5499 Lines of Code; Last Updated: 2 September 2024

Car Repair Module Customization Documentation

Created by: Usman Ghias

Overview

This document provides a detailed description of the customizations made to the Car Repair Module obtained from Odoo Apps. The customizations enhance the module's functionality by introducing new fields, widgets, buttons, and menu items to streamline the car repair process and improve service management.

Customizations

1. Captured Image Field

Objective: Enable the ability to capture images directly from the camera within the Car Repair view.

Implementation:

• Downloaded the widget_capture_image from Odoo Apps.
• Added the widget_capture_image to the Captured Image field in the fleet.repair.line model.

Details: The Captured Image field allows users to capture and store images directly through the camera.

2. Guaranteed Field Required

Objective: Ensure that the Guaranteed field in the fleet.repair.line model is mandatory.

Implementation: Made the Guaranteed field a required field.

Details: This change ensures that the Guaranteed field cannot be left empty, enforcing necessary data entry.

3. Service Repair Checklist Technician Field

Objective: Assign responsibility to technicians through a Technician field in the service repair checklist.

Implementation:

• Added a Technician field (technician_id) as a many-to-one relationship to the fleet.repair.checklist model.
• When selected, this field assigns responsibility to the specified technician.

Details: The Technician field allows users to assign specific technicians to repair tasks, facilitating better management and accountability.

4. Third-Party Services Checklist

Objective: Manage vendor bills based on third-party services selected during car diagnosis.

Implementation:

• Added a third-party services checklist.
• Introduced a Create Vendor Bill button to generate vendor bills based on selected external vendors.
• Added a field to count and display the number of vendor bills created.

Details:

• If third-party services are selected, a Create Vendor Bill button becomes available.
• Clicking the button generates vendor bills corresponding to the selected vendors.
• The system counts and displays the number of vendor bills created, providing a clear overview of external services utilized.

5. Time Sheet Field as Float

Objective: Convert the timesheet field to a float type with a default value of 00:00.

Implementation: Changed the timesheet field to a float type.

Details: The timesheet field now allows precise entry of time values, starting from a default of 00:00.

6. Product Price as Cost Price

Objective: Display the cost price of products instead of the selling price in the diagnosis reports.

Implementation: Modified the product price field to fetch and display the cost price from the vehicle.product.line model.

Details: The diagnosis reports now show the cost price of products, aiding in accurate cost management and reporting.

7. Work Orders Serial Number

Objective: Introduce a serial number field to work orders.

Implementation: Added a Serial Number field to the work orders model.

Details: Each work order now includes a serial number, allowing for better tracking and identification.

8. Create Exit Permission Button

Objective: Add an Exit Permission button that fetches relevant details and updates the status upon clicking.

Implementation:

• Added a Create Exit Permission button in the Car Repair view.
• This button automatically fetches the Work Order number, Repair Order number, Customer Plate Number, Sequence Number, Date, and Status.

Details: The Create Exit Permission button simplifies the process of exiting a repair session by automatically populating necessary details and updating the status.

9. Exit Permission Menu Item

Objective: Add a new menu item for Exit Permission that displays sequence numbers.

Implementation:

• Introduced a new menu item named Exit Permission.
• Positioned the new menu item at the end of the Car Repair sequence, with sequence number 15.

Details: Clicking on the Exit Permission menu item displays all sequence numbers, facilitating easy navigation and management.

10. Vendor Bill in Menu Items

Objective: See all vendor Bills

Implementation: Added the vendor bills in the billing in menu items just after the invoices.

11. Sales Performa Invoice

Objective: Added Customers and Technician Signature and adjusted Odoo Format Documentation

Installation

Car Repair and Automotive Service Maintenance Management Odoo Apps

Fleet Repair and Automotive Service Maintenance Management Odoo App is a fantastic solution for the vehicle repair industry. In Odoo, this app provides a complete solution for Automotive service workshop management. This Odoo app is useful for Garage Management, car service centers, Vehicle Service Management Systems, auto repair shops for spare parts, and Body Shop services for cars or any fleets. This Odoo app includes all stages of car services starting from Repair Request ticket, Diagnosis, workshop job order assignment of technician or mechanics and supervisor for inspection checks which include Service types and spare part required, even inventory of part are managed along with Accounting invoice which includes billing and payment process in Odoo.

This Odoo module provides different access control as Service manager, Technician, Head Technician, and Director. After installing this Odoo app, the service manager can create repair order requests from customers with different fleet vehicles. This app is integrated with the default Odoo's fleet management app. The repair order is created with a serial number along with a guarantee type. Once the repair order is added, the head technician will create a Diagnosis of the repair order and assign it to a specific technician. The technician will do the diagnosis and enter the result of the diagnosis process, they will enter service spent time as well as require consumed materials-parts on diagnosis result. Based on this result, the service manager will create a Sales Quotation for the repair order and send it to the customer. Once the Quotation is confirmed, a workorder for the repair order is automatically created and the technician can start work on it. The sales process is completely integrated with the repair order, so whenever any process is changed, the repair order stage will change accordingly i.e., Quotation Sent, Quotation Approved, Workorder, Invoice, etc. It also provides different PDF reports such as repair order report, Repair label, Diagnosis, and workorder report.

French Translation Available.

Features

Car Sales Module Access rights

This feature provides access control for the car sales module.

Car Sales Dashboard Page

This feature provides an overview of car sales on the dashboard.

Car Sales Repair Step 1

Step 1 of the car sales repair process.

Car Lines Adding Fleet

Adding fleet information to car lines.

Assigning Activities to Technician

Assigning activities to technicians for repair orders.

Assign Technician Step 2

Step 2 of assigning technicians for repair orders.

Multi Vendor Vendor Bills | Third Party Services Step 3

Step 3 for multi-vendor and third-party services.

Enter Diagnostic Results

Technicians enter diagnostic results for repair orders.

Adding Products and selecting Vendors

Adding products and selecting vendors for repair orders.

Vendor Bills having 1 Vendor

Managing vendor bills for a single vendor.

Confirming Order | Set and View Work order

Confirming orders and setting/viewing work orders.

Start Work Order Complete Setup

Starting and completing the setup for work orders.

Creating Exit Permissions

Creating exit permissions for vehicles after repair.

Exit Permissions View

Viewing exit permissions for vehicles.

View All Bills from Menu Items

Viewing all bills from the menu items.

Checklists for Activities Assigning

Creating checklists for assigning activities.

Meeting Slots also added on Website

Adding meeting slots on the website.

Fleet Products Additional Services Pricing

Managing additional services pricing for fleet products.

Access Rights and Roles

We have four different access groups for the machine repair module.

• Director Commercial
• Service Manager
• Head Technician
• Technician

Roles

• Technician: Technician can work on work orders. He/She can only see his/her work orders and only work on his/her assigned work orders. Technicians can only have reading access to diagnosis and repair orders.
• Head Technician: Head technicians can see all work orders and also assign a technician to a diagnosis and work order. He/she has access to enter diagnosis results. He/She cannot change anything on a repair order.
• Service Manager: Service Managers create repair orders, convert them to diagnosis, and are able to create quotations.
• Director Commercial: Director Commercial is the admin of this system and has full access rights to everything.

Workshop Dashboard

Meeting Slots

User can create appointment time slots.