[ADD] field service: default warehouse

task-2948598

closes odoo/documentation#3995

X-original-commit: 40ef1a26f9
Signed-off-by: zulu-odoo <zulu@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Zuzanna Luczynska 2023-03-29 12:49:12 +00:00
parent fdd80103ba
commit ba6674f64f
4 changed files with 45 additions and 0 deletions

View File

@ -89,6 +89,8 @@ Area*. Then, once the quality check is done, move them to their *Storage Locatio
orders and their products are grouped in one transfer, whereas the packing operation respects the
grouping per customer order.
.. _use-routes/routes-rules:
Use routes and rules
====================

View File

@ -15,3 +15,4 @@ Field Service
fsm/sales
fsm/helpdesk
fsm/default_warehouse

View File

@ -0,0 +1,42 @@
======================
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.
Products in sales orders created during field interventions are always pulled from the same
warehouse, keeping the inventory accurate with the default warehouse feature.
.. seealso::
:doc:`../../inventory_and_mrp/inventory`
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.
.. seealso::
- :doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations`
- :doc:`../../inventory_and_mrp/inventory/routes/concepts/use_routes`
User account
------------
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
: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
========================================
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.

Binary file not shown.

After

Width:  |  Height:  |  Size: 6.2 KiB