
On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to
121+
open the *Shop Floor* module.
122+
123+
.. image:: three_step_manufacturing/shop-floor-button.png
124+
:align: center
125+
:alt: The Open Shop Floor button for a work order on a manufacturing order.
126+
127+
When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page
128+
for the work center where the work order is configured to be carried out. The page shows a card for
129+
the work order that displays the |MO| number, the product and number of units to be produced, and
130+
the steps required to complete the work order.
131+
132+
.. image:: three_step_manufacturing/work-order-card.png
120133
:align: center
121-
:alt: The tablet view button for a work order on a manufacturing order.
134+
:alt: A work order card on a work center page in the Shop Floor module.
135+
136+
A work order is processed by completing each step listed on its card. This can be done by clicking
137+
on a step, and following the instructions listed on the pop-up window that appears. Once the step is
138+
completed, click :guilabel:`Next` to move on to the next step, if any are required.
139+
140+
Alternatively, work order steps can be completed by clicking the checkbox that appears on the right
141+
side of the step's line on the work order card. When using this method, the step is automatically
142+
marked as completed, without a pop-up window appearing.
122143

123-
After opening the tablet view, Odoo *Manufacturing* automatically starts a timer that keeps track of
124-
how long the work order takes to complete. After completing the work order, click the
125-
:guilabel:`Mark as Done` button in the top-right corner of the tablet view.
144+
The final step on a work order card is titled *Register Production*. This step is used to register
145+
the number of product units that were produced. If the number produced is equal to the number that
146+
the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to
147+
automatically register that number as the quantity produced.
126148

127-
Clicking :guilabel:`Mark as Done` while there is at least one more work order left to complete opens
128-
a page that lists the next work order. Click on that work order to open it in the tablet view.
149+
If a different number must be entered, click the :guilabel:`Register Production` step to open a
150+
pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click
151+
:guilabel:`Validate` to register that number.
129152

130-
Once the final work order for the |MO| has been reached, a :guilabel:`Mark as Done and Close MO`
131-
button appears on the tablet view in addition to the :guilabel:`Mark as Done` button. Click
132-
:guilabel:`Mark as Done and Close MO` to mark the |MO| as :guilabel:`Done`, and register the
133-
manufactured product(s) into inventory.
153+
.. note::
154+
The *Register Production* step appears on every work order card. It must be completed for the
155+
first work order that is processed. After doing so, the step appears as already completed for
156+
each remaining work order in the |MO|.
134157

135-
It is also possible to complete the final work order while keeping the |MO| open, by clicking
136-
:guilabel:`Mark as Done`. In this case, the |MO| can be closed at a later time by clicking the
137-
:guilabel:`Produce All` button on the |MO|.
158+
After completing all of the steps for a work order, a button appears on the footer of the work order
159+
card. If any other work orders must be completed before the |MO| can be closed, the button is titled
160+
:guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled
161+
:guilabel:`Close Production`.
162+
163+
Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears
164+
completely, the work order's status is marked as *Finished* on the |MO|, and the next work order
165+
appears in the *Shop Floor* module, on the page of the work center where it is configured to be
166+
carried out. Any additional work orders can be processed using the instructions detailed in this
167+
section.
168+
169+
Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears,
170+
the |MO| is marked as *Done*, and the units of the product that were produced are entered into
171+
inventory.
172+
173+
After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by
174+
an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away
175+
to keep the work order open.
176+
177+
.. tip::
178+
This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a
179+
more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor
180+
overview <manufacturing/shop_floor/shop_floor_overview>` documentation.
138181

139182
Process finished product transfer
140183
=================================

‎content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing/shop-floor-button.png‎

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‎content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing/tablet-view-button.png‎

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‎content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing/work-order-card.png‎

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

Lines changed: 63 additions & 19 deletions
Original file line numberDiff line numberDiff line change
@@ -103,31 +103,75 @@ same process for each work order listed on the :guilabel:`Work Orders` tab.
103103
After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to
104104
mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory.
105105

106-
Tablet view workflow
107-
--------------------
106+
Shop Floor workflow
107+
-------------------
108108

109-
To complete the work orders for an |MO| using the tablet view, begin by navigating to
109+
To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to
110110
:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
111111

112-
Next, click on the :guilabel:`Work Orders` tab, then select the :guilabel:`📱 (tablet)` button on
113-
the line of the first work order to be processed. This opens the tablet view.
112+
On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square
113+
with arrow coming out of it)` button on the line of the first work order to be processed. Doing so
114+
opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work
115+
order.
114116

115-
.. image:: two_step_manufacturing/tablet-view-button.png
117+
On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to
118+
open the *Shop Floor* module.
119+
120+
.. image:: two_step_manufacturing/shop-floor-button.png
121+
:align: center
122+
:alt: The Open Shop Floor button for a work order on a manufacturing order.
123+
124+
When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page
125+
for the work center where the work order is configured to be carried out. The page shows a card for
126+
the work order that displays the |MO| number, the product and number of units to be produced, and
127+
the steps required to complete the work order.
128+
129+
.. image:: two_step_manufacturing/work-order-card.png
116130
:align: center
117-
:alt: The tablet view button for a work order on a manufacturing order.
131+
:alt: A work order card on a work center page in the Shop Floor module.
132+
133+
A work order is processed by completing each step listed on its card. This can be done by clicking
134+
on a step and following the instructions listed on the pop-up window that appears. Once the step is
135+
completed, click :guilabel:`Next` to move on to the next step, if any are required.
136+
137+
Alternatively, work order steps can be completed by clicking the checkbox that appears on the right
138+
side of the step's line on the work order card. When using this method, the step is automatically
139+
marked as completed, without a pop-up window appearing.
118140

119-
After opening the tablet view, Odoo *Manufacturing* automatically starts a timer that keeps track of
120-
how long the work order takes to complete. After completing the work order, click the
121-
:guilabel:`Mark as Done` button in the top-right corner of the tablet view.
141+
The final step on a work order card is titled *Register Production*. This step is used to register
142+
the number of product units that were produced. If the number produced is equal to the number that
143+
the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to
144+
automatically register that number as the quantity produced.
122145

123-
Clicking :guilabel:`Mark as Done` while there is at least one more work order left to complete opens
124-
a page that lists the next work order. Click on that work order to open it in the tablet view.
146+
If a different number must be entered, click the :guilabel:`Register Production` step to open a
147+
pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click
148+
:guilabel:`Validate` to register that number.
125149

126-
Once the final work order for the |MO| has been reached, a :guilabel:`Mark as Done and Close MO`
127-
button appears on the tablet view in addition to the :guilabel:`Mark as Done` button. Click
128-
:guilabel:`Mark as Done and Close MO` to mark the |MO| as :guilabel:`Done`, and register the
129-
manufactured product(s) into inventory.
150+
.. note::
151+
The *Register Production* step appears on every work order card. It must be completed for the
152+
first work order that is processed. After doing so, the step appears as already completed for
153+
each remaining work order in the |MO|.
130154

131-
It is also possible to complete the final operation while keeping the |MO| open, by clicking
132-
:guilabel:`Mark as Done`. In this case, the |MO| can be closed at a later time by clicking the
133-
:guilabel:`Produce All` button on the order.
155+
After completing all of the steps for a work order, a button appears on the footer of the work order
156+
card. If any other work orders must be completed before the |MO| can be closed, the button is titled
157+
:guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled
158+
:guilabel:`Close Production`.
159+
160+
Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears
161+
completely, the work order's status is marked as *Finished* on the |MO|, and the next work order
162+
appears in the *Shop Floor* module, on the page of the work center where it is configured to be
163+
carried out. Any additional work orders can be processed using the instructions detailed in this
164+
section.
165+
166+
Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears,
167+
the |MO| is marked as *Done*, and the units of the product that were produced are entered into
168+
inventory.
169+
170+
After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by
171+
an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away
172+
to keep the work order open.
173+
174+
.. tip::
175+
This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a
176+
more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor
177+
overview <manufacturing/shop_floor/shop_floor_overview>` documentation.

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