Odoo ERP Implementation for Field Service Base Industry

Main Features

Manage stock from the task

• Here user can see many stages added on task. That all stages works differently and send mail to the respected person.

• Stock consumption sheet also available on task, that is the main part of this project, user can easily add product and booked quantity here.

• You can see in image one product is added and booked quantity for that Product. Product Booked quantity is set 4 here.

• You can see in the image for plywood product’s forecasted quantity is reduced by 4 automatically.
• Mail Sent Stage-wise
• • When user change stage from Just Approved to Planned to Pickup system send mail to logistics head.
  • When user change stage from Job to be done on site to an item in the workshop system send mail to the operation’s team.
  • When user change stage from Job Assigned to  Job started system send mail to related Sale order’s salesperson.
  • When user change stage from  Job started to  50% job  completion system send  mail to related Sale order’s salesperson.
  • When user change stage from  50% job completion to the job completed system send mail to the customer.
  • In job completed stage display one button “Mark as Done ”.

• When user press this button actual consumed quantity must be requires based on that it sets quantity balance on task and update also on hand quantity on the product.

• You can see here actual consumed quantity is 3 and booked quantity is 4, so now the balance is Booked - actual consumed 1.

• Here user can see auto calculate the product’s on hand quantity and forecasted quantity based on the actual consumed quantity of task’s stock consumption sheet.

• When user change stage from a job completed to Item delivered at that time “Actual Consumed” quantity must be required otherwise system give warning.

• And when item delivered system send mail to related Sale order’s salesperson.