To add a Fleet Account, follow these steps:

1. First, Add Fleet Rules for the Fleet Account.

2. On the Fleet menu, click Accounts. 
3. Click the Add Account button.

4. Required: In the Account # box, type your account number.
   –OR–
   Click the Account # Next ID button, the WashConnect® system automatically generates an Account number.

5. Required: In the Business Name box, type a name for the fleet account.

6. If the Fleet Account is tax exempt, select one of the following boxes:
   Click to select the Exempt From All Taxes box. (Keep a copy of the business's tax exempt document on file.)
   -or-
   In the Exempt from Selected Taxes box, click to select options.

7. In the Prepaid box, select to make the account a prepaid account.

NOTE: User must have the security role privilege to select the Prepaid box when creating a new Fleet Account. This cannot be changed later.

8. In the Rule box, select a rule name that applies to this Fleet Account.

-or-

Click the Add Rule button to create a new rule for the Fleet Account.

9. Click to select the Apply vehicle rules to fleet members as well as vehicles box, if necessary.
10. In the Card on File box, you can view
11. In the Billing Zip box, type the billing zip code for the Fleet Account.
12. In the Tax ID box, type the Tax ID for the Fleet Account.
13. In the Balance box, you can view the Prepaid Balance available.

14. In the Discount box, type a number (dollar amount or percentage) to apply for the Fleet Discount at the Touch POS.

15. In the Promotion box, select a promotion for the fleet from the list.  See Discount Price List Promotion.

16. In the Primary Email and Secondary Email boxes, type in valid email addresses. In the Confirm Primary Email and Confirm Secondary Email boxes, type in the valid email addresses again that you typed in the Primary or Secondary Email boxes.
17. This step is optional, if necessary, from Additional Information, click the Add Customer Fields button.

NOTE: Additional Information Fields will be requested upon redeeming a fleet wash at a Touch POS.

The Additional Information dialog box appears.

18. Click to select the additional field boxes for the fleet, and then click OK.

19. In the Type box, for each additional info field, select a type from the list: Hide, Required, or Optional.

Upon Fleet wash redemption, the Touch POS will request these additional fleet information fields.

20. To delete additional customer fields, click the Delete button.

21. In remaining fields, type any additional information available.
22. Click the Save button.
    If you receive the message, "Fleet account saved successfully", then click OK to continue.
    

    Fleet customers and vehicles can now be added to the Fleet Account.