> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quality Inspection
> How to carry out quality inspections in Bizaxl — checking raw materials on receipt, in-process checks during production, and final inspection of finished goods.
A Quality Inspection records the results of checking materials or finished goods against defined quality standards. In manufacturing, inspections happen at three key points: when raw materials arrive from suppliers, during production at critical operations, and when finished goods come off the line. Every inspection creates a permanent record of what was checked, who checked it, and whether the goods passed or failed.
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## Who Uses This Feature
| Role | What They Do |
| ------------------------- | ------------------------------------------------------------------------ |
| **Quality Inspector** | Performs inspections, records measurements and results |
| **Quality Manager** | Sets up inspection templates, reviews failures, manages non-conformances |
| **Production Supervisor** | Monitors which Job Cards are waiting for a quality check |
| **Store Keeper** | Waits for inspection clearance before moving accepted goods |
| **Purchase Manager** | Aware of inspections required on incoming goods |
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## Before You Start
Before performing a quality inspection, make sure:
* A **Quality Inspection Template** exists for the item being inspected (defines what parameters to check)
* The item's record or the BOM has quality inspection enabled
* A linked transaction exists (Purchase Receipt, Work Order, or Job Card)
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## When Quality Inspections Are Triggered
Quality Inspections can be triggered at these points:
| Trigger | When It Happens |
| ----------------------------------- | ----------------------------------------------------------------------------- |
| **Incoming (Purchase Receipt)** | When goods are received from a supplier, before they are accepted into stock |
| **In-Process (Job Card)** | During production, at a specific operation that requires a check |
| **Final (Manufacture Stock Entry)** | When finished goods are completed, before they go to the finished goods store |
The system only requires a quality inspection if:
* The item is set to require incoming/outgoing inspection in its Item record
* The BOM has **Quality Inspection Required** ticked
* The Job Card has a **Quality Inspection Template** linked
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## Setting Up a Quality Inspection Template
Before running inspections, create an Inspection Template that defines the checks to perform.
Go to the **Stock** workspace → Tools card → **Quality Inspection Template**, then click **New**.
Give the template a clear name (e.g., "Steel Rod Incoming Inspection," "Final Assembly Check").
In the Criteria table, add each quality parameter to check:
* **Parameter** — what is being measured (e.g., Diameter, Surface Finish, Tensile Strength)
* **Acceptance Criteria** — what value or condition constitutes a pass
* **Type** — Numeric, Text, or Pass/Fail
Click **Save**. The template can now be linked to items and BOMs.
***
## Performing a Quality Inspection
Go to the **Stock** workspace → Tools card → **Quality Inspection**, then click **New**. Alternatively, open the linked transaction (Purchase Receipt, Job Card, or Work Order) and click **Create Quality Inspection**.
Choose:
* **Incoming** — for supplier materials
* **In Process** — for production-stage checks
* **Outgoing** — for finished goods
Link the relevant transaction:
* For incoming: select the **Purchase Receipt** and item
* For in-process: select the **Job Card** or **Work Order**
* For outgoing: select the **Stock Entry** (Manufacture type)
Choose the appropriate template for this item and inspection type. The Criteria table populates with all the parameters to check.
For each parameter in the Criteria table:
* Enter the **Reading Value** (the actual measured value)
* The system compares it to the acceptance criteria and marks it as Accepted or Rejected
Based on the individual parameter results, the overall inspection result is either **Accepted** or **Rejected**.
Click **Save** then **Submit**. The Quality Inspection record is finalised.
***
## What Happens After an Inspection
### If the Inspection Passes (Accepted)
* For an incoming inspection: the Purchase Receipt can be completed and goods go into stock
* For a final inspection: the Manufacture Stock Entry can be submitted and finished goods go into the warehouse
### If the Inspection Fails (Rejected)
* The goods are quarantined — they cannot be moved to the main warehouse until the situation is resolved
* A **Non Conformance** record should be raised to document the failure and initiate corrective action
* The goods may be returned to the supplier (purchase rejection), reworked (corrective Job Card), or scrapped
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## Field Guide
| Field | Description |
| ---------------------------------------- | --------------------------------------------------------------------------------- |
| **Inspection Type** | Incoming, In Process, or Outgoing |
| **Reference Type** | The type of transaction this inspection relates to |
| **Reference Name** | The specific transaction (Purchase Receipt, Job Card, Work Order, or Stock Entry) |
| **Item Code** | The item being inspected |
| **Item Name** | Auto-filled |
| **Batch No** | Batch number of the items being inspected (if batch-tracked) |
| **Qty** | Quantity of items in this inspection |
| **Sample Size** | How many units from the batch were actually inspected |
| **Quality Inspection Template** | The checklist used for this inspection |
| **Criteria table — Parameter** | The quality characteristic being measured |
| **Criteria table — Acceptance Criteria** | The standard the reading must meet |
| **Criteria table — Reading Value** | The actual measurement taken |
| **Criteria table — Status** | Accepted or Rejected for each parameter |
| **Status** | Overall inspection result: Accepted or Rejected |
| **Remarks** | Notes about the inspection or findings |
| **Inspected By** | The person who performed the inspection |
| **Inspection Date/Time** | When the inspection was performed |
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## Quality Management (Beyond Inspections)
The full Quality Management workspace includes additional tools for managing quality systematically:
| Feature | Purpose |
| --------------------- | -------------------------------------------------------------- |
| **Quality Goal** | Sets measurable quality targets for the organisation |
| **Quality Procedure** | Documents standard operating procedures |
| **Non Conformance** | Records quality failures and initiates corrective action |
| **Quality Review** | Periodic assessment of quality performance |
| **Quality Action** | Tracks corrective and preventive actions (CAPA) |
| **Quality Feedback** | Collects feedback on quality from internal or external sources |
| **Quality Meeting** | Documents quality review meetings |
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## Reports and Monitoring
| Report | What It Shows |
| ------------------------------ | -------------------------------------------------- |
| **Quality Inspection Summary** | Pass/fail rates across all inspections in a period |
### Dashboard Charts
| Chart | What It Shows |
| ------------------------------- | ------------------------- |
| **Quality Inspection Analysis** | Pass/fail split over time |
### Number Cards
**Monthly Quality Inspection** shows how many inspections have been completed this month, giving the Quality Manager a quick view of inspection activity.
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## Best Practices
**Inspect before accepting stock into the main warehouse.** Do not skip incoming inspections to save time. A single batch of substandard materials that enters production can cause much more costly failures downstream.
**Use sampling for high-volume batches.** You do not need to inspect every unit. Set a sensible sample size in the inspection record and document the sampling method in the procedure.
**Raise a Non Conformance for every failure.** Do not close a rejected inspection without creating a Non Conformance record. The Non Conformance drives corrective action and keeps a permanent record of the failure.
**Use the same template consistently for each item.** Inconsistent inspection criteria make it impossible to track quality trends. Every inspection of the same item should use the same template.
**Keep the Inspected By field accurate.** If there is ever a quality dispute, knowing exactly who performed the inspection is important for accountability and investigation.
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## Troubleshooting
**The Quality Inspection option is not appearing on my Purchase Receipt:** Check the item's settings to ensure the inspection type is enabled (Incoming). This is set on the Item record itself.
**I cannot submit the manufacture Stock Entry because an inspection is pending:** The BOM for this item has Quality Inspection Required enabled. The inspection must be completed and accepted before the finished goods can be received.
**The criteria table is empty when I create an inspection:** No Quality Inspection Template has been linked. Select the appropriate template from the template field.
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## Related Features
* [Bill of Materials](/manufacturing/bill-of-materials/bill-of-materials) — BOM-level setting for quality inspection required
* [Job Card](/manufacturing/work-orders/job-card) — in-process quality inspections are triggered from Job Cards
* [Work Order](/manufacturing/work-orders/work-order) — finished goods inspections block manufacture completion until passed
* [Purchase Receipt](/manufacturing/procurement/purchase-order) — incoming inspections are linked to Purchase Receipts