How to Create a Vehicle Profile in htbook

Create Vehicle Profile

🚌 Creating a Vehicle Profile in HTBOOK TMS Software

πŸ“„ Overview

In HTBOOK Transport Software, every vehicle used for transport or rental must have a dedicated profile. This guide walks you through the steps to create and update a vehicle profile, which includes vehicle details, company info, and performance metrics like expenses and profits.

πŸ› οΈ Steps to Create a Vehicle Profile

  1. πŸ” Login to HTBOOK Software
    Navigate to the left sidebar and click on 🚐 Vehicle > βž• Create.
  2. πŸ”’ Fleet Number
    The system auto-generates a unique Fleet Number for each new vehicle (e.g., #NewVehicle).
    This number is used for internal tracking and reporting.
  3. πŸ“Š View Business & Expense Sheet
    A summary table at the top shows:
    • πŸ“… Month
    • πŸ”’ QTY (Quantity of Work)
    • πŸ’° Amounts (Revenue)
    • πŸ“‰ Expenses
    • πŸ“ˆ Profit
  4. πŸ“ Update Vehicle Profile Form
    Fill in the following fields:
    • πŸ“… Current Date: Select the registration or addition date of the vehicle.
    • βš™οΈ Status: Choose from: Active, Inactive, etc.
    • 🏒 Company: Specify if the vehicle is Local, Rented, or from a specific supplier.
    • πŸš— Brand Name: e.g., Toyota, Mercedes, Higer, Kinglong
    • πŸ”– Registration Plate: Format example: H-12345
    • πŸ’Ί Seater: Select number of seats (e.g., 14, 30, 50, etc.)
    • πŸ“† Model: Enter the vehicle’s model year (e.g., 2018)
    • 🧾 Description: Add notes like vehicle condition or special usage
  5. βœ… Click 'Update'
    After entering all required information, click the green Update button to save the profile.

πŸ“Œ Notes

  • πŸ› οΈ You can edit vehicle details anytime by going to Vehicle > Manage.
  • πŸ” Ensure registration plate and seater count are accurate for proper booking and billing.
  • πŸ”— This profile integrates with modules like Jobcard, Booking, and Billing.

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