Quality Inspection
In ERPNext, Quality Inspection allows businesses to verify the quality of incoming, outgoing, or in-process items before they are approved for further movement in the supply chain.
It ensures that only items meeting predefined quality standards are accepted, reducing defects, returns, and production issues.
Quality Inspection acts as a control checkpoint between procurement, manufacturing, and sales to ensure consistency and reliability of products.
To access this feature, go to:
Home > Stock > Tools > Quality Inspection
1. Prerequisites
Before creating a Quality Inspection, a few master settings and configurations must be completed so that inspections are properly linked and enforced during transactions.
- Create an Item in the Item master as the base product for which inspection will be applied.
- Enable Quality Inspection Criteria in the Item master. Once enabled, ERPNext will enforce inspection before allowing submission of related stock documents such as Purchase Receipt or Delivery Note.
- (Optional) Create a Quality Inspection Template to define standard inspection parameters such as acceptable ranges, values, and formulas. This template can be linked to items for reuse across transactions.
If Quality Inspection is enabled for an item, ERPNext will block submission of stock transactions until inspection is completed and marked as accepted.
2. How to create a Quality Inspection
A Quality Inspection can be created directly from stock or manufacturing transactions where item quality needs verification.
- Open a Purchase Receipt, Delivery Note, or Job Card in draft state and click on Create Quality Inspection from the item row.
- Select the Inspection Type such as Incoming (Purchase), Outgoing (Sales), or In Process (Manufacturing).
- Choose the Reference Document Type like Purchase Receipt, Delivery Note, Sales Invoice, Stock Entry, or Job Card.
- Specify the Item and inspection sample size to define how much quantity will be checked.
- The system automatically fetches the Quality Inspection Template if it is linked with the Item master.
- Add inspection details such as inspector name, verifier, and remarks.
- Save and submit the inspection after recording results.
3. Features
Quality Inspection in ERPNext supports multiple types of inspection methods depending on the complexity of quality checks required.
3.1 Numeric Quality Checks
Numeric checks are used when inspection values are measurable, such as dimensions, weight, temperature, or strength.
Each reading is validated against a defined acceptable range.
- Define Minimum Value and Maximum Value in the Quality Inspection Template.
- During inspection, entered values are automatically compared against this range.
- If values fall outside the range, the system automatically marks the check as Rejected.
3.2 Non-Numeric Quality Checks
Non-numeric checks are used for descriptive validations such as color, condition, or compliance status (Yes/No, Pass/Fail).
- Enable the Non-numeric option in the check definition.
- Define an Acceptance Criteria Value such as “Approved”, “Yes”, or “Green”.
- The entered value is matched against the expected value.
- If it does not match, the system automatically marks it as Rejected.
3.3 Formula-Based Quality Checks
Formula-based checks are used for advanced validation logic where simple range or value matching is not sufficient.
This allows dynamic evaluation based on multiple readings or conditions.
- Enable Formula Based Criteria in the inspection check.
- Define an Acceptance Criteria Formula using readings such as reading_1, reading_2, etc.
- ERPNext evaluates the formula and determines acceptance or rejection automatically.
Example formulas:
(reading_1 + reading_2) < 10
mean <= 15
reading_value in ("A", "B", "C")
reading_value != "Red"
3.4 Manual Inspection
Manual inspection allows users to override system decisions when real-world judgment is required.
- Enable Manual Inspection to disable automatic acceptance/rejection.
- The user can manually mark each check as Accepted or Rejected.
- Final inspection status is decided manually by the inspector.
4. Business Importance
- Ensures only quality-approved goods move through supply chain.
- Reduces defective deliveries and production issues.
- Improves customer satisfaction and trust.
- Standardizes quality control across procurement and manufacturing.
5. Related Topics
- Purchase Receipt
- Delivery Note
- Stock Entry
- Sales Invoice
- Purchase Invoice
- Job Card
