Efuels Training Manual. Contents

Transcription

1 Efuels Training Manual Contents 1. Log In Screen Efuels Home Page Customer Account Details Search for Account Details How to Create a New Sub Account Search for a Card Card Details How to Order a Fuelcard How to Stop a Card How to Find a Transaction How to find a Keyfuels Site How to reprint a report How to Change Controlmax Rules - Card How to Change Controlmax Rules Account How to Unblock a Fuel card How to Cost Centre Cards Check Cost Centre History How to add Fuel Price Advice How to Check the History of Fuel Prices How to PIN Numbers Account Fast Actions Card Fast Actions Card Overview...42 Page 1 of 1

2 1. Log In Screen You will always need a profile and password. Always enter in Caps Lock. Click on this if you have a profile and password Click on this if you require a profile and password Page 2 of 2

3 2. Efuels Home Page Your top level account number and service pack Main options on the front screen Site network update information Page 3 of 3

4 3. Customer Account Details Efuels Training Manual Actions Account details Your balance details To request a PIN number through efuels Change Actions Account Stop Status click on here to stop this account Account Details to view or change account details Controlmax Defaults to show the current Controlmax rules and ability to update them Create Actions Sub Account to add a new sub account beneath this account Contact to view and amend contact details Card to add a single card Multiple Cards to add up to 20 cards at the same time Fuel Price Advice Entry to add a price against transactions Display Actions ICE Support Requests to view all your open/logged queries and search within a date range Contacts to view contact details Cards to view the cards allocated to an account Stop History to view the stop history for a customer Drawing History to view drawings by period Fuel Price Calendar to view the calendar for the fuel price advice reports Page 4 of 4

5 4. Search for Account Details Efuels Training Manual Options to search for a customer Results of the search and to select customer Page 5 of 5

6 5. How to Create a New Sub Account Efuels Training Manual Click here Fill in all details of the account and click Create Page 6 of 6

7 6. Search for a Card Options to search for a card Results of the search and to select card Page 7 of 7

8 7. Card Details Card Details Action Drawings summary To log a support request regarding this card or PIN Change Actions Card Stop Status to stop or offstop a fuelcard Card Details to view card details Card Reissue Details to view/change card reissue details Controlmax Details to view/change Controlmax rules Controlmax Reissue Details to view/change Controlmax rules on reissue fuelcards Cost Centre Association to allocate a card to a cost centre Unblock Smart Card to unblock a fuelcard Creation Action Card - to add a single card Multiple Cards to add up to 20 cards at the same time Display Actions Reissue Details to view reissue details of the particular card Action History to view the history of the card Cost Centre History to view the history of where a card has been allocated to Recent Transactions to view the transactions for this card for the last calendar month eg 18/11/ /12/2006 Page 8 of 8

9 8. How to Order a Fuelcard Enter details required and press Preview to check it is correct. Then press Create If you require just a registration on the fuel card, select Registration and enter the registration on the Registration box with no gaps If you require the drivers name on the fuel card, select Text and enter the drivers name in the text box If you require both the drivers name and the registration on the fuelcard, select Text: o Enter the Registration in the Registration box o In the Text box enter the drivers name and the registration. Page 9 of 9

10 9. How to Stop a Card Click here Select reason and click Stop If you place a card on stop with either a reason of Card Stolen or Card Lost you have 7 days to take this card off stop. After these 7 days the card will be place on permanent stop and the system will not allow you to take the card off stop. Page 10 of 10

11 10. How to Find a Transaction Efuels Training Manual Click here Select requirements Page 11 of 11

12 Enter required account or card, date and site is optional Results Enter your address and click Send to receive results ed Page 12 of 12

13 Click here to query the transaction Details of the transaction Page 13 of 13

14 11. How to find a Keyfuels Site Options to choose from when finding a Keyfuels site Page 14 of 14

15 Results show the nearest 10 sites with the distance Ability to view more details of the site Distance to the site from search criteria Plan a route to the site Page 15 of 15

16 Site Details Plan a Route Page 16 of 16

17 Results or Route Planner Page 17 of 17

18 12. How to reprint a report Click on here to request a report reprint Enter account number Page 18 of 18

19 Select which report needs to be reprinted Select date range Enter address Page 19 of 19

20 13. How to Change Controlmax Rules - Card Click on here to search for a card Enter either account no, card no or reg/text Page 20 of 20

21 Select card number Click on here to view the Controlmax details Page 21 of 21

22 Click on here if you have an own yard, which updates Controlmax rules Click on save when updated To select other sites click on the drop down box and select the site(s). You can select up to 5 additional sites. You can change the Controlmax rules to your requirements The single and daily transaction need to be different If the literage is correct, there is no need for number of transactions to be populated Once site(s) have been selected the new Controlmax rules will be downloaded to the site(s) overnight The new Controlmax rules will stay in the terminal for 30 days for the driver to update the fuel card Page 22 of 22

23 14. How to Change Controlmax Rules Account Click on here to search for an account Enter account number, name, own reference or postcode to find the account Page 23 of 23

24 Click here to view Controlmax defaults Page 24 of 24

25 Click here if you have an own yard, which updates Controlmax rules Click on save when updated To select other sites click on the drop down box and select the site(s). You can select up to 5 additional sites. You can change the Controlmax rules to your requirements The single and daily transaction need to be different If the literage is correct, there is no need for number of transactions to be populated Once site(s) have been selected the new Controlmax rules will be downloaded to the site overnight The new Controlmax rules will stay in the terminal for 30 days for the driver to update the fuelcard It is best to change the Controlmax rules for the whole account when setting the account up, before you add any fuel cards Page 25 of 25

26 15. How to Unblock a Fuel card Efuels Training Manual Click here to search for a card Enter either account number, card number or reg/text Page 26 of 26

27 Select card number Click here to unblock smart card Page 27 of 27

28 Click here if you have an own yard, which updates Controlmax rules Click here to send the unblock message To select other sites click on the drop down box and select the site(s). You can select up to 5 additional sites. The unblock message will be sent to the site(s) overnight ready for the chip to be updated This message will stay in the machines for 30 days for the driver to update the fuel card Page 28 of 28

29 16. How to Cost Centre Cards Efuels Training Manual Click on Cost Centre Association Select Cost Centre and enter the effective date Page 29 of 29

30 17. Check Cost Centre History Efuels Training Manual Click Cost Centre History Cost centre history details Page 30 of 30

31 18. How to add Fuel Price Advice Efuels Training Manual Click on Top Level Account number Page 31 of 31

32 Click on Fuel Price Advice Entry Add price details Account Pricing Type - select LOW Product select Diesel Bunkered V Effective Date Enter the date from when you require the price to be effective (can t backdate) Charge Method select either Price, Markup (% on top of price) and Zero Price (free) Standard Site enter price in whole pence for example Discounted Site enter same price as above Page 32 of 32

33 19. How to Check the History of Fuel Prices Click on Fuel Price Calendar History of fuel prices You can add a new fuel price entry from here Page 33 of 33

34 20. How to PIN Numbers Efuels Training Manual You can request PIN numbers either by account or by card. By Account: Click on Account Number Page 34 of 34 Click on Request card PIN

35 Accept the T & C s and click Submit Confirmation that your request has been sent By Card: Click on Search for Card Page 35 of 35

36 Enter either account number, card number or reg/text Click on Request PIN Page 36 of 36

37 Accept the T & C s and click Submit Confirmation that your request has been sent Page 37 of 37

38 21. Account Fast Actions Click here to search by account number Enter account number Page 38 of 38

39 Available actions Page 39 of 39

40 22. Card Fast Actions Click on Card Fast Actions Enter card number Page 40 of 40

41 Click on card number for card details Available Actions Page 41 of 41

42 23. Card Overview Breakdown of accounts/card and number of stops Percentage of card on stop compared to your total card base IF YOU REQUIRE ANY FURTHER ASSISTANCE WITH EFUELS PLEASE CONTACT THE SERVICE TEAM ON Page 42 of 42