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Vehicle Rental Management - Dolibarr

Regular price €299,00
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1. Overview

Vehicle Rental (Location de Véhicules) turns Dolibarr into a complete management platform for a...

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1. Overview

Vehicle Rental (Location de Véhicules) turns Dolibarr into a complete management platform for a car- or vehicle-rental agency. It centralises the whole rental lifecycle — from the customer file and the vehicle catalogue, through reservations, rental contracts, inspections and invoicing, down to payments, pricing configuration and decision-support reporting.

The module is designed around the operational reality of a rental desk: preventing double bookings, applying the right rate at the right moment (base rate, seasonal rate, customer-specific discount), tracking the state of each vehicle at pickup and return, and keeping a live financial picture of the business. It integrates natively with Dolibarr's Third Parties and Users modules and follows the standard Dolibarr look-and-feel with a modern, dashboard-first interface.

Key benefits

·       A single source of truth of every rental in one place — no re-keying of customer, vehicle or pricing data.

·       Fewer double bookings through real-time availability control and a weekly planning board.

·       Faster, more accurate quoting and invoicing with base, seasonal and per-customer rate rules applied automatically.

·       Full financial visibility with a live dashboard of revenue, fleet utilisation, unpaid invoices and deadlines.

·       A realistic demonstration dataset (customers, vehicles, reservations, contracts, invoices, payments) so the module is usable immediately.

2. Functional scope

The module covers the following functional areas, accessible from the left-hand navigation menu and the in-page tab bar:

Customer management

Dedicated customer files for individuals and companies: first/last name, company, phone, e-mail, driving-licence number, licence category and expiry, date of birth, full address, city and postal code. Each customer carries a commercial segment (Standard, Loyal, Premium, Corporate), a rental counter, the date of the last rental and a status (Active, Pending, Inactive). Customer data auto-populates contracts, quotes and invoices to eliminate re-entry errors.

Vehicle & fleet catalogue

A rental fleet organised by category (city car, sedan, SUV/4x4, minivan, utility van, heavy truck, motorcycle). Each vehicle records its registration plate, brand, model, fuel type, gearbox, number of seats and doors, colour, first-registration date, mileage, daily and weekly rate, deposit, fuel level, home branch and real-time status (Available, Rented, Reserved, In maintenance, Unavailable).

Categories & base tariffs

A rate catalogue per vehicle category holding the daily, weekly and monthly rate, the security deposit, the insurance excess, the included mileage and the extra-kilometre price. Rates are applied automatically when a contract, quote or invoice is produced.

Seasonal pricing

Season definitions (Low / Mid / High season) with a date range and a rate coefficient per category, so prices adapt automatically to the period of the year (e.g. +25% in high season).

Customer-specific pricing

Negotiated discounts per customer or per segment (e.g. Premium -15%, Corporate -12%, Loyal -8%), optionally limited to a category and a validity window.

Reservations

Reservations recorded before they are turned into a contract, with pickup and return branch, period, estimated amount and a status (Pending, Confirmed, Converted, Cancelled). Reservations feed the availability planning board to prevent double bookings.

Rental contracts

The heart of the module. Each contract links a customer and a vehicle over a period, and captures the pickup and return mileage, the included mileage, the daily price, the rental amount, the insurance and options amounts, any discount, the amounts excluding and including tax, the deposit, the electronic-signature state (Unsigned, Awaiting, Signed) and the contract status (Draft, Active, In progress, Completed, Overdue).

Availability planning

A weekly board with one row per vehicle and one column per day, showing live rentals and confirmed reservations as coloured blocks and free days as 'Available'. This is the anti-double-booking control centre; it can be browsed week by week.

Inspections (etat des lieux)

Pickup and return condition reports per contract: mileage reading, fuel level, cleanliness, damage noted and an overall result (Compliant, With reservations, Dispute).

Quotes (devis)

Rental quotes with customer, vehicle/category, period, amounts and a validity date, tracked through their lifecycle (Draft, Sent, Accepted, Declined, Expired).

Invoices

Rental invoices generated from contracts, with issue date, due date, amounts, paid amount and a status (Draft, Generated, Sent, Paid, Unpaid, Overdue).

Payments

Customer payments linked to invoices, with payment method (Card, Cash, Bank transfer, Cheque, Online), a transaction reference and a status (Pending, Validated, Declined).

Insurance & protection cover

A catalogue of protection products offered at rental time (Comprehensive, Third-party plus, Third-party, Excess waiver) with a daily rate and an excess amount.

Options & extras

A catalogue of add-ons (GPS, baby seat, booster seat, additional driver, on-board Wi-Fi, snow chains, bike rack) with a daily rate and available stock.

Fleet maintenance

Maintenance and preparation operations per vehicle (oil change, service, cleaning/valet, tyres, repair, roadworthiness test), with planned and completion dates, mileage, cost, provider and status.

Documents

Digital documents attached to contracts and customers (rental contract, driving licence, ID, invoice, inspection report, insurance certificate, photos) with an electronic-signature flag.

Alerts

Automatic operational alerts (overdue return, unpaid invoice, maintenance due, insurance renewal, upcoming reservation, missing document, licence expiring) with a severity and a handling status.


 

3. Dashboard, reporting and planning

Real-time dashboard

The home dashboard summarises the whole business in four zones:

·       Rental activity & fleet - total vehicles, available, rented out, in maintenance, active contracts and active customers.

·       Revenue & billing - a revenue-composition donut (rental / insurance / options), revenue this month and this year, average basket and the number and amount of unpaid invoices, plus a 12-month revenue trend and a contracts-by-status breakdown.

·       Utilisation & performance - a fleet-utilisation gauge, a collection-rate gauge, contracts this month, average rental duration, average daily rate, and fleet/revenue-by-category charts.

·       Alerts & deadlines - open alerts, overdue returns, unpaid invoices, upcoming reservations and a live table of the most recent open alerts.

Reporting

A dedicated analytics page provides decision-support charts: revenue by vehicle category, fleet by category and by fuel type, the top-10 vehicles by revenue, invoices by status, payments by method, fleet by branch, contracts by status and a full-width 12-month revenue trend.

Availability planning

The weekly planning board shows, for each vehicle, the days it is rented (with the customer name and contract reference) or reserved, and the days it is available. It is the operational tool that prevents double bookings and gives an at-a-glance view of fleet occupation.

4. Data model

The module ships 16 business objects, each with its own list and detail (card) page. Hub objects (Customer, Vehicle, Contract) show a KPI cockpit and related information on their card.

Object

Database table

Purpose

Customer

llx_loc_client

Customer file (individual/company), licence, segment

Vehicle

llx_loc_vehicle

Rental fleet vehicle, category, rates, status

Category

llx_loc_category

Vehicle category and base tariffs

Seasonal rate

llx_loc_season

Season definition and rate coefficient

Customer rate

llx_loc_clientrate

Negotiated discount per customer/segment

Reservation

llx_loc_reservation

Booking before contract conversion

Rental contract

llx_loc_contract

Rental agreement (hub), amounts, signature

Quote

llx_loc_quote

Rental quotation

Invoice

llx_loc_invoice

Rental invoice and payment status

Payment

llx_loc_payment

Customer payment, method, status

Inspection

llx_loc_inspection

Pickup/return condition report

Insurance

llx_loc_insurance

Protection-cover catalogue

Option

llx_loc_option

Options & extras catalogue

Maintenance

llx_loc_maintenance

Fleet maintenance operation

Document

llx_loc_document

Digital document, e-signature

Alert

llx_loc_alert

Automatic operational alert


 

5. Permissions & security

Access is governed by seven permission groups, each with read / create-modify / delete rights (reporting is read-only), plus a module-administration right:

·       Customers - customers and customer rates.

·       Vehicles - vehicles, categories and maintenance.

·       Contracts - reservations, contracts, quotes and inspections.

·       Billing - invoices and payments.

·       Pricing - seasonal rates, insurance and options.

·       Documents - documents and alerts.

·       Reporting - dashboards and analytics (read-only).

Read and write rights are granted by default on activation so the module is immediately usable; delete and administration rights are off by default. All data is multi-company (entity) aware.

6. Installation

·       Copy the 'locationvehicules' folder into Dolibarr's htdocs/custom directory (or install the ZIP via Home > Setup > Modules > Deploy/install external module).

·       Enable 'Vehicle Rental' from Home > Setup > Modules. Tables, menus and rights are created automatically.

·       On first activation a realistic demonstration dataset is generated so every screen is immediately populated.

·       The demo dataset can be reinstalled or removed at any time from the module's Configuration page.

 

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