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Processing a Repeat Charge Customer

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If a vehicle has been previously connected to a charge account, the system recognizes this upon entry of its vehicle ID. Processing a charge customer is exactly like any other repeat customer, with one extra screen, the Fleet Requirements screen.

Use the following steps to process a repeat charge customer:

  1. Start or resume a work order for the vehicle that you want to attach to a fleet. This can be done from the Greeter Station (1-1-2), the Bay Invoicing Station (1-1-1), or the Cashier Station (1-1-3).
  2. After entering the returning customer’s vehicle ID, you receive the following screen. Read the information on this screen to make sure it is accurate.

  1. If the information is correct, press [Enter] at the OK to continue? prompt to go to the Fleet Requirements screen.
Note: If you have fleet notes for this customer, you receive the Fleet Notes popup, shown below. Press 0 to continue to the Fleet Requirements screen.
  1. The customer ID, fleet type, name, phone, comments, and input items are filled in automatically. Make sure you read the comments on this screen. If any information is required (such as a purchase order number), enter that information on the screen.
Note: If you do not want to fill in all of the charge customer information now, you do not have to at this point. If the customer is a billed customer, the system forces you to fill in the required information completely at the Cashier Station before you can cash out the customer.

Note: Press [F1] from the Response fields to bring up the Help popup, which explains the required format for the response.
  1. Press [Enter] until you receive the Electronic Service Manual (ESM) screen. You may continue the invoicing process the same as for regular customers.

For additional instructions on invoicing vehicles, see the following articles: