Manage vehicle loads, returns and day closure

Select the scope

Open Vehicle Operations with the fleet/field-sales module and relevant vehicle/stock permissions. Choose the vehicle and date before using Actions. Viewing the screen does not grant every write permission.

Loads and returns

Use the offered load action, select the source warehouse and enter actual products, units and quantities. Review and save. For return stock, choose the destination warehouse and only stock actually coming back from the selected vehicle. These vehicle operations post transfers; check the resulting load/return and balances before repeating a request.

Other actions

Authorized staff can assign/unassign users with the correct dates and active status, manage load templates, view available stock or record adjustments. In adjustment entry, distinguish a quantity change from a target stock level according to the shop’s configured mode, and choose the true damage/expired/loss/found/other reason.

Close and report

Reconcile the vehicle’s activity and use Close day for the selected vehicle/date, with explanatory notes. Review the saved closure and available daily-account, load, return, day and sales-end PDFs. Vehicle day closure is separate from closing the cashier’s counter. PDF actions export current records; they do not post another transfer.