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Original file line number | Diff line number | Diff line change |
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@@ -7,7 +7,7 @@ Field Service - Sales - Recurring | |
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:54d36718094ea5b1a1a741e1d4787defa916de8439ea252a96a24ccebd7abe3c | ||
!! source digest: sha256:8de3119c46401a42a88ad2f15414ef21ed881fc1712552dd68ac0235023bef9d | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
|
@@ -40,29 +40,29 @@ Configuration | |
|
||
To setup a product for quoting and selling field service orders: | ||
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||
- Go to Sales > Catalog > Products | ||
- Go to Sales > Catalog > Products | ||
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||
- Create or select a product | ||
- Create or select a product | ||
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||
- Set the Product Type to 'Service' under General Information tab | ||
- Set the Product Type to 'Service' under General Information tab | ||
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||
- Under Invoicing tab, set the Field Service Tracking option | ||
- Under Invoicing tab, set the Field Service Tracking option | ||
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||
- | Select the FSM Order Template that will be used for creating FSM | ||
Orders when | ||
| a Sale Order is confirmed with this product | ||
- | Select the FSM Order Template that will be used for creating FSM | ||
Orders when | ||
| a Sale Order is confirmed with this product | ||
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 Recurring Orders are generated and linked with sale | ||
order line | ||
- 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 Recurring Orders are generated and linked with sale | ||
order line | ||
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||
Known issues / Roadmap | ||
====================== | ||
|
@@ -91,16 +91,16 @@ Authors | |
Contributors | ||
------------ | ||
|
||
- Open Source Integrators <https://www.opensourceintegrators.com> | ||
- Open Source Integrators <https://www.opensourceintegrators.com> | ||
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||
- Steve Campbell <[email protected]> | ||
- Maxime Chambreuil <[email protected]> | ||
- Wolfgang Hall <[email protected]> | ||
- Steve Campbell <[email protected]> | ||
- Maxime Chambreuil <[email protected]> | ||
- Wolfgang Hall <[email protected]> | ||
|
||
- Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
- Brian McMaster <[email protected]> | ||
- Raphaël Reverdy <[email protected]> | ||
- Italo LOPES <[email protected]> | ||
- Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
- Brian McMaster <[email protected]> | ||
- Raphaël Reverdy <[email protected]> | ||
- Italo LOPES <[email protected]> | ||
|
||
Maintainers | ||
----------- | ||
|
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