Metadata-Version: 2.1
Name: odoo14-addon-fieldservice-sale
Version: 14.0.1.2.1.dev3
Summary: Sell field services.
Home-page: https://github.com/OCA/field-service
Author: Open Source Integrators, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 14.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Requires-Python: >=3.6
Requires-Dist: odoo14-addon-fieldservice
Requires-Dist: odoo14-addon-fieldservice-account
Requires-Dist: odoo (<14.1dev,>=14.0a)

=====================
Field Service - Sales
=====================

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    :alt: License: AGPL-3
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    :target: https://github.com/OCA/field-service/tree/14.0/fieldservice_sale
    :alt: OCA/field-service
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|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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_sale%0Aversion:%2014.0%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>

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.

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    :target: https://github.com/wolfhall
    :alt: wolfhall
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    :target: https://github.com/max3903
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.. |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/14.0/fieldservice_sale>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


