Maintain vehicle owners

When to use it

Use this guide when you need to maintain vehicle owners.

Before you start

• Open Vehicle Owners from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes

Vehicle owner contact and payment information is maintained.

People, owner and vehicle records supply delivery planning details and can be linked to routes or expenses.

Steps

1. Open Logistics → Vehicle Owners and choose Add Vehicle Owner.
2. Enter the owner’s name, contact number, email, and payment method. Complete the matching payment destination details.
3. Select Save, or use Edit for a correction.
4. Check the owner and destination before using Sync to QB. Use Delete only for an eligible incorrect record after reviewing Yes, Delete.

Screenshot to add: Vehicle Owners: maintain vehicle owners. Capture filename: images/maintain-vehicle-owners.png.

Restrictions

Vehicle-owner add/edit and delete access are separate. Updating an owner does not itself approve a payment profile or pay a lease expense.

If something went wrong

After an unclear save or deletion, look up the original owner before repeating the action. Use Edit → Save for supported corrections to the existing profile.

For wrong payment details, submit the confirmed destination and have Finance review the payment profile before further payment. Review existing lease expenses/transfers separately. For an incorrect Sync to QB, have Finance inspect the existing accounting owner record before retrying.

If the wrong owner was deleted, give Logistics and Finance the reference and linked vehicles/expenses. No restore control is described here; a new owner does not automatically restore those links.

Check the correction

Check the saved owner, vehicle links and effective approved payment destination. Check QuickBooks and actual lease payments separately.

Related guides

• Module overview