Add/Change Fleets

Screen permission: Fleet Setup (Add (add or view) /Change / Delete) is needed.

To add/change a fleet, open Company Contacts and select the Fleets radio button.

Adding Fleets

Click the new button on the button bar to add a new fleet.

Fill in the fleet contact information. Indicate whether you would like the fleet to be Sales Tax Exempt, included in the CSI, and/or allow the company to pay by EFT by checking the corresponding boxes.

At the bottom of the screen, set the fleet Target Date Calculation Settings based on how the fleet company calculates its target date.

Later, when you indicate that a folder is with this fleet, you will be able to choose these fleet target date settings to carry over.

When you have finished, click Save.