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