If you have to load various vehicles and desire to load them all together, the process to address is the following:
On the first hand, create manually the CATEGORIES and MODELS of the cars in the system http://help.rentlysoft.com/en/articles/5174505-how-to-load-vehicles
That information, together with the one from the BRANCH OFFICES (must be previously created) will be reflected at the template.
http://help.rentlysoft.com/en/articles/5174508-how-to-create-new-branch-offices
On the second hand, download the template in order to complete massively the plates of the vehicles:
1. Select Cars > All cars.
Select "Download Car Template" button. This will download an excel sheet to complete with the vehicles' information.
2. Complete all the information. The items with "(*)" are mandatory.
Load every vehicle with its characteristics.
It is important to know that the "MODEL", "CURRENT PLACE" and "BRANCH OFFICE OWNER" must be filled with numbers. To know which number refers to the model, place or branch you need, you will have to check the different sheets from the excel.
The sheet with the name "Models" will have the numbers and write down the number that refers to the model you need.
The sheet with the name "Location" will have the numbers and write down the number that refers to the current place you need.
The sheet with the name "Branch Offices" will have the numbers and write down the number that refers to the branch office owner you need.
Graphically:
The LICENCE PLATE has three specific options of loading them - as you can see in the example above:
- Numbers and letters without space of hyphen
- Number and letters with hyphen
- Numbers and letters with a space between them.
Example of the massive load of vehicles:
As shown above the third car is missing de number of model. It was left like that to show what happens if you forget to complete some field.
3. Once the template is complete SAVE and IMPORT it.
If you forgot to fill in one field or have any error, a message will come out like this:
4. Click on the "Errors" button to proceed. An Excel sheet will download, enter and check the message:
The message will inform you the place of the error and the reason of it. Modify it to make it correct, save it again and import it again.
5. Once the sheet is imported, the cars should be seen as below:
In case you do not have permission to proceed with this transaction, inform your administrator so he can enable you the "Can process car template" permission.