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Dolibarr / dolibarr

Dolibarr ERP CRM is a modern software package to manage your company or foundation's activity (contacts, suppliers, invoices, orders, stocks, agenda, accounting, ...). it's an open source Web application (written in PHP) designed for businesses of any sizes, foundations and freelancers.
https://www.dolibarr.org
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Add Products in interventions #26654

Open bettersafe opened 1 year ago

bettersafe commented 1 year ago

Feature Request

It would be good to be able to add products from the database to the intervention. This would make it possible to create a shippement and an invoice.

In other words, a combination of delivery note (products) and intervention (service order).

Use case

We currently use the interventions in such a way that the technician at the customer either creates the intervention out of an order, a ticket or a even a new intervention.

The work performed is written down there, but the technicians have to write the material in the description, because it is not possible to add products.

It would be possible to create a new order with the material used and insert it there and then write the intervention out of the order, but this is very cumbersome and impractical.

If it were possible to insert products directly in the intervention, there could be no failures with the article number and also when creating the invoice from it.

You would only have to insert the link to the table and book out the material from the corresponding warehouse.

Suggested implementation

No response

Suggested steps

No response

dolibit-ut commented 1 year ago

Maybe i don't unterstand your intention. But it is always possible to add products (from your catalog) to an intervention. This is an option in the intervention module.

BurksEngineering commented 1 year ago

From what I can tell, intervention templates support products and services, but interventions themselves do not. #26057 looks like a work in progress to add products and services as lines to interventions.

github-actions[bot] commented 3 days ago

This issue is stale because it has been open 1 year with no activity. If this is a bug, please comment to confirm it is still present on latest stable version. if this is a feature request, please comment to notify the request is still relevant and not yet covered by latest stable version. This issue may be closed automatically by stale bot in 10 days (you should still be able to re-open it if required).