Vehicles can be used and assigned to drivers. In this article, we will cover how to view, edit, add, and remove vehicles.
Who can use this feature | |
All plans | |
Users that have administrator privileges | |
All regions |
Vehicle directory
The main area to manage your vehicles is from the vehicle directory. This is where you can see an overview of your vehicles and also edit their settings.
The columns are sortable and can be expanded to show more information by clicking on any column title, then clicking the exposed arrow.
Adding vehicles
There are three ways to add vehicles: from the directory, in bulk, and by import.
From the directory
To add vehicles from the directory:
- Click “Add Vehicle” at the top of the table
- Fill in the required vehicle “Name”
- Fill in any other information you want
- Click “Save”
Add vehicles in bulk
You can add vehicles in bulk by copying and pasting a list of license plates or serial numbers into OptimoRoute. To add vehicles in bulk:
- Click “Import vehicles” at the top of the table
- Copy and paste a list of license plates into the space provided
- Click “Import”
Import vehicles
Another way to add vehicles in bulk is to import them. To add vehicles by import:
- Click “Import vehicles” at the top of the table
- Upload a spreadsheet with the license plates and other information
- Click “Import”
You can download our sample excel file as a template. The only required field is the license plate number.
Edit vehicles
Editing vehicles allows you to enrich the vehicle profiles. You can edit vehicles individually or in bulk.
Individual vehicle
To edit a single vehicle:
- Double click on the vehicle you want to edit
- Modify the information
- Click “Save”
Multiple vehicles
To edit vehicles in bulk:
- Select the vehicles you want to edit
- Click "Edit vehicles"
- Modify the information
- Click “Save”
Any edits made in bulk will overwrite any existing information for these vehicles
Assigning vehicles to drivers
In order for vehicles to be taken into account while routing, they must be assigned to a driver. To do this:
- Go to Administration→Drivers
- Select the driver you want to assign a vehicle to
- In the "Details" section, find "Default vehicle"
- From the dropdown, choose the vehicle to assign
- Click "Save"
Delete vehicles
To delete vehicles:
- Select the vehicle(s) you want to delete
- Click “Delete vehicles” at the top of the table
- Confirm the deletion by clicking “Delete”
This action is permanent and cannot be undone.