CST BrandsNo Fuel Control Payment Terminal Truck Fleet Transactions (TFT)How Do I Setup and Process a TFT with a House Account Payment?

How Do I Setup and Process a TFT with a House Account Payment?

This lesson will teach you how to start a Truck Fleet Transaction (TFT) and process it with a house account charge as the payment type.

New Fleet

New Fleet

Touch the "New Fleet" button.

Card Swipe Prompt

Card Swipe Prompt

Touch "Cancel" when prompted to swipe a credit card.

Tender Method Selection

Tender Method Selection

You will now be prompted to select a method of payment.  Touch the "House Charge" button.

Lookup Customer Account

Lookup Customer Account

This will bring up a list of your store's customer accounts.

(1) If the list is blank or incomplete touch the "Refresh" button.

(2) Touch the customer account to highlight it.

(3) Touch the "Select" button.

Fuel Selection

Fuel Selection

(1) Touch "Truck" if the driver is getting diesel fuel only.

(2) Touch "Reefer" if the driver is getting reefer fuel only.

(3) Touch "Both" if the driver is getting both diesel and reefer fuel.

(4) Touch "None" if the driver is not getting either type of fuel.

In this example, the driver is getting diesel fuel only.  So, we will touch the "Truck" button.

Fleet Data Entry

Fleet Data Entry

On the Fleet Data Entry screen, enter the necessary driver information.  

(1) In this example, we have entered the Company Name and Account Number. The required information will vary depending on the driver.  

(2) Once you have entered the driver's information touch the FUEL DISP button.

Dispenser Selector

Dispenser Selector

You will be prompted to select the dispenser to authorize.  In this example, we will choose dispenser 5.

Accept

Accept

Once the correct dispenser has been selected, touch the "Accept" button.

Authorized

Authorized

You will see a message confirming that the dispenser is now authorized.  The driver can now dispense fuel.

Pending Fleet

Pending Fleet

Once the driver has finished fueling, you will need to find his transaction in the list of pending fleet transactions.  Touch the "Pending Fleet" button to pull up this list.

Select The Transaction

Select The Transaction

(1) Touch the transaction to highlight it in the list.

(2) Touch the "Select" button.

Ring Sale

Ring Sale

The fuel is released and ready to be rang into the register.  Touch the "Ring Sale" button.

Loyalty Card Prompt

Loyalty Card Prompt

You will be prompted to swipe a loyalty card.  Touch the "Cancel" button.

Customer Account

Customer Account

You will notice that the customer's account number and account name now appear in the top middle window on the register screen.

Other Payment

Other Payment

Touch the "Other" button which will take you to a screen where you can choose payment types other than Cash or Credit.

Tender The Transaction

Tender The Transaction

Touch the "House Charge" button.

Reference

Reference

You will be prompted to enter a reference.  This reference can be made up of numbers, letters, or both.  The reference is used by the store and/or the company to identify individual transactions charged to a house account.

(1) Enter a reference.

(2) Touch the "OK" button.

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