Fleet Insurance Basic
Demo video: Fleet Insurance Basic
Overview
Fleet Insurance Basic helps businesses manage vehicle insurance types, track insurance terms and status to ensure compliance with legal regulations.
Key Features
- Unlimited Insurance Type Management
- Allows management of multiple vehicle insurance types, including:
- Compulsory civil liability insurance for motor vehicle owners.
- Civil liability insurance for goods transported on vehicles.
- Physical damage insurance for motor vehicles.
- Insurance for vehicle occupants and driver/co-driver accidents.
- Allows management of multiple vehicle insurance types, including:
- Insurance Status Tracking
- Manage terms, status and update insurance information.
- Automatic Reminders and Notifications
- Send alerts when insurance is about to expire.
- Integration with Fleet Management
- Connect with Odoo's Fleet module to synchronize vehicle data.
Benefits
- Reduced Operational Risk
- Helps businesses ensure vehicles always have valid insurance.
- Insurance Records Organization and Tracking
- Supports systematic management and storage of insurance information.
- Financial Control and Planning
- Provides information to help businesses make insurance-related financial decisions.
Target Users
- Businesses with Vehicle Fleets
- Need to manage vehicle insurance to ensure regulatory compliance.
- Vehicle Management Department
- Responsible for monitoring and maintaining vehicle insurance records.
- Vehicle Rental and Insurance Companies
- Need to manage insurance portfolios for vehicles in the system.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_fleet_insurance.
- Press Install.
When you install this module, the Fleet module will also be auto-installed.
Instruction
Instruction video: Fleet Insurance Basic
Configure fleet insurance types
Navigate to Fleet > Configuration > Insurance Types, and then press Creat.
- Title: Type the name of the fleet insurance type to be managed. E.g. Compulsory civil liability insurance for motor vehicle owners, motor vehicle physical damage insurance, etc.
- Insurance Period: Type the period for the fleet insurances of this type.
- Days to notify: Number of days before the expiration date of the insurance to send notices to followers.
Press Save when you complete.
Create a Fleet Vehicle Insurance
To create insurance for each vehicle that needs to be managed on the system, you go to Fleet > Fleet Vehicle Insurance > Create.
- Reference: Fill in the information to refer to this vehicle's insurance.
- Vehicle: Select the vehicle that need to manage insurance.
- Type: Select the corresponding insurance type for the vehicle above.
- Start Date: Effective date of the insurance.
- Expiry: The system will automatically fill in the expiration date of the insurance based on the insurance period you have configured on the selected insurance type of the Type field.
- Days to notify: The system will automatically fill in the number of days to notify according to the number of days you have set in the Days to Notice field on the insurance type configuration. If you need to set a different number of days to notify for each vehicle, you can edit it.
You can change the status to Cancelled, Draft, Expiried depending on the status of the vehicle insurance you are managing by clicking the status buttons on this interface.
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.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.