Author: |
Open Source Integrators, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
13.0-mig-fsm-sale |
Repository: |
brian10048/field-service |
Dependencies: |
base_territory,
fieldservice,
fieldservice_account,
sale,
and
sale_management |
Languages: |
HTML (741, 31.4%),
PO File (668, 28.3%),
Python (844, 35.8%),
and
XML (104, 4.4%) |
Other branches: |
11.0,
12-archive-worker,
12.0,
12.0-add-test-maint,
12.0-dr-utc-filters,
12.0-imp-588-permission,
12.0-imp-fieldservice_sale,
12.0-imp-stg-depends,
12.0-mcmpest,
12.0-split-stock,
13.0-mig-combined,
14-fix-875,
14-fix-915,
14-imp-gmap-sidebar,
14-imp-team-ui,
14-imp-veh-stock,
14-mig-mcmpest,
14-mig-mcmpest-2,
14-ref-fsm-sale,
14.0,
14.0-archive-worker,
14.0-mig-combined,
14.0-mig-recurring,
15-imp-fsm-account-test,
15-imp-fsm-sale,
15.0,
15.0-fix-category,
add-sale-tests,
dev-account-inv,
dev-fsm-activity,
dev-fsm-size,
dev-geo-route-optimize,
dev-partner-groups,
dev-recur-worker,
dev-stage-validation,
fix-filters,
fix-fsm-sale-inv-lines,
fix-order-template,
fix-recur-sale,
fix-recur-sale-views,
fix-sale-0106,
fix-sale-475,
fix-team-template,
fsm-contract,
imp-calendar-filter,
imp-fsm-split-stock,
imp-fsm-stock-views,
imp-fsm-teams,
imp-sale-rec-tests,
imp-sale-tests,
imp-ui-0107,
mcmpest-123019,
patch-1,
test-mcmpest-flow,
and
ursa-fix-sale |
Other repositories: |
ACVIT/field-service,
Ahmed9914/field-service,
BusinessTec/field-service,
Carlos-Aoki/field-service,
Change2improve/field-service,
ERPLibre/field-service,
Escodoo/field-service,
Gabinete-Digital/field-service,
GaltresIT/field-service,
Ingeos/field-service,
Innoria/field-service,
JohnLYH/field-service,
K-schumac/field-service,
Khalid-SerpentCS/field-service,
LevelPrime/field-service,
MYRCONSULTING/field-service,
MartijnKluijtmans/field-service,
Mefistous/field-service,
NeatNerdPrime/field-service,
Nikul-Chaudhary/field-service,
NirmalaSudhirr/field-service,
OCA-MUK/field-service,
OCA/field-service,
SerpentConsultingServices/field-service,
SeuMarco/field-service,
Upsyd/field-service,
agranadosb/field-service,
agranadosb55199/field-service,
akretion/field-service,
algiopensource/field-service,
amardimiaty/field-service,
anhvu-sg/field-service,
ariozer/field-service,
bodedra/field-service,
cedvict/field-service,
click2prasanth/field-service,
codentsoftware/field-service,
coopiteasy/field-service,
diegobgl/field-service,
dreispt/field-service,
ecosoft-odoo/field-service,
hippe-67/field-service,
hpatelserpentcs/field-service,
husain-erpharbor/field-service,
id42sistemas/field-service,
jmm20/field-service,
josuf567/field-service,
joytao-zhu/field-service,
kittiu/field-service,
kongrattapong/field-service,
lideritjnma/field-service,
loyalcomps/field-service,
marcelsavegnago/field-service,
meganphan/field-service,
mita4kata/field-service,
murtuzasaleh/field-service,
nikul-serpentcs/field-service,
one2pret/field-service,
patrickrwilson/field-service,
pdyharshad/field-service,
piensom/field-service,
popsolutions/field-service,
robertsvx27/field-service,
royalline1/field-service,
sanube/field-service,
sbajwa/field-service,
sendalpegat/field-service,
tymiles003/field-service,
unitek-solusi/OCA-field-service,
ursais/field-service,
valmarnet/field-service,
westlyou/field-service,
xAlphaOmega/field-service,
y2gsmith/field-service,
yassirgourram/field-service,
and
yvaucher/field-service |
<h1 class="title">Field Service - Sales</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/field-service/tree/12.0/fieldservice_sale"><img alt="OCA/field-service" src="https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/field-service-12-0/field-service-12-0-fieldservice_sale"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/264/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>The module integrates the Field Service application with the Sales one and
allows you to sell products that generate field service orders.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>To install Field Service and have the mapping features, you need to install GeoEngine.</p>
<p>Please refer to the installation instructions available at:
<a class="reference external" href="https://github.com/OCA/geospatial/tree/12.0/base_geoengine">https://github.com/OCA/geospatial/tree/12.0/base_geoengine</a></p>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<p>Products must be configured properly in order to create field service
orders upon sale order confirmation.</p>
<p>The field service tracking of a product defines how it generates a field service
order if the product is sold via sale order.</p>
<p>To configure a product that generates a unique field service order on each
sale order line:</p>
<ul class="simple">
<li>Go to Sales > Catalog > Products</li>
<li>Create or select a product</li>
<li>Set the Field Service Tracking to 'One FSM Order per Sale Order Line'</li>
<li>Select the FSM Order Template that will be used for creating FSM Orders when
a Sale Order is confirmed with this product</li>
</ul>
<p>To configure a product that generates a unique field service order for
an individual sale order:</p>
<ul class="simple">
<li>Go to Sales > Catalog > Products</li>
<li>Create or select a product</li>
<li>Set the Field Service Tracking to 'One FSM Order per Sale Order'</li>
<li>Select the FSM Order Template that will be used for creating FSM Orders when
a Sale Order is confirmed with this product</li>
</ul>
<p>To setup a sales territory:</p>
<ul class="simple">
<li>Go to Field Service > Master Data > Locations</li>
<li>Create or select a location</li>
<li>Go to the Sales tab and select the sales territory</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id3">Usage</a></h2>
<ul class="simple">
<li>Go to Sales</li>
<li>Create a new Quotation/Sale Order</li>
<li>Set the FSM Location to be used</li>
<li>On a Sale Order Line, select a product configured for field service orders</li>
<li>Confirm the Sale Order</li>
<li>Field Service orders linked to SO lines are created</li>
<li><dl class="first docutils">
<dt>When a Field Service order is completed, the quantity delivered for its</dt>
<dd>linked sale order line will be updated to the quantity ordered, indicating
this line is ready for invoicing.</dd>
</dl>
</li>
</ul>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>Provide a mapping between an address and the branch and use it to set the
pricelist of a new partner</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id5">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/field-service/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_sale%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id6">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id7">Authors</a></h3>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id8">Contributors</a></h3>
<ul class="simple">
<li>Open Source Integrators <<a class="reference external" href="https://opensourceintegrators.com">https://opensourceintegrators.com</a>><ul>
<li>Steve Campbell <<a class="reference external" href="mailto:scampbell@opensourceintegrators.com">scampbell@opensourceintegrators.com</a>></li>
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></li>
<li>Wolfgang Hall <<a class="reference external" href="mailto:whall@opensourceintegrators.com">whall@opensourceintegrators.com</a>></li>
</ul>
</li>
<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
<li>Brian McMaster <<a class="reference external" href="mailto:brian@mcmpest.com">brian@mcmpest.com</a>></li>
<li>Rapha??l Reverdy <<a class="reference external" href="mailto:raphael.reverdy@akretion.com">raphael.reverdy@akretion.com</a>></li>
<li>Cl??ment Mombereau <<a class="reference external" href="mailto:clement.mombereau@akretion.com">clement.mombereau@akretion.com</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
<p><a class="reference external" href="https://github.com/wolfhall"><img alt="wolfhall" src="https://github.com/wolfhall.png?size=40px" /></a> <a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a> <a class="reference external" href="https://github.com/brian10048"><img alt="brian10048" src="https://github.com/brian10048.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/field-service/tree/12.0/fieldservice_sale">OCA/field-service</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>