NavigateERP for African business

Allocate a vehicle

Request, approval, handover, acknowledgement and return - without double booking.

Steps

  1. Go to Fleet management → Allocations and fill in Request a vehicle: the vehicle, who it is for, the driver, department, dates and purpose.
  2. Someone other than the requester opens it and clicks Approve (or Reject). If the vehicle is in maintenance, has expired documents or insurance, an overdue restricting service, or the driver's licence or category doesn't fit, the approver can only approve with an exception reason.
  3. At handover, record the reading, fuel level, condition and accessories, then Hand over. The recipient clicks Acknowledge receipt.
  4. On return, record the reading, fuel, condition and any damage or missing items, and whether it goes back to the fleet or to maintenance.

Good to know

  • A vehicle already allocated, booked on a trip or on hire for those dates is never allowed - the message names the clash.
  • Less fuel or reported damage on return opens a discrepancy for an approver to resolve.