To add a new
Traditional Driver 2-card system card to an account: |
From The Account
Management Screen, select an account number from the Account
column. This is the account you will be adding a card into.
Note: If the account does not exist, you must
first add
the account.
This displays the Card
Management Screen, which is a list of all the cards in
one account. From here, select the Add Driver Card
button.
This displays the Driver
Card Add screen. Fill in all the fields. (Some fields
have default values already in them. You may leave or change
these values.)
Driver ID: If you do not enter
a 4-digit custom PIN number here, the system will generate
one for you.
Card
Status: Switch value to ‘Invalid’ to shut off card.
Custom
(Host products): Use this link to select the products
this card will authorize. This change is effective immediately
and does not require a new card to be made. (See ‘Host
Controlled Products’ for more information.)
Emboss
Line 1: Defaults to the account name.
Time
Profile: Select one of the time profiles you’ve
created to restrict the times of days and days of week this
card will allow fueling.
Emboss
Line 2: Usually the driver name.
Custom
(Host): Enter in any per fill limit you want. This change
is effective immediately and does not require a new card to
be made. (See ‘Host
Controlled Limits’ for more information.)
Expiration
Date: Can be set globally in card
templates.
C-Store
OK: ‘Yes’ means that this card will be able to be used
at cfnNET sites.
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: Name of the authorized person at the account, who
requested the modification.
New
Cards Added: Tracks how many cards have been added to
the account since you’ve been on this screen.
Select the Save
button to save the card.
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. |