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Product management

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Odoo Field Service product management lets technicians record the materials they use on-site through a product catalogue, and keeps stock accurate with a default warehouse. This keeps inventory up to date and links products used to customer invoices automatically.

How to use the product catalogue

  1. Go to Field Service > Configuration > Settings and enable Time and Material Invoicing.
  2. Open a task and click the Products smart button.
  3. Click Add on a product card, then adjust the quantity with the plus and minus buttons.

The Products smart button then shows the total quantity and price, and you can return to edit the selection at any time. To create or edit products, go to Field Service > Configuration > Products.

How to set up a default warehouse

Before you start, make sure Storage Locations is enabled in the Inventory app and that more than one warehouse is configured.

  1. For your own profile: click your profile icon, then go to My Profile > Preferences > Default Warehouse and select a warehouse.
  2. For another user: go to Settings > Users > Manage Users, open their profile, then under Preferences set Default Warehouse under Inventory.

How default warehouses are used on tasks

Once a default warehouse is set, materials on a sales order linked to a field service task are pulled from that warehouse. You can confirm this on the sales order under Other Info > Delivery. When the task is marked done, the warehouse’s stock updates automatically.

Frequently asked questions

What do I need to enable before using the product catalogue?

Enable Time and Material Invoicing under Field Service > Configuration > Settings before you can add products to a task.

What has to be true before I can set a default warehouse?

The Storage Locations feature must be enabled in Inventory, and your database must have more than one warehouse configured.

Need help?

Need help setting up products and warehouses for Odoo Field Service? Contact support@thoughtlogik.com or see our Odoo implementation services.

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