Sales Management\Permits

 

Using the Permits page, you can add the customers, their vehicles and the drivers who are allowed to enter your company;

 

Figure 25 (Permits)

 

§  To view a certain predefined Permit, you need to fill in one or more of the search criteria with its proper details and then click<Search>, accordingly the matching results will be displayed in the Permits List block, or leave all fields empty and just click <Search>  to view all the available results in the system;

 

§  To add a new Permit, you need to click <Add> and then perform the necessary steps in the Entry panel;

 

§  To edit a certain Permit, you need to select the needed permit, once you are done, click <Save>

 

§  To delete a certain Permit, select the permit needed by checking its checkbox and then click<Delete>.

 

Add Permit

 

To add new permits, you need to click<Add> and then perform the following steps:

 

Figure 26 (Permits Entry)

 

  • Select the Customer to which you want to give permissions from the predefined list;
  • Enter the Vehicle Number;
  • Enter the Driver Name;
  • Enter the Start Date and End Date of the permissions;
  • Once you have done defining the necessary data, click<Save>.

 

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