bf816d13d4
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”>
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1.3 KiB
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30 lines
1.3 KiB
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=============================================
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Create onsite interventions from sales orders
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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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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:: media/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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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:: media/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 |