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Sales integration for Field Service

Project description

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

The module integrate the field service application with the sales one.

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

To setup a product for quoting and selling field service orders:

  • Go to Sales > Catalog > Products
  • Create or select a product
  • Set the Product Type to ‘Service’ under General Information tab
  • Under Invoicing tab, set the Field Service Tracking option
  • Select the FSM Order Template that will be used for creating FSM Orders when
    a Sale Order is confirmed with this product

To setup a sales territory, you need to:

  • Go to Field Service > Master Data > Locations
  • Create or select a location
  • Go to the Sales tab and select the sales territory

Usage

  • Go to Sales app
  • 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

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

  • Open Source Integrators

Contributors

Other credits

The development of this module has been financially supported by:

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.

Project details


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