[MOV] field service: improve the structure and merge docs
Currently, there are two pages about onsite interventions in two
separate categories. This task aims to merge both pages into a single
one and remove the useless categories.
task-3275322
closes odoo/documentation#4189
X-original-commit: 151e0554fa
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
@ -9,5 +9,5 @@ Services
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services/project
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services/timesheets
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services/fsm
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services/field_service
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services/helpdesk
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@ -13,6 +13,5 @@ Field Service
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.. toctree::
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:titlesonly:
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fsm/sales
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fsm/helpdesk
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fsm/default_warehouse
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field_service/onsite_interventions
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field_service/default_warehouse
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Before Width: | Height: | Size: 6.2 KiB After Width: | Height: | Size: 6.2 KiB |
@ -0,0 +1,54 @@
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=============================
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Onsite interventions planning
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=============================
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From a sales order
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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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Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
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#. Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product
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Type`.
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#. Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service
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Invoicing Policy`.
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#. Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`.
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#. Select your :guilabel:`Project`.
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#. If you use them, select your :guilabel:`Worksheet Template`, and save.
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.. image:: onsite_interventions/product-configuration.png
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:align: center
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:alt: Product configuration to create tasks from sales orders in Odoo Field Service
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From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A
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task is automatically set up under your Field Service project. It is directly accessible from the
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sales order.
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.. image:: onsite_interventions/task-on-so.png
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:align: center
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:alt: Field Service task on a sales order in Odoo Sales
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From helpdesk tickets
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=====================
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The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage
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intervention requests directly. Planning field service tasks from tickets speeds up your processes.
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Configure the helpdesk team
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---------------------------
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Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
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:guilabel:`Onsite Interventions`.
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.. image:: onsite_interventions/helpdesk-settings.png
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:align: center
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:alt: Onsite interventions settings in Odoo Helpdesk
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The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it
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to create a new task under your field service project.
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.. image:: onsite_interventions/plan-intervention-from-ticket.png
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:align: center
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:alt: Plan intervention from helpdesk tickets in Odoo Helpdesk
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Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
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@ -1,10 +0,0 @@
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:nosearch:
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========
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Helpdesk
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========
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.. toctree::
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:titlesonly:
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helpdesk/plan_onsite
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@ -1,23 +0,0 @@
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===============================================
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Plan onsite interventions from helpdesk tickets
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===============================================
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The integration with the Helpdesk app lets your helpdesk team manage intervention requests directly.
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Planning field service tasks from tickets speeds up your processes.
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Configure the helpdesk team
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===========================
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Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
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*Onsite Interventions*.
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.. image:: plan_onsite/onsite-interventions-helpdesk-setting.png
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:align: center
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:alt: Onsite interventions setting in Odoo Helpdesk
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The helpdesk tickets of the team now display the *Plan Intervention* button. Click on it to create a
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new task under your field service project.
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.. image:: plan_onsite/plan-intervention-from-ticket.png
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:align: center
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:alt: Plan intervention from helpdesk ticket in Odoo Helpdesk
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@ -1,10 +0,0 @@
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:nosearch:
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=====
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Sales
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=====
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.. toctree::
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:titlesonly:
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sales/onsite_tasks_from_sales_orders
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@ -1,28 +0,0 @@
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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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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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#. 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:: onsite_tasks_from_sales_orders/product-configuration-tasks-from-sales-orders.png
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:align: center
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:alt: Product configuration to create tasks from sales orders in Odoo Field Service
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|
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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:: onsite_tasks_from_sales_orders/field-service-task-on-sales-order.png
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:align: center
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:alt: Field Service task on a sales order in Odoo Sales
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@ -54,6 +54,12 @@ applications/sales/point_of_sale/restaurant/restaurant.rst applications/sales/po
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applications/sales/point_of_sale/restaurant/split.rst applications/sales/point_of_sale/restaurant/bill_printing.rst
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applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst
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# applications/services
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applications/services/fsm.rst applications/services/field_service.rst # fsm -> field_service
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applications/services/fsm/helpdesk/plan_onsite.rst applications/services/field_service/onsite_interventions.rst # fsm/helpdesk/plan_onsite -> field_service/onsite_interventions
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applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst applications/services/field_service/onsite_interventions.rst # fsm/sales/onsite_tasks_from_sales_orders -> field_service/onsite_interventions
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# applications/websites
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applications/websites/livechat/overview/get_started.rst applications/websites/livechat.rst # livechat/overview/get_started -> livechat
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@ -38,6 +38,10 @@ applications/productivity/studio/use_cases/views.rst applications/productivity/s
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applications/sales/crm/optimize/outlook_extension.rst applications/productivity/mail_plugins/outlook.rst
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# applications/services
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applications/services/fsm/default_warehouse.rst applications/services/field_service/default_warehouse.rst # fsm/* -> field_service/*
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# developer/howtos
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developer/howtos/rdtraining/D_mixins.rst developer/tutorials/mixins.rst # reorganize the developer doc
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