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Now that you have overviewed the dashboard, we need to set up

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for

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In the dashboard :

  • Click on hamburger menu ((blue star)) → Setup → Transport ((blue star))

Vendor setup

  • On the Transport view, click on the Vendor section on the top.

To create a new vendor

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Click on ADD NEW button.

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Method 1 - New Vehicle Vendor option → A form shall appear with required fields. This method is used to create a single vendor.

  • Fill up the form and click on Add button.

  • You’ve successfully added a vendor.

Method 2 - Upload Excel option → A file upload window appears. This method is used to create multiple vendors.

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Click on Select From Computer button to upload your Excel sheet and click on UPLOAD button.

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One can also drag and drop your file into the space provided in the window.

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You’ve successfully added multiple vendors.

To update an existing vendor.

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Method 1

  • Click on Edit Vendor button((blue star)) under Action column → A form shall appear with existing data. This method is used to update a single vendor data.

  • Update the existing data in the form and click on UPDATE button. You’ve successfully updated existing vendor data.

Method 2

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Click on UPDATE VENDORSUpload Excel For Update. This method is used to update vendor data in bulk.

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Click on Select From Computer button to upload your updated Excel sheet and click on UPLOAD button.

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One can also drag and drop your file into the space provided in the window.

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You’ve successfully updated multiple vendor data.

Vehicle Make setup

  • On the Transport view, click on the Vehicle Make section on the top.

To create a new vehicle make.

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Click on ADD NEW button.

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Method 1 - New Vehicle Make option → A form shall appear with required fields. This method is used to create a single vehicle make.

  • Fill up the form and click on Add button.

  • You’ve successfully added a vehicle make.

Method 2 - Upload Excel option → A file upload window appears. This method is used to create multiple vehicle makes.

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Click on Select From Computer button to upload your Excel sheet and click on UPLOAD button.

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One can also drag and drop your file into the space provided in the window.

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You’ve successfully added multiple vehicle makes.

To update an existing vehicle make.

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Method 1

  • Click on Edit Vehicle Make button((blue star)) under Action column → A form shall appear with existing data. This method is used to update a single vehicle make data.

  • Update the existing data in the form and click on UPDATE button. You’ve successfully updated existing vehicle make data.

Method 2

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Click on UPDATE VEHICLE MAKESUpload Excel For Update. This method is used to update vehicle make data in bulk.

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Click on Select From Computer button to upload your updated Excel sheet and click on UPLOAD button.

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One can also drag and drop your file into the space provided in the window.

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You’ve successfully updated multiple vehicle make data.

Vehicle setup

  • On the Transport view, click on the Vehicle section on the top.

To create a new vehicle.

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Click on ADD NEW button.

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Method 1 - New Vehicle option → A form shall appear with required fields. This method is used to create a single vehicle.

  • Fill up the form and click on ADD VEHICLE button.

  • You’ve successfully added a vehicle.

Method 2 - Upload Excel option → A file upload window appears. This method is used to create multiple vehicles.

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Click on Select From Computer button to upload your Excel sheet and click on UPLOAD button.

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One can also drag and drop your file into the space provided in the window.

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You’ve successfully added multiple vehicles.

To update an existing vehicle.

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Method 1

  • Click on Edit Vehicle button((blue star)) under Action column → A form shall appear with existing data. This method is used to update a single vehicle data.

  • Update the existing data in the form and click on SUBMIT button. You’ve successfully updated existing vehicle data.

Method 2

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Click on UPDATE VEHICLESUpload Excel For Update. This method is used to update vehicle data in bulk.

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Click on Select From Computer button to upload your updated Excel sheet and click on UPLOAD button.

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One can also drag and drop your file into the space provided in the window.

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the various entities required for the trip, and then we shall learn how to create a trip.

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