The best way to start using the Fleet Portal effectively is to create a fleet group.
In the following, you will learn how to create a new fleet group:
- Please go to FLEET GROUPS. This page provides you an overview to create and manage your fleet groups.
- Please click the button Add Fleet Group which is situated in the bottom right-hand corner.
- Please provide the following information:
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- Fleet Group Name
- Company
- Hotline Number (You can display this information in the app for your driver)
- Organziation
- Invoice Details:
- Payment Method
- Invoice recipient company
- Invoice recipient information - choose an existing one or create a new one
- Costcenter / Department
- VAT number
- Free Text Field for additional information e.g. Purchase order number
- Default Contact
- Salutation
- First and last name
- E-Mail Address
- Telephone number (optional)
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- Once all information is provided, please click on Save & Finish.
The fleet group is now created.
Important to know:
Only the users with the Fleet Admin and Fleet Manager have the right to create contracts.