[ADD] field service: default warehouse
task-2948598
closes odoo/documentation#3997
X-original-commit: 40ef1a26f9
Signed-off-by: zulu-odoo <zulu@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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@ -89,6 +89,8 @@ Area*. Then, once the quality check is done, move them to their *Storage Locatio
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orders and their products are grouped in one transfer, whereas the packing operation respects the
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grouping per customer order.
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.. _use-routes/routes-rules:
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Use routes and rules
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====================
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@ -15,3 +15,4 @@ Field Service
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fsm/sales
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fsm/helpdesk
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fsm/default_warehouse
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content/applications/services/fsm/default_warehouse.rst
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content/applications/services/fsm/default_warehouse.rst
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@ -0,0 +1,42 @@
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======================
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User default warehouse
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======================
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Setting up a **default warehouse** can be useful for field technicians who keep a supply in their
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van or those who always resupply from the same warehouse.
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Products in sales orders created during field interventions are always pulled from the same
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warehouse, keeping the inventory accurate with the default warehouse feature.
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.. seealso::
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:doc:`../../inventory_and_mrp/inventory`
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Configuration
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=============
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To set up a user default warehouse, the :doc:`storage locations
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<../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` and :ref:`multi-step
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routes <use-routes/routes-rules>` features need to be activated. It is also necessary to have more
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than one warehouse in your database.
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.. seealso::
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- :doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations`
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- :doc:`../../inventory_and_mrp/inventory/routes/concepts/use_routes`
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User account
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------------
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To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users -->
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Manage users`, open a user, then go to the :guilabel:`Preferences` tab, scroll down to
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:guilabel:`Inventory`, and select the default warehouse from the drop-down menu.
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.. image:: default_warehouse/user-default.png
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:alt: Selection of a default warehouse on a user profile.
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Default warehouse in field service tasks
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========================================
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Once a default warehouse has been configured for a user, the materials used for a sales order linked
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to a Field Service task are pulled from that specific warehouse. In the sales order, go to the
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:guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse is
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applied correctly.
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