Fleet Sale
by Viindoo
| Lines of Code | 1245 |
| Technical name | viin_fleet_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_fleet_sale |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) Employees (hr) Fleet (fleet) |
| Included Dependencies | Fleet Drivers Management Fleet Loading Capacity Fleet Booking & Trip Management Employee Documents QR Code Mixin Viindoo Base Advanced HR Management Viin Fleet |
| Extensions | Fleet Sale - Cargo Fleet Sale - Passenger (Commercial Fare) Fleet Sale - Sale Management Bridge |
Sell the trip, and the booking writes itself
Fleet transport sold on a sales order: order lines generate the booking items, and the booking points back at the order.
Fleet Sale (technical name viin_fleet_sale) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales, dispatcher, finance, customer.
At a Glance
The facts of Fleet Sale, version 0.1.1, in one place. Published by Viindoo.
How It Works
Two screens.
The booking knows its order
The trip as operations sees it, with the order it was sold on.
And the orders
Selling transport is an ordinary order line - nothing new to learn.
What You Get
Sale order lines linked to fleet booking items
The sale order on the booking, and the bookings on the order
Booking items created from what was sold
One click between the commercial and the operational document
Works with the standard booking and approval flow
Invoicing stays Odoo's
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Sales orders
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Pricing is your product and pricelist configuration.
Routing and dispatch are the planning modules.
Which is deliberate - a contract of carriage often does.
What is invoiced is what the order says.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Fleet Sale?
Sales
Sells transport without describing it twice.
Dispatcher
Sees which booking belongs to which order.
Finance
Reconciles what was driven with what was invoiced.
Customer
Gets what the quotation described.
Frequently Asked Questions
What does Fleet Sale do?
Fleet transport sold on a sales order: order lines generate the booking items, and the booking points back at the order.
What does Fleet Sale not do?
It does not price the trip. Pricing is your product and pricelist configuration. It does not plan the route. Routing and dispatch are the planning modules. One order can hold several bookings. Which is deliberate - a contract of carriage often does. It does not invoice by distance. What is invoiced is what the order says.
Who is Fleet Sale for?
Sales: Sells transport without describing it twice. Dispatcher: Sees which booking belongs to which order. Finance: Reconciles what was driven with what was invoiced. Customer: Gets what the quotation described.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_fleet_booking, sale. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Fleet Booking (viin_fleet_booking): The bookings themselves. Fleet and Inventory (viin_fleet_stock): When the trip carries goods you also move in stock. Logistics and Sales (viin_logistics_sale): Selling freight as a service.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_fleet_sale; pre-sales questions go to sales@viindoo.com.
See Fleet Sale in Action
Sell the trip, and the booking writes itself
Need help with Fleet Sale?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comWhen contacting us, please include:
- Odoo/Viindoo version (Odoo CE / Viindoo Editions).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
apps.support@viindoo.comFor faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Upgrades to a newer Odoo series are a separate purchase for that series.
Technical Requirement
Changes log
0.1.1 - Latest on the 17.0 line
- Booking items carry the sale order line they were generated from.
Fleet Sale
Note
Extends viin_fleet_booking - see its documentation.
This guide shows how to sell a fleet transport service on a sales order. Confirming the order automatically generates a fleet booking so the operations team can plan and run the trip, and the sales order and the fleet booking stay cross-linked so either side can jump straight to the other.
Installation
- Go to Apps.
- Install Sales (if not already installed).
- Remove the default Apps filter, search for Fleet Booking, and click Install on the Fleet Booking & Trip Management card - see its own guide for what comes with it.
- Fleet Sale activates automatically as soon as both apps above are present. It has no separate card to search for or install in Apps - Odoo turns it on for you.
Configuration
Access rights
Nothing to configure by hand for a regular salesperson: anyone in the standard Sales / Salesperson or Sales / Administrator access group automatically gains the base Fleet app's Officer: Manage all vehicles role, which is what lets them see the Fleet Bookings smart button and the Fleet Transport tab on a sales order. For the fuller set of Fleet Booking roles (Fleet Booking User, Operator, Fleet Booking Administrator), see the Fleet Booking & Trip Management guide.
Booking purpose
This app ships a ready-to-use Fleet Transport booking purpose, used automatically whenever a booking is generated from a sales order confirmation. Go to Fleet Booking > Configuration > Booking Purposes if you want to add more purposes for manually created bookings.
Usage
Mark a product as a Fleet Transport service
Before a product's sales order lines can feed the booking-generation engine, set its Product Type to Fleet Transport.
Open Sales > Products > Products and click New.
A blank product form opens.
Set Product Name, for example Airport Transfer Service.
Set Product Type to Fleet Transport.
Click Save.
Quote a fleet transport service on a sales order
Open Sales > Orders > Quotations and click New.
Set Customer, for example Azure Interior.
Under Order Lines, click Add a product and set Product to your Fleet Transport product, for example Airport Transfer Service.
Leave or set Quantity, for example 1.
A Fleet Transport tab now appears on the notebook, because the order carries a fleet transport line.
The order is still a Quotation - nothing has been booked yet.
Confirm the order and open the generated fleet booking
Open the draft quotation that carries a Fleet Transport line.
Click Confirm. The statusbar moves to Sales Order and the Fleet Bookings smart button now shows a count of 1 - a fleet booking was generated automatically, with one booking item per fleet transport line.
Click Fleet Bookings. Because there is exactly one linked booking, it opens directly in form view: a Draft booking with its Booking #, the Sales Order it came from, and a chatter note recording the handoff.
Important
The booking is intentionally left in Draft for the operations team to review and confirm - confirming the sales order never auto-confirms the fleet booking itself.
Link an existing fleet booking to a quotation instead
If operations already created a booking for this customer before the quotation existed, you can attach the quotation to that booking instead of generating a new one.
Open the draft quotation for the same customer, carrying a Fleet Transport line.
Open the Fleet Transport tab.
Set Link Fleet Booking to the existing booking, for example FB/000009. Only bookings with no Sales Order set yet are listed, so you can only pick a true orphan booking.
Click Confirm.
The order becomes a Sales Order still pointing at the booking you linked - the Fleet Bookings smart button shows count 1 and opens that same booking directly. No second booking is created: one sales order can only ever serve one fleet booking.
Jump back to the sales order from a fleet booking
Open Fleet Booking > Fleet Bookings.
Open a booking that was generated from (or linked to) a sales order. Its Sales Order field and Sales Order smart button are both shown.
Click the Sales Order smart button.
You land directly on the sales order that generated (or was linked to) this booking, confirming the two-way navigation between the Sales app and the Fleet Booking app.
Troubleshooting
I don't see a Fleet Transport tab on my quotation
The tab, and the Fleet Bookings smart button, only appear once at least one order line sells a product whose Product Type is Fleet Transport. Add such a line, or check the product's Product Type on Sales > Products > Products.
The Fleet Bookings smart button is missing entirely
This is an access-rights issue, not a data issue: the smart button and the Fleet Transport tab are only visible to users who carry the base Fleet app's Officer: Manage all vehicles role. Any standard Salesperson or Sales Administrator gets this automatically; check the user's access group on Settings > Users & Companies > Users if it is still missing.
"Each sales order can only serve one fleet booking"
This error protects billing traceability: an order can never be linked to more than one fleet booking. If a second booking is genuinely needed, create a new sales order for it instead.
My fleet booking got cancelled when I cancelled the sales order
Cancelling a sales order automatically cancels its linked fleet booking while that booking is still Draft or Confirmed. If the booking is already In Progress or Done, Odoo blocks the sales order cancellation with an error asking you to resolve the booking first. If the fleet service was already invoiced, cancelling instead posts a chatter warning on the booking - it does not reverse the invoice; issue a credit note from that invoice if needed.
FAQ
Does confirming a sales order also confirm the fleet booking? No. The booking is generated (or adopted) in Draft on purpose, so the operations team can review it before confirming.
Can one sales order have two fleet bookings? No. This is enforced on both sides (the order and the booking) - one sales order serves exactly one fleet booking.
Can I use Fleet Sale without the full Fleet Booking & Trip Management app? No. Fleet Sale depends on it (and on Sales) and activates automatically once both are installed.
What happens to the sales price when I change the product or quantity on a fleet line? Nothing - the entered price is protected from the standard pricelist recompute, since it is the agreed rate for that transport service, not a catalog price.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
