Fleet Assignment

Overview

Fleet Assignment links specific equipment items to hire orders. This tracks exactly which asset went to which customer.

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Assigning Fleet

From Hire Entry

During order creation:

1. Add items to order
2. For each item, click Assign Fleet
3. Select specific asset from available list
4. Confirm assignment

From Fleet Assignment Page

1. Navigate to Creations > Fleet Assignment
2. Select the hire order
3. View unassigned items
4. Match with available fleet

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Assignment Process

1. Select Order: Choose hire order
2. View Items: See items needing assignment
3. Check Availability: See available fleet
4. Assign: Link specific asset to item
5. Confirm: Complete assignment

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Availability Checks

Before assignment, system checks:

• Is asset available on required dates?
• Is asset in correct location?
• Are certificates valid?
• Is maintenance up to date?

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Unassigning Fleet

If assignment needs to change:

1. View the assignment
2. Click Unassign
3. Asset returns to available pool
4. Assign different asset if needed

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Tips

• Assign fleet before delivery
• Check certificate expiry dates
• Consider location for efficiency
• Document any condition notes