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Fleet Rental Management
Version: v 10.0
Technical Name: fleet_rental
INTRODUCTION
 ERP system for managing the vehicle rental systems.
 Providing vehicle tracking methods, contracts structure management,
vehicle asset management facility.
 Efficient document handling and Report Generation system.
 Download from Odoo apps. (v9 & v10 are released, v11 will publish
soon).
 https://www.odoo.com/apps/modules/10.0/fleet_rental/
 Features
 Multiple Plans for Rental Contract (Days/Weeks/Months/Years).
 Integrated with Accounting Module, Mail and Reporting.
 Automation on Recurring Invoices.
 Payment Validations.
 Mail Acknowledgment/Reminder for Confirmations.
 Checklist Facility while Closing the Contract.
 Billing Feature for Damages / Missing Products.
 Multiple Level of Access Rights: Manager / Rental System user.
System Architecture
User Access Levels
Rental/Fleet manager
➔Manager Acces
✔Rental contract create , edit,
delete &configurations
✔Rental mangemnet reporting
✔Checklist Acces
✔Vehicle congiguration
Rental User
➔Basic Rental user
✔Rental contract create
,edit and configure
✔Acces Check list
Fleet User
Basic fleet user
 User Access Levels
( ✔ Read / ✔ Write / ✔ Create / ✔ Delete)
Process Fleet Rental
User
Fleet Rental
Manager
Vehicle Creation √ √ √ √ × √ √ √ √ √
Rental Contract √ √ √ √ × √ √ √ √ √
Checklist √ √ √ √ × √ √ √ √ √
Tools/Accesories √ √ √ √ × √ √ √ √ √
Create Invoice √ √ √ √ × √ √ √ √ √
• Workflow
Configuration...
 Vehicle Model
• We have to add our assets/vehicle model. For this, go to:
Fleet Rental( activate debug mode )–>Configurations–> Vehicle Model.
Then you can add vehicles on each model.
 Vehicles
• Vehicles for rent are stored to the database with all details. All the vehicle details will display
here and the rental manager can add new vehicles to this .
Working...
 Rental Management
 Create rental contracts.
 Maintain checklist.
 Maintain accessories/tool list.
 Invoice & Payment.
 Rental Contracts
 Used for creating contracts with customers at the time of vehicle rental. Vehicle details,
payment details and checklist items can specify in this contract.
 Rental contracts cont...
 We have different colour codes for representing the status of contracts.
 Blue color : Draft contracts
 Black color: Reserved contracts.
 Green color: Running contracts.
 Red color: Checking contracts(Closed stage, Need to verify).
 Rental contracts cont...
 Initial Payment : The payment for contract creation or an amount that should pay other
than recurring payment.
 Recurring Cost: Choose a payment type. Daily/Weekly/ Monthly/Yearly.
 Rent Date Start : Starting date of rent.
 Rent End Date : Ending date of rent.
 Attachments: Related documents of vehicle in rent like Registration certificate ,Insurance
certificate, Pollution certificate etc.
 Check List
 What is checklist lines :
They are the records of Accessories / Tools (i.e. Music system, Remotes)
provided with vehicles in rent When a tool is provided along with a vehicle in rent its corresponding
entry will add under the check list.
 Recurring Invoices
 The Recurring invoices are used for periodic payment for a rented vehicle.
The recurring invoices will generate automatically on daily/weekly/ monthly/yearly base ,as we
mentioned in our contract.
Thank You !
Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park,
Kakkancherry,
Calicut University P.O.
Calicut
Kerala, India - 673635.
Cybrosys Ltd
15, ST Antonys Road,
Forest Gate, London
England,
E79QA.
Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, Kerala,
India-682030.

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Fleet Rental management

  • 1. www.cybrosys.com Fleet Rental Management Version: v 10.0 Technical Name: fleet_rental
  • 2. INTRODUCTION  ERP system for managing the vehicle rental systems.  Providing vehicle tracking methods, contracts structure management, vehicle asset management facility.  Efficient document handling and Report Generation system.  Download from Odoo apps. (v9 & v10 are released, v11 will publish soon).  https://www.odoo.com/apps/modules/10.0/fleet_rental/
  • 3.  Features  Multiple Plans for Rental Contract (Days/Weeks/Months/Years).  Integrated with Accounting Module, Mail and Reporting.  Automation on Recurring Invoices.  Payment Validations.  Mail Acknowledgment/Reminder for Confirmations.  Checklist Facility while Closing the Contract.  Billing Feature for Damages / Missing Products.  Multiple Level of Access Rights: Manager / Rental System user.
  • 5. User Access Levels Rental/Fleet manager ➔Manager Acces ✔Rental contract create , edit, delete &configurations ✔Rental mangemnet reporting ✔Checklist Acces ✔Vehicle congiguration Rental User ➔Basic Rental user ✔Rental contract create ,edit and configure ✔Acces Check list Fleet User Basic fleet user
  • 6.  User Access Levels ( ✔ Read / ✔ Write / ✔ Create / ✔ Delete) Process Fleet Rental User Fleet Rental Manager Vehicle Creation √ √ √ √ × √ √ √ √ √ Rental Contract √ √ √ √ × √ √ √ √ √ Checklist √ √ √ √ × √ √ √ √ √ Tools/Accesories √ √ √ √ × √ √ √ √ √ Create Invoice √ √ √ √ × √ √ √ √ √
  • 9.  Vehicle Model • We have to add our assets/vehicle model. For this, go to: Fleet Rental( activate debug mode )–>Configurations–> Vehicle Model. Then you can add vehicles on each model.
  • 10.  Vehicles • Vehicles for rent are stored to the database with all details. All the vehicle details will display here and the rental manager can add new vehicles to this .
  • 12.  Rental Management  Create rental contracts.  Maintain checklist.  Maintain accessories/tool list.  Invoice & Payment.
  • 13.  Rental Contracts  Used for creating contracts with customers at the time of vehicle rental. Vehicle details, payment details and checklist items can specify in this contract.
  • 14.  Rental contracts cont...  We have different colour codes for representing the status of contracts.  Blue color : Draft contracts  Black color: Reserved contracts.  Green color: Running contracts.  Red color: Checking contracts(Closed stage, Need to verify).
  • 15.  Rental contracts cont...  Initial Payment : The payment for contract creation or an amount that should pay other than recurring payment.  Recurring Cost: Choose a payment type. Daily/Weekly/ Monthly/Yearly.  Rent Date Start : Starting date of rent.  Rent End Date : Ending date of rent.  Attachments: Related documents of vehicle in rent like Registration certificate ,Insurance certificate, Pollution certificate etc.
  • 16.  Check List  What is checklist lines : They are the records of Accessories / Tools (i.e. Music system, Remotes) provided with vehicles in rent When a tool is provided along with a vehicle in rent its corresponding entry will add under the check list.
  • 17.  Recurring Invoices  The Recurring invoices are used for periodic payment for a rented vehicle. The recurring invoices will generate automatically on daily/weekly/ monthly/yearly base ,as we mentioned in our contract.
  • 18. Thank You ! Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd 15, ST Antonys Road, Forest Gate, London England, E79QA. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030.