documentation/content/applications/hr/fleet.rst
Lara Martini (larm) 71e2a50d40 [ADD] Fleet: new accident management doc
closes odoo/documentation#10263

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-07-30 14:38:39 +00:00

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=====
Fleet
=====
This document outlines the configurations and settings for the *Fleet* application, for both
:ref:`settings <fleet/settings>` and :ref:`manufacturers <fleet/manufacturers>`.
.. _fleet/settings:
Settings
========
To access the settings menu, go to :menuselection:`Fleet app --> Configuration --> Settings`. Only
two settings need configuration: :guilabel:`End Date Contract Alert` and :guilabel:`New Vehicle
Request`.
.. image:: fleet/fleet-settings.png
:align: center
:alt: Settings available for the Fleet application.
End Date Contract Alert
-----------------------
The :guilabel:`End Date Contract Alert` field how many days before the end of a vehicle contract an
alert should be sent. The responsible people receive an email informing them a vehicle contract is
about to expire in the number of days defined in this field.
.. note::
To determine who the responsible person is for a contract, open an individual contract. The
person listed as :guilabel:`Responsible` under the :guilabel:`Contract Information` section of
the contract is the person who will receive the alert.
To access all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all
contracts appear in the list. Click on a :guilabel:`Contract` to view it.
An individual contract can also be found by navigating to :menuselection:`Fleet app --> Fleet -->
Fleet` and clicking on an individual vehicle. On the vehicle form, click the
:guilabel:`Contracts` smart button at the top of the page. The contract(s) associated with this
vehicle only appears in the list. Click on an individual contract to open it. The
:guilabel:`Responsible` person is listed on the contract.
New Vehicle Request
-------------------
The :guilabel:`New Vehicle Request` field sets a limit on how many new vehicles are requested based
on fleet availability. An employee filling out the salary configurator form (after being offered a
position), will *not* be able to request a new car if the number of existing cars is greater than
the number specified in the :guilabel:`New Vehicle Request` field. Enter the specific number limit
for existing available cars in this field.
.. example::
If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and there are 25 vehicles
available, an employee would not be able to request a new vehicle. If there are only 10 cars
available, then the employee would be able to request a new vehicle.
.. _fleet/manufacturers:
Manufacturers
=============
Odoo *Fleet* comes pre-configured with sixty-six commonly used car and bicycle manufacturers in the
database, along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet
app --> Configuration --> Manufacturers`.
The manufacturers appear in an alphabetical list. Each manufacturer's card lists how many specific
models are configured for each particular manufacturer. Odoo comes with forty-six preconfigured
:doc:`models <fleet/models>` from four major auto manufacturers, and one major bicycle manufacturer:
Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle).
.. image:: fleet/manufacturer.png
:align: center
:alt: Manufacturer card with the amount of models listed.
Add a manufacturer
------------------
To add a new manufacturer to the database, click :guilabel:`Create`. A manufacturer form will load.
Only two pieces of information are needed, the :guilabel:`Name` of the manufacturer, and the logo.
Type the name of the manufacturer in the name field, and select an image to upload for the logo.
When the information is entered, click :guilabel:`Save`.
.. seealso::
- :doc:`fleet/models`
- :doc:`fleet/new_vehicle`
- :doc:`fleet/service`
- :doc:`fleet/accidents`
.. toctree::
:titlesonly:
fleet/models
fleet/new_vehicle
fleet/service
fleet/accidents