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173 changes: 173 additions & 0 deletions fieldservice_sale/README.rst
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=====================
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
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: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.
4 changes: 4 additions & 0 deletions fieldservice_sale/__init__.py
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# Copyright (C) 2018 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
31 changes: 31 additions & 0 deletions fieldservice_sale/__manifest__.py
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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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