Clients

Clients are customers of the system user. The client module consists of multiple functional screens.

Client Screens Overview

Contact

Contains contact details and addresses.

MLA

Contains contractual information such as Master Lease Agreement date and insurance policy details.

Quote Defaults

Contains client-specific defaults used during quoting.

Contract Defaults

Contains fee and billing defaults used for contract billing setup (initial and periodic billing).

Approval Defaults

Contains flags and codes used in approval checks.

Prospect

Used to record information specific to the prospecting process.

Discounts

Used to define discount levels and variant rebates.

Financiers

Stores financiers, limits, review dates, and margin rates.

Events

Used to record client-level events such as meetings and follow-ups.

Contact List

Stores a list of client contacts.

Contact Details

Stores detailed contact records for clients.

Divisions

Defines client divisions which can be allocated to contracts via contract events.

Cost Centres

Defines cost centres for the client, used in contract allocation.

Cost Centre

Stores additional detailed information for each cost centre.

Card Fees

Used to define transaction uplift fees per product and fuel supplier.

Client Creation

Clients can be created using:

New Client

Creates a completely new client record.

Copy Client

Creates a new client by copying an existing record.

• All fields are copied except Client Code

• Client Code must be unique and manually entered

Each client is assigned a unique Client ID.

Client Header Information

FBT Type

Displays the FBT Type configured for the client.

Due Off + 30 Days

Displays contracts ending within the next 30 days (including suspended contracts).

Orders

Displays contracts with status “Order”.

Deliveries + 30 Days

Displays orders with delivery dates within the next 30 days.

Average Fees

Displays average monthly fees for live contracts.

Days Since Last Visit

Calculated from system date and last recorded visit date.

Client Document Icon

PDF Document Indicator (**)

• Displayed when a client PDF document exists

• Typically used for Master Lease Agreements or authorised signatory documents

File Rules

• File name must match Client Code (e.g. AA1.pdf)

• Stored in:
  fleet/administration/clients/documents

Behaviour

• Clicking the icon opens the PDF document

Header Buttons

Create Client Button

Creates a new client record.

Mandatory fields:

• Client Code

• A/C Manager

• Sales

Copy Client Button

Creates a new client based on an existing record.

• Copies all fields except Client Code

• Client Code must be re-entered