From b828d1852e80ccf8a545d770921f53e60b687361 Mon Sep 17 00:00:00 2001 From: Zuzanna Luczynska Date: Fri, 14 Apr 2023 15:49:22 +0000 Subject: [PATCH] [MOV] field service: improve the structure and merge docs Currently, there are two pages about onsite interventions in two separate categories. This task aims to merge both pages into a single one and remove the useless categories. task-3275322 closes odoo/documentation#4191 X-original-commit: 151e0554fab9e89d4fdeb67db4bb98281a31b47a Signed-off-by: Castillo Jonathan (jcs) --- content/applications/services.rst | 2 +- .../services/{fsm.rst => field_service.rst} | 5 +- .../default_warehouse.rst | 0 .../default_warehouse/user-default.png | Bin .../field_service/onsite_interventions.rst | 54 ++++++++++++++++++ .../helpdesk-settings.png} | Bin .../plan-intervention-from-ticket.png | Bin .../product-configuration.png} | Bin .../onsite_interventions/task-on-so.png} | Bin .../applications/services/fsm/helpdesk.rst | 10 ---- .../services/fsm/helpdesk/plan_onsite.rst | 23 -------- content/applications/services/fsm/sales.rst | 10 ---- .../sales/onsite_tasks_from_sales_orders.rst | 28 --------- redirects/14.0.txt | 6 ++ redirects/15.0.txt | 4 ++ 15 files changed, 67 insertions(+), 75 deletions(-) rename content/applications/services/{fsm.rst => field_service.rst} (75%) rename content/applications/services/{fsm => field_service}/default_warehouse.rst (100%) rename content/applications/services/{fsm => field_service}/default_warehouse/user-default.png (100%) create mode 100644 content/applications/services/field_service/onsite_interventions.rst rename content/applications/services/{fsm/helpdesk/plan_onsite/onsite-interventions-helpdesk-setting.png => field_service/onsite_interventions/helpdesk-settings.png} (100%) rename content/applications/services/{fsm/helpdesk/plan_onsite => field_service/onsite_interventions}/plan-intervention-from-ticket.png (100%) rename content/applications/services/{fsm/sales/onsite_tasks_from_sales_orders/product-configuration-tasks-from-sales-orders.png => field_service/onsite_interventions/product-configuration.png} (100%) rename content/applications/services/{fsm/sales/onsite_tasks_from_sales_orders/field-service-task-on-sales-order.png => field_service/onsite_interventions/task-on-so.png} (100%) delete mode 100644 content/applications/services/fsm/helpdesk.rst delete mode 100644 content/applications/services/fsm/helpdesk/plan_onsite.rst delete mode 100644 content/applications/services/fsm/sales.rst delete mode 100644 content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst diff --git a/content/applications/services.rst b/content/applications/services.rst index 985644ffa..e13073fee 100644 --- a/content/applications/services.rst +++ b/content/applications/services.rst @@ -9,5 +9,5 @@ Services services/project services/timesheets - services/fsm + services/field_service services/helpdesk diff --git a/content/applications/services/fsm.rst b/content/applications/services/field_service.rst similarity index 75% rename from content/applications/services/fsm.rst rename to content/applications/services/field_service.rst index fdc54a928..c197a91aa 100644 --- a/content/applications/services/fsm.rst +++ b/content/applications/services/field_service.rst @@ -13,6 +13,5 @@ Field Service .. toctree:: :titlesonly: - fsm/sales - fsm/helpdesk - fsm/default_warehouse + field_service/onsite_interventions + field_service/default_warehouse diff --git a/content/applications/services/fsm/default_warehouse.rst b/content/applications/services/field_service/default_warehouse.rst similarity index 100% rename from content/applications/services/fsm/default_warehouse.rst rename to content/applications/services/field_service/default_warehouse.rst diff --git a/content/applications/services/fsm/default_warehouse/user-default.png b/content/applications/services/field_service/default_warehouse/user-default.png similarity index 100% rename from content/applications/services/fsm/default_warehouse/user-default.png rename to content/applications/services/field_service/default_warehouse/user-default.png diff --git a/content/applications/services/field_service/onsite_interventions.rst b/content/applications/services/field_service/onsite_interventions.rst new file mode 100644 index 000000000..707dd74a8 --- /dev/null +++ b/content/applications/services/field_service/onsite_interventions.rst @@ -0,0 +1,54 @@ +============================= +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/fsm/helpdesk/plan_onsite/onsite-interventions-helpdesk-setting.png b/content/applications/services/field_service/onsite_interventions/helpdesk-settings.png similarity index 100% rename from content/applications/services/fsm/helpdesk/plan_onsite/onsite-interventions-helpdesk-setting.png rename to content/applications/services/field_service/onsite_interventions/helpdesk-settings.png diff --git a/content/applications/services/fsm/helpdesk/plan_onsite/plan-intervention-from-ticket.png b/content/applications/services/field_service/onsite_interventions/plan-intervention-from-ticket.png similarity index 100% rename from content/applications/services/fsm/helpdesk/plan_onsite/plan-intervention-from-ticket.png rename to content/applications/services/field_service/onsite_interventions/plan-intervention-from-ticket.png diff --git a/content/applications/services/fsm/sales/onsite_tasks_from_sales_orders/product-configuration-tasks-from-sales-orders.png b/content/applications/services/field_service/onsite_interventions/product-configuration.png similarity index 100% rename from content/applications/services/fsm/sales/onsite_tasks_from_sales_orders/product-configuration-tasks-from-sales-orders.png rename to content/applications/services/field_service/onsite_interventions/product-configuration.png diff --git a/content/applications/services/fsm/sales/onsite_tasks_from_sales_orders/field-service-task-on-sales-order.png b/content/applications/services/field_service/onsite_interventions/task-on-so.png similarity index 100% rename from content/applications/services/fsm/sales/onsite_tasks_from_sales_orders/field-service-task-on-sales-order.png rename to content/applications/services/field_service/onsite_interventions/task-on-so.png diff --git a/content/applications/services/fsm/helpdesk.rst b/content/applications/services/fsm/helpdesk.rst deleted file mode 100644 index ee6c3e9dc..000000000 --- a/content/applications/services/fsm/helpdesk.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -======== -Helpdesk -======== - -.. toctree:: - :titlesonly: - - helpdesk/plan_onsite diff --git a/content/applications/services/fsm/helpdesk/plan_onsite.rst b/content/applications/services/fsm/helpdesk/plan_onsite.rst deleted file mode 100644 index 8e42a55c5..000000000 --- a/content/applications/services/fsm/helpdesk/plan_onsite.rst +++ /dev/null @@ -1,23 +0,0 @@ -=============================================== -Plan onsite interventions from helpdesk tickets -=============================================== - -The integration with the 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 -*Onsite Interventions*. - -.. image:: plan_onsite/onsite-interventions-helpdesk-setting.png - :align: center - :alt: Onsite interventions setting in Odoo Helpdesk - -The helpdesk tickets of the team now display the *Plan Intervention* button. Click on it to create a -new task under your field service project. - -.. image:: plan_onsite/plan-intervention-from-ticket.png - :align: center - :alt: Plan intervention from helpdesk ticket in Odoo Helpdesk diff --git a/content/applications/services/fsm/sales.rst b/content/applications/services/fsm/sales.rst deleted file mode 100644 index 4f5947393..000000000 --- a/content/applications/services/fsm/sales.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -===== -Sales -===== - -.. toctree:: - :titlesonly: - - sales/onsite_tasks_from_sales_orders diff --git a/content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst b/content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst deleted file mode 100644 index ec887759c..000000000 --- a/content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst +++ /dev/null @@ -1,28 +0,0 @@ -============================================= -Create onsite interventions from sales orders -============================================= - -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. - -Configure a product -=================== - -Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product. - -#. Under the *General Information* tab, select *Service* as *Product Type*. -#. Under the *Sales* tab, select *Timesheets on tasks* as *Service Invoicing Policy*. -#. Select *Create a task in an existing project* as *Service Tracking*. -#. Select your *Project*. -#. If you use them, select your *Worksheet Template* and then click on *Save*. - -.. image:: onsite_tasks_from_sales_orders/product-configuration-tasks-from-sales-orders.png - :align: center - :alt: Product configuration to create tasks from sales orders in Odoo Field Service - -From the *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_tasks_from_sales_orders/field-service-task-on-sales-order.png - :align: center - :alt: Field Service task on a sales order in Odoo Sales diff --git a/redirects/14.0.txt b/redirects/14.0.txt index 695296d06..2c3effd78 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -54,6 +54,12 @@ applications/sales/point_of_sale/restaurant/restaurant.rst applications/sales/po applications/sales/point_of_sale/restaurant/split.rst applications/sales/point_of_sale/restaurant/bill_printing.rst applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst +# applications/services + +applications/services/fsm.rst applications/services/field_service.rst # fsm -> field_service +applications/services/fsm/helpdesk/plan_onsite.rst applications/services/field_service/onsite_interventions.rst # fsm/helpdesk/plan_onsite -> field_service/onsite_interventions +applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst applications/services/field_service/onsite_interventions.rst # fsm/sales/onsite_tasks_from_sales_orders -> field_service/onsite_interventions + # applications/websites applications/websites/livechat/overview/get_started.rst applications/websites/livechat.rst # livechat/overview/get_started -> livechat diff --git a/redirects/15.0.txt b/redirects/15.0.txt index 96ad01b5c..ff9ed951b 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -38,6 +38,10 @@ applications/productivity/studio/use_cases/views.rst applications/productivity/s applications/sales/crm/optimize/outlook_extension.rst applications/productivity/mail_plugins/outlook.rst +# applications/services + +applications/services/fsm/default_warehouse.rst applications/services/field_service/default_warehouse.rst # fsm/* -> field_service/* + # developer/howtos developer/howtos/rdtraining/D_mixins.rst developer/tutorials/mixins.rst # reorganize the developer doc