[ADD] helpdesk: document ticket closing and time reinvoicing (#489)

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KBR 2020-01-08 14:33:12 +01:00 committed by Antoine Vandevenne (anv)
parent e9f8f794b1
commit b8efe6e952
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@ -10,3 +10,5 @@ Helpdesk
helpdesk/getting_started
helpdesk/invoice_time
helpdesk/after_sales
helpdesk/close_tickets
helpdesk/reinvoice_from_project

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=======================================
Allow customers to close their tickets
=======================================
Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about when an issue is considered solved, or not. It makes communication and actions more efficient.
Configure the feature
======================
To configure the feauture go to *Helpdesk > Settings > Helpdesk Teams > Edit* and enable *Ticket closing*.
.. image:: media/closetickets1.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
In order to designate to which stage the ticket will migrate to once it is closed, go to *Overview > Tickets*.
.. image:: media/closetickets2.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
You can either create a new kanban stage or work with an existing one. For both scenarios, go to *Settings > Edit Stage* and enable *Closing Stage*.
.. image:: media/closetickets3.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
If a closing stage is not specified, by default, the ticket will be transferred to the last stage; contrarily, if you have more than one stage set as closing, the ticket will be put in the first one.
The Costumer Portal
====================
Now, once the user logs in to his Portal, the option *Close this ticket* is available.
.. image:: media/closetickets4.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
Get reports on tickets closed by costumers
===========================================
To do an analysis of the tickets that have been closed by costumers go to *Reporting > Tickets > Filters > Add Custom filter > Closed by partner > Applied*.
.. image:: media/closetickets5.png
:align: center
:alt: Reports on Ticket closing in Odoo Helpdesk

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================================================================
Turn helpdesk hours into invoices directly from a project task
================================================================
Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and invoices through a project task. It gives you more control over what you charge your client, and it is more efficient.
Configuration
==============
Go to *Helpdesk > Configuration > Helpdesk team > Edit* and enable the options *Timesheet on Ticket* and *Time Reinvoicing*.
Under *Timesheet on Ticket*, choose the *Project* to which the tickets (and timesheets) will be linked by default. Open its *External link* to enable the feature *Bill from tasks*.
.. image:: media/reinvoice_time1.png
:align: center
:alt: Bill from Tasks in Odoo Helpdesk
Create a sales order and an invoice
====================================
Now, once you added the time you spent on the helpdesk ticket, under the *Timesheets* tab, access the task clicking on its name.
.. image:: media/reinvoice_time2.png
:align: center
:alt: Sales Order from a task in Odoo Helpdesk
*Create Sales Order* and proceed to create the invoice.
.. image:: media/reinvoice_time3.png
:align: center
:alt: Sales Order from a task in Odoo Helpdesk