产品管理¶
When field service workers perform tasks on-site, they commonly use products to complete their work. Odoo Field Service allows them to record these products using the product catalog and default warehouse features. Doing so keeps your inventory up-to-date in real-time and automatically adds the products to the invoice.
Product catalog¶
To activate the product catalog for Field Service, go to and enable the Time and Material Invoicing feature.
To add products to a task, proceed as follows:
Go to Field Service and open a task.
Click the Products smart button.
Click Add on a product card to add it to your task.
If needed, adjust the number of products using the - and + buttons.
Going back to your task, the smart button now displays the amount of products you added and the price. You can return to the product catalog at any time to edit the product selection.
小技巧
To create and edit products from Field Service, go to .
To find your products more easily, use the search bar and filter your products by Product Category and Attributes.
用户默认仓库¶
Setting up a default warehouse can be useful for field technicians who keep a supply on the go in their van or those who always resupply from the same warehouse. It also allows field workers to switch between warehouses from their profiles.
在现场干预期间创建的销售订单中的产品始终从默认仓库中提取，以保持库存准确。
另请参阅
配置¶
To set up a user default warehouse, the storage locations feature needs to be activated in the Inventory app. It is also necessary to have more than one warehouse in your database.
另请参阅
关于您的个人资料¶
要为自己设置默认仓库，请点击屏幕右上角的 个人资料图标，然后转到 。从下拉菜单中选择默认仓库。
对于所有用户¶
要为特定用户设置默认仓库，请转到 ，选择一个用户，然后转到 首选项 选项卡。向下滚动到 库存，然后从下拉菜单中选择默认仓库。
在现场服务任务中使用¶
一旦为用户配置了默认仓库，与现场服务任务相关的销售订单所使用的材料将从该特定仓库中提取。打开相关的销售订单，转到 其他信息 选项卡，然后向下滚动到 交货。默认仓库将被正确应用。
一旦“现场服务任务”标记为完成，将自动更新默认仓库的库存。