efuels training guide · pdf fileefuels training manual page 1 of 1 efuels training manual...

Efuels Training Manual

of 1


Contents

1. Log In Screen ..........................................................................................2

2. Efuels Home Page .................................................................................3

3. Customer Account Details ....................................................................4

4. Search for Account Details...................................................................5

5. How to Create a New Sub Account....................................................6

6. Search for a Card ...................................................................................7

7. Card Details .............................................................................................8

8. How to Order a Fuelcard ......................................................................9

9. How to Stop a Card..............................................................................10

10. How to Find a Transaction ...............................................................11

11. How to find a Keyfuels Site ..............................................................13

12. How to reprint a report ......................................................................18

13. How to Change Controlmax Rules - Card ....................................20

14. How to Change Controlmax Rules – Account .............................23

15. How to Unblock a Fuel card.............................................................26

16. How to Cost Centre Cards ...............................................................29

17. Check Cost Centre History ..............................................................30

18. How to add Fuel Price Advice .........................................................31

19. How to Check the History of Fuel Prices ......................................33

20. How to Email PIN Numbers .............................................................34

21. Account Fast Actions.........................................................................38

22. Card Fast Actions...............................................................................40

23. Card Overview ....................................................................................42


of 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


of 3

2. Efuels Home Page

Main options on the front screen

Your top level account number and service pack

Site network update information


of 4

3. Customer Account Details

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

Account details

Your balance details

To request a PIN number through efuels

Actions


of 5

4. Search for Account Details

Options to search for a customer account

Results of the search and to select customer


of 6

5. How to Create a New Sub Account

Click here

Fill in all details of the account and click ‘Create’


of 7

6. Search for a Card

Options to search for a card

Results of the search and to select card


of 8

7. Card Details

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 18/11/2006 – 18/12/2006

Drawings summary

Actions

To log a support request regarding this card or PIN number

Card Details


of 9

8. How to Order a Fuelcard

• 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.

Enter details required and press ‘Preview’ to check it is correct. Then press ‘Create’


of 10

9. How to Stop a Card

• 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.

Click here

Select reason and click Stop


of 11

10. How to Find a Transaction

Click here

Select requirements


of 12

Enter required account or card, date and site is optional

Results Enter your email address and click‘Send’ to receive results emailed


of 13

Details of the transaction

Click here to query the transaction


of 14

11. How to find a Keyfuels Site

Options to choose from when finding a Keyfuels site


of 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


of 16

• Site Details

• Plan a Route


of 17

• Results or Route Planner


of 18

12. How to reprint a report

Click on here to request a report reprint

Enter account number


of 19

Select which report needs to be reprinted

Select date range

Enter email address


of 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


of 21

Select card number

Click on here to view the Controlmax details


of 22

• 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

Click on here if you have an own yard, which updates Controlmax rules

To select other sites click on the drop down box and select the site(s). You can select up to 5 additional sites.

Click on save when updated


of 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


of 24

Click here to view Controlmax defaults


of 25

• 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

Click here if you have an own yard, which updates Controlmax rules


Click on save when updated


of 26

15. How to Unblock a Fuel card

Click here to search for a card

Enter either account number, card number or reg/text


of 27

Select card number

Click here to unblock smart card


of 28

• 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

Click here if you have an own yard, which updates Controlmax rules


Click here to send the unblock message


of 29

16. How to Cost Centre Cards

Click on Cost Centre Association

Select Cost Centre and enter the effective date


of 30

17. Check Cost Centre History

Click Cost Centre History

Cost centre history details


of 31

18. How to add Fuel Price Advice

Click on Top Level Account number


of 32

• 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 77.80

• Discounted Site – enter same price as above

Click on Fuel Price Advice Entry

Add price details


of 33

19. How to Check the History of Fuel Prices

Click on Fuel Price Calendar

You can add a new fuel price entry from here

History of fuel prices


of 34

20. How to Email PIN Numbers

You can request PIN numbers either by account or by card. By Account:

Click on Account Number

Click on Request card PIN Email


of 35

By Card:

Accept the T & C’s and click ‘Submit’

Confirmation that your request has been sent

Click on ‘Search for Card’


of 36

Enter either account number, card number or reg/text

Click on ‘Request PIN email’


of 37

Accept the T & C’s and click ‘Submit’

Confirmation that your request has been sent


of 38

21. Account Fast Actions

Click here to search by account number

Enter account number


of 39

Available actions


of 40

22. Card Fast Actions

Click on Card Fast Actions

Enter card number


of 41

Click on card number for card details

Available Actions


of 42

23. Card Overview

IF YOU REQUIRE ANY FURTHER ASSISTANCE WITH EFUELS PLEASE CONTACT THE SERVICE TEAM ON 01922 704455.

Breakdown of accounts/card and number of stops

Percentage of card on stop compared to your total card base

efuels training guide · pdf fileefuels training manual page 1 of 1 efuels training manual...

Documents