Name: NShine ERP
Rating: 5 (18 reviews)

What Is In Document tracking

Vehicle, employee, customer and supplier documents with expiry dates, statuses and reminders.

This section has 1 concept page(s), 3 how-to page(s), 1 reference page(s). Read the concept page first if the module is new to you, then follow the how-tos in order.

Document tracking explainedYou will know what the Document Tracking screen lists, what each status means and where the counts on the dashboard come from, so you can keep permits, insurance, licences and identity documents from lapsing.
Define document types and remind-before daysYou will have every document type your company tracks mapped to vehicles, employees, customers or suppliers, each with the number of days before expiry that its reminder starts.
Upload a vehicle documentYou will have the document stored against the vehicle with its number, issued and expiry dates and a scanned copy, its status showing on Document Tracking and its expiry counted on the dashboard.
Renew an expiring documentYou will have the renewed document on the vehicle, driver, customer or supplier record with its new number and dates, the status back to Current and the dashboard count corrected.
Document expiry alertsYou will know every place an expiring permit, insurance, licence or identity document shows up, and how to check that reminders are going out.

Document tracking in NShine ERP

What Is In Document tracking

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Document tracking in NShine ERP

What Is In Document tracking

Document tracking Pages

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