198 lines
9.7 KiB
ReStructuredText
198 lines
9.7 KiB
ReStructuredText
==============
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Vehicle models
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==============
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When adding a vehicle to the fleet, specify the vehicle model to maintain updated records, which
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keeps track of specific details, like maintenance schedules and parts compatibility.
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Odoo comes with preconfigured car models from four major auto manufacturers: Audi, BMW, Mercedes,
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and Opel.
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If a new vehicle model joins the fleet, and it is not one of the preconfigured models from these
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manufacturers, the model (and/or manufacturer) **must** be :ref:`added to the
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database <fleet/add-model>`.
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Preconfigured models
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====================
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The following models are preconfigured in Odoo, and do not need to be added to the database:
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+-------+--------------+-----------+--------------+
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| AUDI | BMW | Mercedes | Opel |
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+=======+==============+===========+==============+
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| A1 | Serie 1 | 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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To add a new vehicle model, navigate to :menuselection:`Fleet app --> Configuration --> Models:
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Models`. Click :guilabel:`New`, and in a new vehicle model form, enter the following information on
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the form.
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.. note::
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Be advised, some fields are specific to Belgian based companies, so not all fields or sections
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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 click :guilabel:`Create` or :guilabel:`Create and
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edit..`.
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.. note::
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When the manufacturer is selected, if it is one of the default manufacturers in *Odoo*, the
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logo for the manufacturer automatically loads in the image box in the top-right corner.
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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 affects payroll.
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- :guilabel:`Category`: select a category for the vehicle from the drop-down menu. To create a new
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category, type in the category and then click :guilabel:`Create (new category)`.
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Information tab
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---------------
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In the :guilabel:`Information` tab, specify details about the car model, such as the car size,
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passenger capacity, cost settings (applicable to the Belgium localization only), and engine
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information.
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Model section
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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`: tick this checkbox if the vehicle has a trailer hitch installed.
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Salary section
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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
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company has their localization setting set to Belgium. The cost values are all *monthly*, with
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the exception of the :guilabel:`Catalog Value (VAT Incl.)`.
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- :guilabel:`Can be requested`: tick this checkbox if employees can request this model vehicle, if a
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vehicle is part of their employee contract.
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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`: represents the carbon dioxide emission fee paid to the Belgian government.
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This value is automatically calculated, based on Belgian laws and regulations, and **cannot** be
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modified. The value is based on the figure entered in the :guilabel:`CO2 Emissions` field (in the
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:guilabel:`Engine` section of the :guilabel:`Information` tab) on the vehicle form.
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.. important::
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Modifying the :guilabel:`CO2 Emissions` field adjusts the value in the :guilabel:`CO2 fee` field.
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- :guilabel:`Cost (Depreciated)`: enter the monthly vehicle cost, which appears in the salary
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configurator for future employees. This value impacts the gross and net salary of the employee
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assigned to the vehicle. This figure is depreciated over time, according to local tax laws. The
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:guilabel:`Cost (Depreciated)` does **not** depreciate automatically on the *vehicle model*, it
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only depreciates based on the *contract* linked to a specific vehicle.
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- :guilabel:`Total Cost (Depreciated)`: this value is the combination of the :guilabel:`Cost
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(Depreciated)` and the :guilabel:`C02 fee` fields. It also 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 from 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 :guilabel:`Manual` or :guilabel:`Automatic` transmission from the
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drop-down menu.
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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
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vehicle's engine. This is determined by local taxes and regulations, and varies depending on the
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location. It is recommended to check with the accounting department to ensure this value is
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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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Specify the vendors a vehicle can be purchased from in this tab. With proper setup, requests for
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quotations for vehicles can be easily created through Odoo's *Purchase* app.
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To add a vendor, click :guilabel:`Add`, which opens an :guilabel:`Add: Vendors` pop-up window, with
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a list of all the vendors currently in the database. Add a vendor by ticking the checkbox next to
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the vendor name, then click :guilabel:`Select`. There is no limit to the number of vendors that can
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be added to this list.
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If a vendor is not in the database, add a vendor by clicking :guilabel:`New` in the bottom-left of
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the :guilabel:`Add: Vendors` pop-up window. In the :guilabel:`Create Vendors` form that appears,
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enter the necessary information, then click :guilabel:`Save & Close` to add the vendor, or click
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:guilabel:`Save & New` to add the current vendor and create another new vendor.
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.. image:: models/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 easily see what kinds of vehicles are in the fleet. Model categories are set on the :ref:`vehicle
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model form <fleet/add-model>`.
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Odoo does **not** come with any models preconfigured; all models **must** be added.
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To view any models currently set up in the database, navigate to :menuselection:`Fleet app -->
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Configuration --> Models: Categories`. 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 the :guilabel:`New` button in the top-left corner of the
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:guilabel:`Categories` page. A new entry line appears at the bottom of the list. Type in the new
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category, then either click :guilabel:`Save`, or click anywhere on the screen, to save the entry.
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To reorganize how the categories appear in the list, click on the :icon:`oi-draggable`
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:guilabel:`(draggable)` icon to the left of any desired category name, and drag the line to the
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desired position.
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The order of the list does not affect the database in any way. However, it may be preferable to view
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the vehicle categories in a specific order, for example, by size, or the numbers of passengers the
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vehicle can carry.
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.. image:: models/categories.png
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:align: center
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:alt: List view of the models in the fleet.
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