[IMP] Field Service: update page on tasks from sales order (#798)
As the feature is available outside of the Field Service app, I believe it is important to keep the information. A simple update to the content to match v14. Co-authored-by: Xavier (xpl) <“xpl@odoo.com”>
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fsm/sales/media/field-service-task-on-sales-order.png
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@ -1,29 +1,30 @@
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===================================================
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Create Onsite Interventions Tasks from Sales Orders
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===================================================
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By allowing your sales team to open onsite interventions tasks will create a seamless experience
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for your customers. It also allows them to first receive a quotation with the materials that will
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be used plus the service price to be approved before the work even starts.
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=============================================
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Create onsite interventions from sales orders
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=============================================
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Allowing your sales team to open onsite interventions creates a seamless experience for your
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customers. They can receive a quotation they first have to approve before the work even starts.
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Enable the feature
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==================
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Go to :menuselection:`Sales --> Products --> Create` or edit an existing one.
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Select: under :menuselection:`General Information --> Product Type: Service`;
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under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking:
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Create a task in an existing project --> Project --> Worksheet Template --> Save`.
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Configure a product
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===================
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Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
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.. image:: media/onsite1.png
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#. Under the *General Information* tab, select *Service* as *Product Type*.
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#. Under the *Sales* tab, select *Timesheets on tasks* as *Service Invoicing Policy*.
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#. Select *Create a task in an existing project* as *Service Tracking*.
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#. Select your *Project*.
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#. If you use them, select your *Worksheet Template* and then click on *Save*.
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.. image:: media/product-configuration-tasks-from-sales-orders.png
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:align: center
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:alt: Onsite Interventions from Sales Order in Odoo Field Service
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:alt: Product configuration to create tasks from sales orders in Odoo Field Service
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Now, once you have *Confirmed* a *quotation*, a task will be created in the respective
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project you have chosen.
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From the *Sales* app, create a quotation with the product and confirm it. A task is automatically
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set up under your Field Service project. It is directly accessible from the sales order.
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.. image:: media/onsite2.png
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.. image:: media/field-service-task-on-sales-order.png
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:align: center
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:alt: Onsite Interventions from Sales Order in Odoo Field Service
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.. tip::
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One of the greatest benefits here is that you can have different *Worksheets Templates* under the
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same project and product, for example.
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:alt: Field Service task on a sales order in Odoo Sales
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