Overview

You can place fleet order here, and deal with it.

Explanation Of Process

Business Swimlane Diagram

State Machine

Function List

Fleet Order - List

Click Order MGT - Fleet Order, then you will see the fleet order list:

FLeet Order - All Process

Click New

Fill in the forms with your fleet order information and then click Submit

When you submit order successfully, you will see the fleet order:

Allocate VIN

Logistics staff needs to allocate VIN to this fleet order or the system allocated the VIN automatically while you placed fleet order. This case is allocated VIN by system automatically, cause the system has Inventory, it can cover the order's requirement.

When you want to allocate VIN to this fleet order, you can View the fleet order and go to the Allocation Info tab, you can allocate VIN here or in Stock Inquiry:

Allocate Dealer

You can also allocate dealer to these VINs through Allocation Info tab or Stock Inquiry;

Just select the VIN you want to allocate to dealer and click Allocate Dealer

Approval for VIN

After allocated VIN to this fleet order, it needs logistics staff or someone else to Approval for VIN to approved these VINs.

You can Approval for VIN on the Allocation Info or Financial Release menu.

Generate Order by allocated dealer

When you want to Generate Order by allocated dealer, click Generate Order by allocated dealer in the fleet order details page.

Financial Release

Financial Staff can FR vehicles in the Financial Release menu. You can follow this guide:

Dispatch vehicles to dealers

When you want to dispatch vehicles to dealers, please confirm that the vehicles that you want to dispatched are Financial Released, after that status you can dispatch vehicles to dealer.

You have 2 method to dispatch vehicles to dealers:

1. Click Generate TO: when you click it, system will generate import TO automatically and send the ZIDI instruction to VDS；
2. Stock Inquriy: you can send the vehicles in this function too.

Any is okay ~

Check the Invoice

You can search the invoice here, just search the VINs and view the invoice.

Click View:

You can check the invoice details here, if the invoice is wrong, you can Invalid the invoice, then Edit and Re-submit it, system will generate a new invoice for you.

Sign the Transport Order for dealers

When VDS delivered the vehicles to dealers, you can sign for the TO for dealers or the dealers sign it by themselves.

Waiting for dealers POD

Dealer needs to prepare the vehicles and deliver vehicles to fleet. After they delivered the vehicles to fleet, they need to upload the POD file on system.

Update Delivery Status

When the dealers upload the POD, you need to Update Delivery Status about these delivered vehicles.

1. View the Fleet Order details page;
2. Click Vehicle Details tab, and click Update Delivery Status.

Confirm the payment and change the Financial Status of Vehicle to Paid

When HMSA receive the payment from the fleet, Financial Staff need to change the VIN Financial Status to Paid.

Fleet Order - View

Click View: