[IMP] Fleet: Update models

closes odoo/documentation#13276

X-original-commit: db23c94090
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/fleet.rst

@@ -55,32 +55,6 @@ for existing available cars in this field.
    available, an employee would not be able to request a new vehicle. If there are only 10 cars
    available, then the employee would be able to request a new vehicle.
 
-.. _fleet/manufacturers:
-
-Manufacturers
-=============
-
-Odoo *Fleet* comes pre-configured with sixty-six commonly used car and bicycle manufacturers in the
-database, along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet
-app --> Configuration --> Manufacturers`.
-
-The manufacturers appear in an alphabetical list. Each manufacturer's card lists how many specific
-models are configured for each particular manufacturer. Odoo comes with forty-six preconfigured
-:doc:`models <fleet/models>` from four major auto manufacturers, and one major bicycle manufacturer:
-Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle).
-
-.. image:: fleet/manufacturer.png
-   :align: center
-   :alt: Manufacturer card with the amount of models listed.
-
-Add a manufacturer
-------------------
-
-To add a new manufacturer to the database, click :guilabel:`Create`. A manufacturer form will load.
-Only two pieces of information are needed, the :guilabel:`Name` of the manufacturer, and the logo.
-Type the name of the manufacturer in the name field, and select an image to upload for the logo.
-When the information is entered, click :guilabel:`Save`.
-
 .. seealso::
    - :doc:`fleet/models`
    - :doc:`fleet/new_vehicle`

content/applications/hr/fleet/models.rst

@@ -1,80 +1,75 @@
-==============
-Vehicle models
-==============
+======================
+Models & manufacturers
+======================
+
+Odoo's **Fleet** app categorizes each vehicle by *manufacturer* and *model* (e.g. `BMW`, `X2`).
+Before the vehicle can be added to the Odoo database, its :ref:`manufacturer <fleet/manufacturers>`
+and a :ref:`model <fleet/add-model>` records must already exist in the database.
+
+.. _fleet/manufacturers:
+
+Manufacturers
+=============
+
+Odoo's **Fleet** app comes preconfigured with sixty-six commonly used car and bicycle manufacturers
+in the database, along with their logos. To view the pre-loaded manufacturers, go to
+:menuselection:`Fleet app --> Configuration --> Manufacturers`.
+
+The default filter, :guilabel:`With Models`, displays only manufacturers that already have vehicle
+models. Remove the default filter to view *all* manufacturers.
+
+Manufacturers re listed alphabetically, and each card shows how many specific :ref:`models
+<fleet/models>` are configured for each particular manufacturer.
+
+.. image:: models/manufacturer.png
+   :alt: Manufacturer card with the amount of models listed.
+
+.. _fleet/add-manufacturers:
+
+Add a manufacturer
+------------------
+
+To add a new manufacturer to the database, click :guilabel:`New` in the upper-left corner, to open a
+blank manufacturers form. Type the name of the manufacturer in the :guilabel:`Name` field, and
+select an image to upload for the logo.
+
+.. _fleet/models:
+
+Models
+======
 
 When adding a vehicle to the fleet, specify the vehicle model to maintain updated records, which
 keeps track of specific details, like maintenance schedules and parts compatibility.
 
-Odoo comes with preconfigured car models from four major auto manufacturers: Audi, BMW, Mercedes,
-and Opel.
-
-If a new vehicle model joins the fleet, and it is not one of the preconfigured models from these
-manufacturers, the model (and/or manufacturer) **must** be :ref:`added to the
-database <fleet/add-model>`.
-
-Preconfigured models
-====================
-
-The following models are preconfigured in Odoo, and do not need to be added to the database:
-
-+-------+--------------+-----------+--------------+
-| AUDI  | BMW          | Mercedes  | Opel         |
-+=======+==============+===========+==============+
-| A1    | Serie 1      | Class A   | Agilia       |
-+-------+--------------+-----------+--------------+
-| A3    | Serie 3      | Class B   | Ampera       |
-+-------+--------------+-----------+--------------+
-| A4    | Serie 5      | Class C   | Antara       |
-+-------+--------------+-----------+--------------+
-| A5    | Serie 6      |Class CL   | Astra        |
-+-------+--------------+-----------+--------------+
-| A6    | Serie 7      | Class CLS | AstraGTC     |
-+-------+--------------+-----------+--------------+
-| A7    | Serie Hybrid | Class E   | Combo Tour   |
-+-------+--------------+-----------+--------------+
-| A8    | Serie M      | Class GL  | Corsa        |
-+-------+--------------+-----------+--------------+
-| Q3    | Serie X      | Class GLK | Insignia     |
-+-------+--------------+-----------+--------------+
-| Q5    | Serie Z4     | Class M   | Meriva       |
-+-------+--------------+-----------+--------------+
-| Q7    |              | Class R   | Mokka        |
-+-------+--------------+-----------+--------------+
-| TT    |              | Class S   | Zafira       |
-+-------+--------------+-----------+--------------+
-|       |              | Class SLK | Zafira Tourer|
-+-------+--------------+-----------+--------------+
-|       |              | Class SLS |              |
-+-------+--------------+-----------+--------------+
+Unlike :ref:`manufacturers <fleet/manufacturers>`, models do **not** come preconfigured in the
+**Fleet** app. When a new vehicle model joins the fleet, the model (and, if necessary, the
+manufacturer) **must** be :ref:`added to the database <fleet/add-model>`.
 
 .. _fleet/add-model:
 
-Add a new model
-===============
+Add a model
+-----------
 
-To add a new vehicle model, navigate to :menuselection:`Fleet app --> Configuration --> Models:
-Models`. Click :guilabel:`New`, and in a new vehicle model form, enter the following information on
-the form.
+To add a new vehicle model, navigate to :menuselection:`Fleet app --> Configuration --> Models`.
+Click :guilabel:`New` in the upper-left corner, and enter the following information on the new model
+form.
 
 .. note::
-   Be advised, some fields are specific to Belgian based companies, so not all fields or sections
-   may be visible depending on the location of the company.
+   Depending on the installed :doc:`localization <../../finance/fiscal_localizations>`, some fields
+   or sections may not appear.
 
-- :guilabel:`Model name`: enter the model name in the field.
-- :guilabel:`Manufacturer`: select the manufacturer from the drop-down menu. If the manufacturer is
-  not configured, type in the manufacturer, and click :guilabel:`Create` or :guilabel:`Create and
-  edit..`.
+- :guilabel:`Model name`: Enter the model name in the field.
+- :guilabel:`Manufacturer`: Using the drop-down menu, select the manufacturer. If it is not
+  configured, :ref:`add the manufacturer <fleet/add-manufacturers>`
+- :guilabel:`Vehicle Type`: Using the drop-down menu, select one of two preconfigured vehicle types,
+  either :guilabel:`Car` or :guilabel:`Bike`.
 
-  .. note::
-     When the manufacturer is selected, if it is one of the default manufacturers in *Odoo*, the
-     logo for the manufacturer automatically loads in the image box in the top-right corner.
+  .. important::
+     Additional vehicle types can **not** be added. **Fleet** keeps them fixed to preserve its
+     **Payroll** integration, where vehicles may count as employee benefits.
 
-- :guilabel:`Vehicle Type`: select one of two preconfigured vehicle types, either :guilabel:`Car` or
-  :guilabel:`Bike`, from the drop-down menu. The vehicle types are hardcoded in Odoo, and are
-  integrated with the *Payroll* application, since vehicles can be part of an employee's benefits.
-  Adding additional vehicle types is *not* possible as it affects payroll.
-- :guilabel:`Category`: select a category for the vehicle from the drop-down menu. To create a new
-  category, type in the category and then click :guilabel:`Create (new category)`.
+- :guilabel:`Category`: Using the drop-down menu, select a :ref:`category <fleet/categories>` for
+  the vehicle or :ref:`create a new one <fleet/new-category>`.
 
 Information tab
 ---------------
@@ -83,28 +78,26 @@ In the :guilabel:`Information` tab, specify details about the car model, such as
 passenger capacity, cost settings (applicable to the Belgium localization only), and engine
 information.
 
-Model section
-~~~~~~~~~~~~~
+Model
+~~~~~
 
-- :guilabel:`Seats Number`: enter how many passengers the vehicle can accommodate.
-- :guilabel:`Doors Number`: enter the number of doors the vehicle has.
-- :guilabel:`Color`: enter the color of the vehicle.
-- :guilabel:`Model Year`: enter the year the vehicle was manufactured.
-- :guilabel:`Trailer Hitch`: tick this checkbox if the vehicle has a trailer hitch installed.
+- :guilabel:`Seats Number`: Enter how many passengers the vehicle can accommodate.
+- :guilabel:`Doors Number`: Enter the number of doors the vehicle has.
+- :guilabel:`Model Year`: Enter the year the vehicle was manufactured.
+- :guilabel:`Trailer Hitch`: Tick this checkbox if the vehicle has a trailer hitch installed.
 
-Salary section
-~~~~~~~~~~~~~~
+Salary
+~~~~~~
 
-.. note::
-   The :guilabel:`Salary` section **only** appears for Belgian-based companies, and **only** if the
-   company has their localization setting set to Belgium. The cost values are all *monthly*, with
-   the exception of the :guilabel:`Catalog Value (VAT Incl.)`.
+The :guilabel:`Salary` section **only** appears if the company has their localization setting set to
+Belgium. The cost values are all *monthly*, with the exception of the :guilabel:`Catalog Value (VAT
+Incl.)`.
 
-- :guilabel:`Can be requested`: tick this checkbox if employees can request this model vehicle, if a
+- :guilabel:`Can be requested`: Tick this checkbox if employees can request this model vehicle, if a
   vehicle is part of their employee contract.
 - :guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's Suggested Retail
   Price)` for the vehicle at the time of purchase or lease.
-- :guilabel:`C02 fee`: represents the carbon dioxide emission fee paid to the Belgian government.
+- :guilabel:`C02 fee`: Represents the carbon dioxide emission fee paid to the Belgian government.
   This value is automatically calculated, based on Belgian laws and regulations, and **cannot** be
   modified. The value is based on the figure entered in the :guilabel:`CO2 Emissions` field (in the
   :guilabel:`Engine` section of the :guilabel:`Information` tab) on the vehicle form.
@@ -112,55 +105,66 @@ Salary section
 .. important::
    Modifying the :guilabel:`CO2 Emissions` field adjusts the value in the :guilabel:`CO2 fee` field.
 
-- :guilabel:`Cost (Depreciated)`: enter the monthly vehicle cost, which appears in the salary
+- :guilabel:`Cost (Depreciated)`: Enter the monthly vehicle cost, which appears in the salary
   configurator for future employees. This value impacts the gross and net salary of the employee
   assigned to the vehicle. This figure is depreciated over time, according to local tax laws. The
   :guilabel:`Cost (Depreciated)` does **not** depreciate automatically on the *vehicle model*, it
   only depreciates based on the *contract* linked to a specific vehicle.
-- :guilabel:`Total Cost (Depreciated)`: this value is the combination of the :guilabel:`Cost
+- :guilabel:`Total Cost (Depreciated)`: This value is the combination of the :guilabel:`Cost
   (Depreciated)` and the :guilabel:`C02 fee` fields. It also depreciated over time.
 
 Engine
 ~~~~~~
 
-- :guilabel:`Fuel Type`: select the type of fuel the vehicle uses from the drop-down menu. The
-  options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Hybrid Diesel`, :guilabel:`Hybrid
-  Gasoline`, :guilabel:`Plug-in Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`,
-  :guilabel:`CNG`, :guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`.
-- :guilabel:`CO2 Emissions`: enter the average carbon dioxide emissions the vehicle produces in
+- :guilabel:`Fuel Type`: Using the drop-down menu, select the type of fuel the vehicle uses. The
+  default options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Full Hybrid`
+  :guilabel:`Plug-in Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`,
+  :guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`.
+- :guilabel:`Range`: Enter the distance the vehicle can travel on one tank of gas, or one battery
+  charge, in kilometers.
+- :guilabel:`CO2 Emissions`: Enter the average carbon dioxide emissions the vehicle produces in
   grams per kilometer (g/km). This information is provided by the car manufacturer.
-- :guilabel:`CO2 Standard`: enter the standard amount of carbon dioxide in grams per kilometer
+- :guilabel:`CO2 Standard`: Enter the standard amount of carbon dioxide in grams per kilometer
   (g/km) for a similar-sized vehicle.
-- :guilabel:`Transmission`: select :guilabel:`Manual` or :guilabel:`Automatic` transmission from the
-  drop-down menu.
-- :guilabel:`Power`: if the vehicle is electric or hybrid, enter the power the vehicle uses in
-  kilowatts (kW).
-- :guilabel:`Horsepower`: enter the vehicle's horsepower in this field.
-- :guilabel:`Horsepower Taxation`: enter the amount that is taxed, based on the size of the
+- :guilabel:`Transmission`: Using the drop-down menu, select the type of transmission, either
+  :guilabel:`Manual` or :guilabel:`Automatic`.
+- :guilabel:`Power Unit`: Using the drop-down menu, select how the vehicle's power is measured,
+  either in kilowatts or horsepower.
+- :guilabel:`Power`: If the vehicle is electric or hybrid, enter the power the vehicle uses in
+  kilowatts (:guilabel:`kW`). This field only appears if :guilabel:`kW` is selected for the
+  :guilabel:`Power` field.
+- :guilabel:`Horsepower`: Enter the vehicle's horsepower in this field. This field only appears if
+  :guilabel:`Horsepower` is selected for the :guilabel:`Power` field.
+- :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.
-- :guilabel:`Tax Deduction`: this field auto-populates, according to the engine specifications, and
-  **cannot** be modified. The percentage is based on the localization settings and local tax laws.
+  correct. This field only appears if :guilabel:`Horsepower` is selected for the :guilabel:`Power`
+  field.
+- :guilabel:`Horsepower Taxation`: Enter the amount of taxes incurred according to the engine
+  specifications. The number is dependent on the local tax laws, therefore it is recommended to
+  check with the accounting department to ensure the correct taxation amount is entered. This field
+  only appears if the :guilabel:`Power` field is set to :guilabel:`Horsepower`.
+- :guilabel:`Tax Deduction`: The percentage that can be deducted from taxes is populated based on
+  the localization, and **cannot** be modified. This field only appears for certain localizations.
 
 Vendors tab
 -----------
 
-Specify the vendors a vehicle can be purchased from in this tab. With proper setup, requests for
-quotations for vehicles can be easily created through Odoo's *Purchase* app.
+Specify the vendors a vehicle can be purchased from in this tab. With proper setup, :doc:`requests
+for quotations <../../inventory_and_mrp/purchase/manage_deals/rfq>` for vehicles can be created
+through Odoo's **Purchase** app.
 
-To add a vendor, click :guilabel:`Add`, which opens an :guilabel:`Add: Vendors` pop-up window, with
-a list of all the vendors currently in the database. Add a vendor by ticking the checkbox next to
-the vendor name, then click :guilabel:`Select`. There is no limit to the number of vendors that can
-be added to this list.
+To add a vendor, click :guilabel:`Add` in the upper-left corner of the :guilabel:`Vendors` tab. This
+opens an :guilabel:`Add: Vendors` pop-up window, with a list of all the vendors currently in the
+database. Add a vendor by ticking the checkbox next to the vendor name, then click
+:guilabel:`Select`. No limitations exist on the number of vendors that can be added to this list.
 
-If a vendor is not in the database, add a vendor by clicking :guilabel:`New` in the bottom-left of
-the :guilabel:`Add: Vendors` pop-up window. In the :guilabel:`Create Vendors` form that appears,
-enter the necessary information, then click :guilabel:`Save & Close` to add the vendor, or click
-:guilabel:`Save & New` to add the current vendor and create another new vendor.
+If a vendor is *not* already in the database, add a vendor by clicking :guilabel:`New` in the
+bottom-left of the :guilabel:`Add: Vendors` pop-up window. In the :guilabel:`Create Vendors` form
+that appears, enter the necessary information, then click :guilabel:`Save & Close` to add the
+vendor, or click :guilabel:`Save & New` to add the current vendor and create another new vendor.
 
 .. image:: models/vendor.png
-   :align: center
    :alt: Vendor form to fill out when adding a new vendor.
 
 .. _fleet/categories:
@@ -168,36 +172,34 @@ enter the necessary information, then click :guilabel:`Save & Close` to add the
 Model category
 ==============
 
-To best organize a fleet, it is recommended to have vehicle models housed under a specific category,
-to easily see what kinds of vehicles are in the fleet. Model categories are set on the :ref:`vehicle
-model form <fleet/add-model>`.
+To aid with fleet organization, it is recommended to have vehicle models housed under a specific
+category. Model categories are set on the :ref:`vehicle model form <fleet/add-model>`.
 
-Odoo does **not** come with any models preconfigured; all models **must** be added.
+Odoo does **not** come with any categories preconfigured; all categories **must** be added.
 
-To view any models currently set up in the database, navigate to :menuselection:`Fleet app -->
-Configuration --> Models: Categories`. All models are displayed in a list view.
+To view any categories currently set up in the database, navigate to :menuselection:`Fleet app -->
+Configuration --> Categories`. All categories are displayed in a list view.
+
+.. _fleet/new-category:
 
 Add a new model category
 ------------------------
 
 To add a new category, click the :guilabel:`New` button in the top-left corner of the
-:guilabel:`Categories` page. A new entry line appears at the bottom of the list. Type in the new
-category, then either click :guilabel:`Save`, or click anywhere on the screen, to save the entry.
+:guilabel:`Categories` dashboard. A new entry line appears at the bottom of the list. Type in the
+new category, then either click :guilabel:`Save`, or click anywhere on the screen, to save the
+entry.
 
 To reorganize how the categories appear in the list, click on the :icon:`oi-draggable`
 :guilabel:`(draggable)` icon to the left of any desired category name, and drag the line to the
 desired position.
 
-The order of the list does not affect the database in any way. However, it may be preferable to view
-the vehicle categories in a specific order, for example, by size, or the numbers of passengers the
-vehicle can carry.
+The order of the list does *not* affect the database in any way. However, it may be preferable to
+view the vehicle categories in a specific order, for example, by size, or the number of passengers
+the vehicle can carry.
 
 .. note::
    When used with the **Inventory** app, the :guilabel:`Max Weight` and :guilabel:`Max Volume`
    fields track a vehicle's capacity. This helps manage in-house deliveries by :doc:`showing how
    much space and weight remain for loading products
    <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch>`.
-
-.. image:: models/categories.png
-   :align: center
-   :alt: List view of the models in the fleet.