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Field Service - Stock Picking

fieldservice_stock_picking folder_open OCA/field-service open_in_new
Field Service License: AGPL-3

This module lets you send materials out to a Field Service location and receive materials back from it directly from the Field Service Order, using standard stock transfers (pickings).

On the Field Service Order you can:

  • list the outgoing and the incoming products;
  • choose the operation type (stock.picking.type) used for the outgoing and for the incoming transfer;
  • create the outgoing and/or incoming transfer in a single click; a transfer is only created when there are products that are not part of a transfer yet.

The outgoing and incoming operation types can be pre-set on the Field Service Order Template. When a template is selected on an order, its operation types are applied and take precedence over the warehouse defaults.

The created transfers are left in draft and are processed by the user through the standard transfer flow (mark as todo, check availability, validate).

Outgoing and incoming transfers are reachable from the Field Service Order through the Deliveries and Returns smart buttons provided by fieldservice_stock.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

On a Field Service Order you can list the products to send out to the job site and the products to bring back, then create the corresponding stock transfers with one button.

This module adds a materials section to Field Service Orders so you can plan what goes out to the field and what comes back, using normal Odoo stock transfers.

On the order form, in the stock area, you get two editable lists: "Outgoing Products" and "Incoming Products". For each line you pick a product and a quantity; the unit of measure is filled in automatically from the product. Each line also shows the transfer it belongs to and its status.

Two fields let you choose the "Outgoing Operation Type" and "Incoming Operation Type" used to build the transfers. They are pre-filled from the order's warehouse, but if the order uses a Field Service Template that has its own operation types, the template values take precedence.

A "Create Transfers" button creates the outgoing and/or incoming transfers for the lines that are not yet linked to a transfer. If nothing is left to transfer, Odoo shows an error. If an operation type is missing, Odoo asks you to set it first. The transfers are created in draft and opened for you, so you process them through the standard flow (mark as to do, check availability, validate).

Operation types can also be pre-set on Field Service Templates. Access is granted to field service users and dispatchers.

Models and fields (3)
  • fsm.order · extends an existing modelincoming_line_ids (Incoming Products), outgoing_line_ids (Outgoing Products), incoming_picking_type_id (Incoming Operation Type), outgoing_picking_type_id (Outgoing Operation Type)
  • fsm.template · extends an existing modelincoming_picking_type_id (Incoming Operation Type), outgoing_picking_type_id (Outgoing Operation Type)
  • fsm.order.stock.line · new modelstate (Status), move_id (Stock Move), direction, picking_id (Transfer), product_id (Product), fsm_order_id (Field Service Order), product_uom_id (Unit of Measure), product_uom_qty (Quantity)

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/field-service.

terminal Installation and usage

OCA documentation · Odoo 16.0

To pre-set the operation types used by Field Service Orders:

  • Go to Field Service > Configuration > Templates and open (or create) a template.
  • Set the Outgoing Operation Type and/or the Incoming Operation Type.

When this template is selected on a Field Service Order, the operation types are copied onto the order, taking precedence over the warehouse defaults.

  • Open a Field Service Order and go to the Inventory tab.
  • Set the Outgoing Operation Type and/or the Incoming Operation Type (they default to the warehouse delivery and receipt operation types, or to the ones pre-set on the order template, see Configuration).
  • List the products to send under Outgoing Products and the products to receive under Incoming Products.
  • Click Create Transfers. The system creates an outgoing transfer for the outgoing products and an incoming transfer for the incoming products, when there is something to transfer.
  • Process each transfer with the standard flow (validate it from its own form view).
  • Use the Deliveries and Returns smart buttons to navigate to the related transfers.

No verified information in OCA: Installation.

info

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.