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Vehicles ​

Vehicle Type ​

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

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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 distance
  • Enter fuel efficiency
  • Enter shipment count
  • click save

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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 Register Vehicle button.
  2. User sees vehicle metric reports using the Vehicle Metrics button.
  3. user modifies the status of a vehicle using the Change Status button.
  4. User sees information using the Detail button
  5. User modifies detail information using the Edit Detail button.
  6. User tracks location using Track Location button.
  7. User searches for vehicles by their plate number in the search bar.

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Add Vehicle ​

  • Click register 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 category type (optional). To add type check Add Type
  • Select vehicle 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
  • Select vehicle use type
  • Toggle is vehicle operational
  • Select vehicle status
  • 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)
  • Enter insurance date
  • Enter insurance amount
  • Enter prepayment amount
  • Enter life span
  • Select insurance provider. To add insurance provider check Add Insurance Provider
  • Upload documents
  • Remark (optional)
  • Click register vehicle

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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

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Change Status ​

  • Click action button
  • Set vehicle operational on or off
    • If operational select available or assigned.
  • Click update status

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Detail Vehicle ​

  • Click on action button
  • Click details
  • 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

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Edit Details ​

  • Click action button
  • Click edit
  • 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 category type (optional). To add type check Add Type
  • Select vehicle 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
  • Select vehicle use type
  • Toggle is vehicle operational
  • Select vehicle status
  • 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)
  • Update insurance date
  • Update insurance amount
  • Update prepayment amount
  • Update life span
  • Select insurance provider. To add insurance provider check Add Insurance Provider
  • Upload documents
  • Remark (optional)
  • Click submit

Track Location ​

  • Click action button
  • Click track location

Leased Vehicles ​

  1. User creates vehicle lease agreements using the Add Leased Vehicle button.
  2. User sees information using Detail button.
  3. User modifies information using Edit button.
  4. User extends vehicle lease agreement using Extend button.
  5. User renews vehicle agreement using the Renew button.
  6. User terminates agreement using the Terminate button.

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Add Leased Vehicle ​

  • Click add leased vehicle button
  • Select a vehicle. To add a vehicle check Add Vehicle
  • Enter amount (optional)
  • Enter lease direction (inward, outward)
  • Enter start date
  • Enter end date
  • Toggle covers maintenance
  • Toggle covers advances
  • Click submit

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View Vehicle ​

Edit Vehicle Agreement ​

  • Click action button
  • Click edit vehicle agreement
  • Select a vehicle. To add a vehicle check Add Vehicle
  • Enter amount (optional)
  • Enter lease direction (inward, outward)
  • Enter start date
  • Enter end date
  • Toggle covers maintenance
  • Toggle covers advances
  • Click submit

Extend Vehicle Agreement ​

  • Click action button
  • Click extend vehicle agreement
  • Enter new date
  • Click submit

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Renew Vehicle Agreement ​

  • Click action button
  • Click renew vehicle agreement
  • Enter start date
  • Enter end date
  • Enter amount
  • Toggle cover maintenance
  • Toggle cover advance
  • Click submit

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Terminate Vehicle Agreement ​

  • Click action button
  • Click terminate
  • Click ok

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