Vehicles #

Vehicle Type #

1. User creates vehicle types using the Add Vehicle Type button.
2. User edits a type using the Edit button

Add Vehicle Type #

• Click add vehicle type button
• Enter name
• Enter description (optional)
• Click submit

Edit Vehicle Type #

• Click edit button
• Update name
• Update description (optional)
• Click submit

Vehicle Type Goals #

For each vehicle type

• Enter km goal
• Enter shipment goal
• Enter fuel efficiency goal
• click save

Vehicle Groups #

1. User creates vehicle groups using the Add Vehicle Group button.
2. User edits a group using the Edit button.

Add Vehicle Group #

• Click add vehicle group button
• Enter name
• Enter description (optional)
• Click submit

Edit Vehicle group #

• Click edit button
• Update name
• Update description (optional)
• Click submit

Vehicle Standards #

1. User creates vehicle maker, model and type using the Add Maker, Add Model, and Add Type buttons.
2. User edits maker, model, and type using the Edit Maker, Edit Model and Edit Type button.

Add Maker #

• Click add maker button
• Enter name
• Click submit

Edit Maker #

• Click edit button
• Update name
• Click submit

Add Model #

• Click add model button
• Enter name
• Click submit

Edit Model #

• Click edit button
• Update name
• Click submit

Add Type #

• Click add type button
• Enter name
• Click submit

Edit Type #

• Click edit button
• Update name
• Click submit

Vehicles #

1. User creates vehicles using the Add Vehicle button.
2. User sees vehicle metric reports using the Vehicle Metrics button.
3. user modifies the status of a vehicle using the Status Edit button.
4. User clicks on a vehicle to display Detail, and Edit.
5. User searches for vehicles by their plate number in the search bar.

Add Vehicle #

• Click add vehicle button
• Enter plate number
• Enter side number (optional)
• Enter weight capacity
• Enter purchase date (optional)
• Enter engine number
• Enter chassis number
• Select vehicle type. To add vehicle type check Add Vehicle Type
• Select vehicle group (optional). To add vehicle group check Add Vehicle Group
• Select type (optional). To add type check Add Type
• Select model (optional). To add model check Add Model
• Select maker (optional). To add maker check Add Maker
• Enter last service date
• Select region (optional). To add region check Add Region
• Enter trailer plate number (optional)
• Enter trailer chassis number (optional)
• Enter trailer purchase date (optional)
• Select driver. To add driver check Add Driver
• Select ownership (owned, rental, leased)
  • If ownership is rental or leased, select a transporter. To add transporter check Add Transporter
• Enter millage
• Enter millage since service
• Enter fuel rate loaded (optional)
• Enter fuel rate unloaded (optional)
• Average fuel usage (optional)
• Road tax expire date (optional)
• Bolo issue date (optional)
• Bolo expire date (optional)
• Remark (optional)
• Enter insurance date
• Enter insurance amount
• Enter prepayment amount
• Enter life span
• Enter insurance provider. To add insurance provider check Add Insurance Provider
• Upload documents
• Click submit

Vehicle Metrics #

User can see reports generated, filter and export excel files by clicking on the export excel button for

• vehicle metrics
• financial KPIs
• productivity KPIs
• goal achievements

Status Edit #

• Click edit button
• Set vehicle operational on or off
  • If operational select available or assigned.
• Click ok

Detail #

• Click on a vehicle from the list
• See information of
• Basic details
• Documents uploaded
• Shipments completed
  • Click add shipments button for a shortcut to add shipments. For more info check Add Shipments section.
• Insurance history
• Fuel history
• Driver history
• Tyre history

Edit Vehicle #

• Click edit button
• Update plate number
• Update side number (optional)
• Update weight capacity
• Update purchase date (optional)
• Update engine number
• Update chassis number
• Select vehicle type. To add vehicle type check Add Vehicle Type
• Select vehicle group (optional). To add vehicle group check Add Vehicle Group
• Select type (optional). To add type check Add Type
• Select model (optional). To add model check Add Model
• Select maker (optional). To add maker check Add Maker
• Update last service date
• Select region (optional). To add region check Add Region
• Update trailer plate number (optional)
• Update trailer chassis number (optional)
• Update trailer purchase date (optional)
• Select driver. To add driver check Add Driver
• Select ownership (owned, rental, leased)
  • If ownership is rental or leased, select a transporter. To add transporter check Add Transporter
• Update millage
• Update millage since service
• Update fuel rate loaded (optional)
• Update fuel rate unloaded (optional)
• Average fuel usage (optional)
• Road tax expire date (optional)
• Bolo issue date (optional)
• Bolo expire date (optional)
• Remark (optional)
• Update insurance date
• Update insurance amount
• Update prepayment amount
• Update life span
• Update insurance provider. To add insurance provider check Add Insurance Provider
• Upload documents
• Click submit

Leased Vehicles #

1. User creates vehicle lease agreements using the Add Contract button.
2. User sees vehicles whose ownership was set as leased while being registered.

Add Contract #

• Click add contract
• Select a vehicle. To add a vehicle check Add Vehicle
• Enter amount (optional)
• Enter direction
• Enter start date
• Enter end date
• Click submit