diff --git a/content/applications/services/field_service/default_warehouse.rst b/content/applications/services/field_service/default_warehouse.rst index 571b2a7bf..eb7cf3fe7 100644 --- a/content/applications/services/field_service/default_warehouse.rst +++ b/content/applications/services/field_service/default_warehouse.rst @@ -3,10 +3,11 @@ 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. +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 -warehouse, keeping the inventory accurate with the default warehouse feature. +Products in sales orders created during field interventions are always pulled from the default +warehouse, keeping the inventory accurate. .. seealso:: :doc:`../../inventory_and_mrp/inventory` @@ -15,28 +16,44 @@ Configuration ============= To set up a user default warehouse, the :doc:`storage locations -<../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` and :ref:`multi-step -routes ` features need to be activated. It is also necessary to have more -than one warehouse in your database. +<../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` feature needs to be +activated in the **Inventory** app. It is also necessary to have more than one warehouse in your +database. + +You can either set it up :ref:`for your profile `, or :ref:`for all +users `. .. seealso:: - - :doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations` - - :doc:`../../inventory_and_mrp/inventory/routes/concepts/use_routes` + :doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations` -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 --> -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. .. image:: default_warehouse/user-default.png :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 -to a Field Service task are pulled from that specific warehouse. In the sales order, go to the -:guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse is -applied correctly. +Once a default warehouse has been configured for a user, the materials used for a sales order +related to a Field Service task are pulled from that specific warehouse. Open the related sales +order, go to the :guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default +warehouse is applied correctly. + +Once the Field Service task is marked as done, the stock of the default warehouse is automatically +updated.