Demo Video: Fleet Trip Planning
The Fleet Trip Planning Module is a robust solution for businesses seeking to optimize their vehicle fleet operations.
Whether you manage a small or large fleet, this module simplifies trip planning, cost tracking, and operational analytics,
empowering you to achieve greater efficiency and control.
Key Features
- Trip Scheduling and Management: Plan trips with scheduled start and end dates, automatically calculated based on
the estimated route duration. Record actual start and end times for accurate performance tracking.
- Driver and Assistant Assignment: Assign drivers and assistants to trips, ensuring clear communication and
accountability.
- Cost Tracking and Analysis: Record and analyze trip-specific costs, including fuel consumption, vehicle
maintenance, and other expenses, directly linked to the trip.
- Comprehensive Trip Analytics: Gain insights into trip performance with analysis by route, vehicle, driver,
and time. Measurements include actual vs. planned time and distance, cost deviations, and fuel efficiency.
- Automated Communication: Share trip information and instructions with drivers, assistants, and relevant contacts
effortlessly.
- Fuel and Odometer Management: Monitor fuel consumption and track vehicle odometer readings to ensure operational
accuracy.
Benefits
- Increased Operational Efficiency: Optimize routes and schedules, reducing unnecessary costs and delays.
- Improved Decision-Making: Leverage detailed analytics to make informed decisions for fleet improvements.
- Cost Control: Track and manage expenses accurately for better financial oversight.
- Enhanced Accountability: Assign roles and responsibilities clearly, minimizing communication gaps.
This module is designed to address the complex needs of fleet operators, providing a streamlined workflow from
trip planning to execution. Transform your fleet management processes with this all-in-one solution tailored for
modern businesses.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps
- Find with keyword 'to_fleet_operation_planning'
- Install it as usual then you are done
Instructions
Concepts
- Route Section: is a section defined by two addresses where each Address (aka From and To) is an Odoo partner record. This design model to ensure short learning curve and easy to extend and fully integrated with existing features in Odoo
- Waypoint: also known as "Route Waypoint", is a model that presents an instance of an Address which creates a data link between a Route and an Address in Odoo
- Section Line: also known as "Route Section", is a model that presents an instance of a Section which creates a data link between a Route and an Route Section in Odoo
- Route: is a model to present a route that defined by Waypoints and Sections. Then Odoo will automatically find and link the related Sections and Addresses for the Route
- Vehicle Cost: this is a native model offered by the Fleet application to record costs related to your vehicles with Fleet application. It is also used in Fleet Vehicle Trips
- Driver: an Odoo document (offered by the module to_fleet_driver) to help you manage your drivers. Drivers can be assigned to vehicle trips
- Vehicle Trip: is an Odoo document to help plan and track trips of your vehicles.
Usages
- Prepare Master Data
- Create / Update your vehicles (navigating to the menu Fleet > Vehicles)
- On the vehicle form view, you may want to input the Warning Volume, Max. Volume, Warning Weight Load, Max. Weight Load
- Create / Update your drivers (navigating to the menu Fleet > Drivers > Drivers).
- You may also want to update the drivers licenses (Fleet > Drivers > Licenses).
- Create / Update your Geo-Routes data (Fleet Operations > Routes & Waypoints)
- Plan your first trip
- Navigate to Fleet Operations to see a calendar view of your trips
- Click on a cell of your desired trip time to open vehicle trip form view
- Assign a vehicle, a driver, a route, one or more assistants, etc
- Hit Confirm button to confirm the trip schedule
- Starting a trip
- Navigate to the menu Fleet Operations > Operations > Trips Confirmed
- Find the trip you want to start and open it in form view
- Hit the Start button to open Trip Starting Wizard on which you can update the following information:
- Driver (if you want to change the driver)
- Assistants (if you want to add/change the assistants)
- Odometer
- Start time
- Vehicle (if you want to change the vehicle)
- Adding on-trip information
- Register a vehicle cost
- Navigate to the menu Fleet Operations > Operations > Trips in Operation to find the trip that you want to register a vehicle cost
- Open the trip in form view
- Hit the button Register Cost to open Trip Cost Registration Wizard, on which you can entry the following:
- Date: the date on which the cost was raised
- Amount: the cost/expense amount
- Cost Type: the type of the cost
- Trip Waypoint: the waypoint of the route at which the cost was raised
- Trip Section: the route section of the trip in which the cost was raised
- Ending an In-Operation Trip
- Navigate to the menu Fleet Operations > Operations > Trips in Operation to find the trip that you want to end
- Open the trip in form view
- Hit the button Done to open Trip Ending Wizard, on which you can entry the following:
- End Time: the time at which the trip was actually end.
- Odometer: the value of the odometer at the end of the trip
- Fuel Consumption: the actual fuel consumption of the trip.
This software and associated files (the "Software") may only be
used
(executed, modified, executed after modifications) if you have
purchased a
valid license from the authors, typically via Odoo Apps,
or if you
have
received a written agreement from the authors of the
Software (see the
COPYRIGHT file).
You may develop Odoo modules that use the Software as a library
(typically
by depending on it, importing it and using its
resources), but
without
copying any source code or material from the
Software. You may distribute
those modules under the license of your
choice, provided that this
license
is compatible with the terms of
the Odoo Proprietary License (For
example:
LGPL, MIT, or proprietary
licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell
copies of the
Software or modified copies of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
MERCHANTABILITY,
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NONINFRINGEMENT. IN NO EVENT
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