VehicleERP Docs
The vehicle lifecycle

Lifecycle overview

The stages every vehicle moves through, and the order they must happen in.

Every vehicle in VehicleERP follows the same path. Understanding this path — and the order it must happen in — makes the rest of the system easy.

The stages

  1. Add the vehicle to your inventory (make, model, colour, insurance, etc.).
  2. Record the purchase — who you bought it from, the amount, and dates.
  3. Add a vehicle partner (optional) — a co-investor who helps fund this vehicle.
  4. Log expenses — repairs, transport, and other costs.
  5. Upload documents & insurance — RC book, insurance copy, and more.
  6. Record the sale — the buyer, the price, and GST.
  7. Ledger & settlement — record the actual money movements and settle up.

All of this happens on the Vehicle Detail page for each vehicle.

The golden rule: order matters

VehicleERP enforces a sensible order so your books stay correct. In short:

You cannot skip ahead

  • You must record the purchase before you can add a partner, log expenses, upload documents, or record a sale.
  • You must record the purchase payment in the ledger before you can add a partner's loan or record a sale payment.
  • If a vehicle has a partner, you must record the partner's loan before you can record the sale.
  • During settlement, money flows in a fixed order: sale receipt → return the partner's loan → share the partner's profit → pay GST → record company profit.

If you try to do something out of order, VehicleERP shows a clear message explaining what needs to happen first. You'll see these called out on each page in this section.

Locking

Once real money has been recorded against a stage, its core details lock to protect your records:

  • After the purchase payment is entered in the ledger, you can no longer edit the purchase details.
  • After the partner loan is entered, you can no longer edit the partner details.
  • After the sale payment is entered, you can no longer edit the sale details.

This prevents accidental changes to a deal that has already involved real cash.