diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst b/content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst index 20c42b5b9..de2ebe723 100644 --- a/content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst +++ b/content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst @@ -148,7 +148,7 @@ products produced using the new |BoM|. If a defective product has already been s it may be necessary to repair (or update) that product. In such a case, the *Field Service* app can be used to schedule :doc:`onsite interventions -<../../../services/field_service/onsite_interventions>`. These interventions allow service +<../../../services/field_service/creating_tasks>`. These interventions allow service technicians (or other employees) to be sent to a customer's location to address an issue with a product. diff --git a/content/applications/services/field_service.rst b/content/applications/services/field_service.rst index 58897b727..e83289c7f 100644 --- a/content/applications/services/field_service.rst +++ b/content/applications/services/field_service.rst @@ -13,7 +13,7 @@ Field Service .. toctree:: :titlesonly: - field_service/onsite_interventions + field_service/creating_tasks field_service/product_management field_service/planning_itinerary field_service/worksheets diff --git a/content/applications/services/field_service/creating_tasks.rst b/content/applications/services/field_service/creating_tasks.rst new file mode 100644 index 000000000..e7312bcb5 --- /dev/null +++ b/content/applications/services/field_service/creating_tasks.rst @@ -0,0 +1,30 @@ +============================ +Creating field service tasks +============================ + +Tasks in Odoo Field Service can be created manually or automatically, including from sales orders or +helpdesk tickets. + +Manual task creation +==================== + +To create a new field service task: + +#. Open the Field service app and go to :menuselection:`Field Service --> All Tasks --> All Tasks`. +#. Click :guilabel:`New`. +#. Fill in the task title, :guilabel:`Customer` and any other :ref:`optional field `, + then save manually. + +Task creation from a sales order +================================ + +This feature allows for field service tasks to be automatically created from a sales order. When you +create a quotation with the :ref:`service product ` +and confirm it, a task is automatically created in your Field Service project. Click the +:guilabel:`Tasks` smart button to access it from the sales order. + +Task creation from a helpdesk ticket +==================================== + +If you have the Helpdesk app installed, you can :ref:`create field service tasks from a helpdesk +ticket `. diff --git a/content/applications/services/field_service/onsite_interventions.rst b/content/applications/services/field_service/onsite_interventions.rst deleted file mode 100644 index 707dd74a8..000000000 --- a/content/applications/services/field_service/onsite_interventions.rst +++ /dev/null @@ -1,54 +0,0 @@ -============================= -Onsite interventions planning -============================= - -From a sales order -================== - -Allowing your sales team to open onsite interventions creates a seamless experience for your -customers. They can receive a quotation they first have to approve before the work even starts. - -Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product. - -#. Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product - Type`. -#. Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service - Invoicing Policy`. -#. Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`. -#. Select your :guilabel:`Project`. -#. If you use them, select your :guilabel:`Worksheet Template`, and save. - -.. image:: onsite_interventions/product-configuration.png - :align: center - :alt: Product configuration to create tasks from sales orders in Odoo Field Service - -From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A -task is automatically set up under your Field Service project. It is directly accessible from the -sales order. - -.. image:: onsite_interventions/task-on-so.png - :align: center - :alt: Field Service task on a sales order in Odoo Sales - -From helpdesk tickets -===================== - -The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage -intervention requests directly. Planning field service tasks from tickets speeds up your processes. - -Configure the helpdesk team ---------------------------- - -Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable -:guilabel:`Onsite Interventions`. - -.. image:: onsite_interventions/helpdesk-settings.png - :align: center - :alt: Onsite interventions settings in Odoo Helpdesk - -The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it -to create a new task under your field service project. - -.. image:: onsite_interventions/plan-intervention-from-ticket.png - :align: center - :alt: Plan intervention from helpdesk tickets in Odoo Helpdesk diff --git a/content/applications/services/field_service/onsite_interventions/helpdesk-settings.png b/content/applications/services/field_service/onsite_interventions/helpdesk-settings.png deleted file mode 100644 index 11c3ddd74..000000000 Binary files a/content/applications/services/field_service/onsite_interventions/helpdesk-settings.png and /dev/null differ diff --git a/content/applications/services/field_service/onsite_interventions/plan-intervention-from-ticket.png b/content/applications/services/field_service/onsite_interventions/plan-intervention-from-ticket.png deleted file mode 100644 index 12cf8525f..000000000 Binary files a/content/applications/services/field_service/onsite_interventions/plan-intervention-from-ticket.png and /dev/null differ diff --git a/content/applications/services/field_service/onsite_interventions/product-configuration.png b/content/applications/services/field_service/onsite_interventions/product-configuration.png deleted file mode 100644 index 6743294cb..000000000 Binary files a/content/applications/services/field_service/onsite_interventions/product-configuration.png and /dev/null differ diff --git a/content/applications/services/field_service/onsite_interventions/task-on-so.png b/content/applications/services/field_service/onsite_interventions/task-on-so.png deleted file mode 100644 index 2f2b3cfdd..000000000 Binary files a/content/applications/services/field_service/onsite_interventions/task-on-so.png and /dev/null differ diff --git a/content/applications/services/project/tasks/task_creation.rst b/content/applications/services/project/tasks/task_creation.rst index 0a5afcaf2..79ddb7134 100644 --- a/content/applications/services/project/tasks/task_creation.rst +++ b/content/applications/services/project/tasks/task_creation.rst @@ -19,6 +19,8 @@ following: Fill in the :guilabel:`Task Title` and add one or more :guilabel:`Assignees`, then click :guilabel:`Add`. +.. _task_creation/task-configuration: + Task configuration ------------------ diff --git a/redirects/17.0.txt b/redirects/17.0.txt index d7570641a..a566f93ee 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -76,6 +76,7 @@ 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/services/field_service/onsite_interventions.rst applications/services/field_service/creating_tasks.rst # applications/website