Fleet Set Up

Marlin Tyre and Mechanical Workshop Software's external fleet functionality require the following set up to use.

To use external fleet functions the settings and permissions at the end of this document need to be enabled.

You also need to add the following accounts, suppliers, fleet owners and customers to your system (or already have them set up).

Fleet Accounts

Add the following accounts, with Allow Purchases and Allow Sales disabled for both:

• An asset GL account (e.g. "Pending Fleet Claims"), to hold the value of the pending claims
• An expense GL account (e.g. "Fleet Price Variances"), for any variances to be posted to

Fleet Suppliers

Add normal suppliers with accounts, to represent the fleet owner.

Fleet Owners

Add external fleet owners:

• Select System > Customers > Fleet Owners
• Click Add (top right)
  • Set Type to External
  • Enter a Code to identify the fleet owner
  • Use the Owner Picker to select the relevant supplier (set up above)
  • Assign the GL accounts added above

Branch Supplier Overrides

If branches within a company have separate accounts with the supplier, add the accounts for each branch using the Branches list below:

• Click Add (top-right of list)
  • Select Branch
  • Select Supplier

These suppliers will override the Owner selected above (if no specific supplier is set for a branch, it will use the default Owner).

Fleet Customers

Add a fleet customer:

• Set the Type drop-down in the details tab to Fleet customer
• In the Accounting tab, select the fleet owner added above

Settings and Permissions

To use external fleet functionality, the Fleet.Enable enterprise setting must be enabled.

After enabling this settting, End and Start your session again via Daily Activity > Logout for the new menu options to be visible.

The following user permissions are related to the fleet process.