[ADD] field service: default warehouse
task-2948598
closes odoo/documentation#3999
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:
parent
39d5455110
commit
ddb34dd21c
@ -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
|
orders and their products are grouped in one transfer, whereas the packing operation respects the
|
||||||
grouping per customer order.
|
grouping per customer order.
|
||||||
|
|
||||||
|
.. _use-routes/routes-rules:
|
||||||
|
|
||||||
Use routes and rules
|
Use routes and rules
|
||||||
====================
|
====================
|
||||||
|
|
||||||
|
@ -15,3 +15,4 @@ Field Service
|
|||||||
|
|
||||||
fsm/sales
|
fsm/sales
|
||||||
fsm/helpdesk
|
fsm/helpdesk
|
||||||
|
fsm/default_warehouse
|
||||||
|
42
content/applications/services/fsm/default_warehouse.rst
Normal file
42
content/applications/services/fsm/default_warehouse.rst
Normal 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 |
Loading…
Reference in New Issue
Block a user