Serviços¶
Para manter adequadamente uma frota de veículos, é necessário fazer manutenção regular e reparos periódicos. O agendamento de reparos e o gerenciamento de serviços para uma frota inteira são necessários para garantir que todos os veículos estejam em boas condições de funcionamento quando forem necessários.
Services, such as regular maintenance, like oil changes or tire rotations, can be logged in advance. Other repairs are logged as they occur.
Criar registros de serviço¶
Create a service record in one of two ways: directly in the Fleet app, or from a vendor bill in the Accounting app.
From the Fleet app¶
To log a service for a vehicle in the Fleet app, go to the main Services dashboard by navigating to . Open a new service form by clicking the New button in the top-left corner.
Preencha as informações no formulário. Os únicos dois campos que precisam ser preenchidos são Tipo de serviço e Veículo.
Os campos do formulário são:
Description: Enter a brief description of the service in this field.
Service Type: Using the drop-down menu, select the type of service performed. If the desired service does not exist, enter a new type of service, and click either Create “(service type)” or Create and edit… to add the service type and configure it.
Importante
Only one Service Type comes preconfigured in Odoo: Vendor Bill.
Date: Using the calendar selector, select the date the service was provided, or is scheduled to be performed. Navigate to the desired month using the (arrow) icons, then click on the date to select it.
Cost: Enter the estimated cost of the service, if available. If the service is for a future repair, this field should be left blank. This field is updated as estimates are received, and again, when the final repair cost is known.
Vendor: Using the drop-down menu, select the vendor who is performing the service. If the vendor has not already been entered in the system, add and configure the vendor.
Vehicle: Using the drop-down menu, select the vehicle that was serviced. When the vehicle is selected, the Driver field is populated, and the unit of measure for the Odometer Value field appears.
Driver: The vehicle’s current driver automatically populates this field when the Vehicle is selected. If the driver needs to be changed, another driver can be selected using the drop-down menu.
Odometer Value: Enter the odometer reading from when the service was done. The units of measure are either in kilometers (km) or miles (mi), depending on how the selected vehicle was configured.
Dica
To change from kilometers to miles, or vice versa, click the (Internal Link) icon to the right of the vehicle selected in the Vehicle field.
Altere a unidade de medida e, em seguida, volte para o formulário de serviço pela trilha de navegação. A unidade de medida é então atualizada no campo Valor do odômetro.
NOTES: Enter any notes for the repair at the bottom of the service form. For example, this can include estimate details or parts being replaced.
From the Accounting app¶
Sometimes repairs are performed and billed before service records are created. This is a common situation when repairs are unexpected, such as towing broken down vehicles or performing emergency repairs on the side of the road. In these circumstances, service records can be created directly from a vendor bill in the Accounting app.
To link a vendor bill to a service and create a service record, first open the Accounting app and click Purchases on the dashboard. Click the vendor bill for the repair to open the bill details.
In the Invoice Lines tab, click the (additional options) icon to reveal a drop-down menu. Click the checkbox next to Vehicle, then click away to close the drop-down menu.
Click into the Vehicle field and select the vehicle the service was done on.
Importante
To add a vehicle to a bill, the Status of the bill on the accounting dashboard must be Draft. If the bill has been confirmed, click the Reset to Draft button on the bill, then add the vehicle.
Once the Vehicle field is populated, open the Services dashboard by navigating to . The Service Type is listed as Vendor Bill, by default. The record must be updated to keep accurate service records.
Click on the new Vendor Bill record to view the service details. Click the Service Type field to reveal a drop-down menu of all available service types, and select the correct type of service. If necessary, create a new service type.
On the service record, a Service’s Bill smart button appears at the top. Click the Service’s Bill smart button to view the corresponding vendor bill.
Dica
The text color in the Service’s Bill smart button indicates the status of the bill. Green text indicates the bill is confirmed or paid, orange text indicates it is still a draft.
Criar tipo de serviço¶
The only method to create service types is from a service form.
No formulário de serviço, digite o nome do novo Tipo de serviço no campo correspondente. Em seguida, clique em Criar e editar…, e um formulário pop-up Criar tipo de serviço será exibido.
O tipo de serviço inserido no formulário de serviço preenche automaticamente o campo Nome, que pode ser modificado, se desejado.
Em seguida, selecione a Categoria do novo tipo de serviço no menu suspenso desse campo. As duas opções padrão para escolha são Contrato ou Serviço. Categorias adicionais não podem ser criadas.
Se o serviço se aplicar apenas a contratos ou serviços, selecione a Categoria correspondente. Se o serviço se aplicar a ambos os contratos e serviços, deixe esse campo em branco.
Quando terminar, clique em Salvar e Fechar.
Criar fornecedor¶
When a service is performed for the first time, typically, the vendor’s record has not yet been added to the database. It is best practice to add the full details for a vendor in the database, so that any necessary information can be retrieved.
Vendors are added with the Contacts app. Refer to the documentation for more details.
Nota
Diferentes abas ou campos podem estar visíveis no formulário Criar fornecedor, dependendo de quais outros aplicativos estão instalados.
Exibir serviços¶
Para visualizar todos os serviços registrados na base de dados, incluindo solicitações antigas e novas, acesse . Todos os serviços aparecem em uma visualização de lista, incluindo todos os detalhes de cada serviço.
Os registros de serviço são agrupados por tipo de serviço. O número de reparos para cada tipo de serviço aparece entre parênteses após o nome do tipo de serviço.
Cada serviço listado exibe as seguintes informações:
Date: The date that the service, or repair, was performed (or requested to be performed).
Description: A short description of the specific type of service, or repair, performed to clarify the specific service.
Service Type: The type of service, or repair, performed. This is selected from a list of services that must be configured.
Vehicle: The specific vehicle the service was performed on.
Driver: The current driver for the vehicle.
Vendor: The specific vendor who performed the service, or repair.
Notes: Any information associated with the service, or repair, that is documented to add clarification.
Cost: The total cost of the service, or repair.
Stage: The status of the service, or repair. Options are New, Running, Done, or Cancelled.
Na parte inferior da coluna Custo, o custo total de todos os serviços e reparos é listado.
