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3.8 KiB
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97 lines
3.8 KiB
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:show-content:
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=====
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Fleet
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=====
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This document outlines the configurations and settings for the *Fleet* application, for both
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:ref:`settings <fleet/settings>` and :ref:`manufacturers <fleet/manufacturers>`.
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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 app --> Configuration --> Settings`. Only
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two settings need configuration: :guilabel:`End Date Contract Alert` and :guilabel:`New Vehicle
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Request`.
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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 how many days before the end of a vehicle contract an
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alert should be sent. The responsible people receive an email informing them a vehicle contract is
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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 an alphabetical list. Each manufacturer's card lists how many specific
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models are configured for each particular manufacturer. Odoo comes with forty-six preconfigured
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:doc:`models <fleet/models>` from four major auto manufacturers, and one major bicycle manufacturer:
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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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.. seealso::
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- :doc:`fleet/models`
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- :doc:`fleet/new_vehicle`
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- :doc:`fleet/service`
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- :doc:`fleet/accidents`
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.. toctree::
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:titlesonly:
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fleet/models
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fleet/new_vehicle
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fleet/service
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fleet/accidents
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