-
Notifications
You must be signed in to change notification settings - Fork 243
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Signed-off-by max3903
- Loading branch information
Showing
35 changed files
with
4,298 additions
and
0 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,173 @@ | ||
===================== | ||
Field Service - Sales | ||
===================== | ||
|
||
.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! 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 | ||
|
||
|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. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,4 @@ | ||
# Copyright (C) 2018 Open Source Integrators | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
|
||
from . import models |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,31 @@ | ||
# 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, | ||
} |
Oops, something went wrong.