---
title: "Before You Start"
description: "Before the first live dispatch, agree who plans work, who releases stock, who drives and who confirms receipts. Ask your administrator to install Vuna Transport"
space: "Vuna Transport"
url: "https://docs.navari.co.ke/vuna-transport/introduction/installation"
updated: "2026-11-09"
---

Before the first live dispatch, agree who plans work, who releases stock, who drives and who confirms receipts. Ask your administrator to install Vuna Transport with its required ERPNext and Frappe HR applications. Installing the app does not complete company, stock, employee or accounting setup.

## Give each person the right access

| Responsibility | Starting access to review with your administrator |
| --- | --- |
| Plan transport demand and loads | Transport Planner; access to the relevant companies and source orders |
| Allocate resources and manage dispatch | Transport Dispatcher or Transport Manager; Delivery Trip and stock-document permissions where required |
| Configure transport and manage the fleet | Transport Manager or System Manager, with the relevant fleet permissions |
| Receive, inspect or move stock | Appropriate ERPNext Stock and Quality Inspection access, plus access to Return Inspection when needed |
| Settle credits, replacements or refunds | The corresponding selling, purchasing, payment and accounting permissions |
| Work from the driver app | An enabled user linked to an active Driver, the required employee context and an approved mobile device |

A role name is not a blanket permission to perform every step. For example, Transport Planner can read Vehicle Allocations but does not, by that role alone, create or submit them. Return Inspection access and standard Quality Inspection access must both be considered when assigning quality duties. Company permissions also apply.

## Recommended setup sequence

1. Prepare the ERPNext Company, warehouses, stock items and UOM conversions. Prepare Customers, Suppliers, Addresses and Employees for the work you will run.
2. [Configure transport workflows](/vuna-transport/setup/workflows): operating units, supported demand sources, approval rules, Delivery Methods and driver stock-posting policy.
3. [Prepare items and locations](/vuna-transport/setup/items-and-locations): grouping, compatibility, handling needs, warehouse addresses and location information.
4. [Set up vehicles and drivers](/vuna-transport/setup/fleet): models, categories, compliance requirements, onboarding and vehicle-linked Transit Warehouses.
5. Configure [cost structures and assignments](/vuna-transport/review/costs) if estimates will be used in planning.
6. Approve driver devices and test one small customer delivery, depot transfer and supplier collection that your company actually uses.

## Agree the handovers

Decide whether warehouse staff or the driver will post depot receipts and supplier Purchase Receipts. Review the two independent driver stock-posting settings; do not assume enabling one enables the other.

Agree which warehouses will hold returns awaiting inspection, who will inspect them and who will approve commercial resolution. A quarantine warehouse is an inventory location, not an automatic credit or stock write-off.

> [Diagram: Company and stock setup → transport policies and item/location setup → fleet and compliance → optional costing → controlled test dispatch]

If the app is absent or a page cannot be opened, ask an administrator to check installation and access. Avoid changing operational settings simply to make a missing permission error disappear.