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Fieldservice Website Sale - Extra Step

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

This module ensures that data introduced by customers during the extra step of the eCommerce checkout process is seamlessly propagated from the sale order to the corresponding Field Service Management (FSM) order. It transfers key details such as customer references, messages, and attachments, improving communication between sales and service teams while streamlining workflow efficiency.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

When a customer confirms an online order, this module copies the extra checkout information (customer reference, message and uploaded file) onto the related Field Service order.

This module links the online shop checkout with Field Service. When a sales order is confirmed, the module looks for the open Field Service order linked to that sale and fills in the customer reference as its description.

It also brings over what the customer wrote during the extra checkout step: the first customer comment is copied onto the Field Service order as a message, so the service team sees it in the order's chatter.

If the customer uploaded a file during checkout, that file is copied onto the Field Service order and a message is added saying it is a file from the client, with the file attached.

  • Applies automatically when a sales order is confirmed.
  • Only targets Field Service orders that are still open and not linked to a specific sale line.
  • Copies the customer reference into the Field Service order description.
  • Copies the customer's checkout message and uploaded attachment into the Field Service order's messages.

It touches sale.order and the Field Service order (fsm.order), plus messages and attachments. There are no new menus or screens; everything happens behind the scenes during order confirmation.

Depends on

fieldservice_website_sale
Models and fields (1)
  • sale.order · extends an existing model

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

Confirmation 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 15.0

Usage

Source · Odoo 15.0
  • Enable e-commerce's extra step
  • Navigate to Website > Go To Website > Cart Icon > Customize > Enable 'Extra Step Option'.
  • Configure Portal User:
  • Navigate to the Contacts module.
  • Create or edit a contact.
  • In the Action tab, execute the Convert to FSM Record option, select the Location record type.
  • Grant portal access to this contact.
  • Save the contact.
  • Configure FSM Location
  • Navigate to the Field Service module.
  • Under Master Data > Locations, edit the created location.
  • Assign a route to the location. Ensure the route has a person assigned to it and days of the week are specified. Adjust the route's maximum capacity as desired.
  • Save the location.
  • Configure FSM Delivery Time Ranges
  • Navigate to the Field Service module.
  • Under Master Data > Delivery Time Ranges, create delivery time ranges.
  • When the Route field is specified, the delivery time range is used on the related route only. When the Route field is empty, the delivery time range is used on all routes.
  • Save the delivery time ranges.
  • Configure Field Service Products:
  • Navigate to the Field Service module.
  • Under Master Data > Products, create or edit a product.
  • In the Sales tab, enable the Create one FSM order per sale order option.
  • Save the product.
  • Create a Sale Order from the E-Commerce:
  • Log in to the e-commerce portal using the portal user created earlier.
  • Navigate to the shop and select a field service product.
  • Add the product to the cart and proceed to checkout.
  • At the Extra Info step, add the information.
  • Complete the checkout process. To confirm the sale order, if specified in the configuration, the signature and payment must be completed.
  • Validate the process:
  • Navigate to the Sales module.
  • Under Orders, you will see the new sale order created and confirmed.
  • This sale order will be linked to an FSM order, which will contain the extra step information from the sale order.

No verified information in OCA: Installation, Configuration.

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.