30 lines
1.3 KiB
ReStructuredText
30 lines
1.3 KiB
ReStructuredText
===================================================
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Create Onsite Interventions Tasks from Sales Orders
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===================================================
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By allowing your sales team to open onsite interventions tasks will create a seamless experience
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for your customers. It also allows them to first receive a quotation with the materials that will
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be used plus the service price to be approved before the work even starts.
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Enable the feature
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==================
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Go to :menuselection:`Sales --> Products --> Create` or edit an existing one.
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Select: under :menuselection:`General Information --> Product Type: Service`;
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under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking:
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Create a task in an existing project --> Project --> Worksheet Template --> Save`.
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.. image:: media/onsite1.png
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:align: center
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:alt: Onsite Interventions from Sales Order in Odoo Field Service
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Now, once you have *Confirmed* a *quotation*, a task will be created in the respective
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project you have chosen.
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.. image:: media/onsite2.png
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:align: center
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:alt: Onsite Interventions from Sales Order in Odoo Field Service
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.. tip::
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One of the greatest benefits here is that you can have different *Worksheets Templates* under the
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same project and product, for example.
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