Odoo 14 Community Edition

Fleet Management

Odoo Fleet management module is the best solution for effortlessly running the fleet operations of your company. In the Odoo platform, the fleet of vehicles such as cars, trucks, buses, or any type of vehicle in a company can be managed in an efficient manner. The Fleet management operations of Odoo will provide complete control of operations from allocating a vehicle for each department, repairs and insurance management, and even records driver details. Also, the vehicle maintenance activities can be managed in a smooth way. Moreover, this module provides an insight into the efficient maintenance of vehicle history. The module can be customized as per the needs of your company specifications and can be integrated with other modules.

Let's look at the list of the features of this module.:

  • You can easily identify each vehicle of your fleet and manage the vehicles.
  • Systematic maintenance of vehicle histories such as vehicle brand and model number, engine volume, number of doors and seats, license plate, fuel type, registration, etc.
  • Keeps records of odometer value to track the vehicle’s mileage to forecast the service and maintenance.
  • Records driver details.
  • Create different statuses to make clarity in ordered vehicles, vehicles in your park, the vehicle’s that you don’t own anymore, etc.
  • Get a clear idea about all the costs for each vehicle.
  • Monitor fuel consumption.
  • Create a custom report.
  • Costs analysis.

Now let us discuss the module in detail.

The home dashboard of the Odoo fleet management module is depicted below where you can view the vehicle details on the various stages of operations in a company such as New Request, To Order, Ordered, Registered, Downgraded, Reserve, and many more. You can also add new stages by selecting the Add a column option available. Moreover, the window can be viewed in both Kanban and List view. Also, the activity view is possible. The image of the window in kanban view is depicted below.

Odoo Community Edition Book

The various default and customizable features such as filters, group by, favorite searches are also available. Using this window you can create new vehicles. This can be done by selecting the Create icon available.

In this creation window, you can specify the Model of the vehicle, allocate the License plate number of the vehicle, and can provide a Tag from the list, or create a new one.

Under the Driver menu, you can allocate the present Driver of the vehicle and also the next driver of the vehicle as Future Driver. You can also enable the option Plan To Change Car if you have the plan to do so. Moreover, you can allocate the Assignment Date which is the date at which the vehicle or car will be available. If you do not set any date, which means it's available instantly. After that, you can allocate the Location of the vehicle.The image of the vehicle creation window is depicted below.

Odoo Community Edition Book

In the Vehicle menu, you can provide the vehicular information such as Chassis Number, Catalog Value, Purchase Value, and Residual Value. Moreover, you can allocate the Company.

Under the Contract menu, you can allocate the Manager and First Contract Date. Now in the Model menu, you can specify the Color and the Model year.

So far we were discussing the home dashboard of the module and the Vehicle creation form. Now let us discuss the Odometers window available in the module.

Odometers

The Odometers menu in the platform can be accessed from the Vehicles menu of the module. This window displays the meter readings of the vehicle on different occasions. The image of the window is depicted below where you can view all the Odometer listings available. The image of the window is depicted below where you can view all the Odometers described in the platform along with the respective Date, Vehicle, Driver, Odometer value, and Unit.

Odoo Community Edition Book

The list can be viewed and filtered under various aspects and can be customized as per the requirements. Moreover, the window can be viewed in different views such as List, Kanban, and graph view. You also have the provision to create new Odometers readings by selecting the Create icon available.

As we clear on the functionalities of the Odometers window and now let us discuss the Manufacturers window available in the platform.

Manufacturers

The Manufacturer's window available in the platform can be accessed from the Configuration tab of the module. This window allows you to create various car brands. This can be done as per the region of operation. All the international car brands are already listed in the window and the image of the window is depicted below.

Odoo Community Edition Book

You also have the provision to create a new one by selecting the Create icon available. The image of the creation window is depicted below where you can provide the Name and Image and then you can save the window by selecting the Save button available on the top left corner of the window.

Odoo Community Edition Book

So far we were discussing how to configure the Manufacturers window in the platform and now let us discuss the Vehicles Model window available.

Vehicles Model

The Vehicles Model window in the platform can be accessed by taking the route Fleet -> Configuration -> Vehicles Model. The image of the window is depicted below where you can view all the Vehicles Models created in the platform. The image of the window is depicted below.

Odoo Community Edition Book

You can create a new vehicle model by selecting the Create option available. The image of the creation window is depicted below. In the creation form, you can provide the Model name, allocate the Manufacturer of the vehicle along with the Vehicle type and Fleet Manager. Also, you can attach the Logo. Under the Vendors tab, you can add the vendor by selecting the Add button.

Odoo Community Edition Book

Now let us discuss the Services window.

Services

Servicing is an important aspect when concerning the Fleet Management module. So the platform provides a Services window where you can define a vehicle-related service list. The Services window in the platform can be accessed by taking the route

Fleet -> Vehicles -> Services.

The image of the window is depicted below.

Odoo Community Edition Book

All the service options can be viewed in the menu. The window can be viewed in different views such as List, Kanban, and Graph view. Additionally, the list can be filtered and grouped by various default as well as customizable functionalities available. Moreover, the window depicts all the services described on the platform along with the Date when the cost has been executed. The Service Type, the Vehicle concerned by this log, Driver, Vendor, Notes, Cost, and the Stage can also be defined.

We can also create new Services by selecting the Create icon available. The image of the creation window is depicted below.

Odoo Community Edition Book

In this window, you can provide a Service Description, Service Type, allocate Date when the cost has been executed along with the Cost and the Vendor. Moreover, you can allocate the vehicle concerned by this log along with the Driver and the Odometer value. Finally, you can provide any other information related to the service completed in the Notes box. After providing all the details, you can save them by selecting the Save button available.

Now we can discuss the Contracts window in detail

Contracts

The Contracts menu available in the Odoo fleet module can be accessed by taking the route Fleet -> Vehicles -> Contracts. The image of the window is depicted below where you can view all the contracts described on the platform along with the Name, Contract Start Date, Contract Expiration Date, Vehicle concerned by this log, Vendor, Current Driver of the Vehicle, Recurring Cost, Recurring Cost Frequency and the Status.

Odoo Community Edition Book

You also have the provision to create new Contracts by selecting the Create icon available. In this creation form, you can provide all the required information. Under the Contract Information, you can allocate the responsible person, Type, Vendor, Reference along with the Activation Cost and Recurring Cost. Then you can provide the Vehicular Information such as the Vehicle concerned by this log and Current Driver. The image of the creation window is depicted below.

Odoo Community Edition Book

Moreover, you can define the Invoice Date, Contract Start Date, Contract Expiration Date. after providing all the required data, you can save the window by clicking on the Save button. Using this window, you can directly Start, Cancel, or Close the Contract by selecting the respective menu as shown below.

Odoo Community Edition Book

So far we were discussing the Contracts window in the platform and now we can discuss the reporting session of the window.

Reporting

Just like any other module in Odoo, the reporting session of the fleet module also allows you to generate various analytic and quantitative reports in accordance with your data. The reporting window can be accessed from the Reporting menu. The cost analysis allows you to find the total expenses on each vehicle and it includes all the costs such as fuel, leasing, maintenance cost, repairing cost, and so on The various measures can be viewed in different charts such as Bar, Line, and Pie chart. Also, the window can be viewed in Graph and Pivot view.

Odoo Community Edition Book

With the simple fleet management module, Odoo offers you an advanced tool to make a great impact on the management of your company's fleet and keeps the records associated with our vehicles.

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