Introduction to Inventory
Access to Inventory in Fr8app
The inventory is a tab in Fr8App that offers management and control of the fleet of vehicles of the carriers present in the Fr8App system.
They are divided between:
Tractors.
Trailers, Trailers having 3 types of Inventory. (Dry Van, Flatbed, Reefer).
The 4 tabs work in the same way.
Types of BO Inventory
Tractor: Part of the truck that contains the engine, this is handled by a trained operator.
Trailer: This is the part of the truck that contains the load/merchandise. These can vary in axles depending on the type of trailer and the merchandise they need to transport.
Dry Van (Trailer): This is a type of semi-trailer that is completely closed to protect the merchandise from external factors.
Flatbed (Trailer): This is a type of trailer that has a surface without walls or a roof and is completely uncovered.
Reefer (Trailer): This is a type of trailer that consists of a highly insulated and closed container that includes a refrigeration unit to control the temperature inside.
Inventory Management
To view the listing of a specific inventory, you must click on Inventory and then click on the listing you want to see, for example, Tractors.
When you access the inventory section, you will see that there are several ways to manage it, which will be explained below:
Search / filter.
Add new ones.
Enter to see details of an existing one.
How to filter / search in the inventory list
To add to the inventory parts list, you need to go to the tab to which that type of inventory belongs (Tractors, Dry Van, Flatbed, Reefer).
For example, if you want to add a Tractor, click on Inventory > Tractors.
Once inside, click on Filter Tractors.
Once the Filters window opens, you can enter data related to the Tractor, as well as select dates for creation, update or expiration of registration.
Finally, click on Search.
You can finally see the list with filters applied.
How to add inventory (Trailer / Tractor)
To add new inventory from a list, you need to go to the tab to which that type of inventory belongs (Tractors, Dry Van, Flatbed, Reefer).
For example, if you want to add a Tractor. Click Inventory > Tractors.
Then click on the button that says New Tractor at the top right.
Fill in all the necessary fields to add this piece of inventory.
You can upload the related documents if you already need them.
Click on Add Documents.
Click on Choose file and select from the team documents.
Select the Document Type from the drop-down menu. And finally click on Save.
If you have filled out everything required and uploaded the corresponding documents, click on Create the tractor.
Once created, it will be visible in the list.
How to edit inventory details (Trailer / Tractor)
It is also possible to edit the information of an inventory piece if you have more up-to-date data or documents related to it.
To edit an inventory piece from a list, you need to go to the tab to which that type of Inventory belongs (Tractors, Dry Van, Flatbed, Reefer).
For example, if you want to edit a Tractor. Click on Inventory > Tractors.
Go to the inventory you want to edit within the listing and click on the details button.
Once inside the details page you will be able to edit everything you need in the inventory fields.
Once you have updated everything you need, finish by clicking Update the tractor.
Activate/Deactivate inventory piece
Inventory pieces have the ability to be deactivated and reactivated to denote their availability for use within the system. (By default, an inventory piece is always shown as active when it is created.)
If you want to deactivate an inventory piece, you must go to the details page.
Once inside the details page, click on the button that says Deactivate.
Enter a reason or motive and click Save.
To activate an inventory piece, you need to do the same process but instead of clicking Deactivate, click Activate.
Inventory Units
Once the inventory units have been created, it is possible to access different tabs apart from their base information to observe or modify other things related to the inventory parts.
Documents
It is possible to attach documents related to the inventory parts of the list such as the following:
Registration: The vehicle registration document, which is the document necessary to put a vehicle into circulation, varies depending on the country.
Proof of insurance: This is any document that guarantees that the vehicle has insurance in case of accidents or incidents provided by an insurance company.
Cab Card: This is a type of registration document issued by the entity where the vehicle has jurisdiction and provides information about the vehicle such as license plates, weight, etc.
Truck Photos: Photographs related to the Inventory.
How to upload documents regarding an inventory part
Inventory parts have a documents tab where you can consult the attached documents, as well as upload documents even if they were previously created.
If you want to upload a document for an inventory item, you need to go to its details page.
Once inside, in the third tab from the top, click on Documents.
Once inside the list of documents, you can click on Add Document.
Click on Choose file and select from the team documents.
Select the Document Type from the drop-down menu, and finally click on Save.
Inventory Change Log
Whenever changes are made to the inventory piece (creation, deactivation, activation) it will be recorded in the log of the same inventory piece on the details page.
You only need to go to the details page.
Once inside, in the third tab from the top, click on Log.
This way you will be able to observe all the changes that this inventory item has undergone.