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[IMP] field service: default warehouse

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closes odoo/documentation#4006

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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Zuzanna Luczynska 2023-04-04 08:17:31 +00:00 committed by Jonathan
parent 8606c2185f
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content/applications/services/field_service/default_warehouse.rst
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@ -3,10 +3,11 @@ User default warehouse
====================== ======================
Setting up a **default warehouse** can be useful for field technicians who keep a supply in their Setting up a **default warehouse** can be useful for field technicians who keep a supply in their
van or those who always resupply from the same warehouse. van or those who always resupply from the same warehouse. It also allows field workers to switch
between warehouses from their profiles.
Products in sales orders created during field interventions are always pulled from the same Products in sales orders created during field interventions are always pulled from the default
warehouse, keeping the inventory accurate with the default warehouse feature. warehouse, keeping the inventory accurate.
.. seealso:: .. seealso::
:doc:`../../inventory_and_mrp/inventory` :doc:`../../inventory_and_mrp/inventory`
@ -15,28 +16,44 @@ Configuration
============= =============
To set up a user default warehouse, the :doc:`storage locations To set up a user default warehouse, the :doc:`storage locations
<../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` and :ref:`multi-step <../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` feature needs to be
routes <use-routes/routes-rules>` features need to be activated. It is also necessary to have more activated in the **Inventory** app. It is also necessary to have more than one warehouse in your
than one warehouse in your database. database.
You can either set it up :ref:`for your profile <default-warehouse/my-profile>`, or :ref:`for all
users <default-warehouse/all-users>`.
.. seealso:: .. seealso::
- :doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations` :doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations`
- :doc:`../../inventory_and_mrp/inventory/routes/concepts/use_routes`
User account .. _default-warehouse/my-profile:
------------
For your profile
----------------
To set up a default warehouse for yourself, click your **profile icon** in the upper right corner of
the screen, then, go to :menuselection:`My Profile --> Preferences --> Default Warehouse`. Select
the default warehouse from the drop-down menu.
.. _default-warehouse/all-users:
For all users
-------------
To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users --> To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users -->
Manage users`, open a user, then go to the :guilabel:`Preferences` tab, scroll down to Manage users`, select a user, then go to the :guilabel:`Preferences` tab. Scroll down to
:guilabel:`Inventory`, and select the default warehouse from the drop-down menu. :guilabel:`Inventory`, and select the default warehouse from the drop-down menu.
.. image:: default_warehouse/user-default.png .. image:: default_warehouse/user-default.png
:alt: Selection of a default warehouse on a user profile. :alt: Selection of a default warehouse on a user profile.
Default warehouse in field service tasks Use in field service tasks
======================================== ==========================
Once a default warehouse has been configured for a user, the materials used for a sales order linked Once a default warehouse has been configured for a user, the materials used for a sales order
to a Field Service task are pulled from that specific warehouse. In the sales order, go to the related to a Field Service task are pulled from that specific warehouse. Open the related sales
:guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse is order, go to the :guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default
applied correctly. warehouse is applied correctly.
Once the Field Service task is marked as done, the stock of the default warehouse is automatically
updated.