FR ENAR
User Manual Fleet Management module Version 1.0 · Stable

Manual Vehicles & assignments

The Vehicles sub-module catalogs the entire fleet: full technical record (registration, chassis, manufacturer, model, mileage, purchase value, GPS options), driver assignment under 3 modes, and tracking of documents with deadlines (road tax, inspection, insurance, operating card).

3
Assignment modes
8
Tracking columns
4
Color-coded deadlines
GPS
Optional device
1

Overview

The Vehicle is the central entity of the fleet. Each vehicle has a full record (identity, technical specifications, value, GPS device) and an assignment to a driver. All maintenance, consumption and administrative documents attach to this record. The assignment tracks over time which driver uses which vehicle (history of start / end periods).

Business goal

  • Centralize the technical record of each vehicle
  • Assign a driver and keep the history
  • Track document deadlines
  • Enable geolocation via the GPS device

Target audience

  • Fleet manager — manages the fleet and the assignments
  • Drivers — vehicles entrusted to them
  • Accounting — value and costs of the fleet

Starting point of the module

The vehicle record feeds all the other sub-modules: maintenance & oil changes, fuel & mileage, insurance & contracts and GPS tracking.

2

Access and navigation

Left-hand side menu: Fleet Management (icon ) → Vehicles. The assignment is managed from the vehicle record and/or the Assignments submenu.

Swifto ERP — Fleet Management menu
Global dashboard
Human Resources
Fleet management
Vehicles
Assignment(s)
Insurance contracts
Lease contracts
Curative maintenance
Fuels
Settings
GPS Tracking
Need help? Click here...
The list of vehicles opens on the right after the click.
3

List of vehicles

The page lists the entire fleet. Each row shows the registration, the manufacturer, the assigned driver and the status of the documents with deadlines — colored red as the expiry approaches.

Fleet Management › Vehicles
Global dashboard
Fleet management
Vehicles
Assignment(s)
Insurance contracts
Curative maintenance
Settings
412 Mr Karim TRABELSI
Need help? Click here...
Vehicles
PDF French
New Search
RegistrationManufacturerDriverVignetteInspectionInsuranceAction(s)
123 TUN 4567RENAULTSlim GHARBI31/12/202614/08/202602/07/2026
89 TUN 2031ISUZUNizar KHELIFI31/12/202605/11/202618/09/2026
205 TUN 8842PEUGEOTHatem MEJRI28/06/202622/10/202615/01/2027

List columns

ColumnDescription
DomainBusiness domain (shown if the company is multi-domain).
RegistrationVehicle plate (e.g., 123 TUN 4567).
ManufacturerManufacturer (RENAULT, PEUGEOT, ISUZU…).
DriverPermanently assigned driver.
Road taxDue date — red if approaching.
InspectionDate of the next technical inspection.
InsuranceInsurance expiry date.
Operating cardOperating card deadline (transport).

Deadlines in red

A date that is approaching or has passed is shown in red. Open the record to update the document concerned.

4

Action bar

Global PDF / Excel

Exports the displayed list of vehicles.

New

Opens the vehicle creation record (section 6).

Search

Filters by registration, manufacturer, model, driver or domain.

Display by profile

The visible columns and actions depend on your privilege profile.

5

Row actions

Edit

Record

Opens the vehicle record for editing: identity, technical data, assignment, GPS options.

PDF

Document

Generates the vehicle record as a PDF (specifications and documents).

Details

Read

Displays the vehicle: record, assignment history, maintenance and related documents.

Delete

Admin

Removes the vehicle from the fleet (after confirmation). Restricted to authorized profiles.

6

Vehicle record (creation / editing)

Click New. The record groups the identity (registration, chassis), the technical specifications (manufacturer, model, power, payload), the purchase value, the assignment and the GPS options (device, Device ID).

New vehicle
Vehicle record
205 TUN 8842
VF1RFB00X67123456
PEUGEOT
Partner
84,250
42,000.000
Permanent driver
Hatem MEJRI
6 CV
800
Device active
GPS-TN-00842

Record fields

FieldRole
Registration *Unique identifier of the plate.
Chassis no.Serial number (VIN) of the vehicle.
Manufacturer / Model *Manufacturer and model (configurable lists).
Dashboard kmCurrent odometer reading — basis for oil-change deadlines.
Purchase valueAcquisition amount (TND) for tracking the cost of ownership.
Power / PayloadFiscal power (CV) and payload (kg).
GPS options / Device IDEnables geolocation; the Device ID identifies the hardware.

GPS option — enter the Device ID to enable real-time tracking and, depending on the equipment, remote engine shutdown.

7

Driver assignment

A vehicle is assigned under 3 modes. The assignment history keeps, per driver, the periods (start / end) — useful for knowing who held the vehicle on a given date.

Permanent driver

Driver dedicated to the vehicle

Field seller

Distribution route

Customer / rental

Made available externally

Fleet Management › Assignments
Assignment(s)
New Search
VehicleDriverTypeStartEndStatusAction(s)
205 TUN 8842Hatem MEJRIPermanent driver02/01/2026In progress
123 TUN 4567Slim GHARBIField seller15/09/202531/12/2025Closed

History retained — a new assignment closes the previous one (end date) without erasing it: full vehicle ↔ driver traceability remains available.

8

Deadlines & documents

Four documents with deadlines are tracked per vehicle and shown directly in the list, colored red as the deadline approaches.

DocumentMeaningDisplay
Road taxAnnual circulation tax.Red if approaching
Technical inspectionMandatory periodic technical inspection.Red if approaching
InsuranceMandatory vehicle coverage.Red if approaching
Operating cardTransport authorization (depending on use).Red if approaching

Never miss a deadline — combined with notifications, the red coloring lets you anticipate renewal before any interruption (coverage, inspection, authorization).

9

Lifecycle (workflow)

flowchart LR
  A([Acquisition]):::s --> B[Vehicle record]:::p
  B --> C([Driver assignment]):::ok
  C --> D[In service]:::p
  B -.->|road tax / inspection / insurance| I([Deadlines + alerts]):::st
  C -.->|new driver| H([Assignment history]):::st
  D --> J([Fleet exit]):::ko
  classDef p fill:#E0F2FE,stroke:#0EA5E9,color:#075985;
  classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef st fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;
10

Business rules

Unique registration — each vehicle carries a distinct registration (e.g., 123 TUN 4567); it identifies the vehicle across all the other sub-modules.

Assignment history kept — only one assignment is active at a time; older ones are kept with their dates for traceability.

Conditional GPS — real-time tracking is only active if the vehicle carries a device with a Device ID entered.

Consistent mileage — the mileage entered (record, refueling, maintenance) must increase; it feeds the mileage log and the oil-change calculation.

11

Roles & permissions

ActionFleet managerDriverAccountantAdmin
View the fleet
Create / edit a vehicle
Assign a driver
Update documents
Delete

Indicative matrix — depends on the profiles defined in your company.

12

Usage scenarios

Putting a new vehicle into service

The fleet manager creates the record for the PEUGEOT Partner 205 TUN 8842 (value 42,000 TND, device GPS-TN-00842), then assigns it to Hatem MEJRI as permanent driver. The vehicle then becomes tracked for maintenance, fuel and GPS.

Driver change

Slim GHARBI leaves his route; his assignment is closed (end date) and a new one is opened for the next driver. The history remains viewable.

13

FAQ & Tips

Why is a date shown in red?

The deadline (road tax, inspection, insurance, operating card) is approaching or has passed. Open the record to update the document.

The vehicle doesn't appear on the GPS map?

Check that the GPS option is enabled and that the Device ID is entered. Without a physical device, there is no geolocation — see GPS tracking.

Tip — enter the chassis number

The chassis no. (VIN) makes identification easier with the insurer and the garage: enter it as soon as the record is created.

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Swifto ERP · Fleet Management module · User Manual v1.0

Vehicles & assignments — Overview · Home