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closes odoo/documentation#10321
X-original-commit: 93a0f41756
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
90 lines
3.6 KiB
ReStructuredText
90 lines
3.6 KiB
ReStructuredText
==================
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Product management
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==================
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When field service workers perform tasks on-site, they commonly use products to complete their work.
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Odoo Field Service allows them to record these products using the **product catalog** and **default
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warehouse** features. Doing so keeps your inventory up-to-date in real-time and automatically adds
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the products to the invoice.
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Product catalog
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===============
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To activate the product catalog for Field Service, go to :menuselection:`Field Service -->
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Configuration --> Settings` and enable the :guilabel:`Time and Material Invoicing` feature.
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To add products to a task, proceed as follows:
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#. Go to Field Service and open a task.
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#. Click the :guilabel:`Products` smart button.
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#. Click :guilabel:`Add` on a product card to add it to your task.
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#. If needed, adjust the number of products using the :guilabel:`-` and :guilabel:`+` buttons.
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Going back to your task, the smart button now displays the amount of products you added and the
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price. You can return to the product catalog at any time to edit the product selection.
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.. tip::
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- To create and edit products from Field Service, go to :menuselection:`Field Service -->
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Configuration --> Products`.
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- To find your products more easily, use the search bar and filter your products by
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:guilabel:`Product Category` and :guilabel:`Attributes`.
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User default warehouse
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======================
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Setting up a **default warehouse** can be useful for field technicians who keep a supply on the go
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in their van or those who always resupply from the same warehouse. It also allows field workers to
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switch between warehouses from their profiles.
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Products in sales orders created during field interventions are always pulled from the default
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warehouse, keeping the inventory accurate.
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.. seealso::
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:doc:`../../inventory_and_mrp/inventory`
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Configuration
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=============
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To set up a user default warehouse, the :doc:`storage locations
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<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`
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feature needs to be activated in the **Inventory** app. It is also necessary to have more than one
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warehouse in your database.
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You can either set it up :ref:`for your profile <default-warehouse/my-profile>`, or :ref:`for all
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users <default-warehouse/all-users>`.
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.. seealso::
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:doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`
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.. _default-warehouse/my-profile:
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For your profile
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----------------
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To set up a default warehouse for yourself, click your **profile icon** in the upper right corner of
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the screen, then, go to :menuselection:`My Profile --> Preferences --> Default Warehouse`. Select
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the default warehouse from the drop-down menu.
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.. _default-warehouse/all-users:
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For all users
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-------------
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To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users -->
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Manage users`, select a user, then go to the :guilabel:`Preferences` tab. Scroll down to
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:guilabel:`Inventory`, and select the default warehouse from the drop-down menu.
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.. image:: product_management/user-default.png
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:alt: Selection of a default warehouse on a user profile.
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Use in field service tasks
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==========================
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Once a default warehouse has been configured for a user, the materials used for a sales order
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related to a Field Service task are pulled from that specific warehouse. Open the related sales
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order, go to the :guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default
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warehouse is applied correctly.
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Once the Field Service task is marked as done, the stock of the default warehouse is automatically
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updated.
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