New chat request

{{ chatAlertText }}

Open live chat Dismiss

{{ st.num }} {{ st.label }}

Scope this planning run

Pick the date and time window to plan, and which stations to include. The optimiser builds routes for every order due in that window.

1 · Plan date

{{ planDateStr }}

{{ q.label }}

2 · Time window

{{ w.label }}

3 · Stations in this run

{{ d.name }} · {{ d.vehicles }}

Orders awaiting routing

{{ poolTotal }}

across {{ selectedDepotCount }} selected depots

{{ b.label }}{{ b.count }}

Run optimisation

Optimising routes for {{ poolTotal }} orders

Packing loads into {{ vehicleCountStr }} vehicles across {{ selectedDepotCount }} depots

{{ o.num }}

{{ o.title }}

{{ o.sub }}

Done

Routes

{{ kpiRoutes }}

Vehicles used

{{ kpiVehicles }}

Total distance

{{ kpiMiles }}

Avg fill

{{ kpiFill }}

Deadline flags

{{ kpiFlags }}

Showing {{ kpiRoutes }} routes from your selected depots · full UK plan covers {{ poolTotal }} orders across ~47 routes.

{{ f.label }}

Re-run plan {{ publishLabel }}

{{ poolLeftCount }} orders unrouted - open a route to add them.

{{ r.vehicleReg }}

{{ r.depot }}

{{ r.dayLabel }}

{{ r.stopCount }} stops · {{ r.milesStr }}{{ r.litresStr }} / {{ r.capStr }}

● {{ r.lateCount }} stop(s) past deliver-by

Route {{ selRouteReg }} · {{ selRouteDepot }}

{{ selRouteStats }}

{{ v.label }} {{ d.label }}

{{ selRouteDepot }}

{{ m.seq }}

Load required · by tank

{{ l.fuelName }} · {{ l.litresStr }}

{{ t.label }}{{ t.capStr }}

{{ t.fuelName }}

{{ t.allocStr }}{{ t.pctStr }}

⚠ No matching tank for: {{ x.fuelName }} ({{ x.litresStr }})

{{ selOutOfHoursStr }}

Stop {{ w.seq }} · {{ w.customer }} - {{ w.why }}

Reorder the run or move these stops to another day.

{{ s.seq }}

{{ s.customer }}

{{ s.place }} · {{ s.litresStr }} · {{ s.fuelName }}

Site open {{ s.hoursStr }} · {{ s.weekendStr }}

ETA {{ s.etaStr }}

{{ s.hoursChipLabel }}

by {{ s.dueShort }} Move to… {{ t.label }} Remove

Add an unrouted order to this route

+ {{ p.customer }} ({{ p.litresStr }})

All stations across the UK. Click a pin or a station below to edit its vehicles and service area.

+ Add station

New station

Station name

Region (sets map position)

{{ r.label }}

Create station

UK station & service-area map

Schematic · not to scale

{{ c.area }}

{{ p.name }}

{{ st.name }}

{{ st.vehCount }} vehicles · {{ st.areaCount }} areas

All stations

{{ selStationName }}

Tap a postcode district to add or remove it from this station

{{ c.area }}

In this station Covered by another station Unassigned

Linked vehicles · {{ selStationVehCount }}

{{ v.reg }}× + Link vehicle…{{ a.label }}

Bulk storage · {{ selStationTankCount }} tanks

Record reading →

{{ t.id }} · {{ t.fuelName }}{{ t.levelStr }} / {{ t.capStr }}Low

{{ selStationStockStr }} in storage across this depot.

No bulk storage recorded at this station.

Service area · {{ selStationAreaCount }} districts

Add a district not shown on the map:

Add

Bulk fuel held in storage across every depot, plus what is loaded on tankers right now.

{{ t.label }}

Total fuel in storage

{{ stockKpis.totalStr }}

of {{ stockKpis.capStr }} capacity · {{ stockKpis.pctStr }} full

Change since yesterday

{{ stockKpis.deltaStr }}

net movement across all depots

Depots

{{ stockKpis.depotCount }}

reporting bulk storage

Variances flagged

{{ stockKpis.flaggedToday }}

recent readings over threshold

Supply by fuel type

{{ f.name }}▲▼{{ f.deltaStr }}

{{ f.curStr }}

of {{ f.capStr }} · {{ f.tanks }} tanks · {{ f.pctFull }} full

Storage by depot

{{ d.name }}

{{ d.tankCount }} tanks · {{ d.curStr }} / {{ d.capStr }} · {{ d.pctStr }} full

View tanks

{{ t.id }} · {{ t.fuelName }}{{ t.levelStr }} / {{ t.capStr }}Low

No depots match that search.

Stock on tankers

{{ tankerKpis.totalStr }}

{{ tankerKpis.vehStr }}

{{ fz.name }}

{{ fz.litresStr }}

Tankers by depot

{{ g.depot }} {{ g.countStr }} · {{ g.totalStr }} on board Open depot →

{{ v.reg }}{{ v.plannedLabel }}

{{ v.body }} · {{ v.driver }} · {{ v.stopsStr }}

{{ v.totalStr }}

of {{ v.capStr }} · {{ v.pctStr }}

{{ l.fuelName }}{{ l.litresStr }}

Empty - no fuel currently on board.

No tankers match that search.

This month

{{ adjTotals.countStr }}

Net {{ adjTotals.litresStr }} across all tanks

Value to post

{{ adjTotals.valueStr }}

At buy price

Monthly report by tank Add adjustment

Post a stock adjustment

Tank{{ o.label }}

Adjustment (litres)

Reason{{ o.label }}

Note

Save adjustment Cancel Use a negative figure for stock lost, positive for stock found. Recorded against you with a timestamp.

Tank

Depot / product

Gains

Losses

Net litres

Value

{{ r.tank }}

{{ r.countStr }}

{{ r.depot }}

{{ r.fuelName }}

{{ r.gainsStr }}

{{ r.lossesStr }}

{{ r.netStr }}

{{ r.valueStr }}

No adjustments recorded this month.

Post the value column to your accounting system at month end. Gains are stock found, losses are stock written off.

Adjustment log

{{ a.tank }} · {{ a.reason }}

{{ a.depot }} · {{ a.fuelName }} · {{ a.note }}

{{ a.litresStr }}

{{ a.valueStr }}

{{ a.by }}
{{ a.at }}

All depots

Depot

{{ stockDepotView.name }}

{{ stockDepotView.tankCountStr }}

In storage

{{ stockDepotView.curStr }}

Capacity

{{ stockDepotView.capStr }}

Ullage

{{ stockDepotView.ullageStr }}

Tankers at this depot {{ stockDepotView.tankerCountStr }}

{{ v.reg }}

{{ v.driver }} · {{ v.stopsStr }}

{{ v.totalStr }}

of {{ v.capStr }}

{{ l.fuelName }}{{ l.litresStr }}

No tankers loaded from this depot right now.

Tanks · click through for movements

{{ t.id }} {{ t.fuelName }} Low {{ t.moveCountStr }} →

Level {{ t.levelStr }} ({{ t.pctStr }}) In {{ t.inStr }} Out {{ t.outStr }}

Back to {{ stockTankView.depot }}

{{ stockTankView.id }}

{{ stockTankView.fuelName }} · {{ stockTankView.depot }}

Current level

{{ stockTankView.levelStr }}

of {{ stockTankView.capStr }} · {{ stockTankView.pctStr }}

Opening {{ stockTankView.openStr }} Received in {{ stockTankView.inStr }} Loaded out {{ stockTankView.outStr }} Ullage {{ stockTankView.ullageStr }}

Expected from transactions

{{ stockTankView.expectedStr }}

Discrepancy

{{ stockTankView.discStr }}

Needs adjustment Reconciled {{ stockTankView.adjCountStr }} Add adjustment

Adjustment (litres)

Reason{{ o.label }}

Note

Save adjustment Cancel Recorded against you, with a timestamp, and written to the audit log.

{{ a.litresStr }}

{{ a.reason }}

{{ a.note }}

{{ a.by }}
{{ a.at }}

Transactions

{{ r.detail }}

{{ r.at }} · {{ r.ref }} · {{ r.haulier }} · BOL {{ r.bol }}

{{ r.status }}

{{ r.litresStr }}

Purchase order Open order

No movements recorded against this tank.

{{ a.label }} {{ t.label }} {{ orderResultCount }} shown

Order

Customer

Location

Depot

Fuel

Litres

Margin

Deliver by

Status

{{ o.id }}

{{ o.placedStr }}

{{ o.customer }}

{{ o.place }}

{{ o.depot }}

{{ o.fuelName }}

{{ o.litresStr }}

{{ o.marginStr }}

{{ o.dueStr }}

{{ o.status }}

All orders

{{ selOrder.id }}

{{ selOrder.customer }}

{{ selOrder.statusLabel }}

Customer file {{ selOrder.allocLabel }} Request quotes Edit order Save changes Cancel

Previous order

{{ selOrder.prevOrder.date }} · {{ selOrder.prevOrder.summary }} · {{ selOrder.prevOrder.totalStr }}

{{ selOrder.custOrderCount }} on file →

Delivery

Address{{ selOrder.address }}

Station{{ selOrder.depot }}

Contact{{ selOrder.contact }}

Phone{{ selOrder.phone }}

Site hours{{ selOrder.siteHoursStr }}
{{ selOrder.siteWeekendStr }}

Assigned vehicle{{ selOrder.routeReg }}

Tanker size{{ selOrder.tankerSizeStr }}

Payment{{ selOrder.paymentMethod }}

Delivery instructions

{{ selOrder.deliveryInstructions }}

Site opening times

{{ selOrder.siteOpening }}

Product & price

{{ selOrder.fuelName }}

Quantity{{ selOrder.litresStr }}

Price / litre{{ selOrder.pplStr }}

Subtotal{{ selOrder.subStr }}

VAT{{ selOrder.vatStr }}

Total{{ selOrder.totStr }}

Margin{{ selOrder.orderMarginStr }} ({{ selOrder.marginPplStr }})

Fuel {{ f.name }} Quantity (litres) Status ScheduledAwaiting routingOut for deliveryDeliveredCancelled

Delivery window{{ selOrder.windowStr }}

Booking date{{ selOrder.bookingDateStr }}

Placed{{ selOrder.placedStr }}

SLA window{{ selOrder.slaStr }}

Delivered by (auto){{ selOrder.deliveredByStr }}

History

{{ t.label }}

{{ t.time }}

Requested delivery tank

Delivering into 1 of {{ selOrder.reqTank.siteTankCount }} tanks on site

{{ selOrder.reqTank.label }} · {{ selOrder.reqTank.id }}

Holds {{ selOrder.reqTank.fuelName }} · {{ selOrder.reqTank.capStr }} capacity

Currently in tank {{ selOrder.reqTank.beforeStr }}

This delivery {{ selOrder.reqTank.deliverStr }}

Ullage after {{ selOrder.reqTank.afterUllageStr }}

Fill after delivery {{ selOrder.reqTank.afterPctStr }}

Notes & call log

Note Call note

Add

{{ n.text }}

{{ n.by }} · {{ n.time }}

No notes yet. Add a note or log a call about this order.

Vehicles

180

Depots

9

Fleet capacity

≈ 2.9M L

Fuels carried

{{ fuelCount }}

{{ d.name }}

{{ d.vehicles }} vehicles

Vehicle tank configuration · showing {{ vehShownCount }} of 180

+ New truck

Tanks are fixed-capacity vessels. Swap a tank for a different size, change the fuel it carries, or add/remove tanks on a vehicle.

Create a new truck

Registration

Body typeArtic tankerRigid tankerMini (tight access)

Home depot / station{{ o.name }}

Home depot address

Tanks · {{ ntCapStr }} total

+ Add tank

{{ c.label }}×

{{ c.capStr }}

Tank size {{ z.label }} Fuel carried {{ f.name }}

Create truck Cancel

{{ t.reg }} · {{ t.depot }}

{{ t.body }} · {{ t.tankCount }} tanks · {{ t.capStr }} total

{{ t.address }}

+ Add tank

{{ c.label }} ×

{{ c.capStr }}

Tank size {{ z.label }} Fuel carried {{ f.name }}

Fuel type

Category

On shown fleet

Tank capacity

{{ f.name }}

{{ f.cat }}

{{ f.usage }}

{{ f.capStr }}

Add a fuel type

New types appear in the tank fuel selectors.

Name Category Colour

Add fuel type

{{ k.label }}

{{ k.value }}

{{ k.sub }}

Fleet capacity today · fuel delivered vs capacity

Fleet utilisation {{ dashFleetUsedStr }}

Vehicle

Station

Trips

Delivered

Capacity

Utilisation

{{ v.reg }}

{{ v.depot }}

{{ v.trips }}

{{ v.deliveredStr }}

{{ v.capStr }}

{{ v.pctStr }}

My sales · {{ sales.meName }}

Rank #{{ sales.myRank }} of {{ sales.teamSize }} · {{ sales.myValueStr }} this month

{{ sales.myDay }}

Today

{{ sales.myWeek }}

This week

{{ sales.myMonth }}

This month

Leaderboard · {{ sales.periodLabel }}

Today Week Month

{{ p.rank }}

{{ p.name }}You

{{ p.count }}

{{ p.valueStr }}

Points tiers

Tier

12-month litres to reach

Points / litre

Standing discount (p/L)

{{ t.name }}

Remove

Add a tier

Tier name

12-month litres to reach

Add tier

Changes apply to how customers earn from their next order - tier status stays based on rolling 12-month litres, and you can set a customer's tier directly on their record.

Spend-points offers

{{ o.name }}

{{ o.costStr }} points · {{ o.period }}

LiveOff

+ Add offer

Time-limited promotions

{{ p.name }}

{{ p.rule }} · {{ p.period }} · {{ p.tiers }}

LiveOff

Promotions boost earn rates or unlock offers for a set period - e.g. double points this month, or 5,000 points for £30 off.

{{ openInqCount }} open · assign an agent and reply - responses go to the customer by SMS & email and appear in their order history.

{{ o.label }}

{{ c.label }}{{ c.count }}

{{ q.id }} {{ q.customer }} · order {{ q.orderId }} · {{ q.date }} {{ q.statusLabel }} {{ q.agent }}

{{ q.message }}

Assigned to {{ a.label }} Mark closed Reopen

{{ q.reply }}

Replied by {{ q.by }} · sent by SMS & email

Reply & text customer

No inquiries match these filters.

Every change made in the portal - who, what and when. {{ auditCount }} entries.

{{ a.label }}

Area

Change

By

When

{{ e.area }}

{{ e.action }}

{{ e.by }}

{{ e.at }}

Price changes, order edits, customer updates, fleet changes and rewards toggles are logged automatically as you work.

Admins only

The Integration console controls live data flowing to Codas and the routing engine. Ask an Admin to change your role in Settings → Users & access.

{{ t.label }}{{ t.badge }}

Codas API

LIVE TEST

Codas is in TEST mode. Orders, deliveries and customer updates are going to the sandbox ({{ integ.envUrl }} · {{ integ.envCompany }}) and will not reach live accounts.

Switch back to LIVE

Data flow · last 24 hours

Live feed onLive feed paused

ERP & accounts

Codas

{{ integ.codasHealth.label }}

{{ integ.envLabel }} · {{ integ.envUrl }}

◀ {{ integ.cInOut.outN }} out

orders · deliveries · customers

{{ integ.cInOut.inN }} in ▶

prices · stock · invoices

This portal

NWF Operations

{{ integ.kAll.total }} messages · {{ integ.kAll.rate }} success

{{ integ.rInOut.outN }} out ▶

orders to route · vehicles

◀ {{ integ.rInOut.inN }} in

routes · ETAs · POD

Optimisation

Routing engine

{{ integ.routingHealth.label }}

{{ integ.routingCfg.url }}

Messages · 24h

{{ integ.kAll.total }}

{{ integ.kAll.inN }} in · {{ integ.kAll.outN }} out

Success rate

{{ integ.kAll.rate }}

Codas {{ integ.kC.rate }} · Routing {{ integ.kR.rate }}

Open failures

{{ integ.openCount }}

Codas {{ integ.kC.fails }} · Routing {{ integ.kR.fails }}

Avg response

{{ integ.kAll.lat }}

Codas {{ integ.kC.lat }} · Routing {{ integ.kR.lat }}

Integration flows

Open activity log →

Flow

Schedule

24h

Failed

Last run

{{ f.sysName }}{{ f.label }}DISABLED

{{ f.dirLabel }} · {{ f.op }}

{{ f.schedule }}

{{ f.count }}

{{ f.fails }}✓

{{ f.last }}

Needs attention

All {{ integ.openCount }} →

{{ r.sysName }}{{ r.ref }}{{ r.ago }}

{{ r.error }}

✓ No open failures

{{ c.label }}

{{ c.label }}

{{ c.label }}

Live · pausePaused · resume

Time

Dir

System

Message

Status

Took

{{ e.time }}

{{ e.ago }}

{{ e.dirLabel }}

{{ e.sysName }}{{ e.envLabel }}

{{ e.ref }} · {{ e.summary }}

{{ e.op }}

{{ e.error }}

{{ e.statusLabel }}

{{ e.ms }}

Message ID {{ e.id }}Entity {{ e.entity }}Attempt {{ e.attempts }}Retry of {{ e.retryOf }}Error code {{ e.errCode }} Retry now

Request

{{ e.reqJson }}

Response

{{ e.resJson }}

Mapped into portal

{{ e.mappedJson }}

No messages match these filters.

Showing {{ integ.logShown }} of {{ integ.logTotal }} messages. Click a row to see the request and response payloads. Load more

{{ c.label }}

{{ integ.showResolvedLabel }}

Automatic retries: {{ integ.retryMax }} attempts, {{ integ.retryBackoff }} back-off. These have exhausted automatic retries.

Retry all

{{ f.sysName }}{{ f.envLabel }}{{ f.ref }}· {{ f.summary }}

{{ f.op }}

{{ f.code }} {{ f.errCode }}{{ f.error }}

💡 {{ f.hint }}

✓ {{ f.resolvedNote }}

{{ f.when }}

{{ f.ago }} · {{ f.attempts }}

Payload Mark resolvedRetry

✓ Nothing has failed to send. New failures will appear here and alert {{ integ.cfg.alerts.email }}.

{{ c.label }}

Outbound · Portal → Codas Inbound · Codas → Portal

Unsaved changesDiscard Reset to default Save {{ integ.mapEntity }} mapping

Not mapped yet: {{ integ.unmapped }}

{{ integ.mapFromLabel }}

{{ integ.mapToLabel }}

Transform

Rule

{{ o.label }} → {{ o.label }} {{ o.label }} → {{ o.label }} {{ o.label }}

{{ r.reqLabel }}

×

sample {{ r.sampleIn }} → {{ r.sampleOut }}⚠ {{ r.warn }}

+ Add field mapping{{ integ.mapCount }} fields mapped. Required fields block the message from sending if empty.

{{ integ.payloadTitle }}

{{ integ.payloadJson }}

Live preview - updates as you change the mapping.

Value lookups · fuel → Codas product

Used by the "Lookup: fuel ↔ product code" transform.

{{ l.name }}

Depot → Codas depot code

Used by the "Lookup: depot ↔ depot code" transform.

{{ l.name }}

You have unsaved configuration changes. Discard Save configuration

Codas API

Sales orders, deliveries and customer accounts out · prices, stock and invoices in

Integration enabled

Environments · active one is highlighted

LIVE● In useUse LIVE

Base URL

Company code

API key

TEST● In useUse TEST

Base URL

Company code

API key

Send sales orders{{ o.label }}

Pull price list{{ o.label }}

Pull stock levels{{ o.label }}

Pull invoices & payments{{ o.label }}

Test connection ({{ integ.envLabel }}) Connecting… {{ integ.codasTest2.msg }}

Routing engine

Orders and fleet out for optimisation · routes, ETAs and proof of delivery back by webhook

Integration enabled

API base URL

API key

Webhook URL (inbound)

Send orders when a plan is published

Route planner → Publish routes

Sync vehicle & tank changes

Fleet & tanks, Stations

Receive ETAs & stop status

Updates Trips and customer tracking

Receive proof of delivery

Forwarded to Codas as a delivery confirmation

Test connection Connecting… {{ integ.routingTest.msg }}

Retries & failure alerts

Applies to both integrations. Messages that still fail after automatic retries land in Failures.

Automatic retries{{ o.label }}

Back-off{{ o.label }}

Alert email

Mark degraded at (open failures)

Switch Codas to TEST

Send data to the Codas sandbox?

New orders, deliveries and customer updates will go to {{ integ.confirmUrl }} (company {{ integ.confirmCompany }}) and will not reach live accounts until you switch back. The routing engine is not affected.

Switch Codas to LIVE

Go live with Codas?

From now on, data will be sent to the production API at {{ integ.confirmUrl }} (company {{ integ.confirmCompany }}). Anything sent while in TEST is not replayed automatically.

Cancel Switch environment

{{ integ.toastMsg }}

{{ t.label }}

Users & access

+ Add user

User

Role

Settings access

Adjust pricing

{{ u.initials }}

{{ u.name }}

{{ u.email }}

{{ r.label }}

✓ AllowedNo access

✓ AllowedNo access

Showing {{ userFilteredCount }} of {{ userTotal }} users. Changing a role sets sensible default access - only users with Settings access can open this page; only those with Adjust-pricing can change fuel prices.

Email & SMS templates

{{ tplCount }} templates · shared ones are available to every user

{{ c.label }}

{{ t.name }} {{ t.channelLabel }} {{ t.shareLabel }} {{ t.owner }}

Subject: {{ t.subject }}

{{ t.body }}

{{ t.toggleLabel }} Remove

New template

Template name

ChannelSMSEmail

Subject

Message

Share with all users Add template

Delivery windows & slots

Next working day delivery

{{ nextDayStateStr }}

AM / PM timed slots

{{ slotsStateStr }}

Additional delivery options + Add option

{{ l.stateStr }} Remove

From (days)

To (days)

{{ l.feeLabel }} (£)

Only options switched on appear in the customer order flow. A negative amount offers a discount for waiting longer.

Standard window (working days)

todays

Next-day order cut-off

:00 — orders after this go to standard

Timed slot premium

£per booked AM/PM slot

Morning slot

Afternoon slot

Customers see the standard window by default. Next day only appears before the cut-off; AM/PM slots carry the premium.

Go live Record the day's briefing for the customer portal {{ briefingCountStr }}

Recording {{ liveTimeStr }}

Start recording Stop Publish to portal Discard

Briefing title

Presenter

Summary shown under the video

Publishing replaces the live briefing on every customer's dashboard.

Previous briefings

{{ b.title }}Live

{{ b.presenter }} · {{ b.at }}

{{ b.length }}
{{ b.viewsStr }}

Fuel stock reconciliation

Variance tolerance (%)

% of booked volume

Minimum tolerance (L)

litres floor

A daily reading is flagged when the variance between actual usage and booked dispatch exceeds the greater of these two - so small tanks aren't flagged on rounding, and large tanks still get a meaningful percentage check.

Pricing levels

{{ l.name }}

List price - no discount applied.

p/L off% off

{{ l.unit }} off list

{{ l.custCount }}

customers

View customers →

A customer's pricing level is set on their individual customer record. Use “View customers” to see everyone on a level.

Partner hauliers who deliver on our behalf. Allocate orders by service area, monitor the day, and compare quotes on margin.

Allocated orders Providers Quotes

{{ provCount }} approved providers

Provider

Service areas

Rate

On time

Jobs

Today

{{ p.name }}

{{ p.subLine }}

{{ p.areasStr }}

{{ p.pplStr }}

{{ p.onTimeStr }}

{{ p.jobsStr }}

{{ p.todayCount }}

{{ selProv.name }}

{{ selProv.base }} · {{ selProv.pplStr }} · {{ selProv.onTimeStr }} on time · {{ selProv.jobsStr }} jobs

Service area Contacts Orders

Postcode areas served

{{ a.label }}

Specific postcodes ({{ selProv.postcodeCount }})

Add

{{ pc.label }}×

{{ c2.initials }}

{{ c2.name }}Primary

{{ c2.role }} · {{ c2.phone }}

{{ c2.email }}

{{ j.orderId }}{{ j.statusLabel }}

{{ j.customer }} · {{ j.place }}

{{ j.litresStr }} {{ j.fuelName }} · delivered {{ j.deliveredStr }}

Open provider link →

No orders allocated to this provider yet.

Allocated today

{{ allocKpis.total }}

{{ allocKpis.litresStr }} in total

Awaiting acceptance

{{ allocKpis.sent }}

link sent, not accepted

Accepted

{{ allocKpis.accepted }}

on their way

Completed

{{ allocKpis.completed }}

litres confirmed

Providers used

{{ provCount }}

on the panel

Allocated orders {{ o.label }}

Order

Customer

Provider

Ordered

Delivered

Margin

Status

{{ a.orderId }}

{{ a.customer }}

{{ a.place }} · {{ a.fuelName }}

{{ a.provider }}

{{ a.litresStr }}

{{ a.deliveredStr }}

{{ a.marginStr }}

{{ a.statusLabel }}Link

No orders allocated for this provider.

Orders per provider

Today's split across the panel

{{ b.name }}{{ b.count }}

{{ b.sent }} sent · {{ b.accepted }} accepted · {{ b.completed }} completed · {{ b.litresStr }}

Text a quote request to several providers at once. They submit a price via their link; we compare margin and accept one.

Request quotes

{{ g.orderId }} · {{ g.customer }}

{{ g.place }} · {{ g.litresStr }} {{ g.fuelName }} · selling at {{ g.sellStr }}

{{ g.responded }} of {{ g.requested }} responded

Best: {{ g.bestLabel }}

Simulate replies

Provider

Their price

Our cost

Margin

On time

Action

{{ r.provider }}Best marginAccepted

{{ r.pplStr }}

{{ r.costStr }}

{{ r.marginStr }}

{{ r.onTimeStr }}

AcceptWaiting…

No quote requests out yet.

Every quote given to a customer, which rep gave it, and whether it turned into an order.

All quotes Conversion leaderboard

Quote conversion

{{ quoteKpis.convPctStr }}

{{ quoteKpis.converted }} of {{ quoteKpis.total }} quotes won

Open quotes

{{ quoteKpis.open }}

{{ quoteKpis.openValStr }} in play

Value won

{{ quoteKpis.wonValStr }}

from converted quotes

Average quote

{{ quoteKpis.avgQuoteStr }}

across all quotes

{{ c.label }}{{ c.count }}

{{ o.label }}

Quote

Customer

Sales rep

Quantity

Value

Given

Status

Order

{{ q.id }}

{{ q.customer }}

{{ q.fuelName }}

{{ q.rep }}

{{ q.litresStr }}

{{ q.totalStr }}

{{ q.dateStr }}

{{ q.ageStr }}

{{ q.statusLabel }}

Convert{{ q.orderRef }}

No quotes match these filters.

Sales leaderboard · quote conversion

Ranked by conversion rate, then value won

#

Sales rep

Conversion

Rate

Quotes

Won

Open

Value won

{{ b.rank }}

{{ b.initials }}

{{ b.name }}Top converterNeeds coaching

{{ b.quotedValStr }} quoted · {{ b.lost }} expired

{{ b.pctStr }}

{{ b.quotes }}

{{ b.won }}

{{ b.open }}

{{ b.wonValStr }}

{{ t.label }}

Contracted volumes are set month by month. Underlift penalties are assessed monthly.

New supplier

Add a supplier

Supplier name

Terminals (comma separated)

Delivery or collectCollectDelivery

Pricing mechanismPlatts + differentialD1D2Weekly lagged averageSpot

Differential (p/L)

Contracted litres per month

Tolerance (±%)

Underlift penalty (p/L, monthly)

Payment terms

Renewal date

The monthly figure seeds all twelve months - adjust individual months afterwards from the supplier's Edit panel.

Add supplier Cancel

Today's buying position

What we need to buy for tomorrow

Stock in tank, less tomorrow's routed liftings, against the cover you want to hold.

In tank now

{{ planTotals.stockStr }}

Out tomorrow

{{ planTotals.demandStr }}

Cover held

{{ planTotals.coverStr }}

Days of cover to hold

Litres per tanker load

Market direction

{{ m.label }}

To order

{{ planTotals.totalStr }}

{{ planTotals.loadsStr }}

{{ marketNote }}

Order requirement by product

Rounded to full loads and capped by the ullage you actually have

{{ planTotals.shortCount }} under a day of cover {{ planLockLabel }}

Product

In tank

Out tomorrow

Left after

Cover

Target

Recommend

Order

{{ r.name }}

{{ r.stockStr }}

{{ r.demandStr }}

routed above budget

{{ r.afterStr }}

{{ r.coverStr }}

Not on programme

{{ r.targetStr }}

{{ r.recStr }}

{{ r.loadsStr }}

Ullage capped

Reset

Daily run rate comes from the annual budget split by month and by day, or the routed order book where that is already running hotter. Requirement = target cover less what is left after tomorrow's liftings, rounded up to whole tanker loads of {{ loadSizeStr }} (you cannot buy a part load). "Ullage capped" means the tank physically cannot take the full requirement.

Contract tracking · {{ supMonthName }}

Daily run rate needed against what has actually been ordered

Supplier

Per day

Expected

Ordered

Vs plan

Progress

Projected close

{{ c.name }}

{{ c.perDayStr }}

{{ c.expectedStr }}

{{ c.orderedStr }}

{{ c.gapStr }}

{{ c.pctStr }} of {{ c.nomStr }} · marker shows where we should be

{{ c.projectedStr }}

short {{ c.shortfallStr }} · {{ c.penaltyStr }}

Contract month

{{ m.label }}

{{ x.name }} {{ x.contractLabel }} {{ x.riskLabel }} API feed No kerosene {{ x.mode }} · {{ x.terminalCount }} terminals Edit

{{ x.terminals }}

Pricing mechanism

{{ x.mechanism }}

Differential {{ x.diffStr }}

Contracted

{{ x.contractPctStr }} of volume

Tolerance {{ x.toleranceStr }}

Underlift penalty

{{ x.penaltyStr }}

Terms

{{ x.termsStr }}

Renews {{ x.renewal }}

{{ supMonthName }} contracted vs lifted {{ x.liftedStr }} of {{ x.nominatedStr }} · {{ x.liftedPctStr }}

Underlift {{ x.underStr }} this month - projected penalty {{ x.penExposureStr }} if {{ supMonthName }} closes here.

Contacts {{ x.contactCountStr }} + Add contact

{{ c.initials }}

{{ c.name }}

{{ c.role }}

{{ c.email }}

{{ c.phone }}

×

No contacts saved - add one so orders can be emailed or texted through.

Name

Role

Email

Phone

Save contact Cancel

Sites & purchase orders {{ x.poCountStr }}

{{ st.terminal }}

{{ st.countStr }} · {{ st.litresStr }}

Create order View orders Order history

Contracted litres by month {{ x.annualStr }} across the year

{{ mc.label }}

{{ mc.valStr }}

Edit {{ supEditDraft.name }}

Supplier name

Terminals

Delivery or collectCollectDelivery

Pricing mechanismPlatts + differentialD1D2Weekly lagged averageSpot

Differential (p/L)

Tolerance (±%)

Underlift penalty (p/L, monthly)

Payment terms

Renewal date

{{ supEditDraft.contractLabel }}

Contracted litres by month {{ supEditDraft.totalStr }} total

{{ mm.label }}

Save supplier Cancel

Fuel bought in from suppliers. Each order is raised against a supplier site and lands at one of your depots.

{{ o.label }} Create order

Delivery date {{ o.label }} to Clear filters

Create a purchase order

Supplier{{ o.label }}

Supplier site (terminal){{ o.label }}

Deliver into depot{{ o.label }}

Product{{ o.label }}

Litres

Delivery date

Loading windowAnyAfter midnightDo not load before midnight

On site by

Haulier{{ o.label }}

Buy

{{ poCostPreview.buyStr }}

Haulage

{{ poCostPreview.haulStr }}

Landed

{{ poCostPreview.landedStr }}

{{ poCostPreview.litresStr }} total

{{ poCostPreview.totalStr }}

{{ poCostPreview.msg }}

Send to supplier by

{{ n.label }}

Goes to the supplier's first saved contact when the order is raised.

Raise order Cancel

Orders

{{ poSummary.countStr }}

Volume

{{ poSummary.litresStr }}

Value

{{ poSummary.valueStr }}

Inbound

{{ poSummary.openStr }}

{{ p.id }} {{ p.supplierName }} · {{ p.terminal }} → {{ p.depot }} {{ p.status }} {{ p.date }}

{{ p.fuelName }}

{{ p.litresStr }} at {{ p.pplStr }}

Value

{{ p.valueStr }}

Haulier

{{ p.haulier }}

On site by

{{ p.arrive }}

BOL

{{ p.bol }}

Loading instruction: {{ p.loadWindow }}

Haulier link {{ p.acceptedLabel }} Sent {{ p.linkSent }} Not sent yet · Supplier: {{ p.supNotified }} Notify supplier Send link Open haulier view

PHOTO

Collection receipt

{{ p.receipt.ref }}

{{ p.receiptLitresStr }} · captured {{ p.receipt.at }}

Photographed by {{ p.receipt.by }}

Mark in transit Cancel

Mark delivered

{{ poEmptyMsg }}

The hauliers who move fuel from supplier terminals into your depots. Click through for contacts, loads and invoices.

Add haulage company

Add a haulage company

Company name

Main contact

Phone

Email

Contracted rate (p/L)

Add haulier Cancel

{{ h.name }} {{ h.onTimeStr }} on time

{{ h.contact }}

{{ h.phone }}

{{ h.email }}

Rate

{{ h.rateStr }}

Lanes

{{ h.lanesStr }}

Loads

{{ h.jobsStr }}

Live

{{ h.liveStr }}

Open View loads Remove

No haulage companies match that search.

All haulage companies

Haulage company

{{ haulDetail.name }}

{{ haulDetail.rateStr }} · {{ haulDetail.onTimeStr }} on time

Loads

{{ haulDetail.loadCountStr }}

{{ haulDetail.deliveredStr }}

Volume

{{ haulDetail.litresStr }}

Receipts

{{ haulDetail.receiptStr }}

{{ haulDetail.invoicedStr }}

Contacts {{ haulDetail.contactCountStr }} + Add contact

{{ c.initials }}

{{ c.name }}

{{ c.role }}

{{ c.email }}

{{ c.phone }}

×

Name

Role

Phone

Email

Save contactCancel

Loads {{ o.label }} to

{{ r.id }} {{ r.lane }} {{ r.fuelName }} · {{ r.litresStr }} {{ r.status }} {{ r.date }}

Receipt uploaded · {{ r.receiptRef }} No receipt uploaded Expected haulage {{ r.expectedStr }} {{ r.invRef }} · {{ r.invAmountStr }}{{ r.varianceStr }}PaidAwaiting payment Invoice £Record invoice

No loads for this haulier in that period.

Haulage invoices

{{ paySummary.countStr }}

Recorded against purchase orders

Outstanding

{{ paySummary.outstandingStr }}

{{ paySummary.unpaidCount }} awaiting payment

Selected

{{ paySummary.selTotalStr }}

{{ paySummary.selCount }} invoices

Select all unpaid Clear selection Mark {{ paySummary.selCount }} as paid · {{ paySummary.selTotalStr }}

Invoice

Purchase order

Haulier / lane

Expected

Invoiced

Variance

Status

{{ r.ref }}

{{ r.at }}

{{ r.poId }}

{{ r.haulier }}

{{ r.lane }} · {{ r.litresStr }}

{{ r.expectedStr }}

{{ r.amountStr }}

{{ r.varianceStr }}

{{ r.statusLabel }}

{{ r.paidAt }}

No haulage invoices recorded yet. Record one against a load in Haulage companies.

Today's notified buy price per litre by supplier and terminal. These feed the landed cost and every depot's exit price. Edits are written to the audit log.

Supplier

Terminal

{{ hf.name }}

Last updated

{{ r.supplier }}

{{ r.terminal }}

-

{{ r.lastUpdatedStr }}

by {{ r.lastBy }}

Not changed today

A dash means that supplier does not offer the product at that terminal.

Price change history

{{ l.supplier }} · {{ l.terminal }}

{{ l.fuelName }}

{{ l.fromStr }} → {{ l.toStr }}

{{ l.deltaStr }}

{{ l.at }}

{{ l.by }}

Price a postcode

Customer postcode

Product{{ qf.name }}

{{ quoteResult.zone }} zone · served by {{ quoteResult.depot }} · lifting {{ quoteResult.fuelName }} from {{ quoteResult.supplierName }} at {{ quoteResult.terminal }}

Buy

{{ quoteResult.buyStr }}

+

Haulage

{{ quoteResult.haulStr }}

=

Landed

{{ quoteResult.landedStr }}

+

Margin

{{ quoteResult.marginStr }}

Exit price

{{ quoteResult.exitStr }}

{{ quoteResult.per1000Str }} per 1,000 L

{{ quoteResult.msg }}

Exit price by depot

Zone / depot

Supply from

Buy

Haulage

Landed

Margin

Exit price

{{ r.zone }}

{{ r.depot }}

{{ r.supplierName }} · {{ r.terminal }}

{{ r.buyStr }}

{{ r.haulStr }}

{{ r.landedStr }}

{{ r.marginStr }}

{{ r.exitStr }}

{{ t.label }}

Completed today

{{ finQueueKpis.countStr }}

Value

{{ finQueueKpis.totalStr }}

Invoiced

{{ finQueueKpis.invoicedStr }}

{{ finQueueKpis.invoicedCountStr }}

Still to invoice

{{ finQueueKpis.outstandingStr }}

{{ o.label }} {{ o.label }} {{ o.label }} {{ o.label }} Low margin only

{{ finBulk.countStr }} selected {{ finBulk.valueStr }} · {{ finBulk.emailedStr }} · {{ finBulk.postedStr }} Run invoicing → review {{ finBulk.countStr }}

Order ↕

Customer ↕

Depot ↕

Fuel

Litres

p/L

Value ↕

Margin ↕

Stage ↕

Action

{{ r.id }}

{{ r.customer }}

{{ r.depot }}

{{ r.fuelName }}

{{ r.litresStr }}

{{ r.pplStr }}

{{ r.valueStr }}

{{ r.marginPplStr }}

{{ r.stageLabel }}

Manager ✓ Finance ✓ Invoice · email Invoice · post Resend SMS

{{ r.invRef }} {{ r.methodLabel }} · {{ r.invAt }} No email on file

Review invoice run

{{ finRun.countStr }} will be generated — check the list, then generate in one go.

Invoice run complete

{{ finRun.emailedStr }} · {{ finRun.postedStr }}

×

{{ r.id }} {{ r.customer }} {{ r.fuelName }} · {{ r.litresStr }} {{ r.viaLabel }} {{ r.ref }}

Back Generate {{ finRun.countStr }} Done

Tick the orders (or select all), then Run invoicing. Click a column heading to sort. Manager approves, finance signs off, invoice goes out — all from the row.

Orders today

{{ finDash.todayOrders }}

Expected to invoice

{{ finDash.todayExpected }}

Actually invoiced

{{ finDash.todayInvoiced }}

{{ finDash.todayPct }} of expected

Month vs last month

{{ finDash.deltaStr }}

{{ finDash.monthInvoiced }} vs {{ finDash.prevMonth }}

Invoiced this month by week

{{ w.label }}

{{ w.val }}

{{ finDash.monthOrders }} orders invoiced this month. Use the depot filter on the Invoicing tab for a date-range view by depot.

{{ tripDayLabel }} · {{ tripDateStr }}

{{ tripKpis.driverStr }}

{{ tripKpis.dropStr }} · {{ tripKpis.doneStr }}

Spare capacity

{{ tripKpis.spareStr }}

Find them extra work

{{ tripDayLabel }}

{{ tripDateStr }}

Back to today

{{ t.initials }}

{{ t.driver }}{{ t.statusLabel }}{{ t.spareStr }}

{{ t.reg }} · {{ t.depot }} · {{ t.shiftStr }}

{{ t.dropStr }}

{{ t.doneStr }}

Est. finish {{ t.etaStr }} On board {{ t.onBoardStr }} Fuel left {{ t.remainingStr }} Find work Open trip

All trips

{{ tripDetail.initials }}

{{ tripDetail.driver }}{{ tripDetail.statusLabel }}

{{ tripDetail.reg }} · {{ tripDetail.body }} · {{ tripDetail.depot }} · shift {{ tripDetail.shiftStr }}

Est. finish

{{ tripDetail.etaStr }}

{{ tripDetail.doneStr }}

Tanker capacity {{ tripDetail.capStr }} Loaded {{ tripDetail.onBoardStr }} Committed {{ tripDetail.requiredStr }} Fuel left over {{ tripDetail.remainingStr }} Spare capacity {{ tripDetail.ullageStr }}

{{ tripDetail.spareStr }} left on shift and {{ tripDetail.remainingStr }} still on board - there is room for another drop before {{ tripDetail.shiftStr }} ends.

Find work nearby

{{ tripDetail.dropStr }} on this trip

{{ st.seq }}

{{ st.customer }}Added today

{{ st.place }} · {{ st.fuelName }} · {{ st.litresStr }}

{{ st.statusLabel }} Proof of delivery Remove

Each zone maps a set of postcode areas to the depot that serves them and the supplier and terminal that depot lifts from. A customer's price follows the zone their postcode falls in.

{{ z.name }} {{ z.depot }} {{ z.areaCount }} areas

{{ a.label }}×

Add area

Supplier{{ o.label }}

Terminal{{ o.label }}

Margin (p/L)

Haulage on this lane {{ z.haulStr }}/L

Customers who've found fuel cheaper elsewhere. Agree a match and we email them a price locked to their account for 48 hours, ready to activate on their next order.

{{ c.label }}{{ c.count }}

{{ p.id }} {{ p.customer }} · {{ p.at }} {{ p.status }}

Product

{{ p.fuelName }}

{{ p.litresStr }}

Our price

{{ p.ourPplStr }}

{{ p.rival }}

{{ p.theirPplStr }}

Gap

{{ p.gapStr }}

Match at (p/L)

Margin at that price

{{ p.marginStr }}/L

Email & text sent automatically

Agree match Decline

{{ p.status }} by {{ p.by }} · agreed price {{ p.agreedPplStr }}/L

No price match requests here.

Chats coming in from the customer portal - who picked them up, how quickly, and how the customer rated it.

{{ presenceLabel }} · {{ presenceToggleLabel }} {{ outstandingStr }}

Inbox Dashboard Leaderboard

{{ c.label }}{{ c.count }}

Came in

Customer & question

Actioned by

Response

Rating

Status

{{ c.openedAt }}

{{ c.customer }}

{{ c.topic }} · {{ c.message }}

{{ c.agentLabel }}

{{ c.respStr }}

{{ c.ratingStr }}

{{ c.statusLabel }}

No chats in this view.

{{ selChat.customer }}

{{ selChat.id }} · {{ selChat.topic }}

{{ selChat.statusLabel }}

{{ selChat.message }}

Came in{{ selChat.openedAt }}

Actioned by{{ selChat.agentLabel }}

First replied{{ selChat.answeredAt }}

Response time{{ selChat.respStr }}

Pick this chat up

Your reply

Send replyClose chat

Customer rating

{{ selChat.ratingStr }}

“{{ selChat.comment }}”

Rate this chat (as the customer would)

{{ r.label }}

Average response time

{{ chatKpis.avgRespStr }}

across {{ chatKpis.total }} chats today

Answered under 5 min

{{ chatKpis.under5Str }}

of answered chats

Average rating

{{ chatKpis.avgRatingStr }}

from {{ chatKpis.ratedCount }} ratings

Waiting now

{{ chatKpis.waiting }}

slowest today {{ chatKpis.slowest }}

How quickly we replied

Distribution of first-response times

{{ b.label }}{{ b.count }}

Chat responder leaderboard

Ranked by customer rating, then response time

#

Responder

Rating

Avg rating

Avg response

Chats

5★

Low

{{ a.rank }}

{{ a.initials }}

{{ a.name }}Top ratedNeeds support

{{ a.starsStr }} · {{ a.ratedStr }}

{{ a.avgRatingStr }}

{{ a.avgRespStr }}

{{ a.chats }}

{{ a.fiveStar }}

{{ a.low }}

New credit-account applications from the website. Accounts run the checks, set a credit limit and approve or decline.

Send form to a customer

{{ c.label }}{{ c.count }}

{{ appResultStr }} Clear

Applicant

Volume

Sales rep

Accounts

Status

{{ a.company }}Rep link

{{ a.contact }} · {{ a.place }} · {{ a.nature }} · {{ a.submittedStr }}

{{ a.litresStr }}

{{ a.rep }}

{{ a.ownerLabel }}

{{ a.statusLabel }}

No applications match this search or filter.

{{ selApp.company }}

{{ selApp.id }} · {{ selApp.submittedStr }}

{{ selApp.statusLabel }}

Contact{{ selApp.contact }}

Phone{{ selApp.phone }}

Email{{ selApp.email }}

Business{{ selApp.nature }}

Expected volume{{ selApp.litresStr }}

Sales rep{{ selApp.rep }}

{{ selApp.viaLabel }}

Trade references {{ selApp.refsVerifiedStr }}

{{ r.n }} {{ r.company }} {{ r.statusLabel }}

Contact{{ r.contact }}

Phone{{ r.phone }}

Email{{ r.email }}

Postcode{{ r.postcode }}

Trading history{{ r.years }} · {{ r.terms }}

Mark verified No reply

Verify all three references before approving credit.

Accounts owner Unassigned {{ o.label }}

Credit limit to grant (£)

Approve account Decline

Pick this up for review

Approved by {{ selApp.ownerLabel }} · limit {{ selApp.limitStr }}

Declined by {{ selApp.ownerLabel }}

{{ selApp.note }}

Call reminders and follow-ups against customers. Assign to a sales agent, set a due time, and track completion.

Agent {{ o.label }}

My tasks All agents Performance

My open tasks

{{ taskKpis.open }}

assigned to {{ taskAgent }}

Due today

{{ taskKpis.today }}

calls to make

Overdue

{{ taskKpis.overdue }}

past their due time

Completed today

{{ taskKpis.doneToday }}

logged as done

Reminders

{{ c.label }}

{{ t.customer }} {{ t.statusLabel }} {{ t.kind }}

{{ t.note }}

✓ {{ t.outcome }}

{{ t.dueStr }}

{{ t.agent }}

Done Reopen

No tasks match these filters.

New reminder

Set a call-back against a customer

Customer {{ o.label }} Task type {{ o.label }} Assign to {{ o.label }}

Due date

Time

Note Add reminder

{{ taskAgent }} vs the team

{{ c.label }}

Team rank

{{ perfKpis.rank }}

by tasks completed

Completed

{{ perfKpis.done }}

{{ perfKpis.vsTeam }}

Completion rate

{{ perfKpis.rateStr }}

of tasks in period

Calls → orders

{{ perfKpis.conv }}

orders placed on a call

Agent leaderboard

#

Agent

Completed

Done

Open

Overdue

Orders

Rate

{{ a.rank }}

{{ a.initials }}

{{ a.name }}

{{ a.done }}

{{ a.open }}

{{ a.over }}

{{ a.conv }}

{{ a.rateStr }}

Set the price of each fuel for a given day. Margin and the minimum sell floor are tracked per fuel.

Price date {{ priceDateStr }}

Fuel

Buy

Sell

Margin

Min sell

Last change / save

{{ p.name }}

{{ p.cat }}

{{ p.marginStr }}
{{ p.marginPctStr }} · {{ p.flag }}

{{ p.lastBy }}

{{ p.lastAt }}

Save History

Price history · {{ p.name }}

Buy

Sell

Min

Changed by

When

{{ h.buy }}p

{{ h.sell }}p

{{ h.min }}p

{{ h.by }}Current

{{ h.at }}

Edit a price then press Save to commit it - every change is logged with the user and timestamp, so multiple updates a day are all recorded. Sell prices flow into the quote & order builder.

{{ customerCount }} customers · showing up to 30 at a time - search or filter to narrow.

Level: {{ custLevelName }}×

Customer

Type

Sales rep

Location

Orders

Balance

{{ c.name }}

{{ c.contact }} · {{ c.phone }}

{{ c.segment }}

{{ c.salesRep }}

{{ c.place }}

{{ c.orderCount }} orders

{{ c.balanceStr }}

Open

All customers

Edit customer details

Contact name

Phone

Address

Town · postcode

Save changesCancel

{{ custDetail.initials }}

{{ custDetail.name }}

{{ custDetail.levelName }}

{{ custDetail.contact }} · {{ custDetail.phone }}

{{ custDetail.address }} · {{ custDetail.townPostcode }}

Served by {{ custDetail.station }} · {{ custDetail.tankCount }} tanks on site

SMS Email Edit New quote New order

{{ t.label }}{{ t.badge }}

Contact & address details

Edit

Contact name

{{ custDetail.contact }}

Phone

{{ custDetail.phone }}

Email

{{ custDetail.email }}

Served by station

{{ custDetail.station }}

Sales rep

{{ custDetail.salesRep }}

Delivery address

{{ custDetail.address }}

{{ custDetail.townPostcode }}

Points history{{ custDetail.pointsBalanceStr }} pts

{{ ph.label }}

{{ ph.date }}

{{ ph.pts }}

Earned at their tier rate - boosts from live promotions apply automatically.

Account

Type{{ custDetail.segment }}

Total orders{{ custDetail.orderCount }}

Lifetime spend{{ custDetail.totalSpentStr }}

Balance{{ custDetail.balanceStr }}

Pricing level {{ l.name }}

Credit control

Set limit

Only Finance can change a credit limit.

Credit limit (£)

Save limitCancel

Credit limit{{ custDetail.creditLimitStr }}

Currently used{{ custDetail.creditUsedStr }}

Available{{ custDetail.creditAvailStr }}

{{ custDetail.creditPctStr }} of limit used

Over their credit limit - new orders need approval.

On credit hold - no new orders.

{{ custDetail.holdLabel }}

Take an order by phone

Quote live, save it, or place the order - the customer gets an instant SMS confirmation.

Start an order

Saved quotes

{{ q.fuelName }} · {{ q.litresStr }}

{{ q.id }} · {{ q.date }} · {{ q.pplStr }}

{{ q.totalStr }}

Convert to order

Order history · {{ custDetail.orderCount }} orders

Order

Fuel

Litres

Total

Status

{{ o.id }}

{{ o.fuelName }}

{{ o.date }}

{{ o.litresStr }}

{{ o.totalStr }}

{{ o.statusLabel }}

Track

{{ t.label }}

{{ t.loc }}

{{ t.fuelName }}

Low

Current {{ t.levelStr }} ({{ t.pctStr }}) Ullage {{ t.ullageStr }} Capacity {{ t.capStr }}

Delivery site

{{ custDetail.address }}

{{ custDetail.townPostcode }}

///{{ custDetail.w3w }}

{{ custDetail.accessNote }}

Served by {{ custDetail.station }}

Payments Prepaid balance {{ custDetail.prepaidStr }} · Direct Debit active

Payment

Method

Order

Date

Amount

Status

{{ p.id }}

{{ p.method }}

{{ p.ref }}

{{ p.date }}

{{ p.amountStr }}

{{ p.status }}

Invoices Click the order reference to open the full order. Resend goes out immediately.

Invoice

Order

Details

Date

Amount

Status

Resend

{{ v.ref }}

{{ v.orderId }} {{ v.orderId }}

{{ v.summary }}

{{ v.method }}

{{ v.date }}

{{ v.totalStr }}

{{ v.status }}

Email SMS

No invoices yet — they appear here once orders are completed and invoiced.

Delivery sites

{{ custDetail.siteCountStr }} · each site has its own postcode, contact and linked tank

+ Add site

New site

Site name

Site contact{{ o.label }}

Address

Town

Postcode

Save siteCancel

{{ st.name }}Main site

{{ st.address }}, {{ st.town }} · {{ st.postcode }}

{{ st.tankLabel }}

{{ st.contactNames }} · {{ st.contactPhone }} {{ st.serviceDays }} {{ st.serviceHours }}

Edit Order fuel

Edit site

Site name

Address

Town

Postcode

Site contact{{ o.label }}

Days we can service this site

{{ d.label }}

Window opens

Window closes

Access notes

Save site Cancel Remove site

Every change made to this customer's account - who made it, what changed and when. Credit limit changes can only be made by Finance.

{{ a.initials }}

{{ a.field }} {{ a.role }}

{{ a.from }} → {{ a.to }}

{{ a.note }}

{{ a.by }}

{{ a.at }}

No changes recorded against this customer yet.

Contacts

{{ custDetail.contactCountStr }} · each can be assigned to one or more sites

+ Add contact

New contact

Name

Role{{ o.label }}

Phone

Email

Which sites does this contact cover?

{{ t.label }}

Save contactCancel

{{ c2.initials }}

{{ c2.name }}Primary{{ c2.role }}

{{ c2.phone }} · {{ c2.email }}

Sites: {{ c2.siteNames }}

SMS Email

Tasks & call reminders + New reminder

{{ t.kind }}{{ t.statusLabel }}

{{ t.note }}

✓ {{ t.outcome }}

{{ t.dueStr }}

{{ t.agent }}

Mark done Reopen

No tasks against this customer yet.

Notes against this customer

Add note

{{ n.text }}

{{ n.by }} · {{ n.time }}

No notes yet for this customer.