[MOV] field service: improve the structure and merge docs

Currently, there are two pages about onsite interventions in two separate categories. This task aims to merge both pages into a single one and remove the useless categories. task-3275322 closes odoo/documentation#4192 X-original-commit: 151e0554fa Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-14 15:49:22 +00:00
parent 4b15e67358
commit f9e15dffd5
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+======================
+User default warehouse
+======================
+
+Setting up a **default warehouse** can be useful for field technicians who keep a supply in their
+van or those who always resupply from the same warehouse.
+
+Products in sales orders created during field interventions are always pulled from the same
+warehouse, keeping the inventory accurate with the default warehouse feature.
+
+.. seealso::
+   :doc:`../../inventory_and_mrp/inventory`
+
+Configuration
+=============
+
+To set up a user default warehouse, the :doc:`storage locations
+<../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` and :ref:`multi-step
+routes <use-routes/routes-rules>` features need to be activated. It is also necessary to have more
+than one warehouse in your database.
+
+.. seealso::
+   - :doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations`
+   - :doc:`../../inventory_and_mrp/inventory/routes/concepts/use_routes`
+
+User account
+------------
+
+To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users -->
+Manage users`, open a user, then go to the :guilabel:`Preferences` tab, scroll down to
+:guilabel:`Inventory`, and select the default warehouse from the drop-down menu.
+
+.. image:: default_warehouse/user-default.png
+   :alt: Selection of a default warehouse on a user profile.
+
+Default warehouse in field service tasks
+========================================
+
+Once a default warehouse has been configured for a user, the materials used for a sales order linked
+to a Field Service task are pulled from that specific warehouse. In the sales order, go to the
+:guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse is
+applied correctly.
@@ -0,0 +1,54 @@
+=============================
+Onsite interventions planning
+=============================
+
+From a sales order
+==================
+
+Allowing your sales team to open onsite interventions creates a seamless experience for your
+customers. They can receive a quotation they first have to approve before the work even starts.
+
+Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
+
+#. Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product
+   Type`.
+#. Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service
+   Invoicing Policy`.
+#. Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`.
+#. Select your :guilabel:`Project`.
+#. If you use them, select your :guilabel:`Worksheet Template`, and save.
+
+.. image:: onsite_interventions/product-configuration.png
+   :align: center
+   :alt: Product configuration to create tasks from sales orders in Odoo Field Service
+
+From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A
+task is automatically set up under your Field Service project. It is directly accessible from the
+sales order.
+
+.. image:: onsite_interventions/task-on-so.png
+   :align: center
+   :alt: Field Service task on a sales order in Odoo Sales
+
+From helpdesk tickets
+=====================
+
+The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage
+intervention requests directly. Planning field service tasks from tickets speeds up your processes.
+
+Configure the helpdesk team
+---------------------------
+
+Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
+:guilabel:`Onsite Interventions`.
+
+.. image:: onsite_interventions/helpdesk-settings.png
+   :align: center
+   :alt: Onsite interventions settings in Odoo Helpdesk
+
+The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it
+to create a new task under your field service project.
+
+.. image:: onsite_interventions/plan-intervention-from-ticket.png
+   :align: center
+   :alt: Plan intervention from helpdesk tickets in Odoo Helpdesk