Changing the supplier for a vehicle or driver

If the supplier for a vehicle is changed in the vehicle registry, all the vehicle’s history will also be transferred to the new supplier. This means that, for example:

• the new supplier sees all the (old) orders for the vehicle on the supplier web

• the previous supplier can no longer see the vehicle’s history on the supplier web

• in the case of crediting, especially if registration takes place subsequently, it may be unclear whether an order or correction belongs to the new or the previous supplier.

We therefore recommend that you create a new, identical vehicle for the new supplier and disable the vehicle for the previous supplier, instead of changing supplier.

Proceed as follows:

1. Click on Register > Vehicles.

2. Find the vehicle and rename it. The name that is chosen will appear on old crediting transactions for the former supplier.

   Add the driver's name to the vehicle name and you can easily see the vehicle's previous drivers in the vehicle register.

3. Copy the vehicle and give the new vehicle the same name that the previous one had before it was renamed.

4. Select the new supplier in the Supplier drop-down list.

5. Deactivate the original vehicle (the one that was renamed) when it is no longer needed by clicking on in the toolbar.

Example

Courier company has a vehicle called “11” that is to be taken over by “Supplier 2”. The current supplier is called “Supplier 1”.

Courier company goes into the vehicle registry and renames "11" as "11 - Supplier 1". They then copy that vehicle and give the new vehicle the name "11" and select "Supplier 2" from the Supplier drop-down list.

When Supplier 1 has finished driving for Courier company and it is time for Supplier 2 to take over, Courier company disables the vehicle “11 - Supplier 1” in the vehicle registry.

See also

• Vehicles (window)