Odoo Experience 2022: Enhancing Quality Management with Odoo V16
Join Mathieu Germain as he showcases Odoo V16's Quality App, highlighting its features and benefits for managing quality in manufacturing. Includes a detailed demo.
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Quality management improvements
Added on 09/30/2024
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Speaker 1: Hello and welcome to Odoo Experience 2022. My name is Mathieu Germain, I am the MRP Product Owner at Odoo, which means that I am responsible for the Manufacturing, Repair, PLM, Maintenance and the Quality App, which will be the topic of today. More specifically, I want to show you what we've done for V16 and why we think that the Quality App is the perfect tool to help you manage your quality management system related needs. The talk will be quite short, there will be only four sections. I'll do a small reminder on why managing quality is so important for your manufacturing company. Then I'll go into a demo of V16, we'll do a small conclusion and then feel free to ask any questions that you have. So why is it so important? Actually, I have identified three main reasons why installing and managing a quality management system in your company is very important, and I would like to share these with you. So the first one is, of course, you want to make sure that whatever you produce is of good quality. This will ensure you to create a strong brand and also have satisfied customers. Satisfied customers are customers who come back, which means better business for you. So this is the obvious reason. The second reason is that there are global quality standards and certifications out there that, depending on which industry you operate in, might be a requirement for you to attract new customers. I'm thinking about very regulated industries like the food industry or the pharmaceutical industry who require specific norms to operate in, or other industries where it might simply be a bonus to show customers or convince customers to choose you over someone else. To prove that you have processes and structures in place that make sure that they can rely on you for the long term. And then talking about processes, this is the third reason why a quality management system is important for you, for your business, is because it helps you improve process efficiency. Why does it help you improve process efficiency? Actually, there are two reasons. First of all, the fact that you are setting up a quality management system enables you to build processes and enables you to make sure that things are done the way that you want them to be done. And second of all, having these quality checks in place enables you, well, if it's well designed at least, to collect data about these different processes and the results of these checks that you put in place to help you to continuously improve the quality of that quality management system. And so let me show you how we do that in Odoo. So here I am in an Odoo V16 database, and I would like to cover with you a very simple use case. The use case I have chosen today is the manufacture of a customizable table for our customers. So to look at the bill of material of my product, I'm simply going into my manufacturing module over here and I will go into my bill of material section. Here I will open my bill of material and go into also a new feature of V16, which is the overview report. It replaces the cost analysis report by adding various information. That is, this is the topic of another talk by Charlotte. So here we have the bill of material for a customizable table, which is made out of one unit of a table top and four units of a table leg. And then also a few consumables over here, four screws and four bolts. So let me look at the quality management system that I have decided to put in place to manage the quality of this product. So here I will start with the table leg. And on the product form of my table leg, you are now very familiar with the smart buttons on that product form that give you a lot of information about that product. And over here, if we look at the quality related smart button, we see that there is one quality point on our table leg. Why does this quality point apply to the table leg? We see that the table leg is of the category raw material furniture. And this quality point was set up on the product category to ensure that whenever this operation is completed, which is a receipt operation of materials into a stock, this type of quality check is performed. And so if we spend a minute on the type of quality check, this is the control per section over here we have now in V16-3. And we start off with the new one in V16, which is the operation quality check. You might be familiar with the name, but that is because we have changed the naming structure in V16. Let me be more specific. We now have this operation type quality point that will only ask of you one check for the operation type for any of the products or product categories that I mentioned over here. We have the product quality check, which is the previous operation type quality check, which is a quality check per product. And so I will show you the difference later on. And then we have the quantity quality check, which is the previous product type quality check, which is now a check per product quantity. This was always the case in V15. And as you might be aware, this type of quality check, the quantity check, allows you also to do a partial quantity test. But we'll get to that later. All right. So I will go back to my BOM overview. I'll just check that the tabletop, which is also of the category here, raw material furniture, should also have this quality point applied to it. It is the case over here. Indeed, we see that this quality point also applies to it. And then let's see what I have for the final product. Here I have actually two quality points that apply. So let's check them out. So here I have, I see quality point number one, which is a which has a type of table production quality check. It is of type product. So this one will be asked on the specific product itself in the operation, which is mentioned over here. You will see that later. And we see that it's a worksheet type quality check with the specific success conditions, which, as you might be aware, can be customized based on the different fields on the worksheet here. We have a worksheet here which contains a rigidity test checkbox. And this, sorry. And this means that in the quality point asks you, the quality point ensures that if only this quality check will be marked as passed, if this checkbox is ticked. And then, sorry, we also have here the second quality point which applies to this table, which is the third and last quality check type, which is the quantity check. And here it's a partial quantity test, which is that we only want to we only want to test 20 percent of whatever quantity is moved for that product in that process. All right. And so here, as you might be familiar with, we have the instructions that will be shown when the quality check is performed, which can be edited over here and the message if there is a failure. Right. So without further ado, let's go in the process and see how this is this is translated on a functional side. So here, let me say, let me let me imagine that I want to produce 10 units of these tables. I can confirm it over here. And I see already that Odoo asks me to do a quality check. So I can just open it and I see the instructions. Please fill in the worksheet when you are done with your manufacturing order. So I know that I have to wait until the manufacturing order is done in order to process that quality check. In the meantime, I see that the component status of this manufacturing order is not available. And that is why because we are missing both the tabletop and the table index. So in the system, something I have set up in the in my configuration of this product as well is that a purchase order is automatically generated for the right quantities of these components. We see it over here and we see that it is for my tabletop and my table next 10 quantity and 40 quantities. I can confirm that purchase order to my vendor over here and I can access the receipt. If I go into the receipt, I can start editing the quantities that I'm receiving. So here we have 10 quantities of the table top and then 10 quantities. Sorry, 40 quantities of the table leg. And I can try and validate that process, but it won't let me. It won't let me because we have a quality check to do first. So this quality check is over here. We have the instructions that are shown here at the top. Check for any signs of packaging defaults and if any, inspect the part before moving it into the stock. We see that this operation type quality point means that it is not specific to a product, but it is only specific to the product, to the operation type, right? So it is just a general check which I can pass and it allows me in one click to validate the check for all of the products that are concerned. All right, you can now validate that transfer and the products are in your stock and you have made sure that they are also of good quality. So let's go back to our manufacturing order over here. The products are in stock. Let me say that, let me imagine that I want to split that manufacturing order in two batches on two production lines. Let's say I can just split my manufacturing order over here. This creates two manufacturing orders, one for five quantity here and the second one over here for the other five quantities. So let me go forward with the manufacture of these five tables. I'll start by, you know, saying the lot number that I'm about to produce and then I can just mark my manufacturing order as done. Here you see that we have a user error because we have to respect the quality check process that is in place. Odoo asks us to do the quality check first before we are able to mark it as done. So you're obliged to go into the quality check zone over here and you see that the worksheet that you're supposed to fill out is right over here. You can start by filling out the order. You can start by filling out the date, the 13th of October, the build quality, is it A, B, C, did it pass the rigidity test, are there any customizations that were done over here and you can put in a few comments if you want to remember that form is fully customizable and you can put in the responsible of that manufacturing. All right, so you can now mark that manufacturing order as done. You see that the quality check has been completed and it's green which means that it has also been successful and you can move on to your second manufacturing order. Here you can do the same. You generate a new dot number for these five other customizable tables. You do the quality check form. Again, you have a worksheet that you have to pass. Build quality, let's say B, it passed the rigidity test. There are no customizations here. You can justify it from sales, let's say, and you can put in a responsible. All right, so here you save and you can now mark your manufacturing order as done. So, let's finish off the process by creating a sales order to a customer who by chance is ordering our 10 tables. Here, we save, we confirm and the confirmation of our sales create a sales order which in turn creates a delivery for that product. We see that we have to deliver here lot number 9 and lot number 10, five quantities of each. I can set my quantities for both lots and again, I can try and validate that process but it doesn't give me this as an option because it is asking me to do the quality checks first. And so here, these are the quality checks that are the results of the quality check point type quantity which, as I mentioned, allows you to split a quality check per product quantity. So here, we are only actually moving one product but you see that for each of the quantities that we are moving, more specifically here for each of the lots that we are moving, Odoo is requesting a quality check. And so this interface, you might be familiar with it already because it's something that we released in v15. You can either pass from one quality check here to the other by keeping here the lot number always visible and do it like this like we've done for the other ones or you can use the interface which you have over here to complete the quality checks. I like that inline quality check interface here so I'm going to go ahead and do it like that. So here, we are doing a quality check on lot number nine. It's a partial quantity check as well so we are moving five quantities. The quality point asks us to test 20% for each time we are moving these quantities. And so here, we can simply say that we have done as such and everything has passed the quality check and so we can validate and send these goods to a customer. All right, so here we have made sure that these two lots of tables that we ship out to our customers have been built in good quality with quality components and that even at the delivery point, everything checked out so that we know our customer will be happy as a result. At least we hope so. So that closes the loop of our quality management system propositions but there is also a bit more. So remember, I talked about improving the process efficiency that you have in place when you are setting up these quality management systems and the fact that this data is in your ERP, in your Odoo, enables you to collect data on it as well. And so let's see how this looks like. So in order to do that, I can either select a product. So you can go into a product, let's say here, and just as you have found its quality points before, you can also find the result of its quality checks on the form as well. So here I see that for this table, 19 tests has passed and one has failed. And I can then also go onto a specific quality point, which is here, the quality point for the delivery order and analyze the data using our pivot tables over here. I can also, let's say, one feature I really like is that, remember we had the worksheet for our manufacturing process, which had different aspects that were specified on it. And so you can start to analyze these different aspects. So let's say you want to know how many build quality of type A you have done in a specific period and you want to see, for instance, is there a link with the, with, let's say, the fact that there were customizations or not. And so you can cross the data in your table to analyze this data. All right, so here you can collect that information and see if there are any room for improvement in the quality of your processes. All right, so that closes up the demo for me. I hope everything was clear. Before we finish, I would like just to go over those quality check types again with you. So just as a recap, we have in Odoo three types of quality checks. We have the operation type quality check, which is new in v16 and which applies only once on the operation. In the past, this might have been, have to be done with specific picking types, you know, moving goods to a quality location, for instance, in your stock. But now you can do that with the operation so you can become even more efficient. All right, so this is the check at the operation type level. We then have the check at the product level, which will ask you, as I've shown, a check which is product specific. And then we have the quantity product type, which is specific to the quantity that you're moving. And so this can be useful for doing partial quantity tests, for instance, or also testing specific lot or serial numbers, which might be one of your requirements. And so we think that with these three types, you are very flexible and we provide a very good user experience for you to build more efficient processes in the future. So I hope you enjoyed the talk. I hope that you will find it easy to set up these quality management systems for you. And if you have any questions, please feel free to ask them. And I look forward to hearing from you. Have a good experience and talk to you soon. Bye-bye.

Speaker 2: All right, so we're going to go with the questions. Thanks a lot, first of all, for the demonstration. Oh, no problem. All right, let's see. So the first question that I got here is, when a product failed a quality check during the production process, is it possible to use specific routes to put them in a specific location? And what if only a part of your production passed a quality check after a specific operation?

Speaker 1: All right, so there are two questions over here. The first one, this is not currently possible in standard. There is no link between the result of a quality check and the subsequent routes of the products that you are moving. This would need to be a customization, therefore. For the second question, I'm just thinking about manufacturing orders over here. If only a part of your production has failed the quality check, you can just scrap that quantity from the final manufacturing order and move the rest into your post-production picking or into your stock.

Speaker 2: All right, thanks.

Speaker 1: Also, just one small comment about that. If you're using the production multi-steps in version 16, so just if you take that scenario, you're producing, let's say, 100, but you, let's say that five have not passed the quality check, so you can edit the total manufacturing quantity to 95. And then the post-production picking will only ask you to move 95 and not 100. All right, so the propagation of quantities, and that also works for components, is now also repackaged to both the pre-production and the post-production picking to take into account any changes.

Speaker 2: All right, thanks. So the next question is, can an operation be inserted, replanned, or repeated if a quality check fails? Example, system burning or long-time tasks?

Speaker 1: Not automatically. This would have to be done manually from your planning.

Speaker 2: All right, so the next question is, could you clarify the difference between the product and the operation?

Speaker 1: Quality point? Yes. All right, so the operation quality points, let's imagine that you're moving five products into your stock. Before, if you were asking a quality check on that process, you would have to validate the process for each of the products in that picking. But now, with the operation type level quality check, you're only asking, I'm doing this specific type of operation, and once, every now and then, or for every operation, I just want to make sure that the fridge temperature is correct, or I want to make sure that the pallet is not damaged. So, it's just that you're doing a specific process, you want to test that process, and you don't want to validate for all of the products because they're not related. So, a product quality check will ask you every time a check per product, and an operation, only one check for the whole operation, no matter how many products that you have.

Speaker 2: All right, so let's move on to the next one. Is the reporting available for all the quality point types?

Speaker 1: Yes, indeed. So, here, specifically today, I showed you the reporting for the quality worksheets, but if you're looking at any of the other types, like take a picture, fail, pass, and so on, these are all available. And also, from the product form, I showed you a small overview at the beginning. You get, from these smart buttons, always a small overview of the summary of the quantity that have failed versus the ones that have passed.

Speaker 2: Yeah, all right. And the next question, and last, apparently, is it or will it be usable for services instead of product?

Speaker 1: Not at the moment. Not at the moment, but I think when it comes to services, I think that you have this feature with Odoo Studio where you can create specific approval type checks on buttons, if I'm not mistaken. Okay. So, if I was to think of how to apply quality type checks on services, this would be my first thought. But otherwise, I'm not too familiar with the application of quality checks on service type products.

Speaker 2: All right. So, I think we're done with the questions, unless people have any ones. So, thanks a lot for this demonstration. Yeah, no worries. And thanks a lot for responding to the questions.

Speaker 1: Thanks for you. Thanks for your time as well. And, yeah, see you soon. See you soon. Bye-bye. Bye-bye.

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