Adding a Fleetwide Floating DID Vehicle Card: A Closer Look

To add a new FleetWide Floating DID Vehicle card to an account:

 

  1. From The Account Management Screen, select an account number from the Account column. This is the account you will be adding a card into.  Then in the account screen choose yes for the floating pin feature.

 

Note: If the account does not exist, you must first add the account, it will be automatically defaulted to Floating Pin yes.

 

 

  1. This displays the Card Management Screen, which is a list of all the cards in one account. From here, select the Add Fleetwide Vehicle Card button.

  2. This displays the Fleetwide Card Add screen. Fill in all the fields. (Some fields have default values already in them.)

 

  • Custom Products (host): Select a CFN Authorization Combination Code from the provided list and the Custom Product table will be populated to restrict the products that can be purchased with this card.

  • Emboss Line 1: Defaults to the account name.

  • Emboss Line 2: Usually a description of the vehicle.

  • Vehicle Number: Tracks vehicle number.

  • Products (card): Select a CFN Authorization Combination Code from the provided list to restrict the products that can be purchased with this card.   By selecting this menu will populate the custom product table.

  • Custom (Host): Use this link to select the products this card will authorize. This change is effective immediately.

  • Custom Per Fill Limit (Host): Enter in any per fill limit you want. This change is effective immediately.

  • Manual Entry: Manual entry on FleetWide cards defaults to DID and Odometer.

  • Edit Templates: If you have already created card templates, you may select one to populate the fields in this form, and quickly create a new card. Select the link to edit those templates.

  • Reason Code: Used to track card history. Select a CFN Reason Code when modifying a card.

  • Requested By: The name of the authorized person at the account who requested the card.

  • New Cards Added: Tracks how many cards have been added to the account since you've been on this screen.

 

  1. Select the Save button to save the card.

  2. Once the data has been successfully saved, the procedure is done.

 

NOTE: To quickly add another card to the account, first make changes to any field if necessary, and select the Add Next button. This will also increment the number in the New Cards Added field.