How to Create a Vehicle Profile in htbook
Learn how to create and manage a vehicle profile in HTBOOK Software. This step-by-step guide helps you set up vehicle accounts for transport and fleet management, booking trip scheduling operations.
π Creating a Vehicle Profile in HTBOOK TMS Software
π Overview
In HTBOOK Transport Software, every vehicle used for transport or rental must have a dedicated profile. This guide walks you through the steps to create and update a vehicle profile, which includes vehicle details, company info, and performance metrics like expenses and profits.
π οΈ Steps to Create a Vehicle Profile
- π Login to HTBOOK Software
Navigate to the left sidebar and click on π Vehicle > β Create. - π’ Fleet Number
The system auto-generates a unique Fleet Number for each new vehicle (e.g.,#NewVehicle).
This number is used for internal tracking and reporting. - π View Business & Expense Sheet
A summary table at the top shows:- π Month
- π’ QTY (Quantity of Work)
- π° Amounts (Revenue)
- π Expenses
- π Profit
- π Update Vehicle Profile Form
Fill in the following fields:- π Current Date: Select the registration or addition date of the vehicle.
- βοΈ Status: Choose from:
Active,Inactive, etc. - π’ Company: Specify if the vehicle is
Local,Rented, or from a specific supplier. - π Brand Name: e.g., Toyota, Mercedes, Higer, Kinglong
- π Registration Plate: Format example:
H-12345 - πΊ Seater: Select number of seats (e.g., 14, 30, 50, etc.)
- π Model: Enter the vehicleβs model year (e.g.,
2018) - π§Ύ Description: Add notes like vehicle condition or special usage
- β
Click 'Update'
After entering all required information, click the green Update button to save the profile.
π Notes
- π οΈ You can edit vehicle details anytime by going to Vehicle > Manage.
- π Ensure registration plate and seater count are accurate for proper booking and billing.
- π This profile integrates with modules like Jobcard, Booking, and Billing.
π Related Links
- π¨ββοΈ Assign Driver to Vehicle
- π View Vehicle Performance Report
- π HTBOOK Software Overview
FAQs
Frequently asked questions about Create Vehicle Profile