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Manage asset's makes and models

This user guide provides instructions to effectively manage vehicle makes and models for assets. Managing this information is essential for accurate vehicle tracking, maintenance planning, and overall organization of a client's fleet.

User access: All roles

Table of Contents



- Introduction
- Creating a Make
- Updating a Make
- Creating a Model
- Updating a Model
- Deleting a Model


Introduction



In Fleeti Admin, precise representation of vehicle makes and models is crucial for efficient fleet management. This enables better organization, tracking, and improved maintenance planning. This guide will walk you through the steps to create, update, and delete makes and models of assets.

Settings-Make-Model-Asset

The Toolbar
The toolbar comprises the following elements:
- Search bar: allows you to find a make based on the name of the make.
- Asset type: lets you select the type of asset for which you want to search, create, modify, or delete a make or model.
- Add make button: allows you to add a make for the selected asset type.

List of Makes
The list of makes for the asset type is displayed in the left section. The list of models loads after selecting a make.
- Search bar: helps you find a model of the selected make.
- Add model button: enables you to add a model for the selected make.
- Modify make button: allows you to modify the name of the selected make.


Creating a Make



Access the System
Log in to Fleeti Admin with your credentials and go to the System Settings menu.

Access the Section
Find the "Asset Makes" section.

Add a New Make
- Click on the "New Make" button.
- Enter the name of the make in the provided field.
- Select the asset type.
- Save the entry.


Updating a Make



Access the System
Log in to Fleeti Admin with your credentials and go to the System Settings menu.

Access the Section
Find the "Asset Makes" section.

Locate the Make to Update
- Browse or search for the make you want to update.
- Click on the make to access its details.

Step 4: Modify Make Details
- Click on the "Edit make" button.
- Modify the name of the make if necessary in the provided field.
- Save the changes.


Creating a Model



Access the System
Log in to Fleeti Admin with your credentials and go to the System Settings menu.

Access the Section
Find the "Asset Makes" section.

Locate the Make
- Browse or search for the make you want to update.
- Click on the make to access its details.

Add a New Model
- Click on the "New Model" button.
- Enter the model name and other details in the provided fields.
- Save the entry.


Updating a Model



Access the System
Log in to Fleeti Admin with your credentials and go to the System Settings menu.

Access the Section
Find the "Asset Makes" section.

Locate the Make
- Browse or search for the make you want to update.
- Click on the make to access its details.

Locate the Model to Update
- Browse or search for the model you want to update.
- Click on the edit button.

Modify Model Details
- Modify the model details if necessary in the provided fields.
- Save the changes.


Deleting a Model



Access the System
Log in to Fleeti Admin with your credentials and go to the System Settings menu.

Access the Section
Find the "Asset Makes" section.

Locate the Make
- Browse or search for the make you want to update.
- Click on the make to access its details.

Locate the Model to Delete
- Browse or search for the model you want to delete.
- Click on the model to access its details.

Delete the Model
- Click on the delete button.
- Confirm the action in the displayed window.


By following this guide, you'll be able to efficiently manage the makes and models of assets, ensuring a well-organized fleet accurately represented in Fleeti Admin.

Updated on: 12/02/2024

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