OpenERP / Odoo Fleet management

1. For
Transportation
Industry
Transforming the way your fleet operates
Abhishek Gupta
Contact Info: abhishekgupta61187@gmail.com
+91-7874833396/+91-7802885715

2. What Is Fleet Management?
Fleet management refers to the management of a company or other
organization’s transportation resources. This can include trucks, vans
and cars and may also extend to rail cars. Fleet management
encompasses a variety of activities, including financing, tracking the
travel of vehicles, fuel and speed management, maintenance
management and health and safety management for drivers. Fleet
management helps companies reduce risk, improve efficiency, reduce
fuel and maintenance costs and ensure compliance with government
regulations.

3. Fleet management enables people to accomplish a series of specific tasks in
the management of any or all aspects relating to a company's fleet
vehicles.
These specific tasks encompass all operations from vehicle acquisition to
disposal.
Software, depending on its capabilities, allows function such as
driver/vehicle/goods/cargo profiling, trip profiling, dispatch, vehicle
efficiency, fuel etc.
It can provide remote control features. Current vehicle diagnostic
information can also be related to a management site, depending on the
type of hardware installed in the vehicles.
New platform, based on Fleet management, is Fleet Control with higher
amount of information available for both drivers and dispatchers of
logistics.
In today’s competitive market, every advantage counts. Fleet management
can provide significant savings costs and operational efficiencies for
companies that rely upon vehicle fleets. With the right fleet management
system, you can see a return on your investment in a year or less in many
cases as the efficiency of your company increases.
Purpose

4. Benefits of Fleet Management
Fleet management can provide a number of benefits to clients who take
advantage of fleet management services, including:
 Lower fuel costs
 Reduced environmental impact
 Improved planning
 Improved cost control
 More productivity and employee accountability
 Data collection

5. Productivity Matters
Fleet management helps companies get the most out of their
vehicles and their people. A fleet management system can
help you monitor individual’s driving habits and institute new
rules to improve worker performance.

6.  Client is a huge enterprise with good reputation in the
market. It has achieved success with quality manpower
and has been a people driven company. Over the years
as it has grown in size, managing business has become
cumbersome and a lot of critical information gets lost due
to people driven approach.
 This industry faces an uphill task of quick turnaround
time for their services. Due to this constraint, it often
cause mismanagement of resources, billing and informal
Initial System/ Challenges

7. Tender
Form
Customer Invoice
Commercial
Department
Proposal
Tender
Project
BOQ
Project
Office
Purchase
Order
Supplier
Warehouse
Accounts
Invoice
Purchase
Office
Material Request
Payment
Payment
Incoming Shipment
Fund Requirements
Material Issue
Business Process Understanding

8. Fleet Management Module
A comprehensive web-based Fleet Management System module for
Odoo (FMS) is developed for fulfilling the business management
needs of the Fleet & Transport industry.
Odoo Fleet Management System integrates different functions in a transport
company such as accounts, inventory, payroll, invoicing, insurance, asset
management, vehicle maintenance, driver details, etc. Further, the system has a
scope for customization according to client specific needs.

9. Brief About - Fleet Management Module (Cont…)
Core modules incorporated in Fleet Management vertical is as follows :
 Vehicle :
 Vehicle Information.
 Provision to collect Driver Information for particular vehicle.
 Vehicle Insurance Details.
 Provision to collect details line No. Of doors, No. Of seats, color & Engine Details.
 Provision set GPS device for vehicle to track.
 Device History to capture previous tracking details of Device.
 Vehicle Contract :
 Provision to set vehicles purchase and leasing details.
 Provision to Services for the vehicle.
 Vehicle Fuel Log :
 We can maintain Fuel log of vehicle.
 Allow to set cost of fuel, which is going to add in total cost of vehicle
 Maintains record of Supplier from whom Fuel is purchased

10.  Vehicle Service Log :
 Linking of Transportation information in student account
 Maintaining Transport details with Participants & Vehicle information
 Root wise, Date wise Transport Registration details.
 Track transport pickup points and cost information.
 Vehicle Cost :
 Total Cost of the all vehicle will calculated here based on:
– Vehicle purchase or contract cost
– Service cost
– Fuel cost
 Device Configuration :
 It contains Details about GPS device that we are going to mount on Vehicle for
Tracking. The Information includes following Details:
– Device ID
– Device Name
– IMEI/ESN Number
– Email ID
Brief About - Fleet Management Module (Cont…)

11. Brief About - Fleet Management Module (Cont…)
 Route Management :
 Route Between Two OpenERP Partners
 Route Between OpenERP partner and GPS device and Vice versa
 Route Between OpenERP Partner and Android Device and Vice Versa
 Optimized Route between all the partners in the path of source and destination
 Two address map
 Multi address map
 C.M.M.S. :
 Service Configuration
– Service Template
– Service Item
 Service Management– Work Order
 Work Order Tasks :
 Work order task

12. Brief About - Fleet Management & Tracking System Module
Core modules incorporated in Fleet Management & Tracking System vertical
are as follows :
 Fleet Manager :
 Vehicle Configuration Details.
 Purchase Details of Vehicle.
 Fuel & Maintenance Details about Vehicle.
 Device Details.
 Device Tracking.
 Tracking History.
 Computerized Maintenance Management System
 Configuring service Templates.
 Service Management.
 Operations Management :
 Fuel Log Details
 Odometer Statements
 Work Order Task

13. To properly manage a fleet at its optimum level, understanding
Total Cost of Ownership (TCO) is critical
• Assets – aligning holding periods for vehicles will impact TCO
• Maintenance – once vehicle holding period is set, maintenance
programs must be aligned
• Fuel – determining the right fuel strategy will impact TCO and
operations
Fleet TCO
(Total Cost of Ownership)
Fuel
Internal
Strategy
External
Strategy
Assets
Vehicle
Replacement &
Excess
Disposition
Vehicle
Depreciation
Maintenance
Vehicle
Maintenance
Vehicle Parts
Total Cost Ownership

14. TCO, measured against an operational activity, is a key
metric in establishing a baseline for fleet efficiency,
deployment strategy and operating costs
Fleet Efficiency Levers
Key Metrics for Evaluation
• How can revenue be increased
with same number of vehicles?
• How do I lower the cost per vehicle?
Operating Cost Levers
TCO / Activity
TCO / Vehicle
Fuel Costs
Asset Costs
Maintenance Costs
Activity / Vehicle
Fleet Deployment Efficiency
Asset Utilization
Routing Efficiency
Vehicle Design Flexibility
Total Cost Ownership (Cont…)

15. TCO can be managed by optimizing vehicle holding periods
 Lifecycle Strategic
Approach
 Define optimal
holding periods for
each major type of
vehicle asset
 Establish policy to
ensure vehicle
holding periods are
managed
appropriately
 Identify critical
parameters to be
managed (i.e.
source costs,
residual values,
should be
maintenance costs,
etc.)
Fleet maintenance practices will need to be aligned with holding period strategy
Longer holding period
Light Duty Car & Truck Specialized Vehicles
• Higher source cost
• Significant up-fit cost
• Low mileage fleet
• Lower source cost
• High resell market
• Maintain high residual value
Shorter holding period
1 YR
10
YR5 YR
Medium and Heavy
Truck
• Lower source cost
• Minimal up-fit cost
• Potential resell market
• Average mileage vehicles

16. Where Fleet Management System Helps You
Gives you Visibility Gives you Control Helps you decide
There is practically no
limit on how many fleet
you can manage with
FMS.
No matter how big you
are, you can work as if
everything is at arm's
length.
From Operational
control to Financial
control you get to
tweak your business
the way you want to.
FMS offers an array of
highly useful reports that
help not only the top
management as well as
operators.

17. Trip Management Maintenance Auto Alerts
From standard trips to
the most complex of
Leg-wise trips, FMS
handles it all – standard.
In addition, there is a
provision to mix and
match multiple transport
modes in one trip.
Where there are fixed
assets, there is a need for
maintenance.
FMS handles full vehicle and
Tyre maintenance with
inventory, repair and
replacement and its entire
finances.
From licenses to documents
to contracts, everything has
a limited timeframe of
existences.
Since there are so many of
them, FMS alerts well
before they expire.
Where Fleet Management System Helps You (Cont…)

18. Fleet Management System Process
Tyre
Management
Vehicle
Maintenance
Management
Fuel
Management
Trip
Generation
Trip Update Operational
Completion
Financial
Formality
Completion
Driver
Settlement
Customer and
Vendor BillingProfit
OPERATIONS
FINANCE

19. FMSOperations Finance
Reports
Octroi / SFM / Auto MessagesControl Panel / User Rights
Feature Set
Business
Policies
Visibility
Vehicle
Management
Fuel
Management
Driver
Management
Trip
Management
Vehicle
Maintenance
Management
Tyre
Management
Driver Advance
Management
En-route
Expense
Fuel
Expense
Driver
Settlement
Fixed and Variable
Expenses

20. Work
Identification
•Operating
Standards
•Operator Training
•Operator
Troubleshooting
•Equipment
Monitoring
•Equipment
Numbering /
Location
•W.0. Information
Standards
Authorization /
Prioritization
•“Need” vs.
“Want”
•Priority
Standards
•Equipment
Criticality
•Authorization
Levels
•Cost Review
Planning
•Job Scope
•Estimating
(Labor &
Parts)
•Equipment
Histories
•Standard
Jobs
•Integration
with Planning
Backlog
Management
•Ownership
•Duplication
•Cost Benefit
Analysis
•Review of
Aged Work
•Cancelled
Work Process
Procurement
Management
•Technical
Ownership
•Time Directed
/ Condition
Directed
•Run to Failure
•Parameter /
Intervals
•Operations
Role
•Availability
Work Evaluation
and Action
•Goal Setting
•Documenting
problems
•Problem ID
(Root Cause)
•Problem
Solving &
Measures
•Progress of
Past
Problems
Key
Measurements
•Cause
Indicators
•Workload /
Scheduling /
PM Comp
•Effect
Indicators
•Performance /
Cost / MTBF
•Distribution
and Utilization
Progress
Management
•Work
Criticality
•Awareness of
Job Status
•Identify and
Document
Barriers
•Reassign As
Necessary
•Communicati
on
•Decision
Making
Process
Work
Assignment
•Technicians
(Who)
•Detailed Job
Explanation
(What)
•How Long
(When)
•Job Location
(Where)
•Repair
Specifics
(How)
•Safety /
Environmenta
l Req
Scheduling
•Daily
Scheduling
•Operations
Input
•Priority Issue
Resolution
•Resource
Allocation
•Outsourcing
Schedule
•Material
Schedule
Flow

21. Work
Identification
Planning
Authorization/
Prioritization
Backlog
Management
Work Evaluation
Scheduling Progress
Management
Work
Assignment
Key
Measurement
Procurement
Management
Reliability
• Equipment
Criticality
• Root Cause
Analysis
• Reliability KPIs
(MTBF)
• Failure
Analysis
• Equipment
Design
• Warranty
Management
Organization
Development
• Strategic
Planning
• Team Building
• Organizational
Alignment
• Functional
Accountability
• Responsibility
Defined
• Management
Ownership
Maintenance
Engineering
• Maintenance
Support
• Repair
Strategy
• Standard Job
Input
• Capital
Resources
• PM/PDM
Analysis &
Requirements
Contractor
Management
• Outsourcing
Decision
• Contractor
Safety /
Insurance
• Contractor
Training
• Selection
Procedure
• Cost Tracking
• Incentives
Skills Training
• Ranking &
Tracking
Systems
• Identify Skill
Set
Requirements
• Establish Skill
Set Goals
• Employee
Review & Input
• Establish
Training
Programs
• Recognition
Production
Support
• Equipment
Operating Stds
• Equipment
Monitoring
• Permitting
• Product
Handling
• Emergency
Planning
Support Functions
Maintenance Objective

22. Maintenance Objective
Work
Identification
Planning
Authorization/
Prioritization
Backlog
Management
Work Evaluation
Scheduling Progress
Management
Work
Assignment
Key
Measurement
Procurement
Management
Organization
Development
Reliability
Maintenance
Engineering
Skills Training
Contractor
Management
Production
Support
Support Functions
Assets Supports
Support Equipment
• Scheduling
• Scheduling Break Policy
• KPIs
Inventory/Purchasing
• Requisition Process
(Roles)
• Stock & Non-Stock
Procurement
• Material Receiving /
Storing
• Security
• Inventory Management
• Inventory KPIs
Tools and Equipment
• New Hire Tool Policy
• Technician Required Tools
• Specialty Tools
Responsibility
• Inspection and Repair
• Contractor Tools

23. Work
Identification
Planning
Authorization/
Prioritization
Backlog
Management
Work
Evaluation
Scheduling Progress
Management
Work
Assignment
Key
Measurement
Procurement
Management
Organization
Development
Reliability
Maintenance
Engineering
Skills Training
Contractor
Management
Production
Support
Support Functions
Assets Supports
Organization
Development
Reliability
Maintenance
Engineering
Unscheduled Work
•Troubleshooting
•Labor and Equipment Req.
•Labor and Equipment Avail.
•Technical Support
•Present Maintenance
Schedule
•Communication
Other
•Communication /
Cooperation
•Inaccurate Inventory
•Pilfering and/or Theft
•Inadequate Materials
Inspection
•Equipment Availability
•Budget
Maintenance Management
System
•Holder of Maintenance
Process
•Accessibility and Table of
Authorities
•Compatible with Other
Business Systems
•Cost Tracking to Specific
Equipment
•Labor
•Parts / Materials
•Equipment & Repair
Histories
•Planning, Procurement,
Scheduling &
Executive Interface
•KPI Development &
Generation
Constraints
Maintenance Objective

24. Presentation Plan Fleet Management Module

25. Maintenance
&
Repair
Yard
Management
Procurement
WarehouseHR
Finance &
Accounting
Asset
Management
Company
Solution At a Glance

26. Inspection & Estimation
Full process management from arrival of
Equipment (Chassis, Container, Tyre
etc.) to its Complete Repairing,
Maintenance and Invoicing.
 Shop In/ Shop Out
 Inspection
 Estimation
 Repair Logs
 Service Logs
 Service Order
 Equipments Master
 Parts
 Commercial Dashboard
 Analysis & Reports

27. Inspection / Estimation

28. Repair Log

29. Service Log

30. Service Order

31. Equipments

32. Manage all activities related to
Storage, Maintenance and transfer
of equipments in yard
 Entry
 Exit
 In Yard Transfer
 Block Transfer
 Equipment Search
 Parts Master
 Analysis & Reports
Dockyard Management

33. Gate In / Gate Out

34. In Yard Transfer

35. Inter Block Transfer

36. Enables companies to cluster
the management of
procurement for cost saving ,
while manage the right
material s get to the right job
every time.
 Shopping List
 Call for Bids
 Price Conformation
 Purchase Order
 Products
 Automatic Procurements
 Procurement Dashboard
 Analysis & Reports
Procurement Department

37. Shopping List

38. Request For Quotation

39. Products Master

40. Suppliers Master

41. Reports & Analysis

42. Warehouse Department
Track stocks, full traceability and
Accounting. Supports multiple
locations management based on
location structure. Manage your
internal locations, external locations,
customers, suppliers and
manufacturing inventories.
 Stock Management
 Facility Management
 Receiving/ Delivering Products
 Internal Stock Movement
 Materials Request
 Issue of Materials
 Warehouses
 Inventory Valuation
 Inventory Analysis

43. Fleet Management

44. Analysis & Reports

45. Assets Management
Perform regular maintenance activities
on assets by getting timely reminders
and also manage different statues of
Assets & maintain Assets logs.
 Vehicles & Classification
 Vehicles contract
 Vehicles Fuel Logs
 Vehicles Service Logs

46. Vehicles & Classification

47. Vehicles Contract

48. Vehicles Fuel Logs

49. Vehicles Service Logs

50. GPS Tracking System
 Every vehicle must be
equipped with a GPS receiver.
 As the vehicle moves around
the world, satellites track the
vehicle’s position.
 Positioning can be requested
at anytime.
 Location-tracking helps companies to
 Streamline and control supply chains
 Move products to the market faster
 Monitor assets
 Prevent inventory loss
 Track vehicle fleets
 Companies must consider how to track inventory
 In a smaller area
 Across a wide area

51. Vehicles Service Configuration

52. Vehicles Contract

53. Vehicles Service Items

54. Vehicles Work Orders Information

55. Track Vehicles

56. Track Vehicle on Map

57. Human Resource Department
Manage the most important asset
in company : “PEOPLE” . With
module of Human Resource
Management, Leave , Attendance,
Time Tracking, Payroll, Expensive
and Recruitments.
 Employee Details
 Employee Contract
 Leave Management
 Attendance
 Timesheets
 Appraisals
 Recruitments
 Expenses
 Payroll

58. Employee Details

59. Employee Contract

60. Leave Management

61. Attendance Management

62. Recruitments

63. Expense Management

64. Employee Payroll

65. Finance and Accounting
 Invoicing
 Payments
 General Ledger
 AR/AP
 Taxation
 Financial Reports
 Chart of Accounts
 Multi Currency
 Analysis & Reports
Address financial accounting and
budgeting, costing, asset
management, cash and credit
management as well as analysis
and reporting. Meet the current
and future financial requirements
while offering you a global view of
your financial performance across
your enterprise.

66. Invoicing

67. Bank Statement

68. Cash Register

69. Chart of Accounts

70. Assets Management

71. Trial Balance

72. Balance Sheet

73. Business Framework

74. Transforming Enterprise Approach
Enterprise
Assessment
Value
Discovery
Plant
Automation
& Mobility
 Designing execution models
 Certified Methodologies
 Service Maturity Model
 Seamless cycle through
Business Application Lifecycle
 Automating the plant s
 Mobile solutions
 Enterprise Architecture Definition
 IT Strategy Definition
 IT Roadmap definition
 IT Governance Consulting
 Application Utilization & Value
Realization
 Application Roadmap
 Tech-Biz Optimization
 Application Portfolio Harmonization

75. Implement Scenario
New Projects
Process
Enhancements
New Process
Introduction
Roll Outs,
Upgrades
 Planning
 Blue printing
 Build
 Realization
 Cutover
 Go Live
 Prototype
 Configure
 Develop
 Test
 Deploy
 Prototype
 Validate
Process
 Configure
 Test
 Deploy
 Design
 Build
 Test
 Deploy

76. Why Odoo?
 Zero license costs
 Ultimate flexibility
 No vendor lock-in
 Less risk – Future of system not tied to one company
 Extensibility
 Unlimited user support
 Powerful object level
 User Friendly
 Scalable
 Controls all your innovating processes

78. For more information contact
Abhishek Gupta
Skype ID: abhishekgupta61187
Email Id: abhishekgupta61187@gmail.com
+91-7874833396/+91-7802885715