Fieldservice Website Sale - Extra Step
This module propagates extra step data from eCommerce checkout to FSM orders,
Fieldservice Website Sale - Extra Step
This module ensures that data introduced by customers during the extra step of the eCommerce checkout process is seamlessly propagated from the sale order to the corresponding Field Service Management (FSM) order. It transfers key details such as customer references, messages, and attachments, improving communication between sales and service teams while streamlining workflow efficiency.
Table of contents
Usage
1. Enable e-commerce's extra step - Navigate to Website > Go To Website > Cart Icon > Customize > Enable 'Extra Step Option'.
2. Configure Portal User: - Navigate to the Contacts module. - Create or edit a contact. - In the Action tab, execute the Convert to FSM Record option, select the Location record type. - Grant portal access to this contact. - Save the contact.
3. Configure FSM Location - Navigate to the Field Service module. - Under Master Data > Locations, edit the created location. - Assign a route to the location. Ensure the route has a person assigned to it and days of the week are specified. Adjust the route's maximum capacity as desired. - Save the location.
4. Configure FSM Delivery Time Ranges - Navigate to the Field Service module. - Under Master Data > Delivery Time Ranges, create delivery time ranges. - When the Route field is specified, the delivery time range is used on the related route only. When the Route field is empty, the delivery time range is used on all routes. - Save the delivery time ranges.
5. Configure Field Service Products: - Navigate to the Field Service module. - Under Master Data > Products, create or edit a product. - In the Sales tab, enable the Create one FSM order per sale order option. - Save the product.
6. Create a Sale Order from the E-Commerce: - Log in to the e-commerce portal using the portal user created earlier. - Navigate to the shop and select a field service product. - Add the product to the cart and proceed to checkout. - At the Extra Info step, add the information. - Complete the checkout process. To confirm the sale order, if specified in the configuration, the signature and payment must be completed.
7. Validate the process: - Navigate to the Sales module. - Under Orders, you will see the new sale order created and confirmed. - This sale order will be linked to an FSM order, which will contain the extra step information from the sale order.
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:
- Patryk Pyczko <ppyczko@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.
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