[MOV] fleet: config doc to parent
closes odoo/documentation#8560
X-original-commit: 1ead41e559
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
Lara Martini (larm)
parent
45c5d9eef4
commit
62f6502d61
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:nosearch:
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:show-content:
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:show-toc:
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=====
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Fleet
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=====
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Odoo *Fleet* organizes all the vehicles, contracts, and repairs of all the vehicles.
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This document outlines all of the configurations and settings for the *Fleet* application, including
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:ref:`settings <fleet/settings>`, :ref:`manufacturers <fleet/manufacturers>`, :ref:`vehicle models
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<fleet/models>`, and :ref:`model categories <fleet/categories>`.
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.. _fleet/settings:
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Settings
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========
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To access the settings menu, go to :menuselection:`Fleet application --> Configuration -->
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Settings`. There are only two settings that need configuration, the vehicle contract end date alert
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delay, and a new vehicle request limit.
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.. image:: fleet/fleet-settings.png
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:align: center
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:alt: Settings available for the Fleet application.
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End Date Contract Alert
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-----------------------
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The :guilabel:`End Date Contract Alert` field defines an alert delay for the persons responsible for
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vehicle contracts. The responsible person(s) will receive an email informing them a vehicle contract
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is about to expire in the number of days defined in this field.
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.. note::
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To determine who the responsible person is for a contract, open an individual contract. The
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person listed as :guilabel:`Responsible` under the :guilabel:`Contract Information` section of
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the contract is the person who will receive the alert.
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To access all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all
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contracts appear in the list. Click on a :guilabel:`Contract` to view it.
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An individual contract can also be found by navigating to :menuselection:`Fleet app --> Fleet -->
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Fleet` and clicking on an individual vehicle. On the vehicle form, click the
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:guilabel:`Contracts` smart button at the top of the page. The contract(s) associated with this
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vehicle only appears in the list. Click on an individual contract to open it. The
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:guilabel:`Responsible` person is listed on the contract.
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New Vehicle Request
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-------------------
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The :guilabel:`New Vehicle Request` field sets a limit on how many new vehicles are requested based
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on fleet availability. An employee filling out the salary configurator form (after being offered a
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position), will *not* be able to request a new car if the number of existing cars is greater than
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the number specified in the :guilabel:`New Vehicle Request` field. Enter the specific number limit
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for existing available cars in this field.
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.. example::
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If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and there are 25 vehicles
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available, an employee would not be able to request a new vehicle. If there are only 10 cars
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available, then the employee would be able to request a new vehicle.
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.. _fleet/manufacturers:
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Manufacturers
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=============
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Odoo *Fleet* comes pre-configured with sixty-six commonly used car and bicycle manufacturers in the
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database, along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet
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app --> Configuration --> Manufacturers`.
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The manufacturers appear in a list view in alphabetical order. Each manufacturer's card lists how
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many specific models are configured for each particular manufacturer. Odoo comes with forty six
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pre-configured :ref:`models <fleet/models>` from four major auto manufacturers and one
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major bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle).
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.. image:: fleet/manufacturer.png
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:align: center
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:alt: Manufacturer card with the amount of models listed.
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Add a manufacturer
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------------------
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To add a new manufacturer to the database, click :guilabel:`Create`. A manufacturer form will load.
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Only two pieces of information are needed, the :guilabel:`Name` of the manufacturer, and the logo.
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Type the name of the manufacturer in the name field, and select an image to upload for the logo.
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When the information is entered, click :guilabel:`Save`.
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.. _fleet/models:
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Vehicle Models
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==============
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Many manufacturers have a variety of models that they produce. When adding a vehicle to the fleet,
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it is important to specify the vehicle model being added. Odoo comes with pre-configured car models
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from four major auto manufacturers, and one pre-configured bicycle model from one bicycle
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manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle). If a vehicle *other* than
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the pre-configured models from these manufacturers are part of a fleet, the model (and/or
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manufacturer) needs to be added to the database.
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Preconfigured Models
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--------------------
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The following models are pre-loaded in Odoo and do not need to be added to the database:
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+-------+--------------+-------------+-----------+---------------+
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| AUDI | BMW | Eddy Merckx | Mercedes | Opel |
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+=======+==============+=============+===========+===============+
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| A1 | Serie 1 | SanRemo76 | Class A | Agilia |
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+-------+--------------+-------------+-----------+---------------+
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| A3 | Serie 3 | | Class B | Ampera |
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+-------+--------------+-------------+-----------+---------------+
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| A4 | Serie 5 | | Class C | Antara |
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+-------+--------------+-------------+-----------+---------------+
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| A5 | Serie 6 | | Class CL | Astra |
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+-------+--------------+-------------+-----------+---------------+
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| A6 | Serie 7 | | Class CLS | AstraGTC |
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+-------+--------------+-------------+-----------+---------------+
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| A7 | Serie Hybrid | | Class E | Combo Tour |
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+-------+--------------+-------------+-----------+---------------+
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| A8 | Serie M | | Class GL | Corsa |
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+-------+--------------+-------------+-----------+---------------+
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| Q3 | Serie X | | Class GLK | Insignia |
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+-------+--------------+-------------+-----------+---------------+
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| Q5 | Serie Z4 | | Class M | Meriva |
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+-------+--------------+-------------+-----------+---------------+
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| Q7 | | | Class R | Mokka |
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+-------+--------------+-------------+-----------+---------------+
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| TT | | | Class S | Zafira |
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+-------+--------------+-------------+-----------+---------------+
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| | | | Class SLK | Zafira Tourer |
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+-------+--------------+-------------+-----------+---------------+
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| | | | Class SLS | |
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+-------+--------------+-------------+-----------+---------------+
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.. _fleet/add-model:
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Add a new model
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---------------
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New vehicle models can easily be added to the database. To add a new model, navigate to
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:menuselection:`Fleet app --> Configuration --> Vehicle Models`. Click :guilabel:`Create` and a
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vehicle model form will load. Enter the following information on the form, then click
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:guilabel:`Save`. Be advised, some fields are specific to Belgian based companies, so not all fields
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or sections may be visible depending on the location of the company.
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- :guilabel:`Model name`: enter the model name in the field.
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- :guilabel:`Manufacturer`: select the manufacturer from the drop-down menu. If the manufacturer is
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not configured, type in the manufacturer and then click :guilabel:`Create` or :guilabel:`Create &
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Edit`.
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- :guilabel:`Vehicle Type`: select one of two preconfigured vehicle types, either :guilabel:`Car` or
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:guilabel:`Bike`, from the drop-down menu. The vehicle types are hardcoded in Odoo and are
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integrated with the *Payroll* application since vehicles can be part of an employee's benefits.
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Adding additional vehicle types is not possible as it will affect payroll.
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- :guilabel:`Category`: select the category the vehicle is categorized under from the drop-down
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menu. To create a new category, type in the category and then click :guilabel:`Create (new
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category)`.
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.. note::
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When the manufacturer is selected, the logo for the manufacturer will automatically load in the
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image box in the top right corner.
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Information tab
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~~~~~~~~~~~~~~~
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Model
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*****
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- :guilabel:`Seats Number`: enter how many passengers the vehicle can accommodate.
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- :guilabel:`Doors Number`: enter the number of doors the vehicle has.
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- :guilabel:`Color`: enter the color of the vehicle.
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- :guilabel:`Model Year`: enter the year the vehicle was manufactured.
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- :guilabel:`Trailer Hitch`: check this box if the vehicle has a trailer hitch installed.
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Salary
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******
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.. note::
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The :guilabel:`Salary` section only appears for Belgian-based companies, and only if the company
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has their localization setting set to Belgium. The cost values are all **monthly** with the
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exception of the :guilabel:`Catalog Value (VAT Incl.)`.
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- :guilabel:`Can be requested`: check this box if employees can request this model vehicle.
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- :guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's Suggested Retail
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Price)` for the vehicle at the time of purchase or lease.
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- :guilabel:`C02 fee`: this value is automatically calculated based on Belgian laws and regulations,
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and cannot be modified. The value is based on the value entered in the :guilabel:`CO2 Emissions`
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field in the :guilabel:`Engine` section of the vehicle form.
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.. important::
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Modifying the :guilabel:`CO2 Emissions` field will adjust the value in the :guilabel:`CO2 fee`
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field.
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- :guilabel:`Cost (Depreciated)`: enter the monthly cost for the vehicle, which appears in the
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salary configurator that is available to a future employee when they are offered a job position.
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This value impacts the gross and net salary of the employee who is assigned to the vehicle. This
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figure is depreciated over time according to local tax laws. The :guilabel:`Cost (Depreciated)`
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does not depreciate automatically on the *vehicle model*, it only depreciates based on the
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*contract* linked to a specific vehicle and not on the general model.
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- :guilabel:`Total Cost (Depreciated)`: this value is the :guilabel:`Cost (Depreciated)` and the
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:guilabel:`C02 fee` fields combined, and also is depreciated over time.
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Engine
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******
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- :guilabel:`Fuel Type`: select the type of fuel the vehicle uses form the drop-down menu. The
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options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Hybrid Diesel`, :guilabel:`Hybrid
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Gasoline`, :guilabel:`Plug-in Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`,
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:guilabel:`CNG`, :guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`.
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- :guilabel:`CO2 Emissions`: enter the average carbon dioxide emissions the vehicle produces in
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grams per kilometer (g/km). This information is provided by the car manufacturer.
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- :guilabel:`CO2 Standard`: enter the standard amount of carbon dioxide in grams per kilometer
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(g/km) for a similar sized vehicle.
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- :guilabel:`Transmission`: select the transmission type from the drop-down menu, either
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:guilabel:`Manual` or :guilabel:`Automatic`.
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- :guilabel:`Power`: if the vehicle is electric or hybrid, enter the power the vehicle uses in
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kilowatts (kW).
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- :guilabel:`Horsepower`: enter the vehicle's horsepower in this field.
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- :guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the size of the vehicle's
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engine. This is determined by local taxes and regulations, and varies depending on the location.
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It is recommended to check with the accounting department to ensure this value is correct.
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- :guilabel:`Tax Deduction`: this field auto-populates according to the engine specifications, and
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cannot be modified. The percentage is based on the localization settings and local tax laws.
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Vendors tab
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~~~~~~~~~~~
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Vehicle specific vendors, such as car dealerships, are not listed separately from other vendors. The
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vendors that a vehicle can be purchased from also appear in the list of vendors used by the
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*Purchase* app.
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The vendor(s) the vehicle can be purchased from may be added in this tab. To add a vendor, click
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:guilabel:`Add`, and a pop-up loads with a list of all the vendors currently in the database. Select
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the vendor to add by clicking the checkbox next to the vendor name, then click :guilabel:`Select`.
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There is no limit to the number of vendors that can be added to this list.
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If a vendor is not in the database, add a vendor by clicking :guilabel:`Create`. A vendor form will
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load. Enter the information in the vendor tab, then click :guilabel:`Save & Close` to add the vendor
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and close the window, or :guilabel:`Save & New` to add the current vendor and create another new
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vendor.
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.. image:: fleet/vendor.png
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:align: center
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:alt: Vendor form to fill out when adding a new vendor.
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.. _fleet/categories:
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Model Category
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==============
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To best organize a fleet, it is recommended to have vehicle models housed under a specific category,
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to more easily see what kinds of vehicles are in the fleet. Model categories are set on the
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:ref:`vehicle model form <fleet/add-model>`.
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To view all the models currently set up, navigate to :menuselection:`Fleet application -->
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Configuration --> Model Category`. All models are displayed in a list view.
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Add a new model category
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------------------------
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To add a new category, click :guilabel:`Create`. A new entry line appears at the bottom of the list.
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Type in the new category, then click :guilabel:`Save` to save the entry.
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To reorganize how the categories appear in the list, click on the up and down arrows to the left of
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the category to be moved, and drag the line to the desired position. The order of the list does not
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affect the database in any way. However, it may be preferable to view the vehicle categories in a
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specific order, for example, by size, or the numbers of passengers the vehicle can carry.
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.. image:: fleet/models.png
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:align: center
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:alt: List view of the models in the fleet.
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.. seealso::
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- :doc:`fleet/new_vehicle`
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- :doc:`fleet/service`
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.. toctree::
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:titlesonly:
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fleet/configuration
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fleet/new_vehicle
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fleet/service
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|
Before Width: | Height: | Size: 7.1 KiB After Width: | Height: | Size: 7.1 KiB |
@ -1,300 +0,0 @@
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==================
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Configuration menu
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==================
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This document outlines all of the configurations and settings for the *Fleet* application, including
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:ref:`settings <fleet/configuration/settings>`, :ref:`manufacturers
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<fleet/configuration/manufacturers>`, vehicle :ref:`models <fleet/configuration/models>`, and model
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:ref:`categories <fleet/configuration/categories>`.
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.. _fleet/configuration/settings:
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Settings
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========
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To access the settings menu, go to :menuselection:`Fleet application --> Configuration -->
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Settings`. There are two settings that need configuration, the vehicle contract end date alert, and
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a new vehicle request limit.
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.. image:: configuration/fleet-settings.png
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:align: center
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:alt: Settings available for the Fleet application.
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End date contract alert
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-----------------------
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The :guilabel:`End Date Contract Alert` field defines when an alert is sent to the persons
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responsible for the vehicle contracts. The responsible persons receive an email informing them when
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a vehicle contract is expiring. How far in advance the email is sent is defined in this field.
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.. note::
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To determine who the responsible person is for a contract, open an individual contract. The
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person listed as :guilabel:`Responsible` under the :guilabel:`Information` section of the
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contract is the one who receives the alert.
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To access all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all
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contracts appear in the list. Click on a :guilabel:`Contract` to view it.
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An individual contract can also be found by navigating to :menuselection:`Fleet app --> Fleet -->
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Fleet` and clicking on an individual vehicle card. On the vehicle form, click the
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:guilabel:`Contracts` smart button at the top of the page. The contracts associated only with
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this vehicle appear in the list. Click on an individual contract to open it. The
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:guilabel:`Responsible` person is listed on the contract.
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New vehicle request
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-------------------
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The :guilabel:`New Vehicle Request` field sets a limit on how many new vehicles are requested based
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on fleet availability. After being offered a position, an employee filling out the online salary
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configurator form is **not** able to request a new car if the number of existing cars is greater
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than the number specified in the :guilabel:`New Vehicle Request` field. Enter the specific number
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limit for existing available cars in this field.
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.. example::
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If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and there are 25 vehicles
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available, an employee would not be able to request a new vehicle. If there are only 10 cars
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available, then the employee would be able to request a new vehicle.
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.. _fleet/configuration/manufacturers:
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Models
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======
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Manufacturers
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-------------
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Odoo *Fleet* comes pre-configured with sixty-six commonly used car manufacturers in the database,
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along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet app -->
|
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Configuration --> Models: Manufacturers`.
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The manufacturers appear in a list view in alphabetical order. Each manufacturer's card lists how
|
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many specific models are configured for each particular manufacturer. Odoo comes with forty five
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pre-configured :ref:`models <fleet/configuration/models>` from four major auto manufacturers: Audi,
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BMW, Mercedes, and Opel.
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.. image:: configuration/manufacturer.png
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:align: center
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:alt: Manufacturer card with the amount of models listed.
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.. _fleet/configuration/add-manufacturer:
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Add a manufacturer
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~~~~~~~~~~~~~~~~~~
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To add a new manufacturer to the database, click :guilabel:`New`, and a blank manufacturer form
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loads.
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First, type the name of the manufacturer in the :guilabel:`Name` field. This is the only required
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field.
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Next, if a photo is available, hover over the image box and click the :guilabel:`✏️ (Pencil)` icon
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that appears in the lower-left corner.
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A file explorer window pops up. Navigate to the file, then click :guilabel:`Open` to select it.
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The manufacturer form automatically saves as data is entered. However, the form can be saved
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manually at any time by clicking the :guilabel:`Save manually` option, represented by a
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:guilabel:`(cloud with an upwards arrow)` icon.
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.. _fleet/configuration/models:
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Models
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------
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Many manufacturers have a variety of models that they produce. Odoo comes with pre-configured car
|
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models from four major auto manufacturers: Audi, BMW, Mercedes, and Opel.
|
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|
||||
If a vehicle *other* than the pre-configured models from these manufacturers is part of a fleet, the
|
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model (and/or manufacturer) **must** be added to the database.
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Pre-configured models
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~~~~~~~~~~~~~~~~~~~~~
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The following models are pre-configured in Odoo and do not need to be added to the database:
|
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||||
+-------+--------------+-----------+---------------+
|
||||
| AUDI | BMW | Mercedes | Opel |
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||||
+=======+==============+===========+===============+
|
||||
| A1 | Serie 1 | Class A | Agilia |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| A3 | Serie 3 | Class B | Ampera |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| A4 | Serie 5 | Class C | Antara |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| A5 | Serie 6 | Class CL | Astra |
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+-------+--------------+-----------+---------------+
|
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| A6 | Serie 7 | Class CLS | AstraGTC |
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||||
+-------+--------------+-----------+---------------+
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| A7 | Serie Hybrid | Class E | Combo Tour |
|
||||
+-------+--------------+-----------+---------------+
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||||
| A8 | Serie M | Class GL | Corsa |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| Q3 | Serie X | Class GLK | Insignia |
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||||
+-------+--------------+-----------+---------------+
|
||||
| Q5 | Serie Z4 | Class M | Meriva |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| Q7 | | Class R | Mokka |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| TT | | Class S | Zafira |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| | | Class SLK | Zafira Tourer |
|
||||
+-------+--------------+-----------+---------------+
|
||||
| | | Class SLS | |
|
||||
+-------+--------------+-----------+---------------+
|
||||
|
||||
.. _fleet/configuration/add-model:
|
||||
|
||||
Add a new model
|
||||
~~~~~~~~~~~~~~~
|
||||
|
||||
New vehicle models can easily be added to the database. To add a new model, navigate to
|
||||
:menuselection:`Fleet app --> Configuration --> Models: Models`. Click the :guilabel:`New` button in
|
||||
the top-left corner and a blank vehicle model form loads.
|
||||
|
||||
Enter the following information on the form:
|
||||
|
||||
.. note::
|
||||
Some fields or sections are based on the localization setting of the company, therefore not all
|
||||
fields or sections may be visible.
|
||||
|
||||
- :guilabel:`Model name`: enter the model name in the field.
|
||||
- :guilabel:`Manufacturer`: select the manufacturer from the drop-down menu. If a logo is configured
|
||||
for the selected manufacturer, the logo automatically loads in the image box in the top-right
|
||||
corner. If the manufacturer is not already configured, type in the manufacturer name and then
|
||||
click :guilabel:`Create` to add the manufacturer, or :guilabel:`Create and edit...` to :ref:`add
|
||||
the manufacturer and the logo <fleet/configuration/add-manufacturer>` in a :guilabel:`Create
|
||||
Manufacturer` pop-up window.
|
||||
- :guilabel:`Vehicle Type`: select one of two pre-configured vehicle types, either :guilabel:`Car`
|
||||
or :guilabel:`Bike`, from the drop-down menu. The vehicle types are hardcoded in Odoo and are
|
||||
integrated with the *Payroll* application since vehicles can be part of an employee's benefits.
|
||||
Adding additional vehicle types is not possible as it affects payroll.
|
||||
- :guilabel:`Category`: select the category the vehicle is categorized under from the drop-down
|
||||
menu. To create a new category, type in the category name and then click :guilabel:`Create "new
|
||||
category"`.
|
||||
|
||||
Information tab
|
||||
***************
|
||||
|
||||
Model
|
||||
^^^^^
|
||||
|
||||
- :guilabel:`Seats Number`: enter how many passengers the vehicle can accommodate.
|
||||
- :guilabel:`Doors Number`: enter the number of doors the vehicle has.
|
||||
- :guilabel:`Color`: enter the color of the vehicle.
|
||||
- :guilabel:`Model Year`: enter the year the vehicle was manufactured.
|
||||
- :guilabel:`Trailer Hitch`: check this box if the vehicle has a trailer hitch installed.
|
||||
|
||||
Salary
|
||||
^^^^^^
|
||||
|
||||
.. note::
|
||||
The :guilabel:`Salary` section only appears for Belgian-based companies, and only if the company
|
||||
has their localization setting set to Belgium. The cost values are all **monthly** with the
|
||||
exception of the :guilabel:`Catalog Value (VAT Incl.)`.
|
||||
|
||||
- :guilabel:`Can be requested`: check this box if employees can request this model for a new
|
||||
vehicle.
|
||||
- :guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's Suggested Retail
|
||||
Price)` for the vehicle at the time of purchase or lease.
|
||||
- :guilabel:`C02 fee`: this value is automatically calculated based on Belgian laws and regulations,
|
||||
and cannot be modified. The value is based on the value entered in the :guilabel:`CO2 Emissions`
|
||||
field in the :guilabel:`Engine` section of the vehicle form.
|
||||
|
||||
.. important::
|
||||
Modifying the :guilabel:`CO2 Emissions` field adjusts the value in the :guilabel:`CO2 fee`
|
||||
field.
|
||||
|
||||
- :guilabel:`Cost (Depreciated)`: enter the monthly cost for the vehicle, which appears in the
|
||||
salary configurator that is available to a future employee when they are offered a job position.
|
||||
|
||||
This value impacts the gross and net salary of the employee who is assigned to the vehicle. This
|
||||
figure is depreciated over time according to local tax laws.
|
||||
|
||||
The :guilabel:`Cost (Depreciated)` does **not** depreciate automatically on the *vehicle model*,
|
||||
it **only** depreciates based on the *contract* linked to a specific vehicle and not on the
|
||||
general model.
|
||||
- :guilabel:`Total Cost (Depreciated)`: this value is the :guilabel:`Cost (Depreciated)` and the
|
||||
:guilabel:`C02 fee` fields combined, and is also depreciated over time. This field is
|
||||
automatically calculated and cannot be modified.
|
||||
|
||||
Engine
|
||||
^^^^^^
|
||||
|
||||
- :guilabel:`Fuel Type`: select the type of fuel the vehicle uses from the drop-down menu. The
|
||||
options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Full Hybrid`, :guilabel:`Plug-in
|
||||
Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`, :guilabel:`LPG`,
|
||||
:guilabel:`Hydrogen`, or :guilabel:`Electric`.
|
||||
- :guilabel:`CO2 Emissions`: enter the average carbon dioxide emissions the vehicle produces in
|
||||
grams per kilometer (g/km). This information is provided by the car manufacturer.
|
||||
- :guilabel:`CO2 Standard`: enter the standard amount of carbon dioxide in grams per kilometer
|
||||
(g/km) for a similar sized vehicle.
|
||||
- :guilabel:`Transmission`: select the transmission type from the drop-down menu, either
|
||||
:guilabel:`Manual` or :guilabel:`Automatic`.
|
||||
- :guilabel:`Power`: if the vehicle is electric or hybrid, enter the power the vehicle uses in
|
||||
kilowatts (kW).
|
||||
- :guilabel:`Horsepower`: enter the vehicle's horsepower in this field.
|
||||
- :guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the size of the vehicle's
|
||||
engine. This is determined by local taxes and regulations, and varies depending on the location.
|
||||
It is recommended to check with the accounting department to ensure this value is correct.
|
||||
- :guilabel:`Tax Deduction`: this field auto-populates according to the engine specifications, and
|
||||
cannot be modified. The percentage is based on the localization settings and local tax laws.
|
||||
|
||||
Vendors tab
|
||||
***********
|
||||
|
||||
Vehicle specific vendors, such as car dealerships, are not listed separately from other vendors. The
|
||||
vendors that a vehicle can be purchased from also appear in the list of vendors in the *Purchase*
|
||||
app.
|
||||
|
||||
The vendors the specific vehicle model can be purchased from may be added in this tab. To add a
|
||||
vendor, click the :guilabel:`Add` button. An :guilabel:`Add: Vendors` pop-up window loads with a
|
||||
list of all the vendors currently in the database.
|
||||
|
||||
Select the vendor to add by clicking the checkbox to the left of the vendor name, then click
|
||||
:guilabel:`Select`. There is no limit to the number of vendors that can be added to this list.
|
||||
|
||||
If a vendor is not in the database, add a vendor by clicking the :guilabel:`New` button at the
|
||||
bottom of the :guilabel:`Add: Vendors` pop-up window. A blank :guilabel:`Create Vendors` pop-up
|
||||
form loads.
|
||||
|
||||
Enter the information on the :guilabel:`Create Vendors` form, including the various tabs, then click
|
||||
:guilabel:`Save & Close` to add the vendor and close the window, or :guilabel:`Save & New` to add
|
||||
the current vendor and create another new vendor.
|
||||
|
||||
.. image:: configuration/vendor.png
|
||||
:align: center
|
||||
:alt: Vendor form to fill out when adding a new vendor.
|
||||
|
||||
.. _fleet/configuration/categories:
|
||||
|
||||
Categories
|
||||
----------
|
||||
|
||||
To best organize a fleet, it is recommended to have vehicle models housed under a specific category,
|
||||
to more easily see what kinds of vehicles are in the fleet.
|
||||
|
||||
Model categories are set on the :ref:`vehicle model form <fleet/configuration/add-model>`.
|
||||
|
||||
Unlike manufacturers and models, Odoo does not come with any categories pre-configured; all
|
||||
categories must be added.
|
||||
|
||||
To view all the currently configured categories, navigate to :menuselection:`Fleet application -->
|
||||
Configuration --> Models: Categories`. All currently configured categories are displayed in a list
|
||||
view.
|
||||
|
||||
Add a new category
|
||||
~~~~~~~~~~~~~~~~~~
|
||||
|
||||
To add a new category, click the :guilabel:`New` button in the top-left corner. A new entry line
|
||||
appears at the bottom of the list. Type in the new category, then either press the enter key on the
|
||||
keyboard, or click anywhere on the screen, to save the entry.
|
||||
|
||||
To reorganize how the categories appear in the list, click the :guilabel:`(six small gray boxes)` to
|
||||
the left of the category to be moved, and drag the line to the desired position. The order of the
|
||||
list does not affect the database in any way. However, it may be preferable to view the vehicle
|
||||
categories in a specific order, for example, by size, or the numbers of passengers the vehicle can
|
||||
carry.
|
||||
|
||||
.. image:: configuration/categories.png
|
||||
:align: center
|
||||
:alt: List view of the categories in the fleet.
|
||||
|
Before Width: | Height: | Size: 8.8 KiB After Width: | Height: | Size: 8.8 KiB |
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
BIN
content/applications/hr/fleet/models.png
Normal file
BIN
content/applications/hr/fleet/models.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 15 KiB |
@ -28,7 +28,7 @@ Vehicle form fields
|
||||
|
||||
If the model is not listed, type in the model name, and click either :guilabel:`Create "model"`,
|
||||
or :guilabel:`Create and edit...` to :ref:`create a new model and edit the model details
|
||||
<fleet/configuration/add-model>`.
|
||||
<fleet/add-model>`.
|
||||
- :guilabel:`License Plate`: enter the vehicle's license plate number in this field.
|
||||
- :guilabel:`Tags`: select any tags from the drop-down menu, or type in a new tag. There is no limit
|
||||
on the amount of tags that can be selected.
|
||||
@ -313,9 +313,9 @@ Model tab
|
||||
---------
|
||||
|
||||
If the model for the new vehicle is already configured in the database, the :guilabel:`Model` tab
|
||||
populates the corresponding information. If the model is **not** already in the database, and the
|
||||
:guilabel:`Model` tab needs to be configured, it is recommended that :ref:`the new vehicle model
|
||||
<fleet/configuration/add-model>` be configured so this information auto-populates.
|
||||
will be populated with the corresponding information. If the model is not already in the database
|
||||
and the :guilabel:`Model` tab needs to be configured, :ref:`configure the new vehicle model
|
||||
<fleet/add-model>`.
|
||||
|
||||
Check the information in the :guilabel:`Model` tab to ensure it is accurate. For example, the color
|
||||
of the vehicle, or if a trailer hitch is installed, are examples of common information that may need
|
||||
|
||||
|
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
@ -113,6 +113,10 @@ applications/general/users/odoo_account.rst administration/odoo_accounts.rst
|
||||
|
||||
applications/general/product_images.rst applications/sales/sales/products_prices/products/product_images.rst # fix a wrong target hard-coded in Odoo
|
||||
|
||||
# applications/hr
|
||||
|
||||
applications/hr/fleet/configuration.rst applications/hr/fleet.rst # fleet/configuration -> fleet
|
||||
|
||||
# applications/inventory_and_mrp
|
||||
|
||||
applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst
|
||||
|
||||
Loading…
Reference in New Issue
Block a user