1- ==============
2- Vehicle models
3- ==============
1+ ======================
2+ Models & manufacturers
3+ ======================
4+
5+ Odoo's **Fleet ** app categorizes each vehicle by *manufacturer * and *model * (e.g. `BMW `, `X2 `).
6+ Before the vehicle can be added to the Odoo database, its :ref: `manufacturer <fleet/manufacturers >`
7+ and a :ref: `model <fleet/add-model >` records must already exist in the database.
8+
9+ .. _fleet/manufacturers :
10+
11+ Manufacturers
12+ =============
13+
14+ Odoo's **Fleet ** app comes preconfigured with sixty-six commonly used car and bicycle manufacturers
15+ in the database, along with their logos. To view the pre-loaded manufacturers, go to
16+ :menuselection: `Fleet app --> Configuration --> Manufacturers `.
17+
18+ The default filter, :guilabel: `With Models `, displays only manufacturers that already have vehicle
19+ models. Remove the default filter to view *all * manufacturers.
20+
21+ Manufacturers re listed alphabetically, and each card shows how many specific :ref: `models
22+ <fleet/models>` are configured for each particular manufacturer.
23+
24+ .. image :: models/manufacturer.png
25+ :alt: Manufacturer card with the amount of models listed.
26+
27+ .. _fleet/add-manufacturers :
28+
29+ Add a manufacturer
30+ ------------------
31+
32+ To add a new manufacturer to the database, click :guilabel: `New ` in the upper-left corner, to open a
33+ blank manufacturers form. Type the name of the manufacturer in the :guilabel: `Name ` field, and
34+ select an image to upload for the logo.
35+
36+ .. _fleet/models :
37+
38+ Models
39+ ======
440
541When adding a vehicle to the fleet, specify the vehicle model to maintain updated records, which
642keeps track of specific details, like maintenance schedules and parts compatibility.
743
8- Odoo comes with preconfigured car models from four major auto manufacturers: Audi, BMW, Mercedes,
9- and Opel.
10-
11- If a new vehicle model joins the fleet, and it is not one of the preconfigured models from these
12- manufacturers, the model (and/or manufacturer) **must ** be :ref: `added to the
13- database <fleet/add-model>`.
14-
15- Preconfigured models
16- ====================
17-
18- The following models are preconfigured in Odoo, and do not need to be added to the database:
19-
20- +-------+--------------+-----------+--------------+
21- | AUDI | BMW | Mercedes | Opel |
22- +=======+==============+===========+==============+
23- | A1 | Serie 1 | Class A | Agilia |
24- +-------+--------------+-----------+--------------+
25- | A3 | Serie 3 | Class B | Ampera |
26- +-------+--------------+-----------+--------------+
27- | A4 | Serie 5 | Class C | Antara |
28- +-------+--------------+-----------+--------------+
29- | A5 | Serie 6 |Class CL | Astra |
30- +-------+--------------+-----------+--------------+
31- | A6 | Serie 7 | Class CLS | AstraGTC |
32- +-------+--------------+-----------+--------------+
33- | A7 | Serie Hybrid | Class E | Combo Tour |
34- +-------+--------------+-----------+--------------+
35- | A8 | Serie M | Class GL | Corsa |
36- +-------+--------------+-----------+--------------+
37- | Q3 | Serie X | Class GLK | Insignia |
38- +-------+--------------+-----------+--------------+
39- | Q5 | Serie Z4 | Class M | Meriva |
40- +-------+--------------+-----------+--------------+
41- | Q7 | | Class R | Mokka |
42- +-------+--------------+-----------+--------------+
43- | TT | | Class S | Zafira |
44- +-------+--------------+-----------+--------------+
45- | | | Class SLK | Zafira Tourer|
46- +-------+--------------+-----------+--------------+
47- | | | Class SLS | |
48- +-------+--------------+-----------+--------------+
44+ Unlike :ref: `manufacturers <fleet/manufacturers >`, models do **not ** come preconfigured in the
45+ **Fleet ** app. When a new vehicle model joins the fleet, the model (and, if necessary, the
46+ manufacturer) **must ** be :ref: `added to the database <fleet/add-model >`.
4947
5048.. _fleet/add-model :
5149
52- Add a new model
53- ===============
50+ Add a model
51+ -----------
5452
55- To add a new vehicle model, navigate to :menuselection: `Fleet app --> Configuration --> Models:
56- Models `. Click :guilabel: `New `, and in a new vehicle model form, enter the following information on
57- the form.
53+ To add a new vehicle model, navigate to :menuselection: `Fleet app --> Configuration --> Models `.
54+ Click :guilabel: `New ` in the upper-left corner, and enter the following information on the new model
55+ form.
5856
5957.. note ::
60- Be advised, some fields are specific to Belgian based companies, so not all fields or sections
61- may be visible depending on the location of the company .
58+ Depending on the installed :doc: ` localization < ../../finance/fiscal_localizations >`, some fields
59+ or sections may not appear .
6260
63- - :guilabel: `Model name `: enter the model name in the field.
64- - :guilabel: `Manufacturer `: select the manufacturer from the drop-down menu. If the manufacturer is
65- not configured, type in the manufacturer, and click :guilabel: `Create ` or :guilabel: `Create and
66- edit.. `.
61+ - :guilabel: `Model name `: Enter the model name in the field.
62+ - :guilabel: `Manufacturer `: Using the drop-down menu, select the manufacturer. If it is not
63+ configured, :ref: `add the manufacturer <fleet/add-manufacturers >`
64+ - :guilabel: `Vehicle Type `: Using the drop-down menu, select one of two preconfigured vehicle types,
65+ either :guilabel: `Car ` or :guilabel: `Bike `.
6766
68- .. note ::
69- When the manufacturer is selected, if it is one of the default manufacturers in * Odoo *, the
70- logo for the manufacturer automatically loads in the image box in the top-right corner .
67+ .. important ::
68+ Additional vehicle types can ** not ** be added. ** Fleet ** keeps them fixed to preserve its
69+ ** Payroll ** integration, where vehicles may count as employee benefits .
7170
72- - :guilabel: `Vehicle Type `: select one of two preconfigured vehicle types, either :guilabel: `Car ` or
73- :guilabel: `Bike `, from the drop-down menu. The vehicle types are hardcoded in Odoo, and are
74- integrated with the *Payroll * application, since vehicles can be part of an employee's benefits.
75- Adding additional vehicle types is *not * possible as it affects payroll.
76- - :guilabel: `Category `: select a category for the vehicle from the drop-down menu. To create a new
77- category, type in the category and then click :guilabel: `Create (new category) `.
71+ - :guilabel: `Category `: Using the drop-down menu, select a :ref: `category <fleet/categories >` for
72+ the vehicle or :ref: `create a new one <fleet/new-category >`.
7873
7974Information tab
8075---------------
@@ -83,121 +78,128 @@ In the :guilabel:`Information` tab, specify details about the car model, such as
8378passenger capacity, cost settings (applicable to the Belgium localization only), and engine
8479information.
8580
86- Model section
87- ~~~~~~~~~~~~~
81+ Model
82+ ~~~~~
8883
89- - :guilabel: `Seats Number `: enter how many passengers the vehicle can accommodate.
90- - :guilabel: `Doors Number `: enter the number of doors the vehicle has.
91- - :guilabel: `Color `: enter the color of the vehicle.
92- - :guilabel: `Model Year `: enter the year the vehicle was manufactured.
93- - :guilabel: `Trailer Hitch `: tick this checkbox if the vehicle has a trailer hitch installed.
84+ - :guilabel: `Seats Number `: Enter how many passengers the vehicle can accommodate.
85+ - :guilabel: `Doors Number `: Enter the number of doors the vehicle has.
86+ - :guilabel: `Model Year `: Enter the year the vehicle was manufactured.
87+ - :guilabel: `Trailer Hitch `: Tick this checkbox if the vehicle has a trailer hitch installed.
9488
95- Salary section
96- ~~~~~~~~~~~~~~
89+ Salary
90+ ~~~~~~
9791
98- .. note ::
99- The :guilabel: `Salary ` section **only ** appears for Belgian-based companies, and **only ** if the
100- company has their localization setting set to Belgium. The cost values are all *monthly *, with
101- the exception of the :guilabel: `Catalog Value (VAT Incl.) `.
92+ The :guilabel: `Salary ` section **only ** appears if the company has their localization setting set to
93+ Belgium. The cost values are all *monthly *, with the exception of the :guilabel: `Catalog Value (VAT
94+ Incl.) `.
10295
103- - :guilabel: `Can be requested `: tick this checkbox if employees can request this model vehicle, if a
96+ - :guilabel: `Can be requested `: Tick this checkbox if employees can request this model vehicle, if a
10497 vehicle is part of their employee contract.
10598- :guilabel: `Catalog Value (VAT Incl.) `: enter the :abbr: `MSRP ( Manufacturer's Suggested Retail
10699 Price ) ` for the vehicle at the time of purchase or lease.
107- - :guilabel: `C02 fee `: represents the carbon dioxide emission fee paid to the Belgian government.
100+ - :guilabel: `C02 fee `: Represents the carbon dioxide emission fee paid to the Belgian government.
108101 This value is automatically calculated, based on Belgian laws and regulations, and **cannot ** be
109102 modified. The value is based on the figure entered in the :guilabel: `CO2 Emissions ` field (in the
110103 :guilabel: `Engine ` section of the :guilabel: `Information ` tab) on the vehicle form.
111104
112105.. important ::
113106 Modifying the :guilabel: `CO2 Emissions ` field adjusts the value in the :guilabel: `CO2 fee ` field.
114107
115- - :guilabel: `Cost (Depreciated) `: enter the monthly vehicle cost, which appears in the salary
108+ - :guilabel: `Cost (Depreciated) `: Enter the monthly vehicle cost, which appears in the salary
116109 configurator for future employees. This value impacts the gross and net salary of the employee
117110 assigned to the vehicle. This figure is depreciated over time, according to local tax laws. The
118111 :guilabel: `Cost (Depreciated) ` does **not ** depreciate automatically on the *vehicle model *, it
119112 only depreciates based on the *contract * linked to a specific vehicle.
120- - :guilabel: `Total Cost (Depreciated) `: this value is the combination of the :guilabel: `Cost
113+ - :guilabel: `Total Cost (Depreciated) `: This value is the combination of the :guilabel: `Cost
121114 (Depreciated) ` and the :guilabel: `C02 fee ` fields. It also depreciated over time.
122115
123116Engine
124117~~~~~~
125118
126- - :guilabel: `Fuel Type `: select the type of fuel the vehicle uses from the drop-down menu. The
127- options are :guilabel: `Diesel `, :guilabel: `Gasoline `, :guilabel: `Hybrid Diesel `, :guilabel: `Hybrid
128- Gasoline `, :guilabel: `Plug-in Hybrid Diesel `, :guilabel: `Plug-in Hybrid Gasoline `,
129- :guilabel: `CNG `, :guilabel: `LPG `, :guilabel: `Hydrogen `, or :guilabel: `Electric `.
130- - :guilabel: `CO2 Emissions `: enter the average carbon dioxide emissions the vehicle produces in
119+ - :guilabel: `Fuel Type `: Using the drop-down menu, select the type of fuel the vehicle uses. The
120+ default options are :guilabel: `Diesel `, :guilabel: `Gasoline `, :guilabel: `Full Hybrid `
121+ :guilabel: `Plug-in Hybrid Diesel `, :guilabel: `Plug-in Hybrid Gasoline `, :guilabel: `CNG `,
122+ :guilabel: `LPG `, :guilabel: `Hydrogen `, or :guilabel: `Electric `.
123+ - :guilabel: `Range `: Enter the distance the vehicle can travel on one tank of gas, or one battery
124+ charge, in kilometers.
125+ - :guilabel: `CO2 Emissions `: Enter the average carbon dioxide emissions the vehicle produces in
131126 grams per kilometer (g/km). This information is provided by the car manufacturer.
132- - :guilabel: `CO2 Standard `: enter the standard amount of carbon dioxide in grams per kilometer
127+ - :guilabel: `CO2 Standard `: Enter the standard amount of carbon dioxide in grams per kilometer
133128 (g/km) for a similar-sized vehicle.
134- - :guilabel: `Transmission `: select :guilabel: `Manual ` or :guilabel: `Automatic ` transmission from the
135- drop-down menu.
136- - :guilabel: `Power `: if the vehicle is electric or hybrid, enter the power the vehicle uses in
137- kilowatts (kW).
138- - :guilabel: `Horsepower `: enter the vehicle's horsepower in this field.
139- - :guilabel: `Horsepower Taxation `: enter the amount that is taxed, based on the size of the
129+ - :guilabel: `Transmission `: Using the drop-down menu, select the type of transmission, either
130+ :guilabel: `Manual ` or :guilabel: `Automatic `.
131+ - :guilabel: `Power Unit `: Using the drop-down menu, select how the vehicle's power is measured,
132+ either in kilowatts or horsepower.
133+ - :guilabel: `Power `: If the vehicle is electric or hybrid, enter the power the vehicle uses in
134+ kilowatts (:guilabel: `kW `). This field only appears if :guilabel: `kW ` is selected for the
135+ :guilabel: `Power ` field.
136+ - :guilabel: `Horsepower `: Enter the vehicle's horsepower in this field. This field only appears if
137+ :guilabel: `Horsepower ` is selected for the :guilabel: `Power ` field.
138+ - :guilabel: `Horsepower Taxation `: Enter the amount that is taxed, based on the size of the
140139 vehicle's engine. This is determined by local taxes and regulations, and varies depending on the
141140 location. It is recommended to check with the accounting department to ensure this value is
142- correct.
143- - :guilabel: `Tax Deduction `: this field auto-populates, according to the engine specifications, and
144- **cannot ** be modified. The percentage is based on the localization settings and local tax laws.
141+ correct. This field only appears if :guilabel: `Horsepower ` is selected for the :guilabel: `Power `
142+ field.
143+ - :guilabel: `Horsepower Taxation `: Enter the amount of taxes incurred according to the engine
144+ specifications. The number is dependent on the local tax laws, therefore it is recommended to
145+ check with the accounting department to ensure the correct taxation amount is entered. This field
146+ only appears if the :guilabel: `Power ` field is set to :guilabel: `Horsepower `.
147+ - :guilabel: `Tax Deduction `: The percentage that can be deducted from taxes is populated based on
148+ the localization, and **cannot ** be modified. This field only appears for certain localizations.
145149
146150Vendors tab
147151-----------
148152
149- Specify the vendors a vehicle can be purchased from in this tab. With proper setup, requests for
150- quotations for vehicles can be easily created through Odoo's *Purchase * app.
153+ Specify the vendors a vehicle can be purchased from in this tab. With proper setup, :doc: `requests
154+ for quotations <../../inventory_and_mrp/purchase/manage_deals/rfq>` for vehicles can be created
155+ through Odoo's **Purchase ** app.
151156
152- To add a vendor, click :guilabel: `Add `, which opens an :guilabel: `Add: Vendorspop-up window, with
153- a list of all the vendors currently in the database. Add a vendor by ticking the checkbox next to
154- the vendor name, then click :guilabel: ` Select `. There is no limit to the number of vendors that can
155- be added to this list.
157+ To add a vendor, click :guilabel: `Add ` in the upper-left corner of the :guilabel: `Vendors ` tab. This
158+ opens an :guilabel: ` Add: Vendors ` pop-up window, with a list of all the vendors currently in the
159+ database. Add a vendor by ticking the checkbox next to the vendor name, then click
160+ :guilabel: ` Select `. No limitations exist on the number of vendors that can be added to this list.
156161
157- If a vendor is not in the database, add a vendor by clicking :guilabel: `New ` in the bottom-left of
158- the :guilabel: `Add: Vendors ` pop-up window. In the :guilabel: `Create Vendors ` form that appears,
159- enter the necessary information, then click :guilabel: `Save & Close ` to add the vendor, or click
160- :guilabel: `Save & New ` to add the current vendor and create another new vendor.
162+ If a vendor is * not * already in the dat
10000
abase, add a vendor by clicking :guilabel: `New ` in the
163+ bottom-left of the :guilabel: `Add: Vendors ` pop-up window. In the :guilabel: `Create Vendors ` form
164+ that appears, enter the necessary information, then click :guilabel: `Save & Close ` to add the
165+ vendor, or click :guilabel: `Save & New ` to add the current vendor and create another new vendor.
161166
162167.. image :: models/vendor.png
163- :align: center
164168 :alt: Vendor form to fill out when adding a new vendor.
165169
166170.. _fleet/categories :
167171
168172Model category
169173==============
170174
171- To best organize a fleet, it is recommended to have vehicle models housed under a specific category,
172- to easily see what kinds of vehicles are in the fleet. Model categories are set on the :ref: `vehicle
173- model form <fleet/add-model>`.
175+ To aid with fleet organization, it is recommended to have vehicle models housed under a specific
176+ category. Model categories are set on the :ref: `vehicle model form <fleet/add-model >`.
174177
175- Odoo does **not ** come with any models preconfigured; all models **must ** be added.
178+ Odoo does **not ** come with any categories preconfigured; all categories **must ** be added.
176179
177- To view any models currently set up in the database, navigate to :menuselection: `Fleet app -->
178- Configuration --> Models: Categories `. All models are displayed in a list view.
180+ To view any categories currently set up in the database, navigate to :menuselection: `Fleet app -->
181+ Configuration --> Categories `. All categories are displayed in a list view.
182+
183+ .. _fleet/new-category :
179184
180185Add a new model category
181186------------------------
182187
183188To add a new category, click the :guilabel: `New ` button in the top-left corner of the
184- :guilabel: `Categories ` page. A new entry line appears at the bottom of the list. Type in the new
185- category, then either click :guilabel: `Save `, or click anywhere on the screen, to save the entry.
189+ :guilabel: `Categories ` dashboard. A new entry line appears at the bottom of the list. Type in the
190+ new category, then either click :guilabel: `Save `, or click anywhere on the screen, to save the
191+ entry.
186192
187193To reorganize how the categories appear in the list, click on the :icon: `oi-draggable `
188194:guilabel: `(draggable) ` icon to the left of any desired category name, and drag the line to the
189195desired position.
190196
191- The order of the list does not affect the database in any way. However, it may be preferable to view
192- the vehicle categories in a specific order, for example, by size, or the numbers of passengers the
193- vehicle can carry.
197+ The order of the list does * not * affect the database in any way. However, it may be preferable to
198+ view the vehicle categories in a specific order, for example, by size, or the number of passengers
199+ the vehicle can carry.
194200
195201.. note ::
196202 When used with the **Inventory ** app, the :guilabel: `Max Weight ` and :guilabel: `Max Volume `
197203 fields track a vehicle's capacity. This helps manage in-house deliveries by :doc: `showing how
198204 much space and weight remain for loading products
199205 <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch>`.
200-
201- .. image :: models/categories.png
202- :align: center
203- :alt: List view of the models in the fleet.
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