OpenERP / Odoo Fleet management
Download as PPTX, PDF27 likes10,256 views
Fleet management software allows companies to manage vehicle fleets, driver details, maintenance logs, fuel usage, and trip details. It provides visibility into operations and helps control costs. The software offers productivity reports and tools to monitor driver performance. It also helps ensure regulatory compliance for commercial vehicle fleets.
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
- 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
- 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
- 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
- 39. Products Master
- 40. Suppliers Master
- 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
- 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
- 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
- 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
- 60. Leave Management
- 62. Recruitments
- 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
- 71. Trial Balance
- 72. Balance Sheet
- 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