# Odoo Manufacturing Discovery Questionnaire

Gather answers from operations, planning, procurement, quality, and finance teams before scoping an Odoo manufacturing implementation.

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## 1. Organization & Products

- How many legal entities and manufacturing sites are in scope?
- What product types do you manufacture? (discrete, process, mixed, configure-to-order)
- How many active products and variants exist today?
- Do you use configurable products (options, attributes) or standard SKUs only?
- What percentage of revenue comes from make-to-stock vs. make-to-order?

**Notes:**

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## 2. Bills of Materials (BoMs)

- [ ] Single-level BoMs only
- [ ] Multi-level BoMs with sub-assemblies
- [ ] Phantom BoMs / kits
- [ ] By-products or co-products
- [ ] BoM versioning or engineering change control required

- Average components per finished product: _______________
- How often do BoMs change? (weekly / monthly / quarterly / rarely)
- Who owns BoM accuracy today?
- Are BoMs maintained in Odoo, PLM, or external CAD/ERP?

**Notes:**

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## 3. Routings & Operations

- [ ] No formal routings — single-step production
- [ ] Multi-operation routings with work centers
- [ ] Subcontracting operations embedded in routings
- [ ] Outside processing at vendor locations

- Number of work centers or production lines: _______________
- Is shop-floor time tracking required per operation?
- Are capacity constraints or finite scheduling needed?
- Do operators need barcode or tablet interfaces on the floor?

**Notes:**

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## 4. Manufacturing Orders & Planning

- How are manufacturing orders triggered today? (MRP, sales orders, forecasts, manual)
- Typical MO volume per week: _______________
- Average lead time from MO release to finished goods: _______________
- Do you run MRP or rely on reorder rules and manual planning?
- How are material shortages handled during production?

**Notes:**

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## 5. Subcontracting & Outside Processing

- [ ] No subcontracting in scope
- [ ] Send components to vendor; receive finished goods
- [ ] Vendor performs operation on WIP at your site or theirs
- [ ] Drop-ship or consignment scenarios

- Number of active subcontract vendors: _______________
- How is vendor material tracking handled today?
- Are quality checks required on subcontract receipts?

**Notes:**

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## 6. Inventory & Warehousing

- [ ] Raw materials stored at production location
- [ ] WIP tracking between operations
- [ ] Finished goods to central warehouse
- [ ] Lot or serial number tracking required
- [ ] Expiry or shelf-life management

- How is component consumption recorded? (manual, backflush, barcode)
- Are scrap and yield variances tracked?
- Cycle count frequency for production inventory: _______________

**Notes:**

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## 7. Quality & Compliance

- [ ] Incoming inspection on raw materials
- [ ] In-process quality checks at operations
- [ ] Final inspection before stock move
- [ ] Certificates of analysis or compliance documents
- [ ] Non-conformance and rework tracking

- Regulatory or industry standards in scope: _______________

**Notes:**

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## 8. Procurement & Sales Integration

- How do sales orders drive manufacturing demand?
- Are purchase orders auto-generated from BoM explosions?
- Lead times for critical components: _______________
- Vendor-managed inventory or consignment used?

**Notes:**

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## 9. Reporting & KPIs

Which metrics matter most?

- [ ] OEE (Overall Equipment Effectiveness)
- [ ] On-time production completion
- [ ] Material variance (planned vs. actual)
- [ ] Scrap rate
- [ ] Work-in-progress aging
- [ ] Cost per unit / standard vs. actual
- [ ] Other: _______________

**Notes:**

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## 10. Integrations & Constraints

- Existing systems to integrate (MES, PLM, SCADA, scales, label printers):
- Data migration sources for BoMs, routings, and open MOs:
- Go-live constraints (seasonal peaks, audit periods, plant shutdowns):
- Phasing preference (pilot line first vs. full rollout):

**Notes:**

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**Discovery summary**

| Area | In scope | Phase 1 | Phase 2 | Out of scope |
|------|----------|---------|---------|--------------|
| BoMs | | | | |
| Routings | | | | |
| Subcontracting | | | | |
| Quality | | | | |
| Shop-floor capture | | | | |