Cardlock

AutoFueling Cardlock Software helps you and your customer make better business decisions.

Important business decisions are made on the basis of your customers’ fueling activity – when and where fuel is purchased, for which vehicles, and by which drivers. Both you and your customer can make better decisions with the right information at your fingertips.

Our cardlock software is new in terms of “state of the art” and mature in terms of features. It takes full advantage of the capabilities of Pacific Pride’s Commercial Fueling network features. For CFN participants, our cardlock software interfaces fully with CFN’s WebNCC. We also provide interfaces for NBS and Voyager fleet card solutions.

The AutoFueling all-in-one-cardlock billing document you provide to your customer is unique. And you can offer it on paper, on magnetic media, or by email. This consolidated statement, invoice, vehicle summary and department summary helps your customer analyze expenses and taxes, detect card misuse, and take advantage of volume discounts in return for prompt payment. You’ll keep the customers you have happy and increase your chances of gaining more by providing this valuable up-to-the-minute information.

Best of all, you can keep tabs on your own network marketing business activity at any level of detail with the tremendous variety of reports and report options AutoFueling software provide. We provide powerful tools for you in three key areas:

  • Marketing
  • Credit Control
  • Operations
Detailed Features

Marketing

Starting with that unique billing document, AutoFueling Cardlock software provides a wealth of reports to power-assist your marketing staff. Features like promotional pricing and extensive reporting help bring in new customers and then help keep them. Use the flexible sales commission handling as incentive to successful sales.

Cardlock Billing Document

  • Statement (optional by customer) with customized messages
  • Invoice with customized messages, in a choice of sequences and formats
    • plus Full site addresses
    • plus Miles-per-gallon calculations
    • plus Flagged multiple transactions on same day
  • Transaction summary by state for each vehicle (optional by customer)
  • Transaction summary by user-defined department (optional by customer)
  • Invoice reprints on demand for any prior statement period
  • “Quick Invoice” for uninvoiced transactions
  • Electronic Invoices

Sales Reporting in a variety of sequences, groupings and formats:

  • Sequences: customer, site, product, salespersons, SIC codes, zip codes
  • Formats: detail or summary, volumes or volumes-and-dollars

Sales Commission handling

  • Commissioned Sales reports
  • Dual rates (initial and follow-on)
  • Commissions based on cents/gallon or gross profit %
  • Split commissions between two salespersons

Customer Lists and Labels:

  • New customer flag
  • Follow-up Tickler List
  • Customer Lists selected by Salesperson
  • Customer Labels selected by Salesperson
  • Customer/Card Utilization (aged and summarized)
  • Customers without card usage

Promotional and Incentive Pricing:

  • Pricing by site
  • Pricing by customer
  • Pricing by customized regions
  • Pricing by time of day
  • Customer class pricing
  • Volume discounts
  • Customer grouping for volume discounts
  • Unit and margin pricing
  • Discounts by customer and by card
  • Report of discounts offered vs. discounts taken

Reports, controls and other features for your customers:

  • Purchase history
  • Multi-state tax reports
  • Card volume allocations
  • Captive and proprietary site handling

Credit Control

Store information like credit limits, date of last credit check, custom-defined credit flags, prepay amounts, credit comments, and tickler codes. Combined with reports and inquiry screens, they’ll help you keep tabs on every customer’s credit condition.

Aged A/R reporting:

  • Aged A/R Summaries
  • Aged A/R Detail
  • Aged A/R Audit Detail
  • Variable aging periods (by statement cycle)

Other Credit Control reporting and functions:

  • Fully flexible statement cycles
  • Near Credit Limit reports
  • SIC tracking of receivables
  • Automatic Cutoffs of problem customers, based on credit limit or past due
  • Prepaid account handling
  • Problem customers/cards flagged on screens
  • Customized late fee message
  • Customized messages for statements, invoices, vehicle summaries

Operations

Efficient work flow is the first step in running a smooth operation. At AutoFueling, we put a lot of effort into making our software human-friendly. We start with screens designed logically, complete with helps and look-ups. We provide defaults to replace hand-keying in places you’ve never seen defaults before, and we give you power to change them at will. We trap potential errors before they happen, and we make it easy to correct them if they happen anyway.

After the customer has been sold, and the accounts collected, it’s important to avoid having dollars slip away unnoticed. AutoFueling software gives you the ability to catch those leaks early on.

Ease of Operation

  • On-screen helps and look-ups
  • Default values and multiple choices wherever possible
  • Intuitive menu and screen relationships
  • Ability to “unpost” groups of transactions that have been posted in error
  • Automatic PIN number import
  • One-place card ordering, cutoffs and reinstatements
  • Foreign sales posted into A/R

Features to safeguard your cash:

  • ICB Balancing worksheets and instructions (Pacific Pride only)
  • Meter reconciliation
  • Minimum pricing default
  • Below cost warnings

These lists are by no means “complete.” For the fullest picture of what AutoFueling Cardlock can do:

Request a Demo
Phone (800) 671-4014
email: sal...@autofueling.com