Adding and Managing Vehicles

The Vehicles screen is your fleet register: every van, car, or bike your field team uses, each with an identity, a status, and a crew assignment. The list shows the vehicle number, label, type, last odometer reading, status, and notes.

Adding a vehicleCopy Anchor Link

1. Open Operations → Vehicles from the sidebar.
2. Click Add vehicle.
3. Fill in the form:
   • Vehicle number (required) — the registration/plate or your own fleet code, e.g. SAF-VAN-001.
   • Label (required) — a friendly name, e.g. Main Delivery Van.
   • Type (required) — Van, Car, Motorbike, Foot, or Other.
   • Status — the Active / Inactive pill toggle. Only Active vehicles can be assigned to route plans.
   • Last odometer (km) — optional starting reading; day cycles record start/end odometer on top of this.
   • Notes — optional free text, e.g. PRIMARY VEHICLE.
4. The Preview card on the right mirrors what you've typed. Save from the amber unsaved-changes bar.

Assigning the crewCopy Anchor Link

Once the vehicle is saved, a Driver assignment card appears below the form (both right after creation and whenever you edit the vehicle later):

1. Open the user picker and select the people who ride with this vehicle. Only users whose portal role maps to a vehicle role appear — Driver, Sales Executive, Financial, Expeditor, or Cashier — and each user is listed with that role.
2. You can assign one user per role; selecting two Drivers, for example, is rejected when you save.
3. Click Save assignments.

If someone you expect is missing from the picker, check their role under Admin → Users — users without one of the five vehicle roles are not assignable.

Finding and editing vehiclesCopy Anchor Link

• Search by vehicle number or label from the box above the list (number:, label:, and notes: prefixes work too).
• Click Filters to narrow by Status (Active / Inactive) and Vehicle Type — the list updates live.
• Click a vehicle number (or use the row menu's Edit / View details) to open its detail page: the same form plus the Driver assignment card.

There is no delete action for vehicles — retire one by setting its Status to Inactive instead. Inactive vehicles stay in the list for history but can no longer be paired with route plans.

Next: put your vehicles to work by Creating a Route Plan.