From 431793c2fd0ac642a58a2fde46b2dadc73280be9 Mon Sep 17 00:00:00 2001 From: "guillaume gallant (guga)" <“guga@odoo.com”~> Date: Tue, 9 Jul 2024 13:12:55 +0200 Subject: [PATCH] [IMP] Field_Service: add product to the task taskid-4043214 closes odoo/documentation#10320 X-original-commit: 93a0f4175602a8f24eae607ca70bbfe0a70b39d9 Signed-off-by: Audrey Vandromme (auva) --- .../applications/services/field_service.rst | 2 +- ...t_warehouse.rst => product_management.rst} | 40 +++++++++++++++--- .../user-default.png | Bin redirects/17.0.txt | 1 + 4 files changed, 37 insertions(+), 6 deletions(-) rename content/applications/services/field_service/{default_warehouse.rst => product_management.rst} (56%) rename content/applications/services/field_service/{default_warehouse => product_management}/user-default.png (100%) diff --git a/content/applications/services/field_service.rst b/content/applications/services/field_service.rst index 654adf793..58897b727 100644 --- a/content/applications/services/field_service.rst +++ b/content/applications/services/field_service.rst @@ -14,6 +14,6 @@ Field Service :titlesonly: field_service/onsite_interventions - field_service/default_warehouse + field_service/product_management field_service/planning_itinerary field_service/worksheets diff --git a/content/applications/services/field_service/default_warehouse.rst b/content/applications/services/field_service/product_management.rst similarity index 56% rename from content/applications/services/field_service/default_warehouse.rst rename to content/applications/services/field_service/product_management.rst index 67bc2ce6f..54036ebff 100644 --- a/content/applications/services/field_service/default_warehouse.rst +++ b/content/applications/services/field_service/product_management.rst @@ -1,10 +1,40 @@ -====================== +================== +Product management +================== + +When field service workers perform tasks on-site, they commonly use products to complete their work. +Odoo Field Service allows them to record these products using the **product catalog** and **default +warehouse** features. Doing so keeps your inventory up-to-date in real-time and automatically adds +the products to the invoice. + +Product catalog +=============== + +To activate the product catalog for Field Service, go to :menuselection:`Field Service --> +Configuration --> Settings` and enable the :guilabel:`Time and Material Invoicing` feature. + +To add products to a task, proceed as follows: + +#. Go to Field Service and open a task. +#. Click the :guilabel:`Products` smart button. +#. Click :guilabel:`Add` on a product card to add it to your task. +#. If needed, adjust the number of products using the :guilabel:`-` and :guilabel:`+` buttons. + +Going back to your task, the smart button now displays the amount of products you added and the +price. You can return to the product catalog at any time to edit the product selection. + +.. tip:: + - To create and edit products from Field Service, go to :menuselection:`Field Service --> + Configuration --> Products`. + - To find your products more easily, use the search bar and filter your products by + :guilabel:`Product Category` and :guilabel:`Attributes`. + User default warehouse ====================== -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. It also allows field workers to switch -between warehouses from their profiles. +Setting up a **default warehouse** can be useful for field technicians who keep a supply on the go +in their 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 default warehouse, keeping the inventory accurate. @@ -44,7 +74,7 @@ To set up a default warehouse for a specific user, go to :menuselection:`Setting 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. -.. image:: default_warehouse/user-default.png +.. image:: product_management/user-default.png :alt: Selection of a default warehouse on a user profile. Use in field service tasks diff --git a/content/applications/services/field_service/default_warehouse/user-default.png b/content/applications/services/field_service/product_management/user-default.png similarity index 100% rename from content/applications/services/field_service/default_warehouse/user-default.png rename to content/applications/services/field_service/product_management/user-default.png diff --git a/redirects/17.0.txt b/redirects/17.0.txt index 0a176b00b..d7570641a 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -75,6 +75,7 @@ applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/p applications/services/helpdesk/overview/getting_started.rst applications/services/helpdesk.rst #helpdesk/overview/getting_started --> helpdesk applications/services/project/tasks/email_alias.rst applications/services/project/tasks/task_creation.rst #project/tasks/email_alias --> task_creation +applications/services/field_service/default_warehouse.rst applications/services/field_service/product_management.rst #project/tasks/email_alias --> task_creation # applications/website