Add a vehicle

What this is for

Register a truck or car your company uses so you can assign it when you send goods.

Concepts

Vehicles in Company Settings opens a list titled Vehicle. Configuration Tasks: Add vehicles as needed.

Location is one of your addresses. Driver is an employee (optional).

You do not have to add a vehicle to invoice. You need one if you assign vehicles on deliveries.

Before you start

• Set up your company addresses exist.
• If you assign a driver, that person is already an employee.

Steps

1. Click the gear. Open Vehicles, or click Add vehicles as needed on Configuration Tasks.
2. Click the plus (Add Vehicle).
3. In Add a New Vehicle, enter Vehicle Make, Vehicle Model, Vehicle Year, Asset Number, Purchase Date, and Location. Optional: Vin Number, Registration Number, Decommission Date, Driver.
4. Click Add.
5. Later: pencil to edit, Click to change status to retire a vehicle without deleting it.
6. Tick Add vehicles as needed when you have what you use.

What happens next

When you Ship a delivery order, Assign opens Edit Delivery Method. Pick the method that uses a vehicle; the Vehicles dropdown lists the ones you added. If you have none, that method’s radio is disabled.

If something looks wrong

• Location is empty. Add an address first.
• Driver list is empty. Invite the employee first.