CARDLOCK


PROVIDES FLEXIBILITY TO MULTIPLE CARDLOCK OPERATORS FOR MANAGING CARDS, PRICES, TAXES, CREDIT LEVELS AND BILLING
FEATURES
  • Automatically import and process transaction data from any 3rd party system, including CFN, GasBoy, Pac Pride, Petrovend, Mannatech, Comdata, T- Chek, Fleet One, etc.
  • Robust pricing capabilities, including index & contract based options, along with cheaper of situations
  • Transaction & Invoice level discounts, by site, site group, product, product group & date range (cents per unit or percentage)
  • Rebate handling by customer, site, site group, product & product group
  • Supports unlimited billing cycles (i.e. daily, weekly, monthly)
  • Mass updates for all account & site pricing related maintenance
  • Flexible price quoting with supervisor approval
  • Numerous invoice formats, configurable at ship to level
  • Manage customer’s credit and export on hold situations (and limits) to 3rd party systems
  • Manage card lock out’s and export to 3rd party systems
  • Numerous tolerance checking options, including high and low prices, target pro t margins, minimum and maximum amounts & credit limits
  • Automatically generate new card numbers based on network card blocks
  • Manage tax exemptions at the account, vehicle or card level
  • Block contracts – sell before you deliver
REPORTS

Cardlock Account List

Cardlock Card

Cardlock Credit Limit

Cardlock Network Invoice

Cardlock Transactions

CL Account Pricing Inquiry

CL Account Profit Analysis

CL Account Sales Analysis

CL Invoicing Summary

CL Pricing Audit Inquiry

CL Site Volume Analysis

Usage by Card

Usage by Misc Entry

Usage by Vehicle

Exempt Quantities

Invoice Reprint

Monthly Customer Trend

Monthly P&L Customer Trend

Period Fuel Trend

Raw Data Errors

Raw Data Format

Retail Fuel Card Prices

Site Product Discount

Tolerance Check