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Sell stockable items linked to field service orders.

Project description

Beta License: AGPL-3 OCA/field-service Translate me on Weblate Try me on Runbot

This module links pickings created by a sale order to the field service order created by the sale order.

Table of contents

Installation

To 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_geoengine

Configuration

Configure a storable product that generates a unique field service order for an individual sale order:

  • Go to Sales > Catalog > Products

  • Create or select a product

  • Set the type to ‘Storable’

  • Set the Service Policy to ‘Per Sale Order’

Usage

  • Go to Sales

  • Create a new Quotation/Sale Order

  • Set the FSM Location to be used

  • On a Sale Order Line, select a product configured for field service orders

  • Confirm the Sale Order

  • Field Service orders linked to SO lines are created

  • The pickings for storable products will get linked to the newly created field service order

Known issues / Roadmap

The roadmap of the Field Service application is documented on Github.

Bug Tracker

Bugs are tracked on GitHub 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 welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Brian McMaster

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainers:

wolfhall max3903 brian10048

This module is part of the OCA/field-service project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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