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fieldservice_stock
<h1 class="title">Field Service - Stock</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_stock"><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_stock"><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>This module is an add-on for the Field Service application in Odoo.
It provides inventory and stock operations.</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="#other-credits" id="id9">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id10">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/11.0/base_geoengine">https://github.com/OCA/geospatial/tree/11.0/base_geoengine</a></p>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<p>To configure this module, you need to:</p>
<ul class="simple">
<li>Go to Field Service > Master Data > Locations</li>
<li>Create or select a location and set the inventory location</li>
<li>Go to Inventory > Configuration > Routes</li>
<li>Select the routes that you want to use from a FSM order</li>
<li>Check the box 'FSM Order Line' for outbound transfer</li>
<li>Check the box 'FSM Return Line' for inbound transfer</li>
</ul>
<p>The route 'Receipt in 1 step' has no procurement rule so if you want items to be
returned from the service location to your warehouse, you need to create a new
procurement rule for that route:</p>
<ul class="simple">
<li>Name: YourCompany: Return</li>
<li>Action: Move From Another Location</li>
<li>Procurement Location: WH/Stock</li>
<li>Served Warehouse: YourCompany</li>
<li>Source Location: Partner Locations/Customers</li>
<li>Move Supply Method: Take From Stock</li>
<li>Operation Type: YourCompany: Receipts</li>
</ul>
<p>If you are in a multi-warehouse situation:</p>
<ul class="simple">
<li>Go to Field Service > Configuration > Territories</li>
<li>Create or select a territory</li>
<li>Set the warehouse that will serve this territory</li>
</ul>
<p>Products can be automatically converted into FSM Equipments.
This is only available only for products tracked by serial number.
This needs to be enabled both on Operation Types and Products.
For example, we may want to create the FSM Equipment on Delivery,
or on Receipts.</p>
<p>To enable on Products:</p>
<ul class="simple">
<li>Go to Inventory > Master Data > Products</li>
<li>Open the Product form, Inventory tab</li>
<li>On the "Traceability" section, make sure
"Tracking" is set to "By Unique Serial Number"</li>
<li>Enable the "Creates FSM Equipment" checkbox</li>
</ul>
<p>To enable on Operation Types:</p>
<ul class="simple">
<li>Go to Inventory > Configuration > Operation Types</li>
<li>Select the intended Operation Type ("Receipts" for example)</li>
<li>On the "Traceability" section, enable the
"Create FSM Equipment" checkbox</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id3">Usage</a></h2>
<p>To use this module, you need to:</p>
<ul class="simple">
<li>Create a new service order</li>
<li>Under the Inventory tab, select the warehouse and add products with quantity</li>
<li>Confirm the order to create the delivery orders</li>
<li>Validate the transfers in the Inventory app. Quantities delivered on FSM
Order Line will be updated.</li>
</ul>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h2>
<p>The roadmap of the Field Service application is documented on
<a class="reference external" href="https://github.com/OCA/field-service/issues/1">Github</a>.</p>
<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_stock%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>
<li>Brian McMaster</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id8">Contributors</a></h3>
<ul class="simple">
<li>Brian McMaster <<a class="reference external" href="mailto:brian@mcmpest.com">brian@mcmpest.com</a>></li>
<li>Sandip Mangukiya <<a class="reference external" href="mailto:smangukiya@opensourceintegrators.com">smangukiya@opensourceintegrators.com</a>></li>
<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
<li>Marcel Savegnago <<a class="reference external" href="mailto:marcel.savegnago@escodoo.com.br">marcel.savegnago@escodoo.com.br</a>></li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id9">Other credits</a></h3>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Open Source Integrators <<a class="reference external" href="https://opensourceintegrators.com">https://opensourceintegrators.com</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id10">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/brian10048"><img alt="brian10048" src="https://github.com/brian10048.png?size=40px" /></a> <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/smangukiya"><img alt="smangukiya" src="https://github.com/smangukiya.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_stock">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>