Pievienot uzņēmuma transportlīdzekli autoparkam

Kad izmantot

The company is about to acquire a vehicle it does not yet hold — by purchase, lease, or transfer from a person. Not for a vehicle already in the fleet whose OCTA or inspection is due — use vehicles.octa-renewal or vehicles.technical-inspection. Not for removing one — use vehicles.sell-vehicle. If the purchase needs a spending decision beyond the owner's standing authority, run ops.purchase-approval first and come back here with its result.

Pirms sāc

• The form of acquisition is decided: buy, lease, or lease with buy-out. It changes S4, S5 and the VAT treatment.
• The budget ceiling is a number, not "reasonable".
• For a used vehicle: the seller's documents are available (registration certificate, service book, pledge check consent).
• Whoever signs for the company has the right to sign (board member or a written power of attorney — see documents.power-of-attorney if not).

Ko izpilde pieprasa2

Ceļš9 soļi

1. S1

   Write down the requirementaģents

   Purpose, expected monthly km, who drives, budget ceiling, form of acquisition.

   Izdarīts, kad a one-paragraph requirement exists in the task and the owner has not objected to it.

2. S2

   Find candidatesaģents

   For each: price or lease terms, year, mileage, registration history via CSDD services, known defect notes.

   Izdarīts, kad 2–4 candidates are listed with total monthly cost each, not just the sticker price.

3. S3

   Check the vehicle and the selleraģents

   For a used vehicle: check for pledges and liens against the seller and the vehicle, read the service history, inspect or order an inspection. For a dealer: confirm the company details on the offer match the seller who will issue the invoice.

   Izdarīts, kad each surviving candidate has a written note: pledge check result, inspection result, seller identity.

4. S4

   Approve the purchaseīpašnieksvajag apstiprinājumu · īpašnieks

   Apstiprinājums · S4 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Present the top candidate with total cost, contract terms and the buy-out clause if any.

   Izdarīts, kad the owner has named one vehicle, one seller and the max price in writing (message or decision record).

5. S5

   Prepare and sign the contractaģentsneatgriezenisks

   Neatgriezenisks solis · S5 — aģents to nekad nenoslēdz viens

   Contract names the company as buyer/lessee, company registration number, price, payment terms, handover date. Sign with e-paraksts or on paper per documents.sign-with-eparaksts. Pay only after signature.

   Izdarīts, kad a signed contract exists and payment is made from the company account.

   ⛔ Never let the seller write an employee's name as the buyer "for now" — the registration will not accept it and the fix costs a second contract.

6. S6

   Register the vehicle with CSDDaģents

   Book the registration, submit the contract and company documents, pay the state fee, collect plates if new plates are wanted. ⚠ jāpārbauda the exact registration deadline after purchase and the current fee at csdd.lv before booking.

   Izdarīts, kad the registration certificate shows the company as owner and the plates are issued.

   ⛔ Driving to the CSDD office on the seller's plates or before OCTA in S7 is valid — check the cover first.

7. S7

   Insure before first useaģents

   Take out OCTA naming the company; add KASKO if the owner approved it in S4.

   Izdarīts, kad the policy is valid from the handover date and the policy number is recorded.

   ⛔ A gap of one day between handover and policy start is an uninsured drive if the car moves.

8. S8

   Enter the vehicle in the fleet listaģents

   Module vehicles: registration number, make, VIN, holder, OCTA expiry, next technical inspection date, assigned driver(s), fuel/card if issued. Set the OCTA and inspection reminders — these feed vehicles.octa-renewal and vehicles.technical-inspection.

   Izdarīts, kad the vehicle exists in the vehicles module with its details and the OCTA and inspection reminders are set.

9. S9

   Hand over and recordaģents

   Give the keys and documents to the named driver with a short note: what is insured, what to do after an accident (vehicles.accident), where the fleet list lives.

   Izdarīts, kad the driver confirms receipt and the task is closed with links to contract, certificate, policy and fleet entry.

Pārbaudes — kā zinām, ka izdevās

• Registration certificate: the company's name and registration number as owner, read back from the certificate.
• OCTA policy: company as policyholder, cover start = handover date or earlier, expiry is in the fleet list with a reminder.
• Fleet entry shows OCTA expiry and inspection date — a vehicle without both is not "added".
• The invoice/contract amount matches what was paid from the company account (bank reconciliation will use it).

Ja noiet greizi

Ko atstāj katrs solis

1. S1a one-paragraph requirement exists in the task and the owner has not objected to it.
2. S22–4 candidates are listed with total monthly cost each, not just the sticker price.
3. S3each surviving candidate has a written note: pledge check result, inspection result, seller identity.
4. S4the owner has named one vehicle, one seller and the max price in writing (message or decision record).
5. S5a signed contract exists and payment is made from the company account.
6. S6the registration certificate shows the company as owner and the plates are issued.
7. S7the policy is valid from the handover date and the policy number is recorded.
8. S8the vehicle exists in the vehicles module with its details and the OCTA and inspection reminders are set.
9. S9the driver confirms receipt and the task is closed with links to contract, certificate, policy and fleet entry.

Ko saglabāt

Signed contract · payment record · registration certificate copy · OCTA policy number and expiry · CSDD receipt with fee paid · fleet list entry id · the owner's approval in S4 (who, when, max price).

Kā šī procedūra uzlabojas

After every 5 runs ask: days from ask to a registered, insured vehicle, and which step waited longest (usually CSDD booking)? Did any vehicle get used before OCTA started? Did any invoice arrive with the wrong buyer? A new version changes the step that caused the wait or the miss, and says so in its change note.