Fleet Management  is to record Vehicle details of a customer.  The list of vehicles is authorized to use for a credit sale.

Functionalities

1. Manage general details of a fleet.
2. Manage the credit limit for fleets.
3. Manage fleet card details and PIN

 

Table 1: Field Description

Name	Description
Customer Code	Customer code is auto populated. This is the customer for which the user opens the "New Fleet entry" form.
Vehicle Number	Enter the vehicle's Registration Number.
Make	Enter the vehicle's Make.
Model	Enter the vehicle's Model.
Year	Enter the vehicle's Year of Manufacture.
Colour	Enter the vehicle's Colour.
Engine Number	Enter the vehicle's Engine Number.
Chassis Number	Enter the vehicle's Chassis Number.
Transmission	Enter the vehicle's Transmission Type.
Fuel Type	Enter the vehicle's Fuel Type.
Credit Limit	Enter the vehicle's Credit Limit. If a vehicle is set with a credit limit of zero, this implies the vehicle will use the customer credit limit.
Credit Rollover Type	Credit Limit rollover type options are Daily, Weekly, Monthly, Yearly, NONE. The credit limit resets based on the type selected.
Card Serial Number	Enter the Card Serial Number to use for this vehicle.
Security Pin	Enter the Security Pin. This pin is used to authenticate the card when performing a sale.
Card Expiry	Enter the expiry date for the card. The card is invalid if it is expired.
Deleted	Tick this box if you want to delete this record.
Save and Close	This will save and close the Fleet Maintenance screen.

 

Figure 1: New Fleet Entry