Keep setup assumptions separate from per-piece run effort and identify whether the approved program and fixture can actually be reused. A repeat part number is not sufficient evidence. Confirm drawing revision, batch size and inspection requirements before converting the quote into a job with a credible production handoff.
Understand the decision
A customer requests fifty more shafts made last year, but the tolerance has tightened and the original fixture is unavailable. The estimator must decide whether the earlier setup allowance remains valid and prevent the shop from treating the order as an unchanged repeat batch.
Work through the requirements
- Compare revision, tolerance and fixture availability.
- Record setup assumptions independently of quantity.
- Approve the routing basis before job release.
| Record or decision | Why it matters |
|---|---|
| Quote basis | Separate setup and run assumptions. |
| Fixture record | Confirm the required tooling exists. |
| Revision comparison | Capture changed inspection requirements. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Using the last unit price without reviewing the setup can understate a small repeat batch. Preserve the reason for any reused allowance, including fixture condition and program revision, so the shop can challenge it before production.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Machine shops in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: manufacturing product configuration ↗Odoo 19: quality control points ↗Odoo 19: vendor pricelists ↗