Product management

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Introduction

When field service teams work on-site, they often need products and materials to complete their tasks. With Odoo Field Service, you can easily manage these products through the product catalog and default warehouse features.

This ensures your inventory stays accurate in real time, products are linked to invoices automatically, and field workers always have the right supplies at hand.

Step-by-Step Instructions

 

1. Using the Product Catalog

The product catalog helps technicians quickly add materials used during a field service task.

Activate the product catalog:

  • Go to Field Service → Configuration → Settings.

  • Enable Time and Material Invoicing.

Add products to a task:

  • Open the Field Service app and select a task.

  • Click the Products smart button.

  • On the product card, click Add to include a product.

  • Adjust the quantity using the + / – buttons.

Once added, the Products smart button shows the total quantity and price. You can return anytime to edit product selections.

 

Tip: To create or edit products, go to Field Service → Configuration → Products. Use the search bar, categories, and attributes filters to quickly find what you need.

 

2. Setting Up a Default Warehouse

Field technicians often carry supplies in their van or pull stock from a specific warehouse. By setting a default warehouse, you ensure products used in sales orders during interventions are always deducted from the right location.

Before you start:

  • Make sure the Storage Locations feature is activated in the Inventory app.

  • Ensure you have more than one warehouse configured.

Set a default warehouse for yourself:

  • Click your profile icon (top-right).

  • Go to My Profile → Preferences → Default Warehouse.

  • Choose your warehouse from the drop-down menu.

Set a default warehouse for another user:

  • Go to Settings → Users → Manage Users.

  • Select the user profile.

  • Under the Preferences tab, scroll to Inventory → Default Warehouse.

  • Select the warehouse.

3. Using Warehouses in Field Service Tasks

Once a default warehouse is assigned:

  • Materials used in sales orders linked to Field Service tasks are automatically taken from that warehouse.

  • Open the related sales order, go to Other Info → Delivery, and confirm the correct warehouse is applied.

  • When the task is marked as done, the warehouse stock updates automatically.

This keeps your inventory in sync with field operations.

Tips

  • Always activate Time and Material Invoicing to connect product usage directly with customer billing.

  • Use categories and attributes to organize your product catalog for faster searches.

  • Review warehouse stock regularly to ensure field workers never run out of supplies.

  • Assign warehouses based on technician location (e.g., regional hubs or van inventory).

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