We accompany you step by step through the procurement process of a vehicle. This gives you an overview of your vehicle purchases at all times and ensures that all relevant documents and data are stored.
Create procurement
A vehicle replacement / a new procurement takes place soon
Go to the menu bar on the left and click on the tab "Procurements".
Click on the blue button "+ Add" on the top right.
Enter the vehicle data in this mask. As title / designation you may e.g. enter the driver name or the type of vehicle. If you select a vehicle in the field "Substitute for", the order will be connected to this car.
4. Then click on "Save".
You have now created a new order file. Here you can save all documents and data belonging to this order. These data are then automatically transferred to the vehicle file when the vehicle is activated.
You have already obtained offers
In the procurement file, click on the "Add" button under the "Offers" tab and select the correct financing type. Depending on the type of financing, there are different ways to complete the procurement. Please note that all fields with * are mandatory fields.
1. Leasing
If you do not know the offer number, you can select "unknown" in this field.
For "Duration (months) *", enter the total leasing period in months, e.g. 36 months.
For "max mileage *", enter the contracted milage over the entire lease term, e.g. 120,000 km.
Click on "Save" to create the offer.
2. Loan
If you do not know the offer number, you can select "unknown" in this field.
For "Total Price *" enter the amount of the borrowed loan.
Click on "Save" to create the offer.
3. Purchase
If you do not know the offer number, you can select "unknown" in this field.
For the field "Total Price *" you can enter the purchase price including discounts, transport costs and transfer costs.
For the field "Depreciation plan *" you can select an existing depreciation plan or create a new one.
Click on "Save" to create the offer.
4. Long term rental
If you do not know the offer number, you can select "unknown" in this field.
Click on "Save" to create the offer.
We always recommend you to get more offers and to collect them here. The documents you create here are then automatically transferred to the vehicle file.
You have decided on an offer and order the vehicle
Managing procurement
Under "Procurement" in the menu bar on the left you will always find your open purchases.
Use the filter options to select specific procurements. With the tabs, you can see which process step the vehicle is currently in at a glance.
Wenn Sie eine Beschaffung löschen möchten, klicken Sie auf den Mülleimer auf der rechten Seite in der Beschaffungsübersicht.
If you want to edit a procurement, click on the order name in blue.
Fleet Heroes tip:
If your procurement process is manageable and you do not require support, you can choose to set up the vehicle as an existing vehicle when it's delivered: