This instructional guide offers a detailed overview of creating vehicles in the Campground module. Vehicles are associated with customers, and it is essential to create the customer profile before proceeding with vehicle creation.
Create a Vehicle
Navigate to the Campground module and select Vehicles from the menu ribbon (the More button may need to be selected if Vehicles is not displayed on the menu ribbon).
Select Add New located at the top right-hand corner of your screen.
Following this, make a selection for the appropriate fields below.
General Settings
Field | Function |
Vehicle Name (Required field) | Name of the vehicle. |
Customer (Required field) | Select the customer who owes vehicles. |
Current Space (Automated) | This field will contain information derived from a reservation made by the customer for the specific vehicle. |
Images | The images of the vehicle. |
Vehicle Information
Field | Function |
RV Type (Required field) | Please choose the type of vehicle. |
Make | Please indicate the make of the vehicle. |
Model | Enter the model of the vehicle. |
Year | Enter the year of the vehicle. |
Color | Enter the color of the vehicle. |
License Plate # | Enter the license plate number of the vehicle. |
Serial Number | Enter the serial number of the vehicle. |
Motorized Toggle | Toggle signifying if the vehicle is motorized. |
Dimension Settings
Field | Function |
Length Overall | Enter length overall in “ft” and “in” of the vehicle. |
Beam | Enter beam in “ft” and “in” of the vehicle. |
Height | Enter height in “ft” and “in” of the vehicle. |
Insurance Settings
Field | Function |
Insurance Company | Enter insurance company of the vehicle. |
Insurance Policy Number | Enter insurance policy number of the vehicle. |
Insurance Expiration date | Enter insurance expiration date of the vehicle. |
Agent Name | Enter agent name of the vehicle. |
Agent Phone | Enter agent phone of the vehicle. |
Agent Email | Enter agent email of the vehicle. |
COI Received | Toggle on if COI is received. |
Additional Insured | Toggle on if vehicle is additionally insured. |
Vehicle status
Field | Function |
Inactive | Toggle on if vehicle is inactive and no longer in use at the marina. |
Click the Save button after filling out the appropriate fields. If a required field is left unfilled, the system will prevent you from saving your work at a later time.
Attachments
You have the capability to save attachments to the vehicle. If your customer has provided registration information or insurance documents, you can attach these documents to the vehicle for safekeeping and review them at your convenience.
Click the Attachments button from the action menu.
Click the Upload Attachment button.
Select the Attachment Type (this is optional and can be setup in System Settings → Attachment Types).
Click the Select button.
Select the file you wish to upload and click the Open button.
Click the Upload button.
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