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Associating document(s) with a Provisional Entry

Tutorial for associating a document with a provisional entry, thus moving it to Final status.

C
Written by Customer Support
Updated over 2 weeks ago

It is possible to register the entry of a vehicle on the premises without it having a sales or purchase order assigned to it. In these cases, the vehicle is registered in Provisional status.

To consult the vehicles in Provisional status and associate the necessary documents, go to the Provisional Entries List tab.


  1. On the Homepage, click on "Provisional Entries". This option lists all the vehicles within the organization that are in Provisional status .

  2. In the row corresponding to the entry you want to update, click on the three dots and select "Edit".

  3. In the "Product Type" field, choose the appropriate type for the entry.

  4. Expand the Partner section to associate the corresponding document. The tab displayed depends on the type of operation:

    • In Unloading, only the Documents tab is visible

    • In Loading, only the Loads tab is visible

    • In other types of operation, both tabs (Documents and Loads) are available.

  5. Select the desired document(s) and click "Add" [Save] to associate the documents with the provisional entry.

  6. Click "Save" to confirm the changes. The provisional entry will be changed to Definitive status.

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