odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/purchase/products/temporary_reordering.md

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+---
+title: "Temporary reordering rules"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/purchase/products/temporary_reordering.html"
+---
+
+==========================
+# 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 "temporary" reordering rule is created in the replenishment dashboard when a product:
+
+#. is configured with a *Buy* route
+#. has no reordering rule configured
+#. has `0` quantity in stock
+#. is included in a sales order (SO).
+
+This rule is deleted upon confirmation of the purchase order (PO) generated for the product.
+
+.. seealso::
+   - :doc:`../../inventory/warehouses_storage/replenishment/reordering_rules`
+   - :doc:`../../purchase/products/reordering`
+
+# Configuration
+
+To configure a product that triggers temporary reordering rules when its stock reaches `0`, begin by
+going to :menuselection:`Inventory app --> Products --> Products`, and click :guilabel:`New`.
+
+> **note**:
+>    The same configurations can also be made on an existing product, by going to
+   :menuselection:`Inventory app --> Products --> Products`, and selecting an existing product.
+
+On the product form, enter the product name, and ensure the :guilabel:`Can be Sold` and
+:guilabel:`Can be Purchased` options are enabled, located beneath the :guilabel:`Product Name`
+field.
+
+Then, set the :guilabel:`Product Type` to `Storable Product`, under the :guilabel:`General
+Information` tab.
+
+Next, click the :guilabel:`Purchase` tab, and under :guilabel:`Vendor`, click :guilabel:`Add a line`
+to select a vendor from the drop-down menu. Then, set a purchase price under :guilabel:`Price`.
+
+> **important**:
+>    A vendor **must** be set for temporary reordering rules to work. While a :abbr:`PO (purchase
+   order)` can still be created automatically, attempting to replenish the product from the
+   :guilabel:`Replenishment` dashboard in the *Inventory* app triggers a warning to add a vendor on
+   the product form.
+
+   .. image:: temporary_reordering/temporary-reordering-warning-popup.png
+      :align: center
+      :alt: Warning pop-up upon clicking to replenish product with no set vendor.
+
+Before creating a :abbr:`SO (sales order)` for the product, ensure the :guilabel:`On Hand` smart
+button on the product form reads `0.00 Units`. Then, ensure that the :guilabel:`Reordering Rules`
+smart button reads `0`, indicating there are no rules applied to this product.
+
+.. image:: temporary_reordering/temporary-reordering-smart-buttons.png
+   :align: center
+   :alt: Product form smart button row displaying reordering rules and on hand buttons.
+
+# Trigger temporary reordering rule
+
+To trigger a temporary reordering rule, create a new sales order for a product by navigating to
+:menuselection:`Sales app --> New`.
+
+Then, add a customer in the :guilabel:`Customer` field, and click :guilabel:`Add a product` under
+the :guilabel:`Product` column in the :guilabel:`Order Lines` tab. Next, select the desired product
+from the drop-down menu. Lastly, :guilabel:`Confirm` the :abbr:`SO (sales order)`.
+
+.. image:: temporary_reordering/temporary-reordering-sales-order.png
+   :align: center
+   :alt: Sales order for product with no set reordering rules.
+
+.. _purchase/check-replenishment:
+
+# Check replenishment report
+
+To see the temporary reordering rule created for the out-of-stock product included in the sales
+order, navigate to :menuselection:`Inventory app --> Operations --> Replenishment`. Doing so opens
+the :guilabel:`Replenishment` dashboard.
+
+On this dashboard, locate the product for which the temporary reordering rule was created. On its
+product line, its :guilabel:`On Hand` quantity, negative :guilabel:`Forecast` quantity, *Buy*
+:guilabel:`Route`, and :guilabel:`To Order` quantity to replenish can be seen.
+
+Additionally, two replenishment options are located to the far-right of the row: :guilabel:`Order
+Once` and :guilabel:`Automate`.
+
+.. image:: temporary_reordering/temporary-reordering-replenishment-dashboard.png
+   :align: center
+   :alt: Replenishment report displaying temporary reordering rule and options.
+
+To use the one-time, temporary reordering rule, click :guilabel:`Order Once`. This action triggers a
+confirmation pop-up window in the top-right corner, reading :guilabel:`The following replenishment
+order has been generated`, along with a new purchase order number.
+
+> **tip**:
+>    Once the purchase order has been generated after clicking :guilabel:`Order Once`, refresh the
+   page. The temporary reordering rule for the product no longer appears in the
+   :guilabel:`Replenishment` dashboard.
+
+# Complete purchase order
+
+To view the purchase order created from the :guilabel:`Replenishment` dashboard, navigate to the
+:menuselection:`Purchase app`, and select the generated :abbr:`PO (purchase order)` from the
+:guilabel:`Requests for Quotation` overview.
+
+From here, click :guilabel:`Confirm Order`, then click :guilabel:`Receive Products`. Finally, click
+:guilabel:`Validate` to complete the purchase order.
+
+.. image:: temporary_reordering/temporary-reordering-purchase-order.png
+   :align: center
+   :alt: Purchase order for product ordered with temporary reordering rule.
+
+Now, the original sales order can be delivered and invoiced.
+
+> **note**:
+>    Once the :abbr:`SO (sales order)` is delivered and invoiced, ensure there are no reordering rules
+   on the product form.
+
+   Go to :menuselection:`Inventory app --> Products --> Products`, select the product, and confirm
+   that the :guilabel:`Reordering Rules` smart button displays `0`.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/purchase/products.md

@@ -0,0 +1,15 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/purchase/products.html"
+---
+
+:nosearch:
+# 
+# Products
+
+.. toctree::
+   :titlesonly:
+
+   products/pricelist
+   products/reordering
+   products/temporary_reordering

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/purchase.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/purchase.html"
+---
+
+:nosearch:
+:show-content:
+:hide-page-toc:
+:show-toc:
+# 
+# Purchase
+
+**Odoo Purchase** helps keep track of purchase agreements, quotations, and purchase orders. Learn
+how to monitor purchase tender, automate replenishment, and follow up on your orders.
+
+.. seealso::
+   - [Odoo Tutorials: Purchase ](https://www.odoo.com/slides/purchase-23)
+
+.. toctree::
+   :titlesonly:
+
+   purchase/products
+   purchase/manage_deals
+   purchase/advanced

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.md

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+---
+title: "Instructions quality check"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.html"
+---
+
+==========================
+# Instructions quality check
+
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
+
+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
+:ref:`quality checks <quality/quality_management/quality-checks>` and :ref:`quality control points
+<quality/quality_management/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 check's page.
+
+## Process from the quality check's page
+
+To process an *Instructions* quality check from the check's page, begin by navigating to
+:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow
+the :guilabel:`Instructions` for how to complete the check.
+
+If the product passes the check, click the :guilabel:`Pass` button above the quality check form. If
+the product does not pass the check, click the :guilabel:`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 :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`,
+and clicking on an order. Inventory orders can be selected by navigating to
+:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and
+selecting an order.
+
+On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears
+above the order. Click the button to open the :guilabel:`Quality Check` pop-up window, from which
+any quality checks created for the order can be processed.
+
+.. image:: instructions_check/quality-check-pop-up.png
+   :align: center
+   :alt: The Quality Check pop-up window on a manufacturing or inventory order.
+
+To complete an *Instructions* quality check, follow the instructions detailed in the
+:guilabel:`Quality Check` pop-up window. Finally, click :guilabel:`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 :guilabel:`Quality Alert` button that appears at the top
+of the manufacturing or inventory order after the check is validated.
+
+Clicking :guilabel:`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 :ref:`quality alerts
+<quality/quality_management/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 :guilabel:`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 :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`.
+Select an |MO| that includes a work order for which an *Instructions* quality check is required.
+
+On the |MO|, select the :guilabel:`Work Orders` tab, and click the :guilabel:`Open Work Order
+(square with arrow coming out of it)` button on the line of the work order to be processed. On the
+resulting :guilabel:`Work Orders` pop-up window, click the :guilabel:`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 order's card so that no
+other cards are shown.
+
+Begin processing the work order's 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 :guilabel:`Next` button to complete the check, and move on to the next step.
+
+.. image:: instructions_check/instructions-check-shop-floor.png
+   :align: center
+   :alt: An Instruction check as it appears in the Shop Floor module.
+
+Alternatively, an *Instructions* quality check can be completed by clicking the checkbox that
+appears on the right side of the step's line on the work order card. When using this method, the
+quality check automatically passes, without a pop-up window appearing.
+
+> **note**:
+>    For a full guide to the *Shop Floor* module, see the :ref:`Shop Floor overview
+   <manufacturing/shop_floor/shop_floor_overview>` documentation.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/quality/quality_check_types/measure_check.md

@@ -0,0 +1,208 @@
+---
+title: "Measure quality check"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/quality/quality_check_types/measure_check.html"
+---
+
+=====================
+# Measure quality check
+
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
+.. |QCPs| replace:: :abbr:`QCPs (Quality Control Points)`
+
+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 :ref:`quality checks
+<quality/quality_management/quality-checks>` and :ref:`quality control points
+<quality/quality_management/quality-control-points>`.
+
+## Quality check
+
+To create a single *Measure* quality check, navigate to :menuselection:`Quality --> Quality Control
+--> Quality Checks`, and click :guilabel:`New`. Fill out the new quality check form as follows:
+
+- In the :guilabel:`Type` drop-down field, select the :guilabel:`Measure` quality check type.
+- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
+  check.
+- In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, enter instructions for
+  how the picture should be taken.
+
+.. image:: measure_check/measure-check-form-1.png
+   :align: center
+   :alt: A quality check form configured for a Measure quality check.
+
+## Quality control point (QCP)
+
+To create a |QCP| that generates *Measure* quality checks automatically, navigate to
+:menuselection:`Quality --> Quality Control --> Control Points`, and click :guilabel:`New`. Fill out
+the new |QCP| form as follows:
+
+- In the :guilabel:`Type` drop-down field, select the :guilabel:`Measure` quality check type. Doing
+  so causes two new fields to appear: :guilabel:`Norm` and :guilabel:`Tolerance`.
+
+  - Use the first text-entry field of the :guilabel:`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 :guilabel:`Tolerance` field features two sub-fields: :guilabel:`from` and :guilabel:`to`.
+    Use the :guilabel:`from` field to specify the minimum acceptable measurement, and the
+    :guilabel:`to` field to specify the maximum acceptable measurement.
+
+- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
+  checks created by the |QCP|.
+- In the :guilabel:`Instructions` text field, enter instructions for how the measurement should be
+  taken.
+
+.. image:: measure_check/measure-check-qcp-form.png
+   :align: center
+   :alt: A QCP form configured to create Measure quality checks.
+
+# 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 check's page.
+
+## From the check's page
+
+To process a *Measure* quality check from the check's page, begin by navigating to
+:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow
+the :guilabel:`Instructions` for how to take the measurement.
+
+After taking the measurement, record the value in the :guilabel:`Measure` field on the quality check
+form. To manually pass or fail the check, click :guilabel:`Pass` or :guilabel:`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 :guilabel:`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 :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`,
+and clicking on an order. Inventory orders can be selected by navigating to
+:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and
+selecting an order.
+
+On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears
+at the top of the page. Click the button to open the :guilabel:`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
+:guilabel:`Measure` field on the pop-up window. Finally, click :guilabel:`Validate` to register the
+recorded value.
+
+.. image:: measure_check/measure-check-pop-up.png
+   :align: center
+   :alt: A Measure quality check pop-up window on a manufacturing or inventory order.
+
+If the value entered is within the range specified in the :guilabel:`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
+:guilabel:`Quality Check Failed`. The body of the pop-up shows a warning message that states,
+:guilabel:`You measured # units and it should be between # units and # units.`, as well as the
+instructions entered in the :guilabel:`Message If Failure` tab of the |QCP|. At the bottom of the
+pop-up, two buttons appear: :guilabel:`Correct Measure` and :guilabel:`Confirm Measure`.
+
+.. image:: measure_check/measure-check-failed.png
+   :align: center
+   :alt: The "Quality Check Failed" pop-up window.
+
+If the measurement was not entered correctly and should be changed, select :guilabel:`Correct
+Measure`. Doing so re-opens the :guilabel:`Quality Check` pop-up window. Enter the corrected
+measurement in the :guilabel:`Measure` field, and then click :guilabel:`Validate` to complete the
+check.
+
+If the measurement was entered correctly, click :guilabel:`Confirm Measure` instead, and the quality
+check fails. Follow any instructions that were listed on the :guilabel:`Quality Check Failed` pop-up
+window.
+
+If a quality alert must be created, click the :guilabel:`Quality Alert` button that appears at the
+top of the manufacturing or inventory order after the check fails. Clicking :guilabel:`Quality
+Alert` opens a quality alert form on a new page.
+
+.. seealso::
+   For a complete guide on how to fill out the quality alert form, view the documentation on
+   :doc:`quality alerts <../quality_management/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 :guilabel:`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 :menuselection:`Manufacturing --> Operations -->
+Manufacturing Orders`. Select an |MO| that includes a work order for which a *Measure* quality check
+is required.
+
+On the |MO|, select the :guilabel:`Work Orders` tab, and click the :guilabel:`Open Work Order
+(external link icon)` button on the line of the work order to be processed. On the resulting
+:guilabel:`Work Orders` pop-up window, click the :guilabel:`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 order's card, so no
+other cards are shown.
+
+Process the work order's 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 :guilabel:`Measure` field of the pop-up window, and then
+click :guilabel:`Validate`.
+
+.. image:: measure_check/measure-check-shop-floor.png
+   :align: center
+   :alt: A Measure check in the Shop Floor module.
+
+If the measurement entered is within the range specified in the :guilabel:`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 :guilabel:`Quality Check Failed`.
+
+The body of the :guilabel:`Quality Check Failed` pop-up window shows a message that states,
+:guilabel:`You measured # units and it should be between # units and # units`, as well as the
+instructions entered in the :guilabel:`Message If Failure` tab of the |QCP|. At the bottom of the
+pop-up window, two buttons appear: :guilabel:`Correct Measure` and :guilabel:`Confirm Measure`.
+
+.. image:: measure_check/shop-floor-measure-check-failed.png
+   :align: center
+   :alt: The Quality Check Failed pop-up window for a Measure check in the Shop Floor module.
+
+If the measurement was not entered correctly, and should be changed, select :guilabel:`Correct
+Measure`. Doing so opens a new pop-up window, titled :guilabel:`Quality Check`. Enter the corrected
+measure in the :guilabel:`Measure` field, and then click :guilabel:`Validate` to complete the check
+and close the pop-up window.
+
+If the measurement was entered correctly, click :guilabel:`Confirm Measure` instead, and the quality
+check fails. Follow any instructions that were listed on the :guilabel:`Quality Check Failed` pop-up
+window.
+
+If a quality alert must be created, exit the pop-up window by clicking the :guilabel:`X (close)`
+button in the top-right corner.
+
+Then, click the :guilabel:`⋮ (three vertical dots)` button on the bottom-right corner of the work
+order card to open the :guilabel:`What do you want to do?` pop-up window.
+
+On the :guilabel:`What do you want to do?` pop-up window, select the :guilabel:`Create a Quality
+Alert` button. Doing so opens a blank quality alert form in a new :guilabel:`Quality Alerts` pop-up
+window.
+
+.. seealso::
+   For a complete guide on how to fill out quality alert forms, view the documentation on
+   :doc:`quality alerts <../quality_management/quality_alerts>`.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.md

@@ -0,0 +1,144 @@
+---
+title: "Pass - Fail quality check"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.html"
+---
+
+=========================
+# Pass - Fail quality check
+
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
+.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)`
+
+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 |QCPs|. For a full overview of all the configuration options available when creating a
+single check or a |QCP|, see the documentation on :ref:`quality checks
+<quality/quality_management/quality-checks>` and :ref:`quality control points
+<quality/quality_management/quality-control-points>`.
+
+## Quality check
+
+To create a single *Pass - Fail* quality check, navigate to :menuselection:`Quality --> Quality
+Control --> Quality Checks`, and click :guilabel:`New`. Fill out the new quality check form as
+follows:
+
+- In the :guilabel:`Type` drop-down field, select the :guilabel:`Pass - Fail` quality check type.
+- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
+  check.
+- In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, enter instructions for
+  how to complete the quality check and the criteria that must be met for the check to pass.
+
+.. image:: pass_fail_check/quality-check-form.png
+   :align: center
+   :alt: A quality check form configured for a Pass - Fail quality check.
+
+## Quality Control Point (QCP)
+
+To create a |QCP| that generates *Pass - Fail* quality checks automatically, begin by navigating to
+:menuselection:`Quality --> Quality Control --> Control Points`, and click :guilabel:`New`. Fill out
+the new |QCP| form as follows:
+
+- In the :guilabel:`Type` drop-down field, select the :guilabel:`Pass - Fail` quality check type.
+- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
+  checks created by the |QCP|.
+- In the :guilabel:`Instructions` text field, enter instructions for how to complete the quality
+  check and the criteria that must be met for the check to pass.
+
+.. image:: pass_fail_check/qcp-form.png
+   :align: center
+   :alt: A Quality Control Point (QCP) form configured to create a Pass - Fail quality check.
+
+# 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 check's page.
+
+## From the check's page
+
+To process a *Measure* quality check from the check's page, begin by navigating to
+:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow
+the :guilabel:`Instructions` for how to complete the check.
+
+If the criteria for the check is met, click the :guilabel:`Pass` button at the top-left corner of
+the page. If the criteria is not met, click the :guilabel:`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 :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`,
+and clicking on an order. Inventory orders can be selected by navigating to
+:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and
+selecting an order.
+
+On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears
+at the top of the order. Click the button to open the :guilabel:`Quality Check` pop-up window, which
+shows all of the quality checks required for that order.
+
+To process a *Pass - Fail* quality check, follow the instructions shown on the :guilabel:`Quality
+Check` pop-up window. If the criteria for the check is met, click the :guilabel:`Pass` button at the
+bottom of the window. If the criteria is not met, click the :guilabel:`Fail` button.
+
+.. image:: pass_fail_check/pass-fail-check-pop-up.png
+   :align: center
+   :alt: A Pass - Fail quality check pop-up window on a manufacturing or inventory order.
+
+If a quality alert must be created, click the :guilabel:`Quality Alert` button that appears at the
+top of the manufacturing or inventory order after the check fails. Clicking :guilabel:`Quality
+Alert` opens a quality alert form on a new page.
+
+.. seealso::
+   For a complete guide on how to fill out quality alert forms, view the documentation on
+   :ref:`quality alerts <quality/quality_management/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 :guilabel:`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 :menuselection:`Manufacturing --> Operations -->
+Manufacturing Orders`. Select an |MO| that includes a work order for which a *Pass - Fail* quality
+check is required.
+
+On the |MO|, select the :guilabel:`Work Orders` tab, and then click the :guilabel:`Open Work Order
+(external link icon)` button on the line of the work order to be processed. On the resulting
+:guilabel:`Work Orders` pop-up window, click the :guilabel:`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 order's card so that no
+other cards are shown.
+
+Begin processing the work order's 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 :guilabel:`Pass` button at the bottom of the pop-up window if the check passes, or the
+:guilabel:`Fail` button if it fails.
+
+If the :guilabel:`Pass` button is clicked, the pop-up window moves to the next step for the work
+order. If the :guilabel:`Fail` button is clicked, a :guilabel:`Quality Check Failed` pop-up window
+appears, detailing what should be done next.
+
+.. image:: pass_fail_check/pass-fail-check-shop-floor.png
+   :align: center
+   :alt: A Pass - Fail check as it appears in the Shop Floor module.
+
+> **tip**:
+>    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 step's line
+   on the work order card. When using this method, the quality check passes automatically, without a
+   pop-up window appearing.