# Logistics Operations Guide

This guide provides step-by-step instructions for all major operations in the Sudenergy Logistics System.

## Table of Contents

1. [User and Role Management](#user-and-role-management)
2. [Fleet Management](#fleet-management)
3. [Driver Management](#driver-management)
4. [Assignments](#assignments)
5. [Trip Planning and Execution](#trip-planning-and-execution)
6. [Allocations](#allocations)
7. [Fuel Management](#fuel-management)
8. [Cost and Payment Management](#cost-and-payment-management)
9. [Breakdown Management](#breakdown-management)
10. [Procurement and Service Purchases](#procurement-and-service-purchases)
11. [Inventory Management](#inventory-management)
12. [Supplier Management](#supplier-management)
13. [Customer Management](#customer-management)
14. [Financial Operations](#financial-operations)
15. [Reporting](#reporting)
16. [Messaging System](#messaging-system)
17. [System Settings](#system-settings)

## User and Role Management

### Managing Users

#### Create a New User
1. Log in to the system with appropriate permissions.
2. Navigate to the Users section from the sidebar menu.
3. Click on "Create User" or "Add New".
4. Fill in the user details: name, email, password, role, etc.
5. Click "Save" or "Create" to add the user.

#### Edit User Information
1. Go to the Users list.
2. Find the user and click "Edit" (pencil icon).
3. Update the required fields.
4. Click "Update" to save changes.

#### Activate/Deactivate User
1. In the Users list, locate the user.
2. Click "Activate" or "Deactivate" button.
3. Confirm the action.

#### Reset User Password
1. Go to User details or list.
2. Click "Reset Password".
3. Enter new password or use auto-generated.
4. Save changes.

#### Bulk Upload Users
1. Download the user template from the Users page.
2. Fill the template with user data.
3. Upload the file via "Bulk Upload" option.
4. Review and confirm import.

### Managing Roles

#### Create a Role
1. Navigate to Settings > Roles.
2. Click "Create Role".
3. Enter role name and permissions.
4. Save the role.

#### Assign Roles to Users
1. Go to User Roles section.
2. Select a user.
3. Assign or change roles.
4. Save assignments.

## Fleet Management

### Managing Trucks

#### Add a New Truck
1. Go to Trucks section.
2. Click "Create Truck".
3. Enter truck details: registration, type, capacity, etc.
4. Upload any documents if required.
5. Save the truck.

#### Edit Truck Details
1. From Trucks list, click "Edit" for the truck.
2. Update information.
3. Save changes.

#### Deactivate/Reactivate Truck
1. In Trucks list, use "Active/Inactive" toggle.
2. Confirm status change.

#### Bulk Upload Trucks
1. Download truck template.
2. Fill with data.
3. Upload via bulk upload feature.

### Managing Trailers

Similar steps as trucks:
- Create, edit, delete trailers.
- Bulk upload available.
- Active/inactive status.

## Driver Management

### Add a New Driver
1. Navigate to Drivers section.
2. Click "Create Driver".
3. Fill in personal details, license info, contact, etc.
4. Save.

### Edit Driver Information
1. From Drivers list, click "Edit".
2. Update details.
3. Save.

### Manage Driver Debts
1. Go to Driver details.
2. Add debt: Enter amount, reason.
3. Update or pay debt.
4. View statement for history.

### Bulk Upload Drivers
1. Download template.
2. Fill data.
3. Upload.

## Assignments

### Assign Driver to Truck
1. Go to Driver Assignments.
2. Click "Create Assignment".
3. Select driver and truck.
4. Set assignment period.
5. Save.

### Deassign Driver
1. From assignments list, click "Deassign".
2. Confirm removal.

### Trailer Assignments
1. Go to Trailer Assignments.
2. Click "Create Assignment".
3. Select trailer and truck.
4. Set assignment period.
5. Save.

## Routes Management

### Manage Routes Master
1. Navigate to Routes Master.
2. Create, edit, delete routes.
3. Define route details, distances, etc.

### Mobilization Routes
1. Go to Mobilization Routes.
2. Manage routes for mobilization.

## Trip Planning and Execution

### Create a Trip Plan
1. Navigate to Trips section.
2. Click "Add Plan".
3. Enter trip details: route, cargo, dates, etc.
4. Assign truck and driver if needed.
5. Save plan.

### Request Truck Change
1. For an existing trip, click "Request Change".
2. Select new truck.
3. Submit for approval.

### Approve/Disapprove Changes
1. Go to pending requests.
2. Review and approve or disapprove.

### Dispatch Truck
1. From trip details, click "Dispatch".
2. Confirm dispatch.

### Complete Trip
1. After trip, click "Complete Trip".
2. Enter completion details.

### Manage Trip Costs
1. Add costs to trip: fuel, tolls, etc.
2. Update or delete costs.

## Allocations

### Create an Allocation
1. Navigate to Allocations section.
2. Click "Create Allocation".
3. Enter allocation details: route, trucks needed, etc.
4. Save allocation.

### Add Trucks to Allocation
1. From allocation details, click "Add Truck".
2. Select truck and assign.
3. Save.

### Submit Allocation
1. Review allocation.
2. Click "Submit" for approval.

### Approve/Disapprove Allocation
1. Go to pending allocations.
2. Review and approve or disapprove.

### Mobilize/Demobilize Trucks
1. For allocation, click "Mobilize" or "Demobilize".
2. Confirm action.

### Print Allocation
1. From allocation, click "Print".
2. View or download PDF.

## Truck Change Requests

### Request Truck Change
1. Navigate to Truck Change.
2. Create change request.
3. Select new truck, reason.
4. Submit for approval.

## Truck Loading

### Manage Truck Loading
1. Navigate to the Truck Loading section from the sidebar.
2. Select a trip or allocation for which loading needs to be recorded.
3. Enter loading details: cargo type, quantity, loading point, date/time, etc.
4. Upload any relevant documents or photos if required.
5. Save the loading record.
6. View loading history and reports for compliance and tracking.

## Out of Budget Expenses

### Manage Out of Budget
1. Navigate to Out of Budget.
2. Create, approve off-budget expenses.

## Spare Management

### Manage Categories
1. Go to Spare Management > Categories.
2. Create/edit categories for spares.

### Manage Spare Parts
1. Go to Spare Parts.
2. Add, edit spare parts inventory.

### Manage Units
1. Go to Units.
2. Define measurement units.

## Bulk Expense

### Upload Bulk Expenses
1. Navigate to Bulk Expense.
2. Upload CSV for bulk expense entries.

## Accidents

### Report Accidents
1. Go to Accidents.
2. Create accident reports.

## Fuel Management

### Generate Fuel LPO
1. Go to Fuel LPOs.
2. Click "Generate LPO".
3. Select trip or truck.
4. Enter fuel details.
5. Save LPO.

### View and Cancel LPO
1. From LPO list, view details.
2. Cancel if needed.

### Fuel Payments
1. Navigate to Procurement > Fuel LPOs.
2. View pending payments.
3. Pay via cash, transfer, or partial.
4. Confirm payment.

## Cost and Payment Management

### Issue Costs
1. For trips, click "Issue Cost".
2. Enter cost details.
3. Save.

### Bulk Payments
1. Select multiple costs.
2. Click "Bulk Payment".
3. Process payment.

### Payment Vouchers
1. Create vouchers for expenses.
2. Fill voucher details.
3. Approve and process.

## Breakdown Management

### Report a Breakdown
1. Go to Breakdowns section.
2. Click "Create Breakdown".
3. Enter details: truck, description, date.
4. Save.

### Approve Breakdown
1. Review pending breakdowns.
2. Approve or disapprove.

### Edit Breakdown
1. From list, edit details.
2. Update status.

## Procurement and Service Purchases

### Create a Service Purchase
1. Go to Stores > Service Purchases.
2. Click "Create".
3. Select supplier, add items, quantities, prices.
4. Save purchase.

### Approve Service Purchase
1. Review pending purchases.
2. Click "Approve" or "Disapprove".

### Make Payment for Purchase
1. From purchase, click "Add Payment".
2. Enter payment details.
3. Save.

### Bulk Payments
1. Select multiple purchases.
2. Click "Make Group Payment".
3. Process.

### Print Purchase
1. From purchase details, click "Print".
2. View PDF.

## Inventory Management

### Manage Stock Groups
1. Navigate to Stock > Groups.
2. Create, edit, or delete groups.

### Manage Stock Items
1. Go to Stock > Items.
2. Add new items, update quantities, etc.

## Supplier Management

### Add a Supplier
1. Go to Suppliers section.
2. Click "Create".
3. Enter supplier details: name, contact, credit terms.
4. Save.

### Edit Supplier
1. From list, edit details.
2. Update.

## Customer Management

### Manage Customers
1. Navigate to Customers.
2. Create, edit, delete customers.
3. Similar to suppliers.

## Financial Operations

### Payment Vouchers
1. Go to Vouchers.
2. Create voucher for expenses.
3. Fill details, approve, process.

### Account Configurations
1. Manage chart of accounts, settings.

## Reporting

### Generate Reports
1. Navigate to Reports section.
2. Select report type: Per Truck, Fuel Analysis, Trip Reports, etc.
3. Set filters: date range, truck, etc.
4. Generate and view/download.

### Common Reports
- Per Truck Report
- Off Budget Report
- Fuel Analysis
- Per Route/Trip Reports
- Loading/Offloading Reports

## Messaging System

### Access Messages
1. Navigate to the Messages section from the sidebar under Communication.
2. View the list of team members and any unread messages.

### Start a Conversation
1. From the Messages page, click on a team member's name to start a chat.
2. Alternatively, click on an unread message to view the conversation.

### Send Messages
1. In the conversation view, type your message in the input field.
2. Optionally, attach files (images, PDFs, documents up to 15MB).
3. Click "Send" to send the message.

### View Message History
1. All previous messages in the conversation are displayed in chronological order.
2. Messages show sender, timestamp, and any attachments.

### Delete Messages
1. As the sender, you can delete your own messages.
2. Click the delete option if available (implementation may vary).

### Download Attachments
1. Click on attached files to download them.

## System Settings

### Change Admin Mode
1. Go to Settings.
2. Toggle admin mode if available.

### Manage Roles and Permissions
1. Create/edit roles.
2. Assign permissions.

### Configure Accounts
1. Chart of accounts, settings.

### Manage Currencies, Departments, etc.
1. Access respective sections.
2. Update as needed.

This guide covers the primary operations in the logistics and ERP system. For specific details or advanced features, refer to the system's help or contact support.