Adding and removing vehicles on a shipment
The two ways to attach a vehicle to a shipment, how to take one off, and why only Purchased vehicles are eligible.
You can manage which vehicles are on a shipment from either side: the shipment's detail page, or the vehicle's detail page. Both routes end up in the same place; use whichever one you're already on.
Before you start
- You need Shipments edit permission to attach or remove vehicles.
- The vehicle needs to be at the Purchased stage for it to be eligible.
Adding from the shipment
On the shipment detail page, click Add vehicles. A sheet opens showing every vehicle currently at the Purchased stage that isn't already on this shipment. Inside the sheet you can:
- Search by stock number, make, model, or VIN.
- Multi-select vehicles by ticking them.
- Click Add to attach everything selected in one go.
Adding from a vehicle
From a vehicle detail page, click Assign to shipment. The sheet lets you either pick an existing shipment or create a new one. If you create a new one, the vehicle is attached automatically when the new shipment saves.
Why only Purchased vehicles appear
Only vehicles at the Purchased stage show up in the Add sheet. Vehicles already in transit, at the workshop, sale ready, or delivered aren't eligible because they aren't waiting for a voyage.
If a vehicle you expected to see isn't in the list, check its stage on its detail page. You can read more about what each stage means in the stage pills article.
Removing from the shipment
Each row in the Vehicles panel on the shipment detail page has a remove button. Click it to take that vehicle off the shipment. A confirmation step prevents accidents.
Removing is non-destructive. The vehicle record stays, its costs stay, and its customer and tracking link are untouched. Only the link to this shipment goes away.
Removing from the vehicle
You can also unlink a vehicle from the vehicle's own detail page. The outcome is the same.
What happens to the vehicle's stage
If the vehicle was showing an In transit pill because of the shipment, that pill goes back to Purchased once the link drops. If you had also filled in the vehicle's own ETA and vessel fields, those will drive the pill instead.