[ADD] MRP: Three-step manufacturing

closes #5163

Signed-off-by: John Holton (hojo) <[email protected]>

Author: John Holton (hojo)

content/applications/inventory_and_mrp/manufacturing/management.rst

@@ -22,3 +22,4 @@ Manufacturing workflows
    management/work_order_dependencies
    management/two_step_manufacturing
    management/one_step_manufacturing
+   management/three_step_manufacturing

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

@@ -0,0 +1,150 @@
+========================
+Three-step manufacturing
+========================
+
+.. _manufacturing/management/two_step_manufacturing:
+.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+
+Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using
+three-step manufacturing, Odoo creates a pick components transfer, a manufacturing order (MO), and a
+store finished products transfer, and updates inventory counts based on the number of components
+removed, and finished products created.
+
+.. tip::
+   The number of steps used in manufacturing is set at the warehouse level, allowing for each
+   warehouse to use a different number of steps. To change the number of steps used for a specific
+   warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`,
+   and then select a warehouse from the :guilabel:`Warehouses` screen.
+
+   On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input
+   field, and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick
+   components and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then
+   store products (3 steps)`.
+
+   .. image:: three_step_manufacturing/manufacturing-type.png
+      :align: center
+      :alt: The Manufacture radio input field on a warehouse configuration page.
+
+.. important::
+   Products must be properly configured before they can be manufactured in Odoo. For details on how
+   to do so, see the documentation on how to :ref:`configure a product for manufacturing
+   <manufacturing/management/configure-manufacturing-product>`.
+
+Create manufacturing order
+==========================
+
+To manufacture a product in Odoo *Manufacturing*, begin by navigating to
+:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then click
+:guilabel:`New` to create a new |MO|.
+
+On the new |MO|, select the product to be produced from the :guilabel:`Product` drop-down menu. The
+:guilabel:`Bill of Material` field auto-populates with the associated Bill of Materials (BoM).
+
+If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the
+:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the
+associated product.
+
+After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs
+auto-populate with the components and operations specified on the |BOM|. If additional components or
+operations are required for the |MO| being configured, add them to the :guilabel:`Components` and
+:guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`.
+
+Finally, click :guilabel:`Confirm` to confirm the |MO|.
+
+Process pick components transfer
+================================
+
+After confirming a three-step |MO|, a :guilabel:`Transfers` smart button appears at the top of the
+page. Click it to be taken to the :guilabel:`Transfers` page for the |MO|. The page lists two
+transfers: *WH/PC/XXXXX* (the pick components transfer), and *WH/SFP/XXXXX* (the store finished
+products transfer).
+
+Select :guilabel:`WH/PC/XXXXX` to open the pick components transfer for the |MO|. This transfer is
+used to track the movement of components from the locations where they are stored to the location
+where they are used to manufacture the product.
+
+After transferring the components out of their storage location, click :guilabel:`Validate` at the
+top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
+window that appears. Doing so marks the transfer as :guilabel:`Done`, and updates inventory counts
+to reflect the quantity of components transferred.
+
+Finally, return to the |MO| by clicking the :guilabel:`WH/MO/XXXXX` breadcrumb at the top of the
+page.
+
+.. image:: three_step_manufacturing/mo-bread-crumb.png
+   :align: center
+   :alt: The manufacturing order bread crumb on a pick components transfer.
+
+Process manufacturing order
+===========================
+
+An |MO| is processed by completing all of the work orders listed under its :guilabel:`Work Orders`
+tab. This can be done on the |MO| itself, or from the work order tablet view.
+
+Basic workflow
+--------------
+
+To complete work orders from the |MO| itself, begin by navigating to :menuselection:`Manufacturing
+--> Operations --> Manufacturing Orders`, and then select a manufacturing order.
+
+On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins on the first work order
+that needs to be completed, click the :guilabel:`Start` button for that work order. Odoo
+*Manufacturing* then starts a timer that keeps track of how long the work order takes to complete.
+
+.. image:: three_step_manufacturing/start-button-2.png
+   :align: center
+   :alt: The Start button for a work order on a manufacturing order.
+
+When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the
+same process for each work order listed on the :guilabel:`Work Orders` tab.
+
+.. image:: three_step_manufacturing/done-button.png
+   :align: center
+   :alt: The Done button for an work order on a manufacturing order.
+
+After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to
+mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory.
+
+Tablet view workflow
+--------------------
+
+To complete the work orders for an |MO| using the tablet view, begin by navigating to
+:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select a
+manufacturing order.
+
+Next, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`📱 (tablet)` button
+on the line of the first work order to be processed. This opens the tablet view.
+
+.. image:: three_step_manufacturing/tablet-view-button.png
+   :align: center
+   :alt: The tablet view button for a work order on a manufacturing order.
+
+After opening the tablet view, Odoo *Manufacturing* automatically starts a timer that keeps track of
+how long the work order takes to complete. After completing the work order, click the
+:guilabel:`Mark as Done` button in the top-right corner of the tablet view.
+
+Clicking :guilabel:`Mark as Done` while there is at least one more work order left to complete opens
+a page that lists the next work order. Click on that work order to open it in the tablet view.
+
+Once the final work order for the |MO| has been reached, a :guilabel:`Mark as Done and Close MO`
+button appears on the tablet view in addition to the :guilabel:`Mark as Done` button. Click
+:guilabel:`Mark as Done and Close MO` to mark the |MO| as :guilabel:`Done`, and register the
+manufactured product(s) into inventory.
+
+It is also possible to complete the final work order while keeping the |MO| open, by clicking
+:guilabel:`Mark as Done`. In this case, the |MO| can be closed at a later time by clicking the
+:guilabel:`Produce All` button on the |MO|.
+
+Process finished product transfer
+=================================
+
+After completing the |MO|, return to the order's :guilabel:`Transfers` page by clicking the
+:guilabel:`Transfers` button at the top of the order. This time, select :guilabel:`WH/SFP/XXXXX` to
+open the store finished products transfer. This transfer is used to track the movement of finished
+products from the location where they were manufactured to the location where they are stored.
+
+After transferring the finished products to their storage location, click :guilabel:`Validate` at
+the top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
+window that appears. Doing so marks the transfer as :guilabel:`Done`, and updates inventory counts
+to reflect the quantity of finished products transferred.