Field Service - Sale Order Create Wizard
Create Sale Order from Field Service Kanban View
Field Service - Sale Order Create Wizard
This module extends the functionality of the Field Service, by allowing users to create sale orders directly from the field service Kanban View. This is especially useful for companies that generate sales orders directly on-site, enabling them to convert service tasks into sales documents seamlessly within the Field Service interface.
Important: This module gives to the user and user own documents groups, the posibility to create field service orders and sale orders. It will force the schedule of all the routes, bypassing the day validation.
Table of contents
Usage
- Go to Field Service
- Click on the Create Sale Order button
- A wizard will appear allowing you to select the customer and the sale order lines
- Click on Create.
- Now it will create a new sales order, with the customer and fsm location set, and the sale order lines will be added to the order.
- It will be confirmed automatically, and the fsm order will be generated.
Bug Tracker
Bugs are tracked on GitHub 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.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- APSL-Nagarro
Contributors
- APSL-Nagarro:
- Bernat Obrador <bobrador@apsl.net>
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/field-service project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
Once the user has seen at least one product this snippet will be visible.