diff --git a/content/applications/hr/employees/new_employee.rst b/content/applications/hr/employees/new_employee.rst index 95bc338d2..7c6661146 100644 --- a/content/applications/hr/employees/new_employee.rst +++ b/content/applications/hr/employees/new_employee.rst @@ -280,6 +280,8 @@ box, or typing in the information. :align: center :alt: Add the private information to the Private Information tab. +.. _employees/hr-settings: + HR settings tab --------------- diff --git a/content/applications/hr/fleet.rst b/content/applications/hr/fleet.rst index 6cc3048ac..d5b5572c2 100644 --- a/content/applications/hr/fleet.rst +++ b/content/applications/hr/fleet.rst @@ -1,6 +1,5 @@ :nosearch: :show-content: -:hide-page-toc: :show-toc: ===== @@ -13,4 +12,5 @@ Odoo *Fleet* organizes all the vehicles, contracts, and repairs of all the vehic :titlesonly: fleet/configuration + fleet/new_vehicle fleet/service diff --git a/content/applications/hr/fleet/new_vehicle.rst b/content/applications/hr/fleet/new_vehicle.rst new file mode 100644 index 000000000..3d1a2d498 --- /dev/null +++ b/content/applications/hr/fleet/new_vehicle.rst @@ -0,0 +1,155 @@ +=================== +Create new vehicles +=================== + +Odoo's *Fleet* app manages all vehicles and the accompanying documentation that comes with vehicle +maintenance and driver's records. + +All vehicles are organized on the main :guilabel:`Fleet` dashboard. Each vehicle has its own +*vehicle form*, which is displayed as a card in the kanban view, according to it's status. Every +vehicle form is displayed in its current corresponding kanban stage. The default stages are +:guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Ordered`, :guilabel:`Registered`, +:guilabel:`Downgraded`, :guilabel:`Reserve`, and :guilabel:`Waiting List`. + +To add a new vehicle to the fleet, click the :guilabel:`Create` button, and a blank vehicle form +loads. Enter the vehicle information in the vehicle form, then click :guilabel:`Save`. + +Vehicle form fields +=================== + +- :guilabel:`Model`: select the vehicle's model from the drop-down menu. If the model is not listed, + type in the model name and click either :guilabel:`Create` or :guilabel:`Create and Edit`. +- :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. + +.. note:: + The :guilabel:`Model` is the only required field on the new vehicle form. When a model is + selected, other fields will appear on the vehicle form, and relevant information will + auto-populate fields that apply to the model. If some of the fields do not appear, this may + indicate there is no model selected. + +Driver section +-------------- + +This section of the vehicle form relates to the person who is currently driving the car, as well as +any plans for a change in the driver in the future, and when. + +- :guilabel:`Driver`: select the driver from the drop-down menu, or type in a new driver and click + either :guilabel:`Create` or :guilabel:`Create and Edit`. +- :guilabel:`Mobility Card`: if the selected driver has a mobility card listed on their employee + card in the *Employees* application, the mobility card number will appear in this field. If there + is no mobility card listed and one should be added, :ref:`edit the employee card + ` in the *Employees* application. +- :guilabel:`Future Driver`: if the next driver for the vehicle is known, select the next driver + from the drop-down menu, or type in the next driver and click either :guilabel:`Create` or + :guilabel:`Create and Edit`. +- :guilabel:`Plan To Change Car`: if the current driver set for this vehicle plans to change their + vehicle, either because they are waiting on a new vehicle that is being ordered, or this is a + temporary vehicle assignment and they know which vehicle they will be driving next, check this + box. If the current driver does not plan to change their vehicle and use this current vehicle, do + not check this box. +- :guilabel:`Assignment Date`: select the date the vehicle will be available for another driver + using the drop-down calendar. Select the date by navigating to the correct month and year using + the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons, then click on the specific + day. If this field is blank, this indicates the vehicle is currently available and can be + reassigned to another driver. If it is populated, the vehicle will not be available to assign to + another driver until the date entered. + +.. important:: + A driver does **not** have to be an employee, but a driver must be listed in the *Contacts* + application. When creating a new driver, the driver is added to the *Contacts* application, not + the *Employees* application. + +Vehicle section +--------------- + +This section of the vehicle form relates to the physical vehicle, it's various properties, when it +was added, where it is located, and who is managing it. + +- :guilabel:`Immatriculation Date`: select the date the vehicle is acquired using the drop-down + calendar. +- :guilabel:`Cancellation Date`: select the date the vehicle lease will expire, or when the vehicle + will be no longer available, using the drop-down calendar. +- :guilabel:`Chassis Number`: enter the chassis number in the field. This is known in some countries + as the :abbr:`VIN (Vehicle Identification Number)` number. +- :guilabel:`Last Odometer`: enter the last known odometer reading in the number field. Using the + drop-down menu next to the number field, select whether the odometer reading is in kilometers + :guilabel:`(km)` or miles :guilabel:`(mi)`. +- :guilabel:`Fleet Manager`: select the fleet manager from the drop-down menu, or type in a new + fleet manager and click either :guilabel:`Create` or :guilabel:`Create and Edit`. +- :guilabel:`Location`: type in the location for the vehicle in the field. The most common scenario + for when this field would be populated is if a company has several office locations. The typical + office location where the vehicle is located would be the location entered. +- :guilabel:`Company`: select the company that the vehicle will be used for and associated with from + the drop-down menu, or type in a new company and click either :guilabel:`Create` or + :guilabel:`Create and Edit`. + +.. important:: + Creating a new company may cause a subscription price change depending on the current plan. Refer + to `Odoo's pricing plan `_ for more details. + +.. image:: new_vehicle/new-vehicle-type.png + :align: center + :alt: The new vehicle form, showing the vehicle tax section. + +Tax Info tab +------------ + +Fiscality +~~~~~~~~~ + +- :guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the size of the vehicles + 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:`Disallowed Expense Rate`: this is the amount of non-deductible expenses for the + vehicle. This amount is not counted towards any deductions on a tax return or as an allowable + expense when calculating taxable income. It is recommended to check with the accounting department + to ensure the value(s) entered are correct. + + - :guilabel:`Start Date`: enter the :guilabel:`Start Date` and :guilabel:`(%) Percentage` for when + the :guilabel:`Disallowed Expense Rate` value goes into effect. Click :guilabel:`Add a line` to + enter a date. Click on the blank line to display a calendar. Select the date by navigating to + the correct month and year using the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right + arrow)` icons, then click on the specific day. Enter the percentage that is disallowed in the + :guilabel:`% (percent)` field to the right of the date. The percentage should be entered in an + XX.XX format. Repeat this for all entries needed. + +Contract +~~~~~~~~ + +- :guilabel:`First Contract Date`: select the start date for the vehicle's first contract using the + drop-down calendar. Typically this is the day the vehicle is purchased or leased. +- :guilabel:`Catalog Value (VAT Incl.)`: enter the MSRP (Manufacturer's Suggested Retail Price) for + the vehicle at the time of purchase or lease. +- :guilabel:`Purchase Value`: enter the purchase price or the value of the lease for the vehicle. +- :guilabel:`Residual Value`: enter the current value of the vehicle. + +.. note:: + The values listed above will affect the accounting department. It is recommended to check with + the accounting department for more information and/or assistance with these values. + +.. image:: new_vehicle/new-vehicle-tax.png + :align: center + :alt: The new vehicle form, showing the vehicle tax section. + +Model tab +--------- + +If the model for the new vehicle is already configured in the database, the :guilabel:`Model` tab +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 +`. + +Check the information in the :guilabel:`Model` tab to ensure it is accurate. For example, the color +of the vehicle, or whether there is a trailer hitch installed or not, are examples of information +that may need updating. + +.. image:: new_vehicle/model-tab.png + :align: center + :alt: The new vehicle form, showing the vehicle tax section. + +Note tab +-------- + +Enter any notes for the vehicle in this section. diff --git a/content/applications/hr/fleet/new_vehicle/model-tab.png b/content/applications/hr/fleet/new_vehicle/model-tab.png new file mode 100644 index 000000000..265f026af Binary files /dev/null and b/content/applications/hr/fleet/new_vehicle/model-tab.png differ diff --git a/content/applications/hr/fleet/new_vehicle/new-vehicle-model.png b/content/applications/hr/fleet/new_vehicle/new-vehicle-model.png new file mode 100644 index 000000000..58fffaac8 Binary files /dev/null and b/content/applications/hr/fleet/new_vehicle/new-vehicle-model.png differ diff --git a/content/applications/hr/fleet/new_vehicle/new-vehicle-tax.png b/content/applications/hr/fleet/new_vehicle/new-vehicle-tax.png new file mode 100644 index 000000000..6bb5951ea Binary files /dev/null and b/content/applications/hr/fleet/new_vehicle/new-vehicle-tax.png differ diff --git a/content/applications/hr/fleet/new_vehicle/new-vehicle-type.png b/content/applications/hr/fleet/new_vehicle/new-vehicle-type.png new file mode 100644 index 000000000..7c9221cfa Binary files /dev/null and b/content/applications/hr/fleet/new_vehicle/new-vehicle-type.png differ