odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/hr/fleet/new_vehicle.md

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+---
+title: "New vehicles"
+source_url: "https://docs.odoo.sbggai.top/applications/hr/fleet/new_vehicle.html"
+---
+
+============
+# New vehicles
+
+Odoo's *Fleet* app manages all vehicles, and the accompanying documentation that comes with vehicle
+maintenance, and drivers records.
+
+Upon opening the :menuselection:`Fleet` application, all vehicles are organized within the
+:guilabel:`Vehicles` dashboard, which is the default dashboard for the *Fleet* application. Each
+vehicle is displayed in its corresponding Kanban stage, based on its status. The default stages are
+:guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Registered`, and :guilabel:`Downgraded`.
+
+To add a new vehicle to the fleet from the :guilabel:`Vehicles` page, click the :guilabel:`New`
+button in the top-left corner, and a blank vehicle form loads. Then, proceed to enter the vehicle
+information on the vehicle form.
+
+The form auto-saves as data is entered. However, the form can be saved manually at any time by
+clicking the *save manually* option, represented by a :guilabel:`(cloud upload)` icon, located in
+the top-left corner of the page.
+
+.. _fleet/new_vehicle/vehicle-form:
+
+# Vehicle form fields
+
+- :guilabel:`Model`: select the vehicle's model from the drop-down menu. Once a model is selected,
+  additional fields may appear on the form.
+
+  If the model is not listed, type in the model name, and click either :guilabel:`Create "model"`,
+  or :guilabel:`Create and edit...` to :ref:`create a new model and edit the model details
+  <fleet/add-model>`.
+- :guilabel:`License Plate`: enter the vehicle's license plate number in this field.
+- :guilabel:`Tags`: select any tags from the drop-down menu, or type in a new tag. There is no limit
+  on the amount of tags that can be selected.
+
+.. image:: new_vehicle/model.png
+   :align: center
+   :alt: The new vehicle form, showing the model section.
+
+> **note**:
+>    The :guilabel:`Model` is the only required field on the new vehicle form. When a model is
+   selected, other fields appear on the vehicle form, and relevant information auto-populates the
+   fields that apply to the model. If some of the fields do not appear, this may indicate there is
+   no model selected.
+
+.. _fleet/new_vehicle/new-driver:
+
+## Driver section
+
+This section of the vehicle form relates to the person who is currently driving the car, as well as
+any plans for a change in the driver in the future, and when.
+
+- :guilabel:`Driver`: select the driver from the drop-down menu, or type in a new driver and click
+  either :guilabel:`Create "driver"` or :guilabel:`Create and edit...` to :ref:`create a new driver,
+  and edit the driver details <fleet/new_vehicle/add-driver>`.
+
+  > **important**:
+>      A driver does **not** have to be an employee. When creating a new driver, the driver is added
+     to the *Fleet* application, **not** the *Employees* application.
+
+     If the *Contacts* application is installed, the driver information is also stored in the
+     *Contacts* application.
+
+- :guilabel:`Mobility Card`: if the selected driver has a mobility card listed on their employee
+  card in the *Employees* application, the mobility card number appears in this field. If there is
+  no mobility card listed, and one should be added, :ref:`edit the employee record
+  <employees/hr-settings>` in the *Employees* application.
+- :guilabel:`Future Driver`: if the next driver for the vehicle is known, select the next driver
+  from the drop-down menu. Or, type in the next driver and click either :guilabel:`Create "future
+  driver"` or :guilabel:`Create and edit...` to :ref:`create a new future driver, and edit the
+  driver details <fleet/new_vehicle/add-driver>`.
+- :guilabel:`Plan To Change Car`: if the current driver set for this vehicle plans to change their
+  vehicle - either because they are waiting on a new vehicle that is being ordered, or this is a
+  temporary vehicle assignment, and they know which vehicle they are driving next - check this box.
+  Do **not** check this box if the current driver does not plan to change their vehicle.
+- :guilabel:`Assignment Date`: using the drop-down calendar, select when the vehicle is available
+  for another driver. Select the date by navigating to the correct month and year using the
+  :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons. Then, click on the specific
+  day. If this field is left blank, that indicates the vehicle is currently available, and can be
+  reassigned to another driver. If it is populated, the vehicle is not available for another driver
+  until the selected date.
+- :guilabel:`Company`: select the company from the drop-down menu. This field only appears in a
+  multi-company database.
+
+.. _fleet/new_vehicle/add-driver:
+
+### Create a new driver
+
+If a driver is not already in the system, the new driver should first be configured and added to the
+database. A new driver can be added either from the :guilabel:`Driver` or :guilabel:`Future Driver`
+fields on the :ref:`vehicle form <fleet/new_vehicle/vehicle-form>`.
+
+First, type in the name of the new driver in either the :guilabel:`Driver` or :guilabel:`Future
+Driver` field, then click :guilabel:`Create and edit...`. A :guilabel:`Create Driver` or
+:guilabel:`Create Future Driver` form appears, depending on which field initiated the form.
+
+Both the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms are identical.
+
+.. _fleet/new_vehicle/general-info:
+
+> **note**:
+>    Depending on the installed applications, different tabs or fields may be visible on the
+   :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms.
+
+General information
+*******************
+
+Fill out the following information on the top-half of the form:
+
+- :guilabel:`Individual` or :guilabel:`Company`: choose if the driver being added is an individual
+  driver or a company. Click the radio button to make a selection.
+
+  When a selection is made, some fields may disappear from the form. If any of the fields below are
+  not visible, that is because :guilabel:`Company` was selected instead of :guilabel:`Individual`.
+- :guilabel:`Name`: enter the name of the driver or company in this field.
+- :guilabel:`Company Name...`: using the drop-down menu, select the company the driver is associated
+  with.
+
+  If the :guilabel:`Company` radio button is selected at the top of the form, this field does not
+  appear.
+- :guilabel:`Contact`: enter the contact information in this section.
+
+  If desired, the :guilabel:`Contact` field can be changed to a different type of contact. Click on
+  :guilabel:`Contact` to reveal a drop-down menu. The available options to select are
+  :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`,
+  :guilabel:`Follow-up Address`, or :guilabel:`Other Address`.
+
+  If desired, select one of these other options for the :guilabel:`Contact` field, and enter the
+  corresponding information.
+
+  If the :guilabel:`Company` radio button is selected at the top of the form, this field is labeled
+  :guilabel:`Address` and cannot be modified.
+
+- :guilabel:`Tax ID`: enter the driver or company's tax ID in this field.
+- :guilabel:`Job Position`: enter the driver's job position in this field. If the
+  :guilabel:`Company` radio button is selected at the top of the form, this field does not appear.
+- :guilabel:`Phone`: enter the driver or company's phone number in this field.
+- :guilabel:`Mobile`: enter the driver or company's mobile number in this field.
+- :guilabel:`Email`: enter the driver or company's email address in this field.
+- :guilabel:`Website`: enter the driver or company's website address in this field.
+- :guilabel:`Title`: using the drop-down menu, select the driver's title in this field. The default
+  options are :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, and
+  :guilabel:`Professor`.
+
+  If the :guilabel:`Company` radio button is selected at the top of the form, this field does not
+  appear.
+- :guilabel:`Tags`: using the drop-down menu, select any tags that apply to the driver or company.
+
+  To add a new tag, type in the tag, then click :guilabel:`Create "tag"`.
+
+  There is no limit to the number of tags that can be selected.
+
+.. image:: new_vehicle/create-driver.png
+   :align: center
+   :alt: The top portion of the create driver form.
+
+Contacts & Addresses tab
+************************
+
+After completing the top-half of the :guilabel:`Create Driver` or :guilabel:`Create Future Driver`
+form, add any other contacts and addresses associated with the driver or company in this tab.
+
+To add a new contact, click the :guilabel:`Add` button, and a :guilabel:`Create Contact` pop-up
+window appears.
+
+Before entering the necessary information on the form, select the type of contact being added from a
+series radio button options located at the top of the form. Those options are:
+
+- :guilabel:`Contact`: select this option to add general contact details for employees of the
+  associated company.
+- :guilabel:`Invoice Address`: select this option to add a preferred address for all invoices. When
+  added to the form, this address is selected by default when sending an invoice to the associated
+  company.
+- :guilabel:`Delivery Address`: select this option to add a preferred address for all deliveries.
+  When added to the form, this address is selected by default when delivering an order to the
+  associated company.
+- :guilabel:`Follow-up Address`: select this option to add a preferred address for all follow-up
+  correspondence. When added to the form, this address is selected by default when sending reminders
+  about overdue invoices.
+- :guilabel:`Other Address`: select this option to add any other necessary addresses for the company
+  or driver.
+
+.. image:: new_vehicle/create-contact.png
+   :align: center
+   :alt: The create contact form with all parts filled in.
+
+Depending on the :guilabel:`Contact Type`, some optional fields may not be visible. The available
+fields are identical to the fields in the :ref:`general information
+<fleet/new_vehicle/general-info>` section of the new driver form.
+
+Add any notes to the :guilabel:`Internal notes...` section of the form.
+
+After entering all of the information, click either :guilabel:`Save & Close` to add the one new
+contact, or :guilabel:`Save & New` to add the current address record and create another address
+record.
+
+As contacts are added to this tab, each contact appears in a separate box, with an icon indicating
+what type of contact is listed.
+
+.. example::
+   An :guilabel:`Invoice Address` displays a :guilabel:`💲 (dollar sign)` icon inside that specific
+   address box, whereas a :guilabel:`Delivery Address` displays a :guilabel:`🚚 (truck)` icon
+   inside.
+
+   .. image:: new_vehicle/contacts-address.png
+     :align: center
+     :alt: The create contact form with all parts filled in.
+
+Sales & Purchase tab
+********************
+
+Enter the following sales and purchasing information, in the :guilabel:`Sales & Purchase` tab of the
+:guilabel:`Create Driver` or :guilabel:`Create Future Driver` pop-up form for the various sections
+below.
+
+Depending on the other installed applications, additional fields and sections may appear. The
+following are all default fields for the *Fleet* application **only**.
+
+#### Sales section
+
+- :guilabel:`Salesperson`: using the drop-down menu, select the user who is the main point of
+  contact for sales with this driver's company.
+
+  This person **must** be an internal user of the company, meaning they can log into the database as
+  a user.
+
+#### Misc
+
+- :guilabel:`Company ID`: if the company has an ID number, **other than** its *tax ID*, enter it in
+  this field.
+- :guilabel:`Reference`: enter any text to give more information regarding the contact person. This
+  is an internal note to provide any additional information.
+
+  .. example::
+     A company has several people with the same name, John Smith. The :guilabel:`Reference` field
+     could state `John Smith at X205 - purchaser` to provide additional details.
+
+Internal Notes tab
+******************
+
+Add any notes that pertain to the driver, or any other necessary information, in this tab.
+
+## Vehicle section
+
+This section of the vehicle form relates to the physical details of the vehicle.
+
+If a preexisting vehicle in the database was selected for the :guilabel:`Model` field in the top
+portion of the form, some fields may auto-populate, and additional fields may also appear.
+
+Fill in the following fields on the form:
+
+- :guilabel:`Category`: using the drop-down menu, select the vehicle category from the available
+  options. To create a new category, type in the new category name, then click :guilabel:`Create
+  "category"`.
+- :guilabel:`Order Date`: using the drop-down calendar, select the date the vehicle was ordered.
+- :guilabel:`Registration Date`: using the drop-down calendar, select the date the vehicle was
+  registered.
+- :guilabel:`Cancellation Date`: using the drop-down calendar, select the date the vehicle lease
+  expires, or when the vehicle is no longer available.
+- :guilabel:`Chassis Number`: enter the chassis number in the field. This is known in some countries
+  as the :abbr:`VIN (Vehicle Identification Number)` number.
+- :guilabel:`Last Odometer`: enter the last known odometer reading in the number field. Using the
+  drop-down menu next to the number field, select whether the odometer reading is in kilometers
+  :guilabel:`(km)` or miles :guilabel:`(mi)`.
+- :guilabel:`Fleet Manager`: select the fleet manager from the drop-down menu, or type in a new
+  fleet manager, and click either :guilabel:`Create` or :guilabel:`Create and Edit`.
+- :guilabel:`Location`: type in the specific location where the vehicle is typically located in this
+  field. The entry should clearly explain where the vehicle can be found, such as `Main Garage` or
+  `Building 2 Parking Lot`.
+
+.. image:: new_vehicle/new-vehicle-type.png
+   :align: center
+   :alt: The new vehicle form, showing the vehicle tax section.
+
+## Tax Info tab
+
+Depending on the localization setting for the database, and what additional applications are
+installed, other fields may be present on the form.
+
+The sections below are default and appear for all vehicles, regardless of other installed
+applications or localization settings.
+
+### Fiscality
+
+- :guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the size of the vehicle's
+  engine. This is determined by local taxes and regulations, and varies depending on the location.
+  It is recommended to check with the accounting department to ensure this value is correct.
+
+### Contract
+
+- :guilabel:`First Contract Date`: select the start date for the vehicle's first contract using the
+  drop-down calendar. Typically this is the day the vehicle is purchased or leased.
+- :guilabel:`Catalog Value (VAT Incl.)`: enter the MSRP (Manufacturer's Suggested Retail Price) for
+  the vehicle at the time of purchase or lease.
+- :guilabel:`Purchase Value`: enter the purchase price or the value of the lease for the vehicle.
+- :guilabel:`Residual Value`: enter the current value of the vehicle.
+
+> **note**:
+>    The values listed above affect the accounting department. It is recommended to check with the
+   accounting department for more information and/or assistance with these values.
+
+.. image:: new_vehicle/new-vehicle-tax.png
+   :align: center
+   :alt: The new vehicle form, showing the vehicle tax section.
+
+## Model tab
+
+If the model for the new vehicle is already configured in the database, the :guilabel:`Model` tab
+will be populated with the corresponding information. If the model is not already in the database
+and the :guilabel:`Model` tab needs to be configured, :ref:`configure the new vehicle model
+<fleet/add-model>`.
+
+Check the information in the :guilabel:`Model` tab to ensure it is accurate. For example, the color
+of the vehicle, or if a trailer hitch is installed, are examples of common information that may need
+updating.
+
+.. image:: new_vehicle/model-tab.png
+   :align: center
+   :alt: The new vehicle form, showing the vehicle tax section.
+
+## Note tab
+
+Enter any notes for the vehicle in this section.