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A reference walk-through of the two quality layers ERPNext gives you — product Quality Inspection on the shop floor, and QMS governance (goals, procedures, CAPA) above it.
34 checks · 7 sections
ERPNext handles quality on two levels, and it helps to set them up in the right order. The first is product quality: the Quality Inspection doctype, driven by templates of measurable parameters, triggered automatically when an item you have flagged is received, delivered or manufactured. The second is QMS governance: Quality Goals broken into procedures, reviewed on a cadence, with Quality Actions and Non Conformance records closing the loop as corrective and preventive action (CAPA). This is a reference for what each doctype does and how the pieces connect — read it to plan a clean setup, not to tick off tasks.
Decide which items need inspection at all + 4 more
Build reusable Quality Inspection Templates + 4 more
Understand the three Inspection Types + 4 more
Define Quality Goals with measurable objectives + 4 more
Run Quality Reviews against a goal + 4 more
Log a Non Conformance when a procedure is breached + 3 more
Hold Quality Meetings with agenda and minutes + 4 more
All 34 checks across 7 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
The first layer is product quality — the Quality Inspection doctype with its templates and parameters, which checks physical goods on receipt, manufacture or delivery. The second is QMS governance — Quality Goals, Procedures, Reviews, Actions and Non Conformance — which manages your quality system itself. They are independent: you can use Quality Inspection without the governance doctypes, or vice versa.
On the Item, you set 'Inspection Required before Purchase' or 'Inspection Required before Delivery'. When either is on, ERPNext will not let you submit the Purchase Receipt or Delivery Note for that item until a Quality Inspection exists. In-process (manufacturing) inspection is enforced at the Job Card / Stock Entry stage instead.
Through the Quality Action doctype, whose Corrective/Preventive field classifies each action, and its Resolutions table which tracks each problem, resolution, responsible owner and completion date. Non Conformance records also carry explicit Corrective Action and Preventive Action fields for issues tied to a specific procedure.
No. If you only want incoming or outgoing product checks, you just need Items flagged for inspection, Quality Inspection Templates with parameters, and the Quality Inspection records themselves. The Goals, Procedures, Reviews and Non Conformance doctypes are optional governance you can adopt later.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011