Customer

The Customer screen is the home screen for Customer-level users.

The Customer screen consists of these tabs:

·         Customer List displays summary information for one or more customers.

If you are a Customer level user who has access to only one customer, this tab lists just that customer. If you are a Customer level user who has been authorized to work with more than one customer, this tab lists all accessible customers.

·         Customer Detail displays more information about a specific customer. If you are authorized to do so, you can change customer information on this tab.

·         Pre-Embossed Cards appears only for Fuelman customers who have been set up to use preembossed cards. If you are authorized to do so, you can assign a block preembossed cards to this customer using this tab.

To access the Customer screen from elsewhere in FleetNet, select Customer -> Find from the drop-down menu:

The Customer drop-down menu also provides access to other screens:

For example, selecting Customer -> View Employees will display the selected customer’s employees on the Employee screen.

Note: For customers enrolled in the Preventive Maintenance program, selecting Customer  -> Preventive Maintenance will display the CheckMaint tool in a separate window.

All of the commands (except for Find) are “grayed out” if you are outside the Customer screen.

Customer List

This tab displays summary information for a specified group of customers:

The tab’s data fields are as follows:

DATA FIELD

DESCRIPTION

Customer Number

Unique system-assigned identifier of the customer.

 

Note: For a Private Label customer, this is the Client Account Number.

Customer Name

Customer’s name.

City

City in which the customer is located.

State

State in which the customer is located.

Locked

Indicates that the customer’s account is locked (Y/N).

 

If you have begun a search, you may select a lock status (ALL, LOCKED, or UNLOCKED) from this pulldown.

 

The tab’s command button functions are as follows:

BUTTON

DESCRIPTION

Add ([Alt]+A)

Not in use at this time.

Find ([Alt]+F)

Allows you to search for a customer. See the Getting Started chapter for tips.

Update ([Alt]+U)

Allows authorized users to update a customer record.

Clear ([Alt]+C)

Clears the data fields, but does not unlock the form.

Delete ([Alt]+D)

Not in use at this time.

Save ([Alt]+S)

Saves changes made. You will be asked to confirm the changes.

Exit ([Alt]+X)

Exits the application.

 

Customer Detail

This tab displays detailed information about the selected customer:

The Address fields are the only fields that can be changed on this screen.

To view another customer, click the  or  button (or press [Alt]+P or [Alt]+N, respectively). (See the Getting Started chapter for help).

The tab’s data fields are as follows:

DATA FIELD

DESCRIPTION

Customer Number (Client Account No for Private Label)

Unique system-assigned identifier of the customer (populated).

 

Note: For a Private Label customer, this is the Client Account No (populated).

Customer Name

Customer’s name (populated).

 


Address

DATA FIELD

DESCRIPTION

Street

Customer’s street address (use the second line for suite number or company name).

City

City in which the customer is located.

State

State in which the customer is located.

Zip*

Customer’s ZIP code (plus 4-digit locater code, if known).

Phone

Customer’s phone number, including area code (no parentheses or hyphens needed).

Fax

Customer’s fax number, including area code (no parentheses or hyphens needed).

Contact

Customer’s primary contact.

Email

Primary contact’s e-mail address. This field is mandatory if “Y” is entered for the Email Exception Report field, below (indicating that exceptions are to be emailed to this address).

Bold = Mandatory field

* = A list of defined values is displayed by pressing the “LIST” button

 

Restrictions

DATA FIELD

DESCRIPTION

Allow Fueling at ARCO Sites

A check indicates that this customer’s drivers can fuel at ARCO sites.

 

Note: This field does not appear for Private Label customers.

Allow Fueling in State of Oregon

A check indicates that this customer’s drivers can pump their own fuel in Oregon.

 

Note: This field does not appear for Private Label customers.

 

DATA FIELD

DESCRIPTION

Lock Code

Status of the customer’s account (N=Notify Licensee; O=Over Limit; P=Past Due; R=Restricted; U= Unlocked; S=System Locked; M=Manually Locked). This is a populated field.

Lock Reason

Reason that the account was locked (Closed, Destroyed, Lost, Stolen, Terminated, Sold). This is a populated field.

Lock Date

Date on which the account was locked (populated).

Email Exception Report?

Indicates whether exceptions should (Y) or should not (N) be emailed to the email address indicated in the Email field (populated).

Card Type

Card type in use.

 

Note: This field does not appear for Private Label customers.

 

The tab’s command button functions are as follows:

BUTTON

DESCRIPTION

Add ([Alt]+A)

Not in use at this time.

Find ([Alt]+F)

Allows you to search for a customer.

Update ([Alt]+U)

Allows authorized users to update a customer record.

Clear ([Alt]+C)

Clears the data fields, but does not unlock the form.

Delete ([Alt]+D)

Not in use at this time.

Save ([Alt]+S)

Saves changes made. You will be asked to confirm the changes.

Exit ([Alt]+X)

Exits the application.

 

Updating a Customer

1.       Select Customer -> Find from the drop-down menu:

2.       Retrieve and double-click the customer you wish to update. (Only the Address fields may be changed by Customer-level users.)

3.       Street – Optionally, change the street on which the customer resides.

4.       City – Optionally, change the city in which the customer resides. If you need help entering the City information, click the  button next to the Zip field (step 6, below).

5.       State – Optionally, change the state in which the customer resides. If you need help entering the State information, click the  button next to the Zip field (step 6, below).

6.       Zip – Optionally, change the customer’s ZIP code.

If you are not sure of the customer’s City, State, or Zip Code, click the  button. The Find Address Values window appears:

a.       Enter the information that you do know into the Abbr, State, City, or County columns. You may enter partial values (for example, New Or%, for New Orleans).

b.       Click the  button (or press [Alt]+F).

·         If the information you were seeking is returned, click the desired row. Then click the  button to populate this information on the Customer Detail tab. The Find Address Values window will close.

·         If you do not see what you expected, click the  button to try a new search. Or, click the  button to return to the Customer Detail tab. The Zip, State, and City fields will be blank, and you can try reentering the customer’s information.

7.       Phone – Optionally, change the customer’s phone number.

8.       Fax – Optionally, change the customer’s fax number.

9.       Contact – Optionally, change the name of the customer’s primary contact.

10.   Email – Optionally, change the contact’s email address.

11.   Click the  button. You will be asked to confirm. Click the  button to save the customer.

You can cancel the changes by clicking the  button (or pressing [Alt]+C) any time before clicking the OK button.

 

Pre-Embossed Cards (Fuelman Only)

This tab allows authorized users to assign a block of pre-embossed cards to a customer:

The tab’s data fields are as follows:

Pre-Embossed Cards

DATA FIELD

DESCRIPTION

Customer ID

Unique system-assigned identifier of the customer to which these cards will be assigned (populated).

Customer Name

Name of the customer to which these cards will be assigned (populated).

 

DATA FIELD

DESCRIPTION

First Available Card Number

Number of the first available pre-embossed card (populated).

Sequential Quantity Available

Number of cards in the block starting with First Available Card Number (populated).

 

If you need more than this number of cards, request additional cards from your Licensee.

Starting Card Number

Number of the first pre-embossed card to assign to the customer.

Click the  button to reset the Starting Card Number to the First Available Card Number.

Quantity

Number of cards that will be assigned to this customer when you click the  button.

Bold = Mandatory field

 

The tab’s command button functions are as follows:

BUTTON

DESCRIPTION

Add ([Alt]+A)

Not in use on this tab.

Find ([Alt]+F)

Not in use on this tab.

Update ([Alt]+U)

Not in use on this tab.

Clear ([Alt]+C)

Not in use on this tab.

Delete ([Alt]+D)

Not in use at this time.

Save ([Alt]+S)

Not in use on this tab.

Exit ([Alt]+X)

Exits the application.

 

Assigning Pre-Embossed Cards to a Customer

1.       Access the Customer screen in one of the ways described at the beginning of this chapter.

2.       Find and retrieve the customer to which you will assign pre-embossed cards.

3.       Click the Pre-Embossed Cards tab.

4.       Customer ID, Customer Name, First Available Card Number, and Sequential Quantity Available cannot be changed.

5.       Starting Card Number – Enter the number of the first pre-embossed card to assign to the customer. The number must be equal to or greater than the First Available Card Number, and within the range including Sequential Quantity Available. (Using the screenshot above as an example, you can enter any number from 70764999893152000 to 70764999893152435).

If you need to reset the Starting Card Number to the First Available Card Number, click the  button.

6.       Quantity – Enter the number of the card to be assigned to the customer. The number must be less than or equal to the number shown in Sequential Quantity Available.

7.       Click the  button. You will be asked to confirm. Click the  button (or press [Alt]+O) if you wish to have this card (or cards) created.

Note: Proceed to the Card Assignment tab of the Vehicle screen to assign a card to a vehicle (see Assigning an Existing Card to a Vehicle in the Vehicle chapter).