[IMP] Field_Service: add product to the task

taskid-4043214

closes odoo/documentation#10142

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
guillaume gallant (guga) 2024-07-09 13:12:55 +02:00
parent bf9bbff058
commit 93a0f41756
4 changed files with 37 additions and 6 deletions

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@ -14,6 +14,6 @@ Field Service
:titlesonly:
field_service/onsite_interventions
field_service/default_warehouse
field_service/product_management
field_service/planning_itinerary
field_service/worksheets

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@ -1,10 +1,40 @@
======================
==================
Product management
==================
When field service workers perform tasks on-site, they commonly use products to complete their work.
Odoo Field Service allows them to record these products using the **product catalog** and **default
warehouse** features. Doing so keeps your inventory up-to-date in real-time and automatically adds
the products to the invoice.
Product catalog
===============
To activate the product catalog for Field Service, go to :menuselection:`Field Service -->
Configuration --> Settings` and enable the :guilabel:`Time and Material Invoicing` feature.
To add products to a task, proceed as follows:
#. Go to Field Service and open a task.
#. Click the :guilabel:`Products` smart button.
#. Click :guilabel:`Add` on a product card to add it to your task.
#. If needed, adjust the number of products using the :guilabel:`-` and :guilabel:`+` buttons.
Going back to your task, the smart button now displays the amount of products you added and the
price. You can return to the product catalog at any time to edit the product selection.
.. tip::
- To create and edit products from Field Service, go to :menuselection:`Field Service -->
Configuration --> Products`.
- To find your products more easily, use the search bar and filter your products by
:guilabel:`Product Category` and :guilabel:`Attributes`.
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. It also allows field workers to switch
between warehouses from their profiles.
Setting up a **default warehouse** can be useful for field technicians who keep a supply on the go
in their 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 default
warehouse, keeping the inventory accurate.
@ -44,7 +74,7 @@ To set up a default warehouse for a specific user, go to :menuselection:`Setting
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
.. image:: product_management/user-default.png
:alt: Selection of a default warehouse on a user profile.
Use in field service tasks

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@ -75,6 +75,7 @@ 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/website