Inspection results sit on paper forms with no link to the item, supplier or work order.
A Quality Inspection is a system document linked to the purchase receipt, job card or delivery note, with readings per parameter and an accept or reject result.
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Quality Management in ERPNext
The ERPNext Quality module: quality goals and procedures, quality inspections, reviews, corrective and preventive actions, non-conformance, quality meetings and customer feedback.
Incoming material inspectionERPNext 16 · Operion Theme
Inspection templates and acceptance crNo license fees
ERPNext · Quality
ERPNext Quality Management: quality as a way of working, not just inspection
The ERPNext Quality module helps every department set measurable goals, follow documented procedures, catch non-conformances early and close them with corrective and preventive actions. Your quality management system stops being a set of files kept apart from daily work and becomes part of the same system where buying, stock, production and sales are recorded.
Because Quality is connected to buying, stock and manufacturing, materials are inspected on receipt, products are checked in process from the job card, and shipments are inspected before delivery, all against parameter templates defined per item. Inspection can be made mandatory before a purchase receipt or delivery note is submitted, and rejected quantities go to a separate warehouse.
Operion, an official Frappe ERPNext partner in Egypt and Saudi Arabia, implements Quality as part of a complete project: we document your procedures and goals, build inspection templates for your items, connect inspection to buying, production and selling, and train your quality team to run reviews and actions through to closure.
Inspection at every stage
Check materials on receipt, products in process and shipments before delivery.
Measurable quality goals
Goals with targets, units and periodic reviews created automatically.
Corrective and preventive actions
Every problem gets an owner, a due date and a status tracked to closure.
Audit-ready records
Procedures, reviews and meeting minutes documented in one place.
Challenges & solutions
Quality problems ERPNext solves
Common challenges for factories and companies running a quality management system, and how ERPNext addresses them.
Materials enter stock or shipments leave for customers without being inspected.
Setting inspection as required before purchase or delivery on the item blocks submission until a quality inspection is linked.
Every inspector applies different criteria to the same item.
A Quality Inspection Template standardizes parameters, minimum and maximum values and acceptance values, and is fetched into every inspection of that item.
Non-conformances are spotted, then forgotten without follow-up.
A Non Conformance record links the observation to the procedure that was breached and its owner, and keeps the corrective and preventive action and status.
Quality goals are written in the manual but nobody measures actual performance.
Quality Goals with a monitoring frequency create Quality Reviews automatically, so results are recorded per objective and failing goals stand out.
Decisions from quality meetings get lost in emails and files.
A Quality Meeting records the agenda and minutes linked to the reviews, actions and feedback that were discussed.
Capabilities
ERPNext Quality module features
From daily inspections to goals, reviews and corrective actions, every quality management tool in one place.
01
Incoming material inspection
Inspect materials on receipt straight from the purchase receipt and record readings for each parameter on the chosen sample. The inspection pulls criteria from the item's template and rejects a row automatically when a reading is out of range, so you know which shipment meets spec before it reaches stock.
- Inspect from the purchase receipt or invoice
- Multiple readings per parameter
- Automatic rejection outside limits
- Inspected-by and verified-by recorded
02
Inspection templates and acceptance criteria
Standardize inspection criteria for each item in one template that is fetched into every inspection. Set numeric parameters with minimum and maximum values, non-numeric parameters with an acceptance value, or an acceptance formula across several readings such as their mean, so every inspector applies the same standard.
- Numeric and non-numeric parameters in one template
- Acceptance formulas across readings
- Linked to the item and fetched automatically
03
Mandatory inspection before receipt and delivery
Turn on inspection as required before purchase or before delivery on the item, and the purchase receipt or delivery note cannot be submitted until a quality inspection is linked. With batches enabled, each inspection ties to a specific batch, so you know which batch was checked and its result.
- Inspection required before purchase or delivery
- Submission blocked without inspection
- Inspection tied to the batch
04
Inspection across the whole operation
Follow every inspection from one list: incoming linked to purchase receipts, in process linked to job cards, and outgoing linked to delivery notes. Filter by type, item, inspector or status to spot rejected inspections immediately and start the follow-up.
- Incoming, in-process and outgoing inspection
- Each inspection linked to its reference document
- Filter by status, item and inspector
05
Quality goals
Set measurable goals for each department with targets and units, and link each goal to the documented procedure that delivers it. Choose a daily, weekly, monthly or quarterly monitoring frequency, and ERPNext creates the Quality Review on schedule so actual performance is compared with the target regularly.
- Objectives with targets and units
- Goal linked to its procedure
- Periodic reviews created automatically
06
Documented quality procedures
Document each department's standard operating procedures in a tree of parent and child procedures, each with its steps and a process owner. From the procedure you reach the linked goals, reviews, quality actions and non-conformances, making it a reference for new staff and auditors alike.
- Parent and child procedure tree
- A process owner for every procedure
- Everything linked to the procedure on one screen
07
Quality reviews
In each periodic review, mark every objective Passed or Failed with a comment on what was achieved against the target. The review status updates automatically: Open while any objective is pending, Passed when all pass and Failed when any fails, so decisions rest on numbers.
- Status and comment per objective
- Review status updated automatically
- Quality Action straight from the review
08
Corrective and preventive actions (CAPA)
Start a corrective or preventive Quality Action directly from a Quality Review or Quality Feedback, and record the resolution, responsible user and completion date for each problem. The action stays Open while any resolution is pending, then turns Completed automatically once all resolutions are done.
- Corrective or preventive, linked to its source
- Owner and due date per resolution
- Closes automatically when all resolutions are done
09
Non-conformance tracking
Anyone can file a non-conformance when a documented procedure is not followed: the process owner is fetched automatically, and details, corrective action and preventive action are recorded. Each record is tracked as Open, Resolved or Cancelled, giving every issue a clear trail from detection to resolution.
- Linked to the breached procedure
- Process owner fetched automatically
- Corrective and preventive action per record
- Open, Resolved or Cancelled status
10
Quality feedback and quality meetings
Collect ratings from customers or system users on product or service quality through standard templates, with a 1 to 5 rating and comment per parameter, and start a Quality Action from any unsatisfactory feedback. Then discuss reviews, actions and feedback in a Quality Meeting with a documented agenda and minutes linked to each document.
- Standard feedback templates per parameter
- 1 to 5 rating with comments
- Quality Action straight from feedback
- Meeting minutes linked to documents
How the work flows
The continuous quality cycle in ERPNext
A connected improvement loop that starts with a goal and a documented procedure and ends with corrective action reviewed in a quality meeting.
- Quality GoalQuality Goal
- Documented ProcedureDocumented Procedure
- Inspection & ReviewInspection & Review
- Non ConformanceNon Conformance
- Corrective ActionCorrective Action
- Quality MeetingQuality Meeting
Reports & KPIs
Quality reports and KPIs
Reports and filtered lists that give the quality manager a clear view of performance.
Quality Inspection Summary
How many inspections were accepted or rejected in a period, and for which items?
Inspections by type and reference
How are inspections split between receipt, production and delivery?
Quality Review status
Which goals passed and which failed in the latest periodic review?
Open Quality Actions
Which corrective and preventive actions are open, who owns them, and when are they due?
Non Conformances by procedure
Which documented procedures are breached most often?
Rejected quantity by supplier
How much material was rejected on receipt from each supplier?
Quality Feedback ratings
How do customers rate the product or service on each parameter from 1 to 5?
Case studies
All case studiesSuccess stories from our clients
Real projects delivered by the Operion team and documented as case studies.
Why Operion
How Operion implements ERPNext Quality
A practical implementation that ties quality to real operations, not just paperwork.
1
Procedures and goals documented
We turn your quality manual into a procedure tree with owners, and goals with targets and a monitoring frequency.
2
Inspection templates for your items
We build inspection templates with parameters, limits and acceptance formulas, linked to items and rejected-goods warehouses.
3
Connected to buying, production and selling
We enable mandatory inspection on receipt, delivery and job cards, and add custom reports or approval workflows where needed.
4
Training and ongoing support
We train quality, stores and production teams by role, then support you after go-live and host on Frappe Cloud or on-premise.
Guide
Learn more in the official ERPNext documentation
Step-by-step documentation for the features on this page.
Related pages
Other industries
FAQ
Frequently asked questions
Didn’t find your answer? Our team replies within one business day.
Is the Quality module part of standard ERPNext?
Yes. Quality is built into ERPNext with no extra apps, and it is connected to buying, stock, manufacturing and selling. No separate license is needed to use it.
What types of quality inspection does ERPNext support?
Three: Incoming for purchases, In Process for manufacturing, and Outgoing for sales. An inspection can reference a purchase receipt, purchase invoice, delivery note, sales invoice, stock entry or job card.
Can inspection be required before receipt or delivery?
Yes. Inspection can be required per item before purchase or before delivery, so the purchase receipt or delivery note cannot be submitted until a quality inspection is linked. In-process items can also be inspected from the job card.
How are acceptance criteria defined?
In the Quality Inspection Template: numeric parameters with minimum and maximum values, non-numeric parameters with an acceptance value, or an acceptance formula based on several readings. On save, a row is rejected automatically when a reading does not meet the criteria.
How does ERPNext handle CAPA (corrective and preventive actions)?
A Quality Action is created from a Quality Review or Quality Feedback and marked Corrective or Preventive, with a problem, resolution, responsible user and completion date for each issue. Its status turns Completed automatically once every resolution is done.
Are quality reviews created automatically?
Yes. When a Quality Goal has a daily, weekly, monthly or quarterly monitoring frequency, ERPNext creates the Quality Review on schedule with an Open status, ready for the quality manager to record actual results per objective.
Does the module help with ISO 9001?
It documents goals, procedures, reviews, corrective actions and quality meetings, which are common requirements of quality management systems such as ISO 9001. Certification itself remains with the certification body.
What happens to quantities rejected on receipt?
On the purchase receipt, accepted quantity goes to the accepted warehouse and rejected quantity to a rejected warehouse, so rejected material never shows as available stock. You can then raise a purchase return to the supplier from the rejected warehouse.
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