cs_client_equipment

Client Equipment

Track every delivered machine through warranty, service and repair with a customer portal

v19.0.1.0.0 AlshayebCo Products & Inventory Application

Odoo 19 application. Core model equipment details (chatter) auto-created on stock picking validation for is_equipment products, carrying serial (serial/lot number), address, GPS geocoding and locking. equipment warranty + equipment warranty config drive a Draft/Active/Expired/Cancelled lifecycle with computed end dates and three daily crons (scheduled repairs 03:10, warranty expiry 02:10, active-warranty recompute 02:30). Inherits project task (FSM installation/repair types, timesheet task types, signatures, action_fsm_validate), helpdesk ticket/team, repair order, sales order(.line), stock picking/move, product template/product, account analytic line and contact. Adds equipment accessory, equipment schedule repairs (daily/weekly/monthly/yearly), equipment software key management/feature, JSA pre/post question models, and portal controllers under /my/equipments. Ships PDF reports (installation, repair/service, service history), a merged-report wizard, warranty-extension and timesheet wizards, security groups via res groups privilege, and demo/data files.

Overview

Field-service businesses lose track of what equipment each customer owns, what is still under warranty, and which units are due for service. This module turns every delivery into a tracked equipment record automatically, manages multi-tier warranties with auto-expiry and downtime extensions, schedules preventive maintenance, and routes repairs through helpdesk and field-service tasks. Customers see their own equipment, warranty status, and service reports in a self-service portal and can request repairs directly.

Workflow

Equipment Warranty

Draft

Active

Expired

Cancelled

Equipment Details

In Warranty

Warranty Expired

No Warranty

Equipment Software Key Management

Available

Applied

Expired

Revoked

Key Features

Auto-creates an equipment record with serial number, customer, address, GPS and sale-order link whenever a delivery of an equipment-flagged product is validated.
Locks equipment records after creation to prevent accidental edits, with an administrator-only unlock action.
Manages configurable warranty tiers (name, duration in months, price) with a default plan auto-applied per product on delivery.
Runs the full warranty lifecycle (Draft, Active, Expired, Cancelled) with daily crons that auto-activate and expire warranties by date.
Extends warranties for equipment downtime via a wizard, or sells a warranty extension as a new sale order that starts when the current one ends.
Auto-creates installation field-service tasks on delivery and lets repair tasks be raised from equipment, helpdesk tickets, or scheduled maintenance.
Schedules preventive maintenance per unit (daily/weekly/monthly/yearly) and auto-generates the repair task when the next service date is due.
Links helpdesk tickets to equipment and turns them into repair field tasks, with engineer assignment and email notification by department.
Tracks software license keys (permanent/subscription/trial/time-limited) and assigns them to equipment with applied date, user and remarks.
Manages accessories and spare-parts catalogs per unit, with independent per-accessory warranties and parts filtering on repair and sale orders.
Provides a customer portal to browse equipment, view warranty status and service/installation reports, and submit repair requests with photos.
Generates PDF installation, service/repair and per-equipment service-history reports with dual engineer-and-customer signature blocks.

Technical Details

Technical Name	cs_client_equipment
Version	19.0.1.0.0
License	LGPL-3
Domain	PRO · Products & Inventory

Menu Structure

Security

Two dedicated groups gate the app. Client Equipment User can read, write and create equipment, warranties, schedules, software keys and equipment sale orders but cannot delete equipment or warranties and cannot create products; this group is granted to all internal users. Client Equipment Administrator (which implies the User group) has full create/write/delete on every model, can unlock equipment, and manages warranty configurations and JSA questions. Portal users get read-only access to their own equipment, tasks and tickets and can submit repair requests.

Client Equipment User Client Equipment Administrator Portal (read-only, own equipment and tasks)

Dependencies

mail contacts hr sale_management sale_renting sale_stock industry_fsm_sale_report portal website excel_sheet helpdesk repair

Product Warranty Invoice bill show currency rate landed cost