[MERGE] Forward-port of branch 12.0 to 13.0

2021-05-04 16:31:06 +02:00
parent 4ba422d76f 25af2874cd
commit 8a6ad77935
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+============================
+Create Quotations from Tasks
+============================
+Allowing quotations to be created from tasks delivers a more efficient service as it allows space
+for preventive actions, while making the flow easy for employees.
+
+Enable the feature
+===================
+First, go to :menuselection:`Field Service --> Configuration --> Settings` and enable the option
+*Extra Quotations*.
+
+.. image:: media/cq1.png
+   :align: center
+   :alt: Create quotations in Odoo Field Service
+
+Second, go to :menuselection:`Configuration --> Projects` and enable *Extra Quotations*.
+
+.. image:: media/cq2.png
+   :align: center
+   :height: 400
+   :alt: Create quotations in Odoo Field Service
+
+You can now create *New Quotations* directly from your tasks.
+
+.. image:: media/cq3.png
+   :align: center
+   :alt: Create quotations in Odoo Field Service
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+===================================================
+Create Onsite Interventions Tasks from Sales Orders
+===================================================
+By allowing your sales team to open onsite interventions tasks will create a seamless experience
+for your customers. It also allows them to first receive a quotation with the materials that will
+be used plus the service price to be approved before the work even starts.
+
+Enable the feature
+==================
+Go to :menuselection:`Sales --> Products --> Create` or edit an existing one.
+Select: under :menuselection:`General Information --> Product Type: Service`;
+under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking:
+Create a task in an existing project --> Project --> Worksheet Template --> Save`.
+
+.. image:: media/onsite1.png
+   :align: center
+   :alt: Onsite Interventions from Sales Order in Odoo Field Service
+
+Now, once you have *Confirmed* a *quotation*, a task will be created in the respective
+project you have chosen.
+
+.. image:: media/onsite2.png
+   :align: center
+   :alt: Onsite Interventions from Sales Order in Odoo Field Service
+
+
+.. tip::
+   One of the greatest benefits here is that you can have different *Worksheets Templates* under the
+   same project and product, for example.