Package: odoo12-addon-fieldservice-sale
The module integrates the Field Service application with the Sales one and
allows you to sell products that generate field service orders.Table of contentsInstallationConfigurationUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersInstallationTo install Field Service and have the mapping features, you need to install GeoEngine.Please refer to the installation instructions available at:https://github.com/OCA/geospatial/tree/12.0/base_geoengineConfigurationProducts must be configured properly in order to create field service
orders upon sale order confirmation.The field service tracking of a product defines how it generates a field service
order if the product is sold via sale order.To configure a product that generates a unique field service order on each
sale order line:Go to Sales > Catalog > ProductsCreate or select a productSet the Field Service Tracking to ‘One FSM Order per Sale Order Line’Select the FSM Order Template that will be used for creating FSM Orders when
a Sale Order is confirmed with this productTo configure a product that generates a unique field service order for
an individual sale order:Go to Sales > Catalog > ProductsCreate or select a productSet the Field Service Tracking to ‘One FSM Order per Sale Order’Select the FSM Order Template that will be used for creating FSM Orders when
a Sale Order is confirmed with this productTo setup a sales territory:Go to Field Service > Master Data > LocationsCreate or select a locationGo to the Sales tab and select the sales territoryUsageGo to SalesCreate a new Quotation/Sale OrderSet the FSM Location to be usedOn a Sale Order Line, select a product configured for field service ordersConfirm the Sale OrderField Service orders linked to SO lines are createdWhen a Field Service order is completed, the quantity delivered for itslinked sale order line will be updated to the quantity ordered, indicating
this line is ready for invoicing.Known issues / RoadmapProvide a mapping between an address and the branch and use it to set the
pricelist of a new partnerBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsOpen Source IntegratorsContributorsOpen Source Integrators <https://opensourceintegrators.com>Steve Campbell <scampbell@opensourceintegrators.com>Maxime Chambreuil <mchambreuil@opensourceintegrators.com>Wolfgang Hall <whall@opensourceintegrators.com>Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>Brian McMaster <brian@mcmpest.com>Raphaël Reverdy <raphael.reverdy@akretion.com>Clément Mombereau <clement.mombereau@akretion.com>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainers:This module is part of theOCA/field-serviceproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.