65 lines
2.5 KiB
Markdown
65 lines
2.5 KiB
Markdown
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Fleet Management module helps your Organization manage their fleet of vehicles and track their expenses.
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To use Fleet Management in ERPNext,
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1. Set Up a Vehicle.
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2. Enter Vehicle Logs regularly.
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3. Make Expense Claims for Vehicle Expenses.
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4. View Reports for Vehicle Expenses.
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### Vehicle Set Up
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The Vehicle Set Up allows you to define the different types of Vehicles in your Organization.It acts as the Vehicle Master for Fleet Management.
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To create a new Vehicle go to:
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ERPNext > Vehicle
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* Enter License Plate,Make,Model,Odometer Value,Fuel Type and Fuel UOM for a quick entry.
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<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-1.1.png">
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* Enter details like Insurance,Chassis,Vehicle Value,Location and Employee.
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<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-1.2.png">
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* Enter Vehicle attributes like color,wheels,doors and last carbon check
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<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-1.3.png">
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### Vehicle Log
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Vehicle Log is used to enter Odometer readings,Fuel Expenses and Service Expense details.
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To create a new Vehicle Log go to:
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ERPNext > Vehicle Log
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* Enter License Plate,Employee,Date,Odometer reading for a quick entry.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-log-2.1.png">
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* Enter Refuelling details,Service details if applicable.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-log-2.2.png">
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### Make Expense Claim
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* Click on Make Expense Claim button .This button appears only in case of Submitted Vehicle Logs.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/expense-claim-3.1.png">
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When you click on 'Make Expense Claim',
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1. The date,employee,expense total are copied over to the created Expense Claim.
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2. The sum of Fuel Expenses and Service Expenses is copied over to Expense Claim Amount.
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3. Employee can submit the Expense Claim for further processing.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/expense-claim-3.2.png">
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### Vehicle Expenses Report
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* To track and monitor Vehicle Expenses you can use the Vehicle Expenses report.This report gives a one stop view of all your vehicle expenses month wise.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-expenses.png">
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