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How to Create/Edit Vehicles*

Overview

This tutorial will show you how to create and edit a vehicle. Vehicles are used in mileage tracking to identify which vehicle was used for the mileage log entry.

How to Create a Vehicle

  1. Go to the Project component
  2. Click on the Settings tab
  3. Click on the Manage Vehicles button
  4. Click the Create Vehicle button in the bottom right
  5. Enter the Vehicle Name and any additional vehicle information
  6. Click the Save button

How to Edit a Vehicle

  1. Go to the Project component
  2. Click on the Settings tab
  3. Click on the Manage Vehicles button
  4. Find the desired vehicle in the vehicle table and click the edit vehicle button

A Breakdown of the Vehicle fields

  • Vehicle Name
    • This is the alias for the vehicle.
  • Make
    • This is the make for the vehicle. For example, Toyota, Ford, Honda, etc.
  • Model
    • This is the vehicle model. For example, Rav4, Tacoma, CR-V, Focus, etc. 
  • Vehicle Year
    • This is the year of the vehicle
  • VIN
    • This is the vin for the vehicle
  • License Plate #
    • This is the name of the drivers insurance company.
  • Business Vehicle
    • This is a checkbox to identify whether this is a company purchased vehicle.
  • Odometer
    • This is the last recorded odometer reading for the vehicle. As you add new mileage logs this field will automatically update to always show the last odometer reading. In addition, when you select the vehicle from the mileage log window it will automatically populate this field in the mileage start field..
  • Vehicle Dates
    • This is the date when the vehicle was purchased
  • Vehicle date of use
    • This is the date when the vehicle was first used.
  • Vehicle Registration Expiration Date
    • This is the date in which the vehicles registration expires
  • Notes
    • This is a notes field to add any additional information.
  • Archive Vehicle
    • This checkbox is for situations where you want to keep the vehicle associated with the mileage logs but you do not want to select the vehicle. If you archive the vehicle it will still show in the mileage logs but you will no longer be able to select the vehicle when creating new mileage log. This is useful if you sell a vehicle.