|
| 1 | +================= |
| 2 | +Add a new vehicle |
| 3 | +================= |
| 4 | + |
| 5 | +Odoo Fleet manages all vehicles and the accompanying documentation that comes with vehicle |
| 6 | +maintenance and driver's records. |
| 7 | + |
| 8 | +All vehicles are organized on the main :guilabel:`Fleet` dashboard. Each vehicle has its own |
| 9 | +*vehicle form*, which is displayed as a card in the kanban view. Every vehicle form is displayed in |
| 10 | +its current corresponding kanban status column. |
| 11 | + |
| 12 | +To add a new vehicle to the fleet, click the :guilabel:`Create` button, and a blank vehicle form |
| 13 | +will load. Enter the vehicle information in the vehicle form, then click :guilabel:`Save`. |
| 14 | + |
| 15 | +Vehicle form fields |
| 16 | +=================== |
| 17 | + |
| 18 | +- :guilabel:`Model`: Select the vehicle's model from the drop-down menu. If the model is not listed, |
| 19 | + type in the model name and click either :guilabel:`Create` or :guilabel:`Create and Edit`. |
| 20 | +- :guilabel:`License Plate`: Enter the vehicle's license plate number in this field. |
| 21 | +- :guilabel:`Tags`: Select any tags from the drop-down menu, or type in a new tag. There is no limit |
| 22 | + on the amount of tags that can be selected. |
| 23 | + |
| 24 | +.. note:: |
| 25 | + The :guilabel:`Model` is the only required field on the new vehicle form. When a model is |
| 26 | + selected, other fields will appear on the vehicle form. If some of the fields do not appear, this |
| 27 | + may indicate there is no model selected. |
| 28 | + |
| 29 | +Driver |
| 30 | +------ |
| 31 | + |
| 32 | +- :guilabel:`Driver`: Select the driver from the drop-down menu, or type in a new driver and click |
| 33 | + either :guilabel:`Create` or :guilabel:`Create and Edit`. |
| 34 | +- :guilabel:`Mobility Card`: If the selected driver has a mobility card listed on their employee |
| 35 | + card in the *Employees* application, the mobility card number will appear in this field. If there |
| 36 | + is no mobility card listed and one should be added, :doc:`edit the employee card |
| 37 | + </applications/hr/employees/new_employee>` in the *Employees* application. |
| 38 | + |
| 39 | +- :guilabel:`Future Driver`: If the next driver for the vehicle is known, select the next driver |
| 40 | + from the drop-down menu, or type in the next driver and click either :guilabel:`Create` or |
| 41 | + :guilabel:`Create and Edit`. |
| 42 | +- :guilabel:`Plan To Change Car`: If the current driver set for this vehicle plans to change their |
| 43 | + vehicle, either because they are waiting on a new vehicle that is being ordered, or this is a |
| 44 | + temporary vehicle assignment and they know which vehicle they will be driving next, check this |
| 45 | + box. If the current driver does not plan to change their vehicle and use this current vehicle, do |
| 46 | + not check this box. |
| 47 | +- :guilabel:`Assignment Date`: Select the date the vehicle will be available for another driver |
| 48 | + using the drop-down calendar module. If this is blank, this indicates the vehicle is currently |
| 49 | + available and can be assigned to another driver. |
| 50 | + |
| 51 | +Vehicle |
| 52 | +------- |
| 53 | + |
| 54 | +- :guilabel:`Immatriculation Date`: Select the date the vehicle is acquired using the drop-down |
| 55 | + calendar module. |
| 56 | +- :guilabel:`Cancellation Date`: Select the date the vehicle lease will expire, or when the vehicle |
| 57 | + will be no longer available, using the drop-down calendar module. |
| 58 | +- :guilabel:`Chasis Number`: Enter the chasis number in the field. This is known in some countries |
| 59 | + as the :abbr:`VIN (Vehicle Identification Number)` number. |
| 60 | +- :guilabel:`Last Odometer`: Enter the last known odometer reading in the number field. Using the |
| 61 | + drop-down menu next to the number field, select whether the odometer reading is in kilometers |
| 62 | + :guilabel:`(km)` or miles :guilabel:`(mi)`. |
| 63 | +- :guilabel:`Fleet Manager`: Select the fleet manager from the drop-down menu, or type in a new |
| 64 | + fleet manager and click either :guilabel:`Create` or :guilabel:`Create and Edit`. |
| 65 | +- :guilabel:`Location`: Type in the location for the vehicle in the field. The most common scenario |
| 66 | + for when this field would be populated is if a company has several office locations. The typical |
| 67 | + office location where the vehicle is located would be the location entered. |
| 68 | +- :guilabel:`Company`: Select the company that the vehicle will be used for and associated with from |
| 69 | + the drop-down menu, or type in a new company and click either :guilabel:`Create` or |
| 70 | + :guilabel:`Create and Edit`. |
| 71 | + |
| 72 | +.. image:: new_vehicle/new-vehicle-type.png |
| 73 | + :align: center |
| 74 | + :alt: The new vehicle form, showing the vehicle tax section. |
| 75 | + |
| 76 | +Tax Info tab |
| 77 | +------------ |
| 78 | + |
| 79 | +Fiscality |
| 80 | +~~~~~~~~~ |
| 81 | + |
| 82 | +- :guilabel:`Horsepower Taxation`: Enter the amount that is taxed based on the size of the vehicles |
| 83 | + engine. This is determined by local taxes and regulations, and varies depending on the location. |
| 84 | + It is recommended to check with the accounting department to ensure this value is correct. |
| 85 | +- :guilabel:`Disallowed Expense Rate`: Enter the amount of non-deductible expenses for the vehicle. |
| 86 | + This amount is not counted towards any deductions on a tax return or as an allowable expense |
| 87 | + when calculating taxable income. It is recommended to check with the accounting department to |
| 88 | + ensure this value is correct. |
| 89 | +- :guilabel:`Start Date`: Enter the date these two values will affect the taxes, using the |
| 90 | + drop-down calendar module. |
| 91 | + |
| 92 | +Contract |
| 93 | +~~~~~~~~ |
| 94 | + |
| 95 | +- :guilabel:`First Contract Date`: Select the start date for the vehicle's first contract using |
| 96 | + the drop-down calendar module. Typically this is the day the vehicle is purchased or leased. |
| 97 | +- :guilabel:`Catalog Value (VAT Incl.)`: Enter the MSRP (Manufacturer's Suggested Retail Price) for |
| 98 | + the vehicle at the time of purchase or lease. |
| 99 | +- :guilabel:`Purchase Value`: Enter the purchase price or the value of the lease for the vehicle. |
| 100 | +- :guilabel:`Residual Value`: Enter the current value of the vehicle. |
| 101 | + |
| 102 | +.. image:: new_vehicle/new-vehicle-tax.png |
| 103 | + :align: center |
| 104 | + :alt: The new vehicle form, showing the vehicle tax section. |
| 105 | + |
| 106 | +Model tab |
| 107 | +--------- |
| 108 | + |
| 109 | +Model |
| 110 | +~~~~~ |
| 111 | + |
| 112 | +- :guilabel:`Model Year`: Enter the year the vehicle was manufactured. |
| 113 | +- :guilabel:`Transmission`: Select the transmission type from the drop-down menu, either |
| 114 | + :guilabel:`Manual` or :guilabel:`Automatic`. |
| 115 | +- :guilabel:`Color`: Enter the color of the vehicle. |
| 116 | +- :guilabel:`Seats Number`: Enter how many passengers the vehicle can accommodate. |
| 117 | +- :guilabel:`Doors Number`: Enter the number of doors the vehicle has. |
| 118 | +- :guilabel:`Trailer Hitch`: Check this box if the vehicle has a trailer hitch. |
| 119 | + |
| 120 | +Engine |
| 121 | +~~~~~~ |
| 122 | + |
| 123 | +- :guilabel:`Horsepower`: Enter the vehicle's horsepower in this field. |
| 124 | +- :guilabel:`Power`: If the vehicle is electric or hybrid, enter the power the vehicle uses in |
| 125 | + kilowatts (kW). |
| 126 | +- :guilabel:`Fuel Type`: Select the type of fuel the vehicle uses form 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 carbon dioxide emissions the vehicle produces in grams per |
| 131 | + kilometer (g/km). |
| 132 | +- :guilabel:`Co2 Standard`: Enter the standard amount of carbon dioxide for a similar sized vehicle. |
| 133 | + |
| 134 | +.. image:: new_vehicle/new-vehicle-model.png |
| 135 | + :align: center |
| 136 | + :alt: The new vehicle form, showing the vehicle tax section. |
| 137 | + |
| 138 | +Note tab |
| 139 | +-------- |
| 140 | + |
| 141 | +Enter any notes for the vehicle in this section. |
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