From fdea740edcec5d730b3bf1760b0441d2cfcc31f5 Mon Sep 17 00:00:00 2001 From: Zuzanna Luczynska Date: Wed, 29 Mar 2023 12:49:12 +0000 Subject: [PATCH] [ADD] field service: default warehouse task-2948598 closes odoo/documentation#3998 X-original-commit: 40ef1a26f945bfff06f5a68b899252289eecb8a6 Signed-off-by: zulu-odoo Signed-off-by: Castillo Jonathan (jcs) --- .../inventory/routes/concepts/use_routes.rst | 2 + content/applications/services/fsm.rst | 1 + .../services/fsm/default_warehouse.rst | 42 ++++++++++++++++++ .../fsm/default_warehouse/user-default.png | Bin 0 -> 6329 bytes 4 files changed, 45 insertions(+) create mode 100644 content/applications/services/fsm/default_warehouse.rst create mode 100644 content/applications/services/fsm/default_warehouse/user-default.png diff --git a/content/applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst b/content/applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst index 4e99e58c1..78adb6c60 100644 --- a/content/applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst +++ b/content/applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst @@ -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 grouping per customer order. +.. _use-routes/routes-rules: + Use routes and rules ==================== diff --git a/content/applications/services/fsm.rst b/content/applications/services/fsm.rst index 8b1f7cda6..fdc54a928 100644 --- a/content/applications/services/fsm.rst +++ b/content/applications/services/fsm.rst @@ -15,3 +15,4 @@ Field Service fsm/sales fsm/helpdesk + fsm/default_warehouse diff --git a/content/applications/services/fsm/default_warehouse.rst b/content/applications/services/fsm/default_warehouse.rst new file mode 100644 index 000000000..571b2a7bf --- /dev/null +++ b/content/applications/services/fsm/default_warehouse.rst @@ -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 ` 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`. 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