ASI
ASI has two programs, ASI – Century fuel and ASI – Win fuel.
Fleet Manager Professional Setup and Import
- Open Data Maintenance
- Click the Misc. Vendors folder
- Click on the Add button
- Enter ASI as the vendor name
- Enter in the Prov./State your Yard Fuel is located in
- Enter other details as desired
- Click the Credit Card Assignment tab
- Right Click and select Add Fuel Card
- Enter the fuel card number using all the digits
- The PIN field is for informational purposes only
- Assign the card to a driver or to a truck and Save the record
8. Expand the Misc. Vendors folder in the left pane of Data Maintenance
9. Click on Fuel Suppliers
10. Click on the Add button
- Enter ASI as the Supplier name
12. Obtain the import file from yard fuel system (samples provided in P:\Partners-Suppliers\ASI)
13. The import file should be in .xls format
14. Ensure that the Fuel Amount column has an amount entered and is not ‘0’
15. Ensure that Driver’s class is Company or Owner Operator
16. Save this import file somewhere easy to remember on your computer – create a folder on Desktop called ASI Fuel
17. Log into Fleet Manager Professional
18. Click on Fuel Tax at the top menu bar
19. Click on Import Purchase Receipts
20. Select the ASI form the File Format drop down
21. Select your file from the location you saved it to on your computer
22. Type in and select Fuel Vendor ‘ASI’
23. Type in and select Fuel Supplier ‘ASI’
24. Click on the Import button
25. Once the receipts have imported successfully, return to Fuel Tax menu
26. Click on Process Imported Purchases
27. Select all the appropriate checkboxes
28. Click on the Import button
29. Open the Purchase Listing board from the View menu to find your new receipts
Details from ASI on how to export transactions to Excel using their application:
You can export the transactions to excel in Winfuel.
- open Winfuel, from the main menu select:
- Maintenance->Fuel Transaction Maintenance->Export Transactions to Excel...
Select your folder to export to, the date range, and select "Mark Transactions as Exported" so that you will not export them twice.
ASI has also seen users take their standard export in text form and convert it to excel as another option.