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Manage Vehicles, Drivers, Routes and Trips

Project description

Alpha License: AGPL-3 OCA/stock-logistics-transport Translate me on Weblate Try me on Runboat

The Transport Management Systems (TMS) module manages the workflow of creating transport operations within Odoo. This module provides features such as creating teams, stages, crews, routes, and vehicles, allowing businesses to efficiently handle various aspects of their transport operations.

Table of contents

Configuration

TMS module can be used with advanced configuration that enable extra features complementing the base module.

Units of Measure

In the base module units of measure (UoM) aren’t considered. They have to be manually enabled in the settings.

  1. Go to TMS > Configuration > Settings > Units

  2. Activate the “Units of measure” checkbox and save the changes

  3. Now UoM appear in the module in the distance, length, weight and time fields with a default unit that is computed.

  4. To change the default UoM of an specific magnitude, select the default UoM in its corresponding measurement in the settings.

Manage teams and crews

Team management is an advanced feature that can be configured in the TMS module. They are a predefined group of employees that have predefined drivers and vehicles. “Mexican Transportation Company”, i.e., has the “Mexico City Team” and “Querétaro Team” with their own vehicles and drivers.

  1. Go to TMS > Configuration > Settings > Drivers

  2. Activate the “Manage Teams” checkbox and save the changes

  3. Go to TMS > Configuration > Drivers > Teams

  4. A default team is created. Edit this team or create a new one

  5. Write the team’s name, select the drivers and the vehicles

  6. If it’s configured, you can also select crews for this team

  7. When a trip is created, you can assign the trip to an specific team.

Crew management is an advanced feature that can be configured in the TMS module. They are a predefined group of drivers and employees in a vehicle. An airplane, i.e., has its pilots and crew members that attend the passengers.

  1. Go to TMS > Configuration > Settings > Drivers

  2. Activate the “Manage Crews” checkbox and save the changes

  3. Go to TMS > Configuration > Drivers > Crews

  4. Create a new crew and assign it a name

  5. Select the drivers, the personnel, and a default vehicle that the crew uses

  6. When a trip is created, you can assign the trip to an specific crew

Routes and stop locations

Routes can be used to establish predetermined trips from one location to another.

  1. Go to TMS > Configuration > Settings > Trips

  2. Activate the “Routes” checkbox and save the changes

  3. Go to Master Data > Routes and create a new route

  4. Write the route’s name, select the origin location and select the origin destination

  5. Create a new trip and enable the “Use a predefined route” checkbox

  6. Select the route you have created for the trip

When activating routes in the settings, the option for creating stop locations in routes is enabled.

  1. Go to TMS > Configuration > Settings > Trips

  2. Activate the “Stops” checkbox and save the changes

  3. Go to Master Data > Routes and create a new route or select and existing one

  4. Enable the “Stop locations” checkbox

  5. Write the locations in the “Stop locations” page

Usage

Vehicles

  1. Go to TMS application.

  2. Go to Master Data > Vehicles in the menu.

  3. Create a new vehicle with the desired model (required).

  4. In the TMS page select the operation type (Cargo/Passenger).

  5. Type the capacity of the vehicle.

Drivers

  1. Go to TMS application.

  2. Go to Master Data > Drivers in the menu.

  3. Create a new driver.

Locations

  1. Go to TMS application.

  2. Go to Master Data > Locations in the menu.

  3. Create a new location.

Orders

  1. Go to TMS application.

  2. Create a new trip from the dashboard.

  3. Select a driver, a vehicle, an origin location and a destination location.

  4. In the planning page select the start date, the duration and the scheduled end.

  5. Once confirmed, click ‘START’ button to start the trip.

  6. Once the trip is completed, click ‘END’ button to end the trip.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Open Source Integrators

Contributors

Other credits

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

max3903 santiagordz EdgarRetes

This module is part of the OCA/stock-logistics-transport project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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