diff --git a/fsm.rst b/fsm.rst index f19160d4b..a5b340957 100644 --- a/fsm.rst +++ b/fsm.rst @@ -7,7 +7,5 @@ Field Service .. toctree:: :titlesonly: - fsm/overview - fsm/worksheets fsm/sales fsm/helpdesk diff --git a/fsm/overview.rst b/fsm/overview.rst deleted file mode 100644 index 96fb6ece6..000000000 --- a/fsm/overview.rst +++ /dev/null @@ -1,12 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/invoicing_time - overview/keep_track - overview/manage_employees_schedule - overview/planning_itinerary - diff --git a/fsm/overview/invoicing_time.rst b/fsm/overview/invoicing_time.rst deleted file mode 100644 index 35a6af711..000000000 --- a/fsm/overview/invoicing_time.rst +++ /dev/null @@ -1,60 +0,0 @@ -======================================== -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. - -.. image:: media/im1.png - :align: center - :alt: Timesheet Timer in Odoo Field Service - -Click on *Stop* once the work is done to confirm the total time spent and add a description. - -.. image:: media/im2.png - :align: center - :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 - :align: center - :alt: Sign and send reports in Odoo Field Service - -Click on *Start* if you need to record additional time for the same activity. The time recorded will -be added to the already created and signed worksheet. Then, create a new invoice for the time added. - -*Mark as done* to close the task and to invoice your intervention. It also validates the -stock-picking keeping your inventory up-to-date. - -*Sign Report* generates a detailed worksheet report for the customer to sign. Send it through email -clicking on *Send Report*. - -Invoice your time and material -=============================== -Under :menuselection:`All Tasks --> To Invoice`, find a list of all tasks marked as done but that -have not been invoiced. -Convenient feature as it allows accountants to easily access all finished tasks at once. - -.. image:: media/im4.png - :align: center - :alt: Invoice Tasks in Odoo Field Service - - -.. tip:: - Invoice all tasks at once selecting them all and going to :menuselection:`Action --> - Create Invoice`. - -.. image:: media/im5.png - :align: center - :alt: Invoice Task in Odoo Field Service - -.. seealso:: - * :doc:`../../project/advanced/feedback` diff --git a/fsm/overview/keep_track.rst b/fsm/overview/keep_track.rst deleted file mode 100644 index b2f227b83..000000000 --- a/fsm/overview/keep_track.rst +++ /dev/null @@ -1,20 +0,0 @@ -====================== -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. - -.. image:: media/kts1.png - :alt: Keep track of stock in Odoo Field Service - -Now, add the materials used in the intervention to the worksheet, and once the task is -*Marked as done*, the stock-picking is automatically validated and the inventory evaluation -is automatically updated. - -.. image:: media/kts2.png - :alt: Keep track of stock in Odoo Field Service diff --git a/fsm/overview/manage_employees_schedule.rst b/fsm/overview/manage_employees_schedule.rst deleted file mode 100644 index ed770699f..000000000 --- a/fsm/overview/manage_employees_schedule.rst +++ /dev/null @@ -1,39 +0,0 @@ -============================================= -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. - -It also adapts to the working calendar of the employee. Example: the employee works part-time -(from Monday to Wednesday). So, Thursday and Friday will also be greyed, in addition to the weekends. - -.. image:: media/mw1.png - :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. - -.. image:: media/mw2.png - :align: center - :alt: Manage employees' schedules in Odoo Field Service - -Unassigned tasks -================= -If you need to plan an intervention but you do not know yet who will take care of it, you can leave -the task unassigned. It will still be shown in the Gantt view. Simply drag and drop the responsible -person he can be assigned. - -.. image:: media/mw3.png - :align: center - :alt: Unassigned tasks in Odoo Field Service - -.. tip:: - Create projects per team, or per working site, and have a more accurate and dynamic database. diff --git a/fsm/overview/media/im1.png b/fsm/overview/media/im1.png deleted file mode 100644 index cfb02d044..000000000 Binary files a/fsm/overview/media/im1.png and /dev/null differ diff --git a/fsm/overview/media/im2.png b/fsm/overview/media/im2.png deleted file mode 100644 index b5ecd020e..000000000 Binary files a/fsm/overview/media/im2.png and /dev/null differ diff --git a/fsm/overview/media/im3.png b/fsm/overview/media/im3.png deleted file mode 100644 index 2035c0ab7..000000000 Binary files a/fsm/overview/media/im3.png and /dev/null differ diff --git a/fsm/overview/media/im4.png b/fsm/overview/media/im4.png deleted file mode 100644 index fcea159a9..000000000 Binary files a/fsm/overview/media/im4.png and /dev/null differ diff --git a/fsm/overview/media/im5.png b/fsm/overview/media/im5.png deleted file mode 100644 index cbad741bc..000000000 Binary files a/fsm/overview/media/im5.png and /dev/null differ diff --git a/fsm/overview/media/kts1.png b/fsm/overview/media/kts1.png deleted file mode 100644 index 5c128e8f2..000000000 Binary files a/fsm/overview/media/kts1.png and /dev/null differ diff --git a/fsm/overview/media/kts2.png b/fsm/overview/media/kts2.png deleted file mode 100644 index a19846e38..000000000 Binary files a/fsm/overview/media/kts2.png and /dev/null differ diff --git a/fsm/overview/media/mw1.png b/fsm/overview/media/mw1.png deleted file mode 100644 index dc75ae550..000000000 Binary files a/fsm/overview/media/mw1.png and /dev/null differ diff --git a/fsm/overview/media/mw2.png b/fsm/overview/media/mw2.png deleted file mode 100644 index 8661cbdfa..000000000 Binary files a/fsm/overview/media/mw2.png and /dev/null differ diff --git a/fsm/overview/media/mw3.png b/fsm/overview/media/mw3.png deleted file mode 100644 index 92737dba7..000000000 Binary files a/fsm/overview/media/mw3.png and /dev/null differ diff --git a/fsm/overview/media/plit1.png b/fsm/overview/media/plit1.png deleted file mode 100644 index 4c0612d47..000000000 Binary files a/fsm/overview/media/plit1.png and /dev/null differ diff --git a/fsm/overview/media/plit2.png b/fsm/overview/media/plit2.png deleted file mode 100644 index b776ae97f..000000000 Binary files a/fsm/overview/media/plit2.png and /dev/null differ diff --git a/fsm/overview/media/plit3.png b/fsm/overview/media/plit3.png deleted file mode 100644 index da7f27498..000000000 Binary files a/fsm/overview/media/plit3.png and /dev/null differ diff --git a/fsm/overview/media/plit4.png b/fsm/overview/media/plit4.png deleted file mode 100644 index ccdac1370..000000000 Binary files a/fsm/overview/media/plit4.png and /dev/null differ diff --git a/fsm/overview/planning_itinerary.rst b/fsm/overview/planning_itinerary.rst deleted file mode 100644 index 162571280..000000000 --- a/fsm/overview/planning_itinerary.rst +++ /dev/null @@ -1,36 +0,0 @@ -===================== -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 - :alt: Configure Mapbox for Odoo Field Service - -Click on :menuselection:`Start mapping for free --> fill the Username, email and password fields ---> agree with their Terms of Service and Privacy Policy --> Get started`. You will be redirected to -your account. Scrolling the page down you will find *Access tokens*. Copy the *Default public -token*. - -.. image:: media/plit2.png - :align: center - :alt: Configure Mapbox for Odoo Field Service - -Back in Odoo, paste it on :menuselection:`Token --> Save`. - -.. image:: media/plit3.png - :alt: Configure Mapbox for Odoo Field Service - -Now, your maps will show the itinerary based on the scheduled time and best route. - -.. image:: media/plit4.png - :align: center - :alt: Configure Mapbox for Odoo Field Service - -.. note:: - This is an optional feature, as you can still have access to a map view without a Mapbox account. diff --git a/fsm/sales.rst b/fsm/sales.rst index 2f038792e..7d4102c0d 100644 --- a/fsm/sales.rst +++ b/fsm/sales.rst @@ -5,5 +5,4 @@ Sales .. toctree:: :titlesonly: - sales/create_quotations sales/onsite_tasks_from_sales_orders \ No newline at end of file diff --git a/fsm/sales/create_quotations.rst b/fsm/sales/create_quotations.rst deleted file mode 100644 index 32dc16f77..000000000 --- a/fsm/sales/create_quotations.rst +++ /dev/null @@ -1,27 +0,0 @@ -============================ -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. - -Enable the feature -=================== -First, go to :menuselection:`Field Service --> Configuration --> Settings` and enable the option -*Extra Quotations*. - -.. image:: media/cq1.png - :align: center - :alt: Create quotations in Odoo Field Service - -Second, go to :menuselection:`Configuration --> Projects` and enable *Extra Quotations*. - -.. image:: media/cq2.png - :align: center - :height: 400 - :alt: Create quotations in Odoo Field Service - -You can now create *New Quotations* directly from your tasks. - -.. image:: media/cq3.png - :align: center - :alt: Create quotations in Odoo Field Service diff --git a/fsm/sales/media/cq1.png b/fsm/sales/media/cq1.png deleted file mode 100644 index 22fec92df..000000000 Binary files a/fsm/sales/media/cq1.png and /dev/null differ diff --git a/fsm/sales/media/cq2.png b/fsm/sales/media/cq2.png deleted file mode 100644 index 89f1575ef..000000000 Binary files a/fsm/sales/media/cq2.png and /dev/null differ diff --git a/fsm/sales/media/cq3.png b/fsm/sales/media/cq3.png deleted file mode 100644 index 428b7631d..000000000 Binary files a/fsm/sales/media/cq3.png and /dev/null differ diff --git a/fsm/worksheets.rst b/fsm/worksheets.rst deleted file mode 100644 index badfdd769..000000000 --- a/fsm/worksheets.rst +++ /dev/null @@ -1,8 +0,0 @@ -========== -Worksheets -========== - -.. toctree:: - :titlesonly: - - worksheets/customize_worksheets \ No newline at end of file diff --git a/fsm/worksheets/customize_worksheets.rst b/fsm/worksheets/customize_worksheets.rst deleted file mode 100644 index fa102ee43..000000000 --- a/fsm/worksheets/customize_worksheets.rst +++ /dev/null @@ -1,38 +0,0 @@ -=========================== -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`. - -.. image:: media/cc1.png - :align: center - :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. - -.. image:: media/cc2.png - :align: center - :alt: Custom Worksheet in Odoo Field Service - -With the freedom of *Studio*, drag and drop fields to create a report tailored to your needs. -Once you are done, click on *Close* and get an overview of the work done. - -*Worksheets* is where you can see how many times the worksheet has been used/completed under a task. -*Analysis* examines all the worksheets under that given template and generates a graph. - -.. image:: media/cc3.png - :align: center - :alt: Custom Worksheet in Odoo Field Service - -.. seealso:: - - `Studio Basics `_ diff --git a/fsm/worksheets/media/cc1.png b/fsm/worksheets/media/cc1.png deleted file mode 100644 index f9a236a07..000000000 Binary files a/fsm/worksheets/media/cc1.png and /dev/null differ diff --git a/fsm/worksheets/media/cc2.png b/fsm/worksheets/media/cc2.png deleted file mode 100644 index 06a6ddb07..000000000 Binary files a/fsm/worksheets/media/cc2.png and /dev/null differ diff --git a/fsm/worksheets/media/cc3.png b/fsm/worksheets/media/cc3.png deleted file mode 100644 index 8acff73c2..000000000 Binary files a/fsm/worksheets/media/cc3.png and /dev/null differ diff --git a/helpdesk/advanced/after_sales.rst b/helpdesk/advanced/after_sales.rst index 1ad8917ac..c08ce15eb 100644 --- a/helpdesk/advanced/after_sales.rst +++ b/helpdesk/advanced/after_sales.rst @@ -64,6 +64,5 @@ same way as if you were on the *Field Service* application. :height: 300 .. seealso:: - - :doc:`../../fsm/overview/invoicing_time` - `Coupons `_ - :doc:`../../manufacturing/repair/repair` \ No newline at end of file