Tracking Accidents For Fleet in Odoo

Handling a fleet, injuries are inevitable. tracking accidents for fleet is essential for understanding automobile protection expenses identifying safe drivers. Odoo’s Fleet app gives multiple ways to song accidents here is the step-by-step instructions for most effective one approach to Tracking accidents for fleet and restore fees.

Structure 

For this example, to tune injuries, service created services: twist of fate – motive force’s Fault and twist of fate – No Fault. This tracks various upkeep associated with accidents, prepared by way of who was at fault.

When an accident takes place, a provider report will crete. The specific maintenance wished for the twist of fate are logged in the Description of the carrier record, and the information about the accident are logged inside the Notes segment.

With this organizational structure, it’s miles viable to view all accidents organized by means of fault, automobile, driving force, or price.

How to Log Accidents for Fleet and Repairs

To log an twist of fate, and initiate the restore procedure, step one is to create a provider report detailing the precise repairs needed.

Navigate to Fleet app ‣ Fleet ‣ offerings to view the principle offerings dashboard. click New inside the top-left nook, and a blank carrier shape loads.

Essential Data to Input for Accurate Fleet Accident Tracking in Odoo

• Description: input the outline of upkeep had to completely restore the car, along with Bodywork, Windshield substitute, or replacement Bumper, Tires, and windows.
• Service Type: for this example, choose either coincidence – driving force’s Fault or accident – No Fault, relying on the state of affairs.

Create a New Service Type

Coming into of these service sorts for the time, type within the new provider type, click Create (new service type). A Create carrier kind pop-up window seems, with the brand new provider kind populating the call field. within the category subject, pick out service from the drop-down menu,click the store & close button.an coincidence service kind has been brought to the database, it’s miles to be had to pick from the drop-down menu within the carrier type discipline.

• Date: using the calendar popover window, select the date the accident happened. Navigate to the desired month using the (arrow) icons, click the date to pick it.
• Cost: leave this subject clean, the repair value isn’t always yet recognized.
• Vendor: pick out the vendor appearing the repairs the usage of the drop-down menu. If the vendor has no longer already been entered within the machine, type within the supplier call, click on either Create to feature them, Create and edit… to feature configure the seller.
• Vehicle: choose the automobile that changed into inside the twist of fate from the drop-down menu. the vehicle is selected, the motive force field is populated, the unit of degree for the Odometer fee subject seems.
• Driver: the modern-day motive force indexed for the selected vehicle populates this area when the car is chosen. If a special driver turned into running the car the coincidence took place, pick the appropriate driver from the drop-down menu.
• Odometer Value: enter the odometer studying whilst the accident occurred. The devices of measure are both in kilometers (km) or miles (mi), relying on how the chosen automobile changed into configured.
• NOTES: input the specific information of the coincidence at the lowest of the provider form, Hit a deer or Rear-ended at an intersection as stopped.

Report Explorer

Odoo provides the ability to attach any critical office work, consisting of repair estimates and police reports, to the carrier document. To achieve this, click the (paperclip) icon, placed inside the chatter of the form, and a report explorer pop-up window seems.

Navigate to the desired record, and click on Open to upload the record.

 

Service Stages in Odoo Fleet Module

In Odoo’s Fleet app, there are 4 default provider degrees:

The default degree when a service document is created n the provider requested, repairs have now not started. The price field for this degree remains zero. all through the restore system, trade the carrier fame to reflect the car’s modern-day country in one in every of two ways: on the person provider report, or in the Kanban carrier view.

Service Record

Open the principle services dashboard, via navigating to Fleet app ‣ Fleet ‣ services. subsequent, click on on the character service file to open the detailed provider form. click the favored degree within the top-right nook, above the service form, to change the repute.

Kanban View

Open the main services dashboard, via navigating to Fleet app ‣ Fleet ‣ services. First, click the Kanban icon inside the pinnacle-right of the display screen, which organizes all upkeep by using automobile.

Next, do away with the default carrier type filter in the seek bar. Upon doing, all offerings seem in a Kanban view, prepared by their respective repute.

Drag-and-drop the service file to the preferred stage.

Accident Reporting

One of the main motives to music injuries using the technique outlined in this file is the ability to view the overall coincidence cost, decide the most secure drivers, calculate the real total price for unique automobiles.

The principle services dashboard shows all the various accident information and the Reporting dashboard shows the overall cost for precise cars.

Services Dashboard

Navigate to Fleet app ‣ Fleet ‣ services to view the offerings dashboard. All provider records displayed in a (listing) view, grouped alphabetically, through service kind.

The two carrier types created for accident monitoring appear inside the listing: coincidence – motive force Fault and accident – No Fault.

Each grouping displays the quantity of statistics within every type, and lists the person facts beneath each grouping name.

Reporting Dashboard

Navigate to Fleet app ‣ Reporting ‣ costs to view the value analysis report. This file displays a (Bar Chart) of all agreement and provider prices for the present day 12 months, prepared by way of month (Date : (12 months)), by using default. The Sum, represented with the aid of a gray dotted line, is the mixed total of each the contract and provider expenses.

Viewing Cost by Vehicle

To view the entire price through car, click the (down arrow) icon at the proper of the hunt bar, revealing a drop-down menu. click automobile inside the organization by using column, and the records organized by using vehicle.

Detailed Vehicle Cost Analysis

This presentations the genuine value for each automobile, together with the agreement fee (together with the monthly automobile rent value) all service costs, all injuries. Hover a column to expose a records popover window, which presentations the automobile name the total cost. This permits for a more complete view of the vehicle price.

Character Value Info

To view the character value info for each agreement fees and upkeep, click the (Pivot) icon in the top-proper corner of the price evaluation dashboard. This shows each automobile on a separate line, presentations the agreement price and carrier price, of the whole cost.

Manage accident repairs

For companies with more one employees, who manipulate a massive fleet of vehicles, displaying most effective provider statistics in the New running degrees can be time-saving, if there are a massive range of records within the offerings dashboard.

Navigate to Fleet app ‣ Fleet ‣ offerings, wherein all carrier requests organized by using service type. next, click the (down arrow) icon at the proper of the quest bar, revealing a drop-down menu. click on upload custom clear out in the Filters column, and a upload custom filter out pop-up window seems.

• Three drop-down fields want to configured at the pop-up window.
• Inside the first discipline, scroll down, and pick out level.
• Leave the second field set to =.
• Pick out going for walks from the drop-down menu within the closing discipline.
• Click the (plus) icon to the right of the closing field, and an identical rule seems below the modern rule.
• Change walking to New inside the 1/3 area of the one rule, leaving the fields as-is.

Click on the upload button at the lowest to feature the new custom clear out.

This mild change simplest presents services within the New and strolling levels. this is a useful record for a agency dealing with a excessive variety of maintenance at any given time.

Service Dashboard

To have this report appear as the default report whilst starting the services dashboard, click the (down arrow) icon on the a long way-right of the quest bar. subsequent, click shop present day seek, beneath the Favorites column, which exhibits any other drop-down column underneath it. Tick the checkbox Default filter, click on shop. this custom designed services dashboard appears, with the aid of default, anytime the offerings dashboard accessed.

Fleet Accident Tracking with Odoo18

Managing and Tracking accidents for fleet is important for any business that depends on vehicles for operations. With Odoo’s Fleet app, you can effortlessly log accidents, track repairs, and analyze costs in a structured manner. By customizing service types and using detailed reporting features, tracking accidents for fleet managers can gain valuable insights into the costs of accidents, identify trends, and even pinpoint the safest drivers in the fleet.

Odoo helps businesses to simplify their fleet management and optimize vehicle maintenance schedules. With this methodical approach, you ensure the safety of your drivers and the cost-effectiveness of your fleet operations.

If you’re looking to take your fleet management to the next level, Transines Solutions offers expert Odoo ERP implementation services to your specific needs. Contact us today to simplify tracking accidents for fleet activities and GET the full potential of Odoo ERP