In FleetSquared, units need to be tied to customers in your system. If you do work for outside customers, your first step would be to add a customer to your system. To add customers, open the Administration menu and select Customer. Your own ...
To add a unit to FleetSquared, open the Fleet menu and select Unit Master. Click on the New Unit button at the top right corner of the Unit Master screen. Search for the unit owner using the text field. Alternatively, you can add a new ...
This article provides a walkthrough of how to add parts to your FleetSquared system. Parts can be managed and added from the Part Master screen. Open the Parts menu and select Part Master. To add a new part number, click on the New Part link at the ...
Create Part Purchase Order
This article provides a walkthrough of how to create a part purchase order. To create a part purchase order, open the Parts menu and select Order Parts. Open the Spot Order tab. Search by the part number or part description to narrow down the list of ...
Receive Parts on PO
This article provides a walkthrough of how to receive parts from a part purchase order. If you have not created a purchase order already, click here for our purchase order how-to article. To receive parts ordered on a PO, open the Parts menu and ...