Flexibility Management

The management offlexibility certificatesin the system allows intuitive and centralized administration of information linked to these documents. It offers the possibility of adding, modifying, consulting or deleting certificates while guaranteeing optimal traceability and organization.

Adding a Certificate

Adding a flexibility certificate allows new information to be integrated into the system.

Steps to Follow:

Go to the sectionManagement of Flexibility Certificates.

Click the buttonAdd a Certificate.

Complete the required fields:

• Vehicle:Select or enter the vehicle in question.
• Number:Enter the unique certificate reference.
• Amount excluding tax:Enter the cost excluding taxes.
• VAT:Indicate the applicable percentage.
• Amount including tax:Automatically calculated from the HT and VAT fields.
• Start date:Enter the validity start date (format: dd/mm/yyyy).
• End date:Indicate the expiry date (format: dd/mm/yyyy).
• Return date:Add this date if applicable.

Add additional information in optional fields:

• Attachment:Upload a file (e.g. certificate scan).
• How:Add a note or observation.

Click onSaveto validate the addition.

Modification of a Certificate

Modification allows you to adjust or correct the information in an existing certificate.

Steps to Follow:

1. Access the certificate list.
2. Search for the certificate to modify via the search engine or filters.
3. Click the buttonTo modifyassociated with the certificate.
4. Update the necessary fields:
   • For example, change theEnd Dateor adjust theAmount excluding tax.
5. If necessary, add or replace a file in the fieldAttachment.
6. Validate the changes by clicking onsave.

Deleting a Certificate

Deletion allows you to remove a certificate that has become obsolete or incorrect from the system.

Steps to Follow:

1. Access the certificate list.
2. Identify the certificate to delete.
3. Click the buttonDELETEnext to the certificate.

4.Confirm the action in the dialog window to avoid accidental deletion.

5.The certificate will be removed from the database, but a trace may be kept in the action history (depending on system settings).

Consultation of Certificates

The consultation allows you to view the information of the certificates registered in the system.

Steps to Follow:

Go to the tabList of Flexibility Certificates.

Browse available certificates or use search and filter tools:

• Filter by:Vehicle, Number, Start Date, End Date, or other criteria.
• To research:Enter a keyword (e.g.: registration, certificate number).

Click on a certificate to view its full details:

• All information, including required and optional fields, is displayed in a detailed view.