Create Your Fleet
Fleet Management can be found on the navigation bar of your Voly Dashboard. You will need to complete the following steps to Create your Fleet.
Go to Fleet Management on the navigation bar of your homepage.
Select the ‘Create a New Fleet’ button in the top right-hand corner
Select the Vessels you would like to include in your Fleet.
Once all vessels are selected, you can select ‘Create Fleet’
Your Fleet will now be visible under the Fleet Management tab of your navigation bar.
Your Fleet must have a name, and vessels can only be added to one fleet. If a vessel you need for your new Fleet is already assigned it will not show on the assets list. You will also only see vessels you have permission to view.
Edit Your Fleet
To add or remove vessels to/from an existing Fleet:
Go to Fleet Management in the top navigation bar. Then click on the relevant Fleet. This will direct you to the fleet details page, where you can see all vessels in your fleet and any fleet suppliers.
On the Fleet details page, click on the blue box with three lines in the top right-hand corner. Then, click Edit Fleet.
Select any vessels you wish to include in your supplier fleet or unselect any vessel you wish to remove. When ready, click ‘Update Fleet’.
When a vessel is removed from a Fleet, any Fleet Suppliers will remain on the fleet. The suppliers on the Vessel will then be demoted from a Fleet Supplier to a Vessel Supplier.
This means that all suppliers will still be visible on the vessel and can be used on the vessel. You can edit the supplier details directly in the vessel, but it will no longer be editable /edited on a fleet level. Beneficiary details will also be removed.
Add Fleetwide Suppliers
To add new Suppliers on a Fleet level:
Go to your fleet in the Fleet Management in the top navigation bar. Then, select Create Supplier from the menu drop-down in the top right-hand corner of the Fleet Details Page
Add the necessary Supplier details to the page, ensure the Supplier name is inputted as well as the billing currency of the Supplier
Once all details are added, click ‘Create Supplier’
This Supplier will now be found on the Fleet details page and will be applied to all vessels in the Fleet. If the vessel already had a supplier with the same name and currency listed, the original supplier from the vessel will be labelled with ‘duplicate’.
Fleet Suppliers will show a shield symbol on both the Fleet and Vessel level. On Fleet level it will be seen under Fleet Suppliers and on Vessel level you will see this symbol under Supplier details and to any invoices associated with that supplier.
When selecting a Supplier for a transaction/invoice, you will see Fleet Suppliers first and then Asset Suppliers.
How to Manage Your Fleet & Fleetwide Suppliers
Export your Fleet Suppliers & Beneficiaries
Once you have suppliers added to your Fleet, you will see the option to download the Supplier & Beneficiary Lists into Excel. Giving you the opportunity to review the details for each supplier out of the system if needed.
Still have questions?
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