77250d66ca
Currently, there are two pages about onsite interventions in two
separate categories. This task aims to merge both pages into a single
one and remove the useless categories.
task-3275322
closes odoo/documentation#4190
X-original-commit: 151e0554fa
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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2.2 KiB
ReStructuredText
55 lines
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ReStructuredText
=============================
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Onsite interventions planning
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=============================
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From a sales order
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==================
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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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Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
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#. Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product
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Type`.
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#. Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service
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Invoicing Policy`.
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#. Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`.
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#. Select your :guilabel:`Project`.
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#. If you use them, select your :guilabel:`Worksheet Template`, and save.
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.. image:: onsite_interventions/product-configuration.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 :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A
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task is automatically set up under your Field Service project. It is directly accessible from the
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sales order.
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.. image:: onsite_interventions/task-on-so.png
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:align: center
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:alt: Field Service task on a sales order in Odoo Sales
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From helpdesk tickets
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=====================
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The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage
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intervention requests directly. Planning field service tasks from tickets speeds up your processes.
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Configure the helpdesk team
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---------------------------
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Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
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:guilabel:`Onsite Interventions`.
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.. image:: onsite_interventions/helpdesk-settings.png
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:align: center
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:alt: Onsite interventions settings in Odoo Helpdesk
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The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it
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to create a new task under your field service project.
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.. image:: onsite_interventions/plan-intervention-from-ticket.png
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:align: center
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:alt: Plan intervention from helpdesk tickets in Odoo Helpdesk
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