P O R T A L
Document Number:
PTL1028
Document Title:
Portal 3 Owners Manual
Figure 17. Edit Fleet Account
To set-up the fleet account:
16.
Enter the business name for the account in the Name field.
17.
Select the account type as monetary or product based. For product accounts, the associated wash
product will need to be selected from the drop down list of available products.
18.
Enter the value of discount that should be applied to the fleet customer’s billing statement.
Discounts can be set for a dollar value or a percentage.
19.
Select ‘maintenance’ account if usage is not to be reported as revenue.
NOTE:
This account
feature would typically be used for service providers and employees.
20.
Select and enter usage limits, if desired.
21.
If the account is only to be used during certain days or hours, enable and configure the account
schedule.
22.
Select the Details button and enter the billing address for the account, if desired.
23.
Click save to save the account and return to the account listing.
To add or edit Users under a fleet account, find the account name in the account list and select edit. At the
Account Edit page select the Users button. A list of current users will be displayed. Select the Add User
function to get to the Edit Account User screen.
