Understand vehicle ownership types
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Classify the commercial ownership relationship.
Where to goAdmin Area → Courier & Logistics → Vehicles → Open vehicle
What this guide helps you do
Classify the commercial ownership relationship. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Go to the vehicle.
- Select the verified ownership type.
- Save.
- Maintain related documents using the organisation’s compliance process.
Fields and options
companyOwned/controlled by the company.
driverProvided by the driver.
leasedHeld under a lease.
hiredTemporarily hired.
Rules and limits
- Use the supported screen and permission; do not bypass validation or edit database records directly.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
Related guides
Was this guide useful?Your response is stored only in this browser.