Packaging Module

The Packaging module is used to:

• Store employee details

• Store Salary Packaging data

• Generate login access

• Link employees to vehicle contracts

This module is hidden unless you intend to:

• Transfer salary packaging data from other systems

• Store and report packaging and novated vehicle information from a single repository

Your system can also be configured to provide access to an Employee Portal, allowing employees to:

• View packaging balances

• Lodge reimbursement claims

• View their vehicle balance

Employee and Driver data are stored in the same underlying database tables, however:

• The screens display different fields depending on whether the record is viewed as a Driver or Employee.

Vehicle Tabs (When Active Contract Exists)

If the employee has an active vehicle contract, additional vehicle screens are displayed.

These are identical to the corresponding contract tabs:

• Vehicle Events → Same as Contracts → Events

• Vehicle FBT → Same as Contracts → FBT

• Vehicle Maintenance → Same as Contracts → Maintenance

• Vehicle Claim → Same as Contracts → Claim

Navigation Path

Main Page → Packaging → Employees

Header Tabs:

• Contact

• Finances

• Assets & Liabilities

• Current Packages

• Item

• Transactions

• Events

• Contracts

• Vehicle Events

• Vehicle FBT

• Vehicle Maintenance

• Vehicle Claim

• Password

Buttons

Header Section

Column One

Column Two

Create Driver (From Quote Screen)

When creating a quote, a new driver can be created directly from the Quote screen.

Using the Add Folder Icon

When creating a new quote:

• An Add Folder icon (Create Driver) appears next to the Driver ID field.

When you click the Add Folder icon:

1. The Create Driver window opens.

2. The screen displays the Drivers → Contact tab.

3. Enter driver details.

4. Click Create.

Note:

• The Client field is automatically populated from the quote.

• It cannot be changed from this screen.

Selecting:

• Create

• Cancel

• X

Will close the driver window.

Entering the Driver Name Directly

If you type a driver’s name directly into the quote:

If the name is new:

• You are prompted to create a new driver record.

• Selecting Yes opens the Create Driver window.

• Name and Client are prefilled.

• Selecting Cancel returns you to the quote screen.

If the driver exists for the selected client:

• The quote refreshes with that driver’s record.

If multiple drivers exist for the selected client:

• A pop-up window displays matching drivers.

• Select the correct driver.

• If none match:

  • Close the pop-up.

  • Create a new driver or proceed without one.

If the driver exists under another client within the same group:

• A pop-up window displays those drivers.

• You may select one or close the window.

If you select a driver from another client:

• The quote updates to the client linked to that driver.

If you exit the window:

• You may create a new driver.

• Or continue quoting without a driver.

Edit Driver Icon Behaviour

Once a driver is selected or created:

• The Add Folder icon changes to Edit Folder (Edit Driver).

Clicking Edit Folder:

• Opens the Driver window.

• Allows editing on the Driver → Contact tab only.

• Other driver tabs are not accessible at this stage.

View Driver (From Saved Quote)

When the quote is saved and viewed in View Mode:

• A View Driver icon appears.

Clicking this icon:

• Opens the full driver record window.

• All driver tabs are accessible.

• Most driver functionality is available (e.g. editing finance fields, creating events).

Restrictions:

• Cannot change the client.

• Cannot enable login access from this window.

Recommended Workflow (Editing Driver from Quote)

When editing Driver information from:

Fleet → Administration → Quotes | Contract/Driver Details

Use the following process:

1. Click the View Driver icon next to Driver ID.

2. In the pop-up window, click Edit.

3. Make required changes.

4. Click Save.

5. Close the window using the X (top right).

6. Changes will carry through to the quote.

Important Note on Data Refresh

Changes made:

• At Fleet → Administration → Drivers

• Or via Edit Driver icon (Contact tab only)

Do not automatically refresh in the quote.

To refresh Driver data:

1. Delete the Driver ID.

2. Tab off the Driver ID field.

3. Re-enter the Driver ID.

4. Tab off the field again.

5. Driver data will refresh.

6. Save the quote.

Validations and Alerts

(Section placeholder — add specific validation rules here if required.)