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[IMP] field service: default warehouse

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X-original-commit: 3ae4fbab84
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
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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
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 <use-routes/routes-rules>` 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 <default-warehouse/my-profile>`, or :ref:`for all
users <default-warehouse/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.