[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”>
This commit is contained in:
xpl-odoo 2020-11-26 09:57:14 +01:00 committed by GitHub
parent babf5e2e86
commit bf816d13d4
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
5 changed files with 24 additions and 23 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 5.8 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 32 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 33 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 26 KiB

View File

@ -1,29 +1,30 @@
===================================================
Create Onsite Interventions Tasks from Sales Orders
===================================================
By allowing your sales team to open onsite interventions tasks will create a seamless experience
for your customers. It also allows them to first receive a quotation with the materials that will
be used plus the service price to be approved before the work even starts.
=============================================
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.
Enable the feature
==================
Go to :menuselection:`Sales --> Products --> Create` or edit an existing one.
Select: under :menuselection:`General Information --> Product Type: Service`;
under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking:
Create a task in an existing project --> Project --> Worksheet Template --> Save`.
Configure a product
===================
Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
.. image:: media/onsite1.png
#. 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:: media/product-configuration-tasks-from-sales-orders.png
:align: center
:alt: Onsite Interventions from Sales Order in Odoo Field Service
:alt: Product configuration to create tasks from sales orders in Odoo Field Service
Now, once you have *Confirmed* a *quotation*, a task will be created in the respective
project you have chosen.
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:: media/onsite2.png
.. image:: media/field-service-task-on-sales-order.png
:align: center
:alt: Onsite Interventions from Sales Order in Odoo Field Service
.. tip::
One of the greatest benefits here is that you can have different *Worksheets Templates* under the
same project and product, for example.
:alt: Field Service task on a sales order in Odoo Sales