[ADD] fleet: add a new vehicle
closes odoo/documentation#5759 Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Co-authored-by: jero-odoo <104637850+jero-odoo@users.noreply.github.com>
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@ -280,6 +280,8 @@ box, or typing in the information.
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:align: center
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:alt: Add the private information to the Private Information tab.
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.. _employees/hr-settings:
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HR settings tab
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---------------
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@ -1,6 +1,5 @@
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:nosearch:
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:show-content:
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:hide-page-toc:
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:show-toc:
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=====
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@ -13,4 +12,5 @@ Odoo *Fleet* organizes all the vehicles, contracts, and repairs of all the vehic
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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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content/applications/hr/fleet/new_vehicle.rst
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content/applications/hr/fleet/new_vehicle.rst
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===================
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Create new vehicles
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===================
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Odoo's *Fleet* app manages all vehicles and the accompanying documentation that comes with vehicle
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maintenance and driver's records.
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All vehicles are organized on the main :guilabel:`Fleet` dashboard. Each vehicle has its own
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*vehicle form*, which is displayed as a card in the kanban view, according to it's status. Every
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vehicle form is displayed in its current corresponding kanban stage. The default stages are
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:guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Ordered`, :guilabel:`Registered`,
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:guilabel:`Downgraded`, :guilabel:`Reserve`, and :guilabel:`Waiting List`.
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To add a new vehicle to the fleet, click the :guilabel:`Create` button, and a blank vehicle form
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loads. Enter the vehicle information in the vehicle form, then click :guilabel:`Save`.
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Vehicle form fields
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===================
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- :guilabel:`Model`: select the vehicle's model from the drop-down menu. If the model is not listed,
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type in the model name and click either :guilabel:`Create` or :guilabel:`Create and Edit`.
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- :guilabel:`License Plate`: enter the vehicle's license plate number in this field.
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- :guilabel:`Tags`: select any tags from the drop-down menu, or type in a new tag. There is no limit
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on the amount of tags that can be selected.
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.. note::
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The :guilabel:`Model` is the only required field on the new vehicle form. When a model is
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selected, other fields will appear on the vehicle form, and relevant information will
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auto-populate fields that apply to the model. If some of the fields do not appear, this may
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indicate there is no model selected.
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Driver section
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--------------
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This section of the vehicle form relates to the person who is currently driving the car, as well as
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any plans for a change in the driver in the future, and when.
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- :guilabel:`Driver`: select the driver from the drop-down menu, or type in a new driver and click
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either :guilabel:`Create` or :guilabel:`Create and Edit`.
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- :guilabel:`Mobility Card`: if the selected driver has a mobility card listed on their employee
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card in the *Employees* application, the mobility card number will appear in this field. If there
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is no mobility card listed and one should be added, :ref:`edit the employee card
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<employees/hr-settings>` in the *Employees* application.
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- :guilabel:`Future Driver`: if the next driver for the vehicle is known, select the next driver
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from the drop-down menu, or type in the next driver and click either :guilabel:`Create` or
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:guilabel:`Create and Edit`.
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- :guilabel:`Plan To Change Car`: if the current driver set for this vehicle plans to change their
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vehicle, either because they are waiting on a new vehicle that is being ordered, or this is a
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temporary vehicle assignment and they know which vehicle they will be driving next, check this
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box. If the current driver does not plan to change their vehicle and use this current vehicle, do
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not check this box.
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- :guilabel:`Assignment Date`: select the date the vehicle will be available for another driver
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using the drop-down calendar. Select the date by navigating to the correct month and year using
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the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons, then click on the specific
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day. If this field is blank, this indicates the vehicle is currently available and can be
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reassigned to another driver. If it is populated, the vehicle will not be available to assign to
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another driver until the date entered.
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.. important::
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A driver does **not** have to be an employee, but a driver must be listed in the *Contacts*
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application. When creating a new driver, the driver is added to the *Contacts* application, not
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the *Employees* application.
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Vehicle section
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---------------
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This section of the vehicle form relates to the physical vehicle, it's various properties, when it
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was added, where it is located, and who is managing it.
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- :guilabel:`Immatriculation Date`: select the date the vehicle is acquired using the drop-down
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calendar.
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- :guilabel:`Cancellation Date`: select the date the vehicle lease will expire, or when the vehicle
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will be no longer available, using the drop-down calendar.
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- :guilabel:`Chassis Number`: enter the chassis number in the field. This is known in some countries
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as the :abbr:`VIN (Vehicle Identification Number)` number.
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- :guilabel:`Last Odometer`: enter the last known odometer reading in the number field. Using the
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drop-down menu next to the number field, select whether the odometer reading is in kilometers
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:guilabel:`(km)` or miles :guilabel:`(mi)`.
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- :guilabel:`Fleet Manager`: select the fleet manager from the drop-down menu, or type in a new
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fleet manager and click either :guilabel:`Create` or :guilabel:`Create and Edit`.
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- :guilabel:`Location`: type in the location for the vehicle in the field. The most common scenario
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for when this field would be populated is if a company has several office locations. The typical
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office location where the vehicle is located would be the location entered.
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- :guilabel:`Company`: select the company that the vehicle will be used for and associated with from
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the drop-down menu, or type in a new company and click either :guilabel:`Create` or
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:guilabel:`Create and Edit`.
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.. important::
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Creating a new company may cause a subscription price change depending on the current plan. Refer
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to `Odoo's pricing plan <https://www.odoo.com/pricing-plan>`_ for more details.
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.. image:: new_vehicle/new-vehicle-type.png
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:align: center
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:alt: The new vehicle form, showing the vehicle tax section.
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Tax Info tab
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------------
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Fiscality
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~~~~~~~~~
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- :guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the size of the vehicles
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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:`Disallowed Expense Rate`: this is the amount of non-deductible expenses for the
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vehicle. This amount is not counted towards any deductions on a tax return or as an allowable
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expense when calculating taxable income. It is recommended to check with the accounting department
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to ensure the value(s) entered are correct.
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- :guilabel:`Start Date`: enter the :guilabel:`Start Date` and :guilabel:`(%) Percentage` for when
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the :guilabel:`Disallowed Expense Rate` value goes into effect. Click :guilabel:`Add a line` to
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enter a date. Click on the blank line to display a calendar. Select the date by navigating to
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the correct month and year using the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right
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arrow)` icons, then click on the specific day. Enter the percentage that is disallowed in the
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:guilabel:`% (percent)` field to the right of the date. The percentage should be entered in an
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XX.XX format. Repeat this for all entries needed.
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Contract
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~~~~~~~~
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- :guilabel:`First Contract Date`: select the start date for the vehicle's first contract using the
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drop-down calendar. Typically this is the day the vehicle is purchased or leased.
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- :guilabel:`Catalog Value (VAT Incl.)`: enter the MSRP (Manufacturer's Suggested Retail Price) for
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the vehicle at the time of purchase or lease.
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- :guilabel:`Purchase Value`: enter the purchase price or the value of the lease for the vehicle.
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- :guilabel:`Residual Value`: enter the current value of the vehicle.
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.. note::
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The values listed above will affect the accounting department. It is recommended to check with
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the accounting department for more information and/or assistance with these values.
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.. image:: new_vehicle/new-vehicle-tax.png
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:align: center
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:alt: The new vehicle form, showing the vehicle tax section.
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Model tab
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---------
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If the model for the new vehicle is already configured in the database, the :guilabel:`Model` tab
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will be populated with the corresponding information. If the model is not already in the database
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and the :guilabel:`Model` tab needs to be configured, :ref:`configure the new vehicle model
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<fleet/configuration/add-model>`.
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Check the information in the :guilabel:`Model` tab to ensure it is accurate. For example, the color
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of the vehicle, or whether there is a trailer hitch installed or not, are examples of information
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that may need updating.
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.. image:: new_vehicle/model-tab.png
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:align: center
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:alt: The new vehicle form, showing the vehicle tax section.
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Note tab
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--------
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Enter any notes for the vehicle in this section.
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