Fusion Plating Quickstart

Skip the quote stage when the customer has already sent a PO. Multi-line wizard, auto-MO generation, auto-email acknowledgement.

Field-by-field walkthrough of the New Direct Order wizard — every button + input annotated in real Odoo screenshots.

Build a configured quotation with the pricing engine — pick a part, a coating configuration, adjust complexity surcharges, and send to the customer.

Quotation list view — filter by status (Draft, Sent, Opened, Order Received), follow up on stale quotes, convert a confirmed quote to a sales order.

Create and maintain customer records — addresses, contacts, invoice strategy defaults, part catalog, account hold flag, price lists.

Customer part library with revisions — add parts, bump revisions, attach drawings and 3D models, set surface area and default coating.

Handle RFQs submitted through the customer portal — triage, accept, or convert to a quote.

Create and maintain coating templates — recipe, thickness range, UOM, default price, linked pricing rules.

Formula-based pricing engine — define per-coating pricing logic with variables (surface area, quantity, rush flag, thickness).

Pre/post-treatment catalog — create treatments applied on top of a primary coating.

Per-customer negotiated pricing — bands by quantity, valid-from / valid-to windows.

The kanban command centre — see every active work order by work centre, drag to reassign, spot bottlenecks.

The touchscreen interface operators use on the shop floor — scan a batch, pick a work order, step through instructions, finish.

Field-by-field tour of the Tablet Station — every KPI tile, button, and panel explained in a numbered step.

4-hour embrittlement-relief timer — start a bake, system tracks compliance, alerts if about to exceed ASTM B850 window.

First-article inspection checkpoint — QC must approve the first piece before the rest of the batch proceeds.

Log parts arriving at the dock — match to open sale orders, count, inspect, flag damage, print batch labels.

Work through the inspection backlog — approve, reject, or put on hold.

What to do when part counts don't match, parts arrive damaged, or paperwork is missing.

Record pH, temperature, nickel concentration, and other bath parameters — pass/fail vs. target, flag out-of-spec readings.

Create a new bath, replenish chemistry, dump / decant, track age + throughput.

Tree-based recipe editor — add sub-processes, operations, steps. Configure opt-in/out, customer visibility, operator inputs.

Group parts onto a rack or barrel for plating — assign to a WO, track chemistry exposure.

Planner view — re-order MOs by urgency, view bottlenecks, assign to specific operators.

Produce the CoC that ships with the parts — pull thickness readings, sign off digitally, attach the PDF to the delivery.

Record Fischerscope / micrometer readings against the coating's spec — auto-pass/fail.

Block a batch from proceeding when a defect is found — document the reason, notify the planner.

Formal nonconformance documentation — cause, disposition (scrap / rework / accept-as-is), approval trail.

Open a CAPA, assign root-cause investigation, track corrective action to closure.

AS9102 FAIR for aerospace customers — measured values against drawing tolerances, sign-off, attach to the SO.

Schedule and run periodic internal audits — checklist, findings, corrective actions.

Controlled-document registry with revision history, read-receipt tracking, superseded-version management.

Pack a delivery, assign a driver or shipping partner, generate the BOL, mark shipped.

Schedule a customer pickup at the dock — proof-of-delivery signature on arrival.

Build a multi-stop route for the in-house driver, view on the map, dispatch.

OTD, throughput, WIP, first-pass yield — daily trends and shift comparisons.

NCR rate, CAPA closure time, scrap %, customer complaints — quarterly trending.

Revenue, margin, WO cost variance, chemistry spend per sq ft — month-over-month.

Track all environmental and municipal permits — expiry dates, renewal reminders, uploaded certificates.

Record municipal wastewater discharge samples — auto-compare to bylaw limits, export the compliance report.

Log hazardous-waste shipments off site — manifest number, hauler, destination, receipt.

Emergency logging when a spill happens — notification trail, clean-up record, root-cause investigation.

Safety Data Sheets for every chemical on site — searchable, expiry-tracked, printable for the station binder.

Assign training to operators — WHMIS, TDG, role-specific — track completion and expiry.

Record injuries, near-misses, and unsafe-condition observations — investigation workflow.

Clause-by-clause compliance tracker — evidence linked per clause, ready for auditor review.

Chemical processing (AC7108) audit prep — run through each line item, upload evidence.

Nuclear quality program — level selection, documented processes, pedigree traceability.

Register controlled-goods employees, log site visitors, track access events.

Create a facility record — address, compliance profile, assigned staff.

Create FP work centres, map to MRP work centres, set hourly costs and capacities.

Define a physical tank — volume, location, QR code, which baths it can hold.

Define the chemistry parameters that get logged per bath (pH, temp, concentrations) with min/max specs.

Configure auto-email templates — trigger events, recipient rules, attachment flags.

Define invoice defaults per customer — Deposit, Progress, Net Terms, COD.

How to put a customer on hold — blocks SO confirmation, invoicing, and shipping for non-managers.

Calibration schedule for measurement equipment — due dates, pass/fail, certificates.

Track operator training certificates — NDT, visual inspection, process-specific. Blocks unqualified operators from certain WOs.