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