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===================== | ||
Field Service - Sales | ||
===================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:ca563aad4ece4d42e82ec040072afdc6476597938236d69442f3f27b9d4452fa | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github | ||
:target: https://github.com/OCA/field-service/tree/18.0/fieldservice_sale | ||
:alt: OCA/field-service | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/field-service-18-0/field-service-18-0-fieldservice_sale | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/field-service&target_branch=18.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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The module integrates the Field Service application with the Sales one | ||
and allows you to sell products that generate field service orders. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Installation | ||
============ | ||
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To install Field Service and have the mapping features, you need to | ||
install GeoEngine. | ||
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Please refer to the installation instructions available at: | ||
https://github.com/OCA/geospatial/tree/13.0/base_geoengine | ||
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Configuration | ||
============= | ||
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Products must be configured properly in order to create field service | ||
orders upon sale order confirmation. | ||
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The field service tracking of a product defines how it generates a field | ||
service order if the product is sold via sale order. | ||
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To configure a product that generates a unique field service order on | ||
each sale order line: | ||
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- Go to Sales > Catalog > Products | ||
- Create or select a product | ||
- Set 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 product | ||
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To configure a product that generates a unique field service order for | ||
an individual sale order: | ||
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- Go to Sales > Catalog > Products | ||
- Create or select a product | ||
- Set 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 product | ||
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To setup a sales territory: | ||
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- Go to Field Service > Master Data > Locations | ||
- Create or select a location | ||
- Go to the Sales tab and select the sales territory | ||
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Usage | ||
===== | ||
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- Go to Sales | ||
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- Create a new Quotation/Sale Order | ||
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- Set the FSM Location to be used | ||
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- On a Sale Order Line, select a product configured for field service | ||
orders | ||
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- Confirm the Sale Order | ||
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- Field Service orders linked to SO lines are created | ||
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- | When a Field Service order is completed, the quantity delivered for | ||
its | ||
| linked sale order line will be updated to the quantity ordered, | ||
indicating this line is ready for invoicing. | ||
Known issues / Roadmap | ||
====================== | ||
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- Provide a mapping between an address and the branch and use it to set | ||
the pricelist of a new partner | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_sale%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Open Source Integrators | ||
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Contributors | ||
------------ | ||
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- Open Source Integrators <https://opensourceintegrators.com> | ||
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- Steve Campbell <scampbell@opensourceintegrators.com> | ||
- Maxime Chambreuil <mchambreuil@opensourceintegrators.com> | ||
- Wolfgang Hall <whall@opensourceintegrators.com> | ||
- Raphael Lee <rlee@opensourceintegrators.com> | ||
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- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com> | ||
- Brian McMaster <brian@mcmpest.com> | ||
- Rapha??l Reverdy <raphael.reverdy@akretion.com> | ||
- Cl??ment Mombereau <clement.mombereau@akretion.com> | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
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- Stefan Ungureanu | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-wolfhall| image:: https://github.com/wolfhall.png?size=40px | ||
:target: https://github.com/wolfhall | ||
:alt: wolfhall | ||
.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px | ||
:target: https://github.com/max3903 | ||
:alt: max3903 | ||
.. |maintainer-brian10048| image:: https://github.com/brian10048.png?size=40px | ||
:target: https://github.com/brian10048 | ||
:alt: brian10048 | ||
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-wolfhall| |maintainer-max3903| |maintainer-brian10048| | ||
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This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/18.0/fieldservice_sale>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# Copyright (C) 2018 Open Source Integrators | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import models |
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# Copyright (C) 2018 Open Source Integrators | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Field Service - Sales", | ||
"version": "18.0.1.0.0", | ||
"summary": "Sell field services.", | ||
"category": "Field Service", | ||
"author": "Open Source Integrators, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/field-service", | ||
"depends": [ | ||
"fieldservice", | ||
"sale_management", | ||
"fieldservice_account", | ||
], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"security/res_groups.xml", | ||
"views/fsm_location.xml", | ||
"views/fsm_order.xml", | ||
"views/product_template.xml", | ||
"views/sale_order.xml", | ||
], | ||
"license": "AGPL-3", | ||
"development_status": "Beta", | ||
"maintainers": [ | ||
"wolfhall", | ||
"max3903", | ||
"brian10048", | ||
], | ||
"installable": True, | ||
} |
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