This functionality applies to loading, unloading, visits, weighing, and other configured purposes. For loading and unloading, it is possible to make a provisional entry even if the purchase or sales order is not yet associated, speeding up the process and avoiding delays.
On the Homepage, access the "Vehicle Dashboard".
Click on "Perform Check-in" to create a new entry.
Choose the "Type of Operation" that corresponds to the reason for the vehicle's entry. Depending on the organization's configuration, the options may include:
Loading: Customer vehicles for Purchase Orders.
Unloading: Supplier vehicles for Sales Orders.
Parking: Internal vehicles of the organization.
Weighing: Vehicles that come in exclusively for weighing.
Visits: Visits from customers, suppliers or external parties.
In the "Partner" field , choose the corresponding partner. This is usually the partner's fiscal name, use filters to make the search easier.
Note: If the partner has not yet been assigned a purchase or sales order, the registration will remain in provisional status, allowing the vehicle to enter the premises quickly while the documents are finalized.
After selecting the partner, enter the details of the vehicle and driver who will be checking in.
Vehicle: If the license plate or trailer is not registered, you can create a new entry.
Driver and helper: Add the driver or helper if necessary.
Best practice: Use the first and last name, capitalizing the initial only and without accents (e.g. Joao Silva).
Visits: In the case of visits, the "Department" and "Contact Person" fields must be filled in.
Once you have filled in all the mandatory fields, click on "Save". You will be redirected to the Vehicle Dashboard, where you can view the new entry.
For a provisional entry: Subsequently, edit the entry and associate the corresponding purchase or sales order as necessary to complete the process.