To display the list of vehicles, select [Appointment] and then [Vehicles] from the main menu.

The list presents the following information:

• License Plate No. – a vehicle’s license plate number
• Driver – an employee assigned to a vehicle
• Brand – a vehicle’s brand
• Model – a vehicle’s model
• Year of Manufacture
• Inspection Expiration Date
• Insurance Policy Number– a vehicle’s policy document number
• Insurance Policy Expiration Date – a vehicle’s policy expiration date

The list of vehicles may be filtered out by providing a license plate number, driver, or brand in the fields Search Vehicle by Plate No. or Driver or Brand.

Adding a new vehicle

In order to add a new vehicle, select the [New Vehicle] button in the top right corner.

Information presented in the New Vehicle window:

• License Plate Number – a text field (required)
• Driver – it enables you to assign a driver. Clicking the [Select] option displays a list making it possible to select one employee.
• Vehicle Brand – it enables you to select a vehicle brand. Clicking the [Select] option displays a list making it possible to select a brand or add a new one.
• Model – a text field
• Capacity (in tons) – a text field; only numeric values are accepted
• Volume (in m3) – a text field; only numeric values are accepted
• Year of Manufacture – a text field; only numeric values are accepted
• Inspection Expiration Date – selecting the field displays a calendar window. By default, the current date is entered, with a possibility to change it.
• Insurance Policy Number – a text field; only numeric values are accepted
• Insurance Policy Expiration Date – selecting the field displays a calendar window, similar to the one displayed in the case of the inspection expiration date

After entering all information, confirm the addition of a new vehicle by selecting the [Add Vehicle] button.

Vehicles added in Comarch Mobile Management application are displayed in the mobile application on the list of vehicles when processing a Travel appointment element, discussed in the Sales appointment element – Travel article.

Editing a vehicle

The editing option enables you to edit a vehicle. The process is similar as in the case of adding a new vehicle.

Assigning an employee to a vehicle

Clicking the [Select] or [Edit] button in the Driver field displays the list of employees making it possible to select one employee.

The list of employees contains the following data:

• Employee – an employee’s full name; if it is not defined, then the employee’s acronym is displayed
• City – a city defined on an employee form

Available filters:

• Search Employees – a text field enabling you to search an employee by first name, last name, acronym, and city
• Region – it makes it possible to select a region to which an employee belongs. The list of regions is displayed as a tree structure sorted alphabetically and can be narrowed down to a specific region by entering its name in the Search field or selecting it from the displayed list of regions and subregions.