[IMP] Field_Service: add product to the task
taskid-4043214
closes odoo/documentation#10320
X-original-commit: 93a0f41756
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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@ -14,6 +14,6 @@ Field Service
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:titlesonly:
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:titlesonly:
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field_service/onsite_interventions
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field_service/onsite_interventions
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field_service/default_warehouse
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field_service/product_management
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field_service/planning_itinerary
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field_service/planning_itinerary
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field_service/worksheets
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field_service/worksheets
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@ -1,10 +1,40 @@
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======================
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==================
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Product management
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==================
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When field service workers perform tasks on-site, they commonly use products to complete their work.
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Odoo Field Service allows them to record these products using the **product catalog** and **default
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warehouse** features. Doing so keeps your inventory up-to-date in real-time and automatically adds
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the products to the invoice.
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Product catalog
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===============
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To activate the product catalog for Field Service, go to :menuselection:`Field Service -->
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Configuration --> Settings` and enable the :guilabel:`Time and Material Invoicing` feature.
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To add products to a task, proceed as follows:
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#. Go to Field Service and open a task.
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#. Click the :guilabel:`Products` smart button.
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#. Click :guilabel:`Add` on a product card to add it to your task.
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#. If needed, adjust the number of products using the :guilabel:`-` and :guilabel:`+` buttons.
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Going back to your task, the smart button now displays the amount of products you added and the
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price. You can return to the product catalog at any time to edit the product selection.
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.. tip::
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- To create and edit products from Field Service, go to :menuselection:`Field Service -->
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Configuration --> Products`.
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- To find your products more easily, use the search bar and filter your products by
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:guilabel:`Product Category` and :guilabel:`Attributes`.
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User default warehouse
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User default warehouse
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======================
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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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Setting up a **default warehouse** can be useful for field technicians who keep a supply on the go
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van or those who always resupply from the same warehouse. It also allows field workers to switch
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in their van or those who always resupply from the same warehouse. It also allows field workers to
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between warehouses from their profiles.
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switch between warehouses from their profiles.
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Products in sales orders created during field interventions are always pulled from the default
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Products in sales orders created during field interventions are always pulled from the default
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warehouse, keeping the inventory accurate.
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warehouse, keeping the inventory accurate.
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@ -44,7 +74,7 @@ To set up a default warehouse for a specific user, go to :menuselection:`Setting
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Manage users`, select a user, then go to the :guilabel:`Preferences` tab. Scroll down to
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Manage users`, select 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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: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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.. image:: product_management/user-default.png
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:alt: Selection of a default warehouse on a user profile.
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:alt: Selection of a default warehouse on a user profile.
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Use in field service tasks
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Use in field service tasks
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Before Width: | Height: | Size: 6.2 KiB After Width: | Height: | Size: 6.2 KiB |
@ -75,6 +75,7 @@ applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/p
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applications/services/helpdesk/overview/getting_started.rst applications/services/helpdesk.rst #helpdesk/overview/getting_started --> helpdesk
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applications/services/helpdesk/overview/getting_started.rst applications/services/helpdesk.rst #helpdesk/overview/getting_started --> helpdesk
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applications/services/project/tasks/email_alias.rst applications/services/project/tasks/task_creation.rst #project/tasks/email_alias --> task_creation
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applications/services/project/tasks/email_alias.rst applications/services/project/tasks/task_creation.rst #project/tasks/email_alias --> task_creation
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applications/services/field_service/default_warehouse.rst applications/services/field_service/product_management.rst #project/tasks/email_alias --> task_creation
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# applications/website
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# applications/website
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