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Warehouse-Specific Product Restriction In Field Service Tasks

Restrict product selection in Field Service tasks based on the assigned warehouse, ensuring users can only choose from products available in that specific warehouse’s inventory
June 26, 2025 by
Warehouse-Specific Product Restriction In Field Service Tasks
Silverdale Technology, Somroo Hassaan
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The Warehouse-Specific Product Restriction feature ensures that field service personnel can only select and use products that are physically available in the warehouse linked to their assigned service task (e.g., Service Van 1, Service Van 2, etc.).

This functionality is essential for maintaining real-time inventory accuracy, minimizing stock discrepancies, and improving operational efficiency during field operations.

Functionality:

  • Warehouse-Aware Product Filtering:
    • When a warehouse is selected on a Field Service Task, the product selection for materials or consumables is restricted to what is on-hand in that warehouse.
  • Smart Availability Filtering:
    • Only shows products with positive available quantities in the selected warehouse.
    • Automatically refreshes the selection list if the warehouse is changed.
  • Applied on Task Line Items:
    • Restriction applies while adding products/materials to the task, ensuring only valid items are used during field execution.

Benefits:

  • Prevents Inventory Mistakes: Eliminates the risk of selecting unavailable or incorrect products from other warehouses.
  • Streamlines Field Ops: Field technicians work with confidence knowing they only see what’s in their van or assigned stock.
  • Accurate Resource Planning: Ensures product usage aligns with the inventory of the selected warehouse.
  • Reduced Administrative Overhead: No need to manually verify if a product is available before dispatch.

Conclusion:

The Warehouse-Specific Product Restriction in Field Service Tasks adds a crucial layer of operational control to Odoo’s Field Service module. By intelligently filtering products based on warehouse availability, it enhances real-time inventory precision, reduces human error, and ensures seamless, efficient service delivery in the field.

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