Office web app · 3 min
How to add a van and give it to a salesman
A salesman bills from a van's stock, so each day each van is given to one salesman.
Steps
Step 1: In the menu, click Vehicles. At the top is a live map of your vans once salesmen start their day.
Step 2: Click Add Vehicle.
Step 3: Give the van a name everyone knows, like Van 2, and type the number plate. Capacity is optional.
Step 4: Click Save Vehicle.
Step 5: To give the van to a salesman for today, click Assign on its row and choose the salesman.
Step 6: Check the date: today, or plan ahead for tomorrow. Use Shift slot only if a van does two rounds a day.
Step 7: Choose the work type: Billing for van sales, Delivery for delivering orders only, or Both. Most vans use Billing.
Step 8: Choose the godown the van takes stock from, for example Main Inventory, and click Save Assignment.
Good to know
- During the day the Vehicles list shows how much was loaded, sold and is left in each van.
- Sold a van? Click Retire. It leaves the list and its old records stay.
- Live location needs to be switched on once, under Settings, Vehicles tab.
Next
Try it on your own business.
14 days free, no card. Stuck on a step? Ask on WhatsApp and say which one.

