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Configuration

The “Fleet” section uses directories that define selection options in vehicle, service, and contract cards.

Where to find it

Usually it is available under “Fleet” → “Configuration”.

Access to configuration is typically restricted by administrator permissions or by the person responsible for directories.

Section configuration

The “Configuration” screen contains tabs with directories. The availability of tabs depends on the configuration.

Typical directories:

  • Fuel types — options for the “Fuel type” field in the vehicle card.
  • Vehicle categories — vehicle classification (for example, passenger cars, trucks, special equipment).
  • Vehicle service types — service classification (scheduled maintenance, repair, etc.).
  • Vehicle tags — additional labels for filtering and control.

For directories, the Create, Edit, Delete actions are usually available.

Recommendations for maintaining directories:

  • agree on unified naming (without duplicates and different spellings of the same value);
  • use clear names so users can quickly select the required option;
  • if the directory has a “Code” field, fill it consistently (often used for integrations and data exchange).

Vehicle manufacturers and models

Directories may be available separately:

  • Vehicle manufacturers;
  • Vehicle models.

Recommended filling order:

  1. Create manufacturers first.
  2. Then add models selecting the manufacturer.

Practical tip: if your organization has many similar models, it is convenient to follow a single format (for example, “Manufacturer / Model”) — it simplifies search and avoids duplicates.