7fc3439ade
closes odoo/documentation#5700 closes odoo/documentation#6878 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
60 lines
2.3 KiB
ReStructuredText
60 lines
2.3 KiB
ReStructuredText
======================
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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 in their
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van or those who always resupply from the same warehouse. It also allows field workers to switch
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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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</applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_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:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_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:: default_warehouse/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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