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I'm working in odoo fieldservice, I create a task for an intervention and add some spare parts via de designated smartbutton on top (productcatalogue). Odoo automaticaly adds these products to a confirmed salesorder, Ik zou liever hebben dat het een salesofferte maakt die ik nog moet bevestigen.
Now I cannot delete added products via the smartbutton (catalogue) or reduce numbers.
Do you have any tips to solve this?
Thank you very much!!
Thank you again 🙏
However, in this Odoo video (50sec) you can see that they can remove products…
You're right - I've missed the memo on where 'Remove' actually means setting the quantity in the Sale Order to 0 anyways already. Now, when trying to reproduce your situation I only then can not entirely remove a Product via the Catalog (still remains as a 0-quantity line in the SO) when it has been delivered already. Might this be the case in your example as well?
I can’t even put in on 0, If I could do that, even keeping it in in de sales order with 0 quantity that would be great…
But is there a 'Done' delivery with the Product in question on the Sale Order?
Added products are mentioned as delivered in the S0
See the updated answer below then
Potentially out-dated:
Since you're dealing with a Sale Order in state 'Sale' (confirmed), you can not remove lines once added. This is regardless of the way how a product was added (be it directly via the Sale Order form, or from the Project Task Catalog). You can only set the Quantity of that Product in the Sale Order to 0 at that point (or reset the Sale Order to 'draft', if that works for you and reconfirm it once the line has been deleted).
You can't remove a Product (quantity) via Catalog once it has been delivered. The product is delivered, thus should be invoiced (unless the Field Service is set as 'Under Warranty'). Now, simply removing the Product via the Catalog would just completely corrupt your inventory count:
You probably want to perform a Return action on the delivery, to first of all get it back from your customer - so your on hand quantity is correct again.
Once this is done, you can manually set Quantity in the Sale Order to 0. This should eventually remove the Product form the Task's Catalog.
Why does it do work in the video I linked then? Different setup of the products?
Question needs to be why is has your Delivery been validated. You should create a new Field Service Task and see if this is happening automatically for any reason.
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Hello, thank you for your quick answer.
My problem is that when adding a product, the sales order is automaticaly set in order, and not in quote or concept. Is there a way to prevent the order to be confirmed directly?
No, not in Odoo standard. Projects can be linked to confirmed Sale Orders only by default (thus you would either need to modify that logic or set up an automation to reset confirmed Sales to draft, once linked to a project for example). Note that only confirmed Sale Orders can be invoiced on the other hand.