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Fleet List

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The Fleet List is a reference guide to your fleet customer accounts. Fleets are reported in alphabetical order by ID, along with information that includes the following:

  • Fleet ID
  • Fleet type
  • Name and address of the company
  • Contact individual’s name and phone number
  • Discount code indicating how any automatic discount is set up
  • Payment type indicating if charges are billed or paid in cash at the time of service
  • Tax exempt status for up to five taxes

The last line of the report shows how many fleet customers are on the list.

Printing the Report

Use the following steps to print a Fleet List:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Customer Service Menu (4).
  3. Select Fleet List (5) to receive the Fleet List Report Control screen.
  4. Use the following field definitions to create a list according to your needs. These definitions will help you decide how to fill in the parameters on this screen.
Field Definition
Charge ID To print a range of charge IDs, type the beginning charge ID in the Low field and the ending charge ID in the High field. To print one charge ID, type the same charge ID in both the Low and High fields. To print all charge IDs, leave the field blank.
Fleet Type Type an L for local fleets or an N for national fleets in both fields. Leave blank for both fleet types.
Print Time on Report Printing the time helps you identify the most current report when the same report is printed more than once during a day. This field defaults to Y to print the time on the report. If you do not want the time to print on a report, type N. We recommend that you always print the time on a report.
Duplex This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper.

Note: This will only function on printers that support Duplex mode.
Number of Printed Lines per Page This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page.

If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To This field tells the computer where to send the report. The following list contains the different selections available for this field.

  • 0 Printer – Sends report to the terminal’s default report printer immediately. (Default)
  • 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report.
  • 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users.
    • If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options The line at the bottom of the screen contains commands to print the report and to save or change the report settings.

  • Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future.
  • Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.)
  • Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.
  1. Press [F7] to start the Fleet List.
  2. Do one of the following:
  • Type C to sort the Fleet List by customer ID.
  • Type N to sort the Fleet List by name.

When the processing is complete, you return to the Customer Service Menu.

Report Contents

Callout Item Description
1 Fleet Number Fleet customer identification number.
2 Fleet Type Indicates whether the account is set up as a local or national fleet.
3 Customer ID Name and address of the fleet customer.
4 Contact Contact person for the fleet.
Phone Area code and telephone number of the fleet contact.
5 Discount Discount set up for this fleet. This can be either a dollar amount or a percentage.
6 PMT Type Payment type. Type B or C to indicate whether the payment type is billed or cash.
7 Tax Exempt # Tax exempt code number. A code in any of the tax exempt fields indicates that the fleet has exempt status for that tax.
8 Number of Customers Number of fleet accounts shown on the report.

Recommendations for Using This Report

This list is used to verify that the fleet information in the computer system is correct. It is a good idea to print this report when new charge customers have just been added or if setups for existing charge customers have changed.

Beyond the Basics

You may want to use a copy of this report for your own reference and as a phone list for follow-up calls.