From 303b9219b9cf63e09806bd4de606341adb843f11 Mon Sep 17 00:00:00 2001 From: KBR <57449423+kbr-odoo@users.noreply.github.com> Date: Fri, 21 Feb 2020 12:00:10 +0100 Subject: [PATCH] [IMP] FSM: global improvement --- fsm.rst | 16 ++++++---------- fsm/helpdesk.rst | 8 ++++++++ fsm/{ => helpdesk}/media/po1.png | Bin fsm/{ => helpdesk}/media/po2.png | Bin fsm/{ => helpdesk}/plan_onsite.rst | 2 +- fsm/overview.rst | 12 ++++++++++++ fsm/{ => overview}/invoicing_time.rst | 12 ++++++------ fsm/{ => overview}/keep_track.rst | 8 ++++---- .../manage_employees_schedule.rst | 12 ++++++------ fsm/{ => overview}/media/im1.png | Bin fsm/{ => overview}/media/im2.png | Bin fsm/{ => overview}/media/im3.png | Bin fsm/{ => overview}/media/im4.png | Bin fsm/{ => overview}/media/im5.png | Bin fsm/{ => overview}/media/kts1.png | Bin fsm/{ => overview}/media/kts2.png | Bin fsm/{ => overview}/media/mw1.png | Bin fsm/{ => overview}/media/mw2.png | Bin fsm/{ => overview}/media/mw3.png | Bin fsm/{ => overview}/media/plit1.png | Bin fsm/{ => overview}/media/plit2.png | Bin fsm/{ => overview}/media/plit3.png | Bin fsm/{ => overview}/media/plit4.png | Bin fsm/{ => overview}/planning_itinerary.rst | 8 ++++---- fsm/sales.rst | 9 +++++++++ fsm/{ => sales}/create_quotations.rst | 2 +- fsm/{ => sales}/media/cq1.png | Bin fsm/{ => sales}/media/cq2.png | Bin fsm/{ => sales}/media/cq3.png | Bin fsm/{ => sales}/media/onsite1.png | Bin fsm/{ => sales}/media/onsite2.png | Bin .../onsite_tasks_from_sales_orders.rst | 8 ++++---- fsm/worksheets.rst | 8 ++++++++ fsm/{ => worksheets}/customize_worksheets.rst | 10 +++++----- fsm/{ => worksheets}/media/cc1.png | Bin fsm/{ => worksheets}/media/cc2.png | Bin fsm/{ => worksheets}/media/cc3.png | Bin 37 files changed, 74 insertions(+), 41 deletions(-) create mode 100644 fsm/helpdesk.rst rename fsm/{ => helpdesk}/media/po1.png (100%) rename fsm/{ => helpdesk}/media/po2.png (100%) rename fsm/{ => helpdesk}/plan_onsite.rst (93%) create mode 100644 fsm/overview.rst rename fsm/{ => overview}/invoicing_time.rst (88%) rename fsm/{ => overview}/keep_track.rst (85%) rename fsm/{ => overview}/manage_employees_schedule.rst (84%) rename fsm/{ => overview}/media/im1.png (100%) rename fsm/{ => overview}/media/im2.png (100%) rename fsm/{ => overview}/media/im3.png (100%) rename fsm/{ => overview}/media/im4.png (100%) rename fsm/{ => overview}/media/im5.png (100%) rename fsm/{ => overview}/media/kts1.png (100%) rename fsm/{ => overview}/media/kts2.png (100%) rename fsm/{ => overview}/media/mw1.png (100%) rename fsm/{ => overview}/media/mw2.png (100%) rename fsm/{ => overview}/media/mw3.png (100%) rename fsm/{ => overview}/media/plit1.png (100%) rename fsm/{ => overview}/media/plit2.png (100%) rename fsm/{ => overview}/media/plit3.png (100%) rename fsm/{ => overview}/media/plit4.png (100%) rename fsm/{ => overview}/planning_itinerary.rst (91%) create mode 100644 fsm/sales.rst rename fsm/{ => sales}/create_quotations.rst (96%) rename fsm/{ => sales}/media/cq1.png (100%) rename fsm/{ => sales}/media/cq2.png (100%) rename fsm/{ => sales}/media/cq3.png (100%) rename fsm/{ => sales}/media/onsite1.png (100%) rename fsm/{ => sales}/media/onsite2.png (100%) rename fsm/{ => sales}/onsite_tasks_from_sales_orders.rst (86%) create mode 100644 fsm/worksheets.rst rename fsm/{ => worksheets}/customize_worksheets.rst (91%) rename fsm/{ => worksheets}/media/cc1.png (100%) rename fsm/{ => worksheets}/media/cc2.png (100%) rename fsm/{ => worksheets}/media/cc3.png (100%) diff --git a/fsm.rst b/fsm.rst index 2c78a9a64..f19160d4b 100644 --- a/fsm.rst +++ b/fsm.rst @@ -1,17 +1,13 @@ :banner: banners/fsm.png -============== +============= Field Service -============== +============= .. toctree:: :titlesonly: - fsm/planning_itinerary - fsm/keep_track - fsm/invoicing_time - fsm/create_quotations - fsm/onsite_tasks_from_sales_orders - fsm/manage_employees_schedule - fsm/customize_worksheets - fsm/plan_onsite + fsm/overview + fsm/worksheets + fsm/sales + fsm/helpdesk diff --git a/fsm/helpdesk.rst b/fsm/helpdesk.rst new file mode 100644 index 000000000..c2f0fd129 --- /dev/null +++ b/fsm/helpdesk.rst @@ -0,0 +1,8 @@ +======== +Helpdesk +======== + +.. toctree:: + :titlesonly: + + helpdesk/plan_onsite \ No newline at end of file diff --git a/fsm/media/po1.png b/fsm/helpdesk/media/po1.png similarity index 100% rename from fsm/media/po1.png rename to fsm/helpdesk/media/po1.png diff --git a/fsm/media/po2.png b/fsm/helpdesk/media/po2.png similarity index 100% rename from fsm/media/po2.png rename to fsm/helpdesk/media/po2.png diff --git a/fsm/plan_onsite.rst b/fsm/helpdesk/plan_onsite.rst similarity index 93% rename from fsm/plan_onsite.rst rename to fsm/helpdesk/plan_onsite.rst index 2be9a2c9e..cc797b55b 100644 --- a/fsm/plan_onsite.rst +++ b/fsm/helpdesk/plan_onsite.rst @@ -1,5 +1,5 @@ ================================================ -Plan onsite interventions from Helpdesk Tickets +Plan Onsite Interventions from Helpdesk Tickets ================================================ The integration with the Helpdesk application lets your helpdesk team manage interventions requests directly. It speeds up processes as you can plan field services tasks from tickets. diff --git a/fsm/overview.rst b/fsm/overview.rst new file mode 100644 index 000000000..96fb6ece6 --- /dev/null +++ b/fsm/overview.rst @@ -0,0 +1,12 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/invoicing_time + overview/keep_track + overview/manage_employees_schedule + overview/planning_itinerary + diff --git a/fsm/invoicing_time.rst b/fsm/overview/invoicing_time.rst similarity index 88% rename from fsm/invoicing_time.rst rename to fsm/overview/invoicing_time.rst index 39088efda..35a6af711 100644 --- a/fsm/invoicing_time.rst +++ b/fsm/overview/invoicing_time.rst @@ -1,12 +1,12 @@ -========================================= -Invoicing time and material to customers -========================================= +======================================== +Invoicing Time and Material to Customers +======================================== Track the exact time spent on a task and give customers the ability to sign their worksheet report onsite. Invoice customers as soon as the work is complete, leaving you, and the customer, with the confidence that they will be charged for the exact right hours and material used. Get the exact time spent on a task -=================================== +================================== Click on *Start* to launch the timer. You can *Pause* at any moment and *Resume* when you would like to continue. @@ -21,7 +21,7 @@ Click on *Stop* once the work is done to confirm the total time spent and add a :alt: Timesheet Timer in Odoo Field Service Sign and send reports & validate stock-picking -=============================================== +============================================== Now, fill your *Worksheet* and add the used products clicking on *Products*. .. image:: media/im3.png @@ -57,4 +57,4 @@ Convenient feature as it allows accountants to easily access all finished tasks :alt: Invoice Task in Odoo Field Service .. seealso:: - * :doc:`../project/advanced/feedback` + * :doc:`../../project/advanced/feedback` diff --git a/fsm/keep_track.rst b/fsm/overview/keep_track.rst similarity index 85% rename from fsm/keep_track.rst rename to fsm/overview/keep_track.rst index 8b053d325..b2f227b83 100644 --- a/fsm/keep_track.rst +++ b/fsm/overview/keep_track.rst @@ -1,11 +1,11 @@ -======================== -Keeping track of stock -======================== +====================== +Keeping Track of Stock +====================== The integration with the Inventory application makes possible to track the material used and automatically keep your stock up to date. Set up your Field Service project -================================== +================================= Go to :menuselection:`Field Service --> Configuration --> Projects` and make sure the option *Products on Tasks* is enabled. diff --git a/fsm/manage_employees_schedule.rst b/fsm/overview/manage_employees_schedule.rst similarity index 84% rename from fsm/manage_employees_schedule.rst rename to fsm/overview/manage_employees_schedule.rst index ba3b6c51f..d10d78781 100644 --- a/fsm/manage_employees_schedule.rst +++ b/fsm/overview/manage_employees_schedule.rst @@ -1,11 +1,11 @@ -============================================== -Manage your employees’ schedules and time off -============================================== +============================================= +Manage your Employees’ Schedules and Time Off +============================================= The integration with the *Time off* application allows you to quickly see your employees’ availabilities. It will avoid conflicts and errors between employees schedules and interventions. Effortlessly see employees’ time off -===================================== +==================================== No configuration needs to be done. Once the employees’ time has been validated in the *Time off* application, cells will be grayed for those days in your Gantt view. @@ -17,7 +17,7 @@ It also adapts to the working calendar of the employee. Example: the employee wo :alt: Employees' Time off in Odoo Field Service Easily manage employees’ schedules -=================================== +================================== From the Gantt view (under *Planning by User, Project or Worksheet*), click on the plus sign to add a new task or on the magnifying glass to plan an existing one. @@ -39,4 +39,4 @@ person he can be assigned. Create projects per team, or per working site, and have a more accurate and dynamic database. .. seealso:: - * :doc:`../project/configuration/setup` + * :doc:`../../project/configuration/setup` diff --git a/fsm/media/im1.png b/fsm/overview/media/im1.png similarity index 100% rename from fsm/media/im1.png rename to fsm/overview/media/im1.png diff --git a/fsm/media/im2.png b/fsm/overview/media/im2.png similarity index 100% rename from fsm/media/im2.png rename to fsm/overview/media/im2.png diff --git a/fsm/media/im3.png b/fsm/overview/media/im3.png similarity index 100% rename from fsm/media/im3.png rename to fsm/overview/media/im3.png diff --git a/fsm/media/im4.png b/fsm/overview/media/im4.png similarity index 100% rename from fsm/media/im4.png rename to fsm/overview/media/im4.png diff --git a/fsm/media/im5.png b/fsm/overview/media/im5.png similarity index 100% rename from fsm/media/im5.png rename to fsm/overview/media/im5.png diff --git a/fsm/media/kts1.png b/fsm/overview/media/kts1.png similarity index 100% rename from fsm/media/kts1.png rename to fsm/overview/media/kts1.png diff --git a/fsm/media/kts2.png b/fsm/overview/media/kts2.png similarity index 100% rename from fsm/media/kts2.png rename to fsm/overview/media/kts2.png diff --git a/fsm/media/mw1.png b/fsm/overview/media/mw1.png similarity index 100% rename from fsm/media/mw1.png rename to fsm/overview/media/mw1.png diff --git a/fsm/media/mw2.png b/fsm/overview/media/mw2.png similarity index 100% rename from fsm/media/mw2.png rename to fsm/overview/media/mw2.png diff --git a/fsm/media/mw3.png b/fsm/overview/media/mw3.png similarity index 100% rename from fsm/media/mw3.png rename to fsm/overview/media/mw3.png diff --git a/fsm/media/plit1.png b/fsm/overview/media/plit1.png similarity index 100% rename from fsm/media/plit1.png rename to fsm/overview/media/plit1.png diff --git a/fsm/media/plit2.png b/fsm/overview/media/plit2.png similarity index 100% rename from fsm/media/plit2.png rename to fsm/overview/media/plit2.png diff --git a/fsm/media/plit3.png b/fsm/overview/media/plit3.png similarity index 100% rename from fsm/media/plit3.png rename to fsm/overview/media/plit3.png diff --git a/fsm/media/plit4.png b/fsm/overview/media/plit4.png similarity index 100% rename from fsm/media/plit4.png rename to fsm/overview/media/plit4.png diff --git a/fsm/planning_itinerary.rst b/fsm/overview/planning_itinerary.rst similarity index 91% rename from fsm/planning_itinerary.rst rename to fsm/overview/planning_itinerary.rst index a826f5be4..162571280 100644 --- a/fsm/planning_itinerary.rst +++ b/fsm/overview/planning_itinerary.rst @@ -1,12 +1,12 @@ -====================== -Planning an itinerary -====================== +===================== +Planning an Itinerary +===================== Having an itinerary being shown based on the chronological order of the activities and on the best route to take, makes employees’ life easier and the workload more efficient. Have an itinerary displayed directly in Odoo -============================================= +============================================ Go to *Settings* and under *Map view* click on *Get token*. .. image:: media/plit1.png diff --git a/fsm/sales.rst b/fsm/sales.rst new file mode 100644 index 000000000..2f038792e --- /dev/null +++ b/fsm/sales.rst @@ -0,0 +1,9 @@ +===== +Sales +===== + +.. toctree:: + :titlesonly: + + sales/create_quotations + sales/onsite_tasks_from_sales_orders \ No newline at end of file diff --git a/fsm/create_quotations.rst b/fsm/sales/create_quotations.rst similarity index 96% rename from fsm/create_quotations.rst rename to fsm/sales/create_quotations.rst index 93302d004..e0d75d735 100644 --- a/fsm/create_quotations.rst +++ b/fsm/sales/create_quotations.rst @@ -1,5 +1,5 @@ ============================ -Create quotations from tasks +Create Quotations from Tasks ============================ Allowing quotations to be created from tasks delivers a more efficient service as it allows space for preventive actions, while making the flow easy for employees. diff --git a/fsm/media/cq1.png b/fsm/sales/media/cq1.png similarity index 100% rename from fsm/media/cq1.png rename to fsm/sales/media/cq1.png diff --git a/fsm/media/cq2.png b/fsm/sales/media/cq2.png similarity index 100% rename from fsm/media/cq2.png rename to fsm/sales/media/cq2.png diff --git a/fsm/media/cq3.png b/fsm/sales/media/cq3.png similarity index 100% rename from fsm/media/cq3.png rename to fsm/sales/media/cq3.png diff --git a/fsm/media/onsite1.png b/fsm/sales/media/onsite1.png similarity index 100% rename from fsm/media/onsite1.png rename to fsm/sales/media/onsite1.png diff --git a/fsm/media/onsite2.png b/fsm/sales/media/onsite2.png similarity index 100% rename from fsm/media/onsite2.png rename to fsm/sales/media/onsite2.png diff --git a/fsm/onsite_tasks_from_sales_orders.rst b/fsm/sales/onsite_tasks_from_sales_orders.rst similarity index 86% rename from fsm/onsite_tasks_from_sales_orders.rst rename to fsm/sales/onsite_tasks_from_sales_orders.rst index cf6b3d74d..e9100f54c 100644 --- a/fsm/onsite_tasks_from_sales_orders.rst +++ b/fsm/sales/onsite_tasks_from_sales_orders.rst @@ -1,12 +1,12 @@ -===================================================== -Create onsite interventions tasks from Sales Orders -===================================================== +=================================================== +Create Onsite Interventions Tasks from Sales Orders +=================================================== By allowing your sales team to open onsite interventions tasks will create a seamless experience for your customers. It also allows them to first receive a quotation with the materials that will be used plus the service price to be approved before the work even starts. Enable the feature -=================== +================== Go to :menuselection:`Sales --> Products --> Create` or edit an existing one. Select: under :menuselection:`General Information --> Product Type: Service`; under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking: diff --git a/fsm/worksheets.rst b/fsm/worksheets.rst new file mode 100644 index 000000000..badfdd769 --- /dev/null +++ b/fsm/worksheets.rst @@ -0,0 +1,8 @@ +========== +Worksheets +========== + +.. toctree:: + :titlesonly: + + worksheets/customize_worksheets \ No newline at end of file diff --git a/fsm/customize_worksheets.rst b/fsm/worksheets/customize_worksheets.rst similarity index 91% rename from fsm/customize_worksheets.rst rename to fsm/worksheets/customize_worksheets.rst index e1d0f0c71..fa102ee43 100644 --- a/fsm/customize_worksheets.rst +++ b/fsm/worksheets/customize_worksheets.rst @@ -1,12 +1,12 @@ -============================ -Customize worksheet reports -============================ +=========================== +Customize Worksheet Reports +=========================== Personalizing your customer reports, also called *worksheets*, allows you to have different descriptions of the work for each type of intervention. It speeds up the flow for your employees while giving customers a detailed summary, which can be reviewed and signed onsite. Enable the feature -=================== +================== Go to :menuselection:`Field Service --> Configuration` and enable :menuselection:`Worksheet Templates --> Save`. @@ -15,7 +15,7 @@ Go to :menuselection:`Field Service --> Configuration` and enable :alt: Custom Worksheet in Odoo Field Service Designing worksheets -===================== +==================== Under :menuselection:`Configuration --> Worksheet Templates`, click on *Create* and start to *Design Worksheet Template*. You will be redirected to the *Studio* application. diff --git a/fsm/media/cc1.png b/fsm/worksheets/media/cc1.png similarity index 100% rename from fsm/media/cc1.png rename to fsm/worksheets/media/cc1.png diff --git a/fsm/media/cc2.png b/fsm/worksheets/media/cc2.png similarity index 100% rename from fsm/media/cc2.png rename to fsm/worksheets/media/cc2.png diff --git a/fsm/media/cc3.png b/fsm/worksheets/media/cc3.png similarity index 100% rename from fsm/media/cc3.png rename to fsm/worksheets/media/cc3.png