=====================
Field Service - Sales
=====================
..
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.. |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
|badge1| |badge2| |badge3| |badge4| |badge5|
The module integrates the Field Service application with the Sales one
and allows you to sell products that generate field service orders.
**Table of contents**
.. contents::
:local:
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/13.0/base_geoengine
Configuration
=============
Products must be configured properly in order to create field service
orders upon sale order confirmation.
The field service tracking of a product defines how it generates a field
service order if the product is sold via sale order.
To configure a product that generates a unique field service order on
each sale order line:
- 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
To configure a 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 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
To setup a sales territory:
- 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
- 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
- | 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
======================
- Provide a mapping between an address and the branch and use it to set
the pricelist of a new partner
Bug Tracker
===========
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**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Open Source Integrators
Contributors
------------
- Open Source Integrators <https://opensourceintegrators.com>
- Steve Campbell <scampbell@opensourceintegrators.com>
- Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
- Wolfgang Hall <whall@opensourceintegrators.com>
- Raphael Lee <rlee@opensourceintegrators.com>
- 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>`__:
- Stefan Ungureanu
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |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
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-wolfhall| |maintainer-max3903| |maintainer-brian10048|
This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/18.0/fieldservice_sale>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=====================\nField Service - Sales\n=====================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:85a5f9ae96f5849fc91846cd0eb90412670a42063a94ddc3b05cfe6fb907ccab\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github\n :target: https://github.com/OCA/field-service/tree/18.0/fieldservice_sale\n :alt: OCA/field-service\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/field-service-18-0/field-service-18-0-fieldservice_sale\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/field-service&target_branch=18.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThe module integrates the Field Service application with the Sales one\nand allows you to sell products that generate field service orders.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nTo install Field Service and have the mapping features, you need to\ninstall GeoEngine.\n\nPlease refer to the installation instructions available at:\nhttps://github.com/OCA/geospatial/tree/13.0/base_geoengine\n\nConfiguration\n=============\n\nProducts must be configured properly in order to create field service\norders upon sale order confirmation.\n\nThe field service tracking of a product defines how it generates a field\nservice order if the product is sold via sale order.\n\nTo configure a product that generates a unique field service order on\neach sale order line:\n\n- Go to Sales > Catalog > Products\n- Create or select a product\n- Set the Field Service Tracking to 'One FSM Order per Sale Order Line'\n- Select the FSM Order Template that will be used for creating FSM\n Orders when a Sale Order is confirmed with this product\n\nTo configure a product that generates a unique field service order for\nan individual sale order:\n\n- Go to Sales > Catalog > Products\n- Create or select a product\n- Set the Field Service Tracking to 'One FSM Order per Sale Order'\n- Select the FSM Order Template that will be used for creating FSM\n Orders when a Sale Order is confirmed with this product\n\nTo setup a sales territory:\n\n- Go to Field Service > Master Data > Locations\n- Create or select a location\n- Go to the Sales tab and select the sales territory\n\nUsage\n=====\n\n- Go to Sales\n\n- Create a new Quotation/Sale Order\n\n- Set the FSM Location to be used\n\n- On a Sale Order Line, select a product configured for field service\n orders\n\n- Confirm the Sale Order\n\n- Field Service orders linked to SO lines are created\n\n- | When a Field Service order is completed, the quantity delivered for\n its\n | linked sale order line will be updated to the quantity ordered,\n indicating this line is ready for invoicing.\n\nKnown issues / Roadmap\n======================\n\n- Provide a mapping between an address and the branch and use it to set\n the pricelist of a new partner\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`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**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Open Source Integrators\n\nContributors\n------------\n\n- Open Source Integrators <https://opensourceintegrators.com>\n\n - Steve Campbell <scampbell@opensourceintegrators.com>\n - Maxime Chambreuil <mchambreuil@opensourceintegrators.com>\n - Wolfgang Hall <whall@opensourceintegrators.com>\n - Raphael Lee <rlee@opensourceintegrators.com>\n\n- Serpent Consulting Services Pvt. 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