Metadata-Version: 2.1
Name: odoo-addon-fieldservice_sale
Version: 19.0.1.0.0.2
Requires-Dist: odoo-addon-fieldservice==19.0.*
Requires-Dist: odoo-addon-fieldservice_account==19.0.*
Requires-Dist: odoo==19.0.*
Summary: Sell field services.
Home-page: https://github.com/OCA/field-service
License: AGPL-3
Author: Open Source Integrators, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

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

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: Beta
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    :alt: License: AGPL-3
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    :target: https://github.com/OCA/field-service/tree/19.0/fieldservice_sale
    :alt: OCA/field-service
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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 (only applicable for
    "Create one FSM order per sale order line").

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:%2019.0%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

- `Komit <https://komit-consulting.com>`__:

  - Vang Nguyen Phu

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/19.0/fieldservice_sale>`_ project on GitHub.

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