[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>
This commit is contained in:
Zuzanna Luczynska 2023-04-14 15:49:22 +00:00 committed by Jonathan
parent e12e482f62
commit e885488286
15 changed files with 67 additions and 75 deletions

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@ -9,5 +9,5 @@ Services
services/project
services/timesheets
services/fsm
services/field_service
services/helpdesk

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@ -13,6 +13,5 @@ Field Service
.. toctree::
:titlesonly:
fsm/sales
fsm/helpdesk
fsm/default_warehouse
field_service/onsite_interventions
field_service/default_warehouse

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@ -0,0 +1,54 @@
=============================
Onsite interventions planning
=============================
From a sales order
==================
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.
Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
#. Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product
Type`.
#. Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service
Invoicing Policy`.
#. Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`.
#. Select your :guilabel:`Project`.
#. If you use them, select your :guilabel:`Worksheet Template`, and save.
.. image:: onsite_interventions/product-configuration.png
:align: center
:alt: Product configuration to create tasks from sales orders in Odoo Field Service
From the :doc:`Sales <../../sales/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:: onsite_interventions/task-on-so.png
:align: center
:alt: Field Service task on a sales order in Odoo Sales
From helpdesk tickets
=====================
The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage
intervention requests directly. Planning field service tasks from tickets speeds up your processes.
Configure the helpdesk team
---------------------------
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
:guilabel:`Onsite Interventions`.
.. image:: onsite_interventions/helpdesk-settings.png
:align: center
:alt: Onsite interventions settings in Odoo Helpdesk
The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it
to create a new task under your field service project.
.. image:: onsite_interventions/plan-intervention-from-ticket.png
:align: center
:alt: Plan intervention from helpdesk tickets in Odoo Helpdesk

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@ -1,10 +0,0 @@
:nosearch:
========
Helpdesk
========
.. toctree::
:titlesonly:
helpdesk/plan_onsite

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@ -1,23 +0,0 @@
===============================================
Plan onsite interventions from helpdesk tickets
===============================================
The integration with the Helpdesk app lets your helpdesk team manage intervention requests directly.
Planning field service tasks from tickets speeds up your processes.
Configure the helpdesk team
===========================
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
*Onsite Interventions*.
.. image:: plan_onsite/onsite-interventions-helpdesk-setting.png
:align: center
:alt: Onsite interventions setting in Odoo Helpdesk
The helpdesk tickets of the team now display the *Plan Intervention* button. Click on it to create a
new task under your field service project.
.. image:: plan_onsite/plan-intervention-from-ticket.png
:align: center
:alt: Plan intervention from helpdesk ticket in Odoo Helpdesk

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@ -1,10 +0,0 @@
:nosearch:
=====
Sales
=====
.. toctree::
:titlesonly:
sales/onsite_tasks_from_sales_orders

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@ -1,28 +0,0 @@
=============================================
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.
Configure a product
===================
Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
#. 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:: onsite_tasks_from_sales_orders/product-configuration-tasks-from-sales-orders.png
:align: center
:alt: Product configuration to create tasks from sales orders in Odoo Field Service
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:: onsite_tasks_from_sales_orders/field-service-task-on-sales-order.png
:align: center
: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
applications/sales/point_of_sale/restaurant/split.rst applications/sales/point_of_sale/restaurant/bill_printing.rst
applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst
# applications/services
applications/services/fsm.rst applications/services/field_service.rst # fsm -> field_service
applications/services/fsm/helpdesk/plan_onsite.rst applications/services/field_service/onsite_interventions.rst # fsm/helpdesk/plan_onsite -> field_service/onsite_interventions
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
# applications/websites
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
applications/sales/crm/optimize/outlook_extension.rst applications/productivity/mail_plugins/outlook.rst
# applications/services
applications/services/fsm/default_warehouse.rst applications/services/field_service/default_warehouse.rst # fsm/* -> field_service/*
# developer/howtos
developer/howtos/rdtraining/D_mixins.rst developer/tutorials/mixins.rst # reorganize the developer doc