Field Service - Sale Order Create Wizard
This module extends the functionality of the Field Service, by allowing users to create sale orders directly from the field service Kanban View. This is especially useful for companies that generate sales orders directly on-site, enabling them to convert service tasks into sales documents seamlessly within the Field Service interface.
Important: This module gives to the user and user own documents groups, the posibility to create field service orders and sale orders. It will force the schedule of all the routes, bypassing the day validation.
auto_awesome What this module does
AI-generated from the code · Odoo 15.0Adds a "Create Sale Order" button to the Field Service task Kanban view, letting users build a sales order with products, quantities and discounts on the spot and jump straight to the linked field service task.
This module adds a shortcut for turning field service work into a sales document without leaving the Field Service screen.
- On the Field Service task Kanban view a new "Create Sale Order" button appears. Clicking it opens a small pop-up wizard.
- In the wizard the user picks the service location and adds order lines: product, unit of measure, quantity and (for users allowed to give discounts) a discount percentage. Only products configured for field service tracking by sale or by line can be chosen.
- When the user confirms with "Create", the system builds a sales order for the customer linked to that location, using that customer's pricelist and payment terms, and confirms it automatically.
- If confirmation fails, the module forces the schedule on the location's field service route and tries again, bypassing the usual day validation.
- The field service task created from the sales order is then assigned to the field service worker whose contact matches the current user, and the user is taken directly to that task form.
The module touches the sales order, field service order, field service location and product models, and grants the field service user (own documents) group access to the wizard and to field service orders.
Depends on
Models and fields (2)
- fsm.create.so.wizard · new modelline_ids (Order Lines), location_id
- fsm.create.so.wizard.line · new modeldiscount (Discount (%)), quantity, wizard_id, product_id, product_uom_id (Unit of Measure)
Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 15.0
Confirmed on 2026-11-03 in branch 15.0 of OCA/field-service.
terminal Installation and usage
OCA documentation · Odoo 15.0Usage
Source · Odoo 15.0- Go to Field Service
- Click on the Create Sale Order button
- A wizard will appear allowing you to select the customer and the sale order lines
- Click on Create.
- Now it will create a new sales order, with the customer and fsm location set, and the sale order lines will be added to the order.
- It will be confirmed automatically, and the fsm order will be generated.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.