Your book of business

⌕

My Accounts

—

Active in last 12 months

Active (30d)

—

Ordered in last 30 days

Lapsing

—

Quiet 30+ days · click to filter

Open AR

—

On your accounts

⚠ Lapsing Accounts

Customer	Quiet	Gal 12M	Contact

💲 Past-Due AR

Customer	Past Due	Open AR

My Accounts

⌕

Customer ↕	Last Order ↕	Days ↕	Orders 12M ↕	Gallons 12M ↕	Open AR ↕	Status ↕	Contact

Recent Activity

⌕

Invoice ↕	Date ↕	Customer ↕	Warehouse ↕	Gallons ↕	Amount ↕	Open ↕

Total Revenueℹ

Total invoiced amount
SUM of extended_price from all line items in the selected period. Includes fuel, taxes, freight, and all charges.

—

Total Gallonsℹ

Delivered volume
Gallons actually delivered — quantity received × unit-to-gallon conversion, not ordered. Short-shipped or undelivered lines count only what went out the door. Excludes MF Tax and Charge lines.

—

Delivered gallons

Gross Marginℹ

Revenue minus cost of goods
(Price − actual cost) × delivered gallons. Based on what was actually delivered, so it moves with delivered volume — undelivered lines add no margin. Before operating expenses.

—

Ordersℹ

Distinct invoice count
COUNT of unique order numbers in the period. One delivery may have multiple line items but counts as one order.

—

Open ARℹ

Accounts receivable balance
SUM of open_amount from unpaid invoices (status not Cancelled/Voided). This is the total amount owed by customers.

—

Total outstanding

Avg $/Gallonℹ

Revenue per gallon
Total Revenue ÷ Total Gallons. Higher values indicate premium product mix or pricing power.

—

Revenue per gallon

12-Month Revenueℹ

Rolling annual revenue
Total revenue for the trailing 12 months from today. Not affected by the period selector.

—

Rolling 12 months

12-Month Gallonsℹ

Rolling annual volume
Delivered gallons (quantity received) in the trailing 12 months from today.

—

Rolling 12 months

12-Month Marginℹ

Rolling annual profit
Total gross margin for the trailing 12 months. The percentage shows margin as a percent of revenue.

—

Revenue Run Rateℹ

Annualized projection
Current period revenue extrapolated to a full year. Based on the daily average × 365.

—

Annualized projection

Revenue & Margin Trend

Top Customers

Customer	Revenue	Open AR

Revenue by Location

Revenue by Product

Warehouse Performance · ▲▼ gallons vs. prior period

⌕

Warehouse ↕	Orders ↕	Gal ↕	Revenue ↕	Margin ↕	Margin % ↕	$/Gal ↕

Sales Representatives · ▲▼ gallons vs. prior period

⌕

Rep ↕	Code ↕	Orders ↕	Customers ↕	Gal ↕	Revenue ↕	Margin ↕	Margin % ↕	$/Gal ↕

Products

⌕

Product ↕	Line ↕	Orders ↕	Qty/Gal ↕	Revenue ↕	Avg $/Gal ↕	Margin ↕	Margin % ↕

LTM Gallonsℹ

Last twelve months volume
Total gallons for the rolling 12-month period.

—

Rolling 12 months

MTD Gallonsℹ

Month-to-date volume
Gallons shipped from the 1st of the current month through today.

—

QTD Gallonsℹ

Quarter-to-date volume
Gallons shipped from the start of the current quarter through today.

—

YTD Gallonsℹ

Year-to-date volume
Gallons shipped from January 1 through today.

—

Gallons by Month — 3-Year Comparison

Gallons by Product Line

Gallons by Warehouse

LTM Gross Profitℹ

Last twelve months margin
Total gross margin for the rolling 12-month period.

—

MTD Gross Profitℹ

Month-to-date margin
Gross margin from the 1st of the current month through today.

—

QTD Gross Profitℹ

Quarter-to-date margin
Gross margin from the start of the current quarter through today.

—

GP Per Gallonℹ

Margin efficiency metric
Gross Margin ÷ Total Gallons. Shows how much profit is earned per gallon sold. Key metric for fuel distributors.

—

Period average

Gross Profit by Month — 3-Year Comparison

GP by Product Line

GP by Warehouse

Current GP/Galℹ

Period GP per gallon
Gross margin per gallon for the selected date range.

—

Period average

MTD GP/Gal

—

QTD GP/Gal

—

YTD GP/Gal

—

GP Per Gallon by Month — 3-Year Comparison

GP/Gal by Product Line

Product Line	Qty/Gal	Margin	GP/Gal

GP/Gal by Warehouse

Warehouse	Qty/Gal	Margin	GP/Gal

Customer Analysis

⌕

Customer ↕	Orders ↕	Revenue ↕	Qty/Gal ↕	Margin ↕	Margin % ↕	GP/Gal ↕	Open AR ↕	Last Order ↕

Order Lookup

⌕

Invoice ↕	Date ↕	Customer ↕	Warehouse ↕	Product ↕	Line ↕	Qty ↕	Qty/Gal ↕	Price ↕	Cost ↕	Revenue ↕	Margin ↕	Rep ↕

Gross Profit by Product Category

Gallons by Product Category

Categories are derived from each line's product line and category (fuel is booked with a blank category, so it's keyed off the product line). Tax, freight/fee and finance lines are excluded. Click any category name to drill into the products inside it — that's where individual brand names (Lubriplate, Pyroil, Delo, Primeguard…) live. Gallons reflect delivered volume (quantity received).

Fuel Suppliers — Delivered Gallons, Revenue & Margin

⌕

Fuel Supplier ↕	Orders ↕	Gal ↕	Revenue ↕	Margin ↕	GP/Gal ↕

Fuel orders only — orders carrying a fuel-rack vendor (lube, DEF & parts orders are excluded). This is who AEG buys fuel from (the AP vendor), not the retail refiner brand — AEG lifts rack fuel through jobbers, so P66/Shell/Chevron don't appear here. For lube, DEF & packaged-goods breakdowns (and their brand names), see By Product Category. Gallons reflect delivered volume (quantity received). Supplier names come from the vendor master; an unmatched code shows as-is.

Daily Terminal Costs — Current Rack Prices

⌕

Vendor ↕	Terminal ↕	Product ↕	Cost / Gal ↕	Effective ↕

Current rack cost per vendor · terminal · product — the newest effective price from RAX's daily terminal costs (the same numbers keyed in each morning). Click any row to compare that grade across every terminal, cheapest-first, then drill into its price history. This is landed cost, not sell price.

OPIS Contract Benchmark — Rack Postings

⌕

Product ↕	Grade ↕	Supplier ↕	B/U ↕	Terms ↕	Price ¢/gal ↕	OPIS Move ↕	Δ Day/Day ↕	Posted ↕

Published OPIS gross contract rack prices (cents per gallon, before taxes/fees) from the daily Contract Benchmark File — the market's posted sell prices, not RAX's landed costs (those live on Rack Prices). OPIS Move is the change OPIS reported at posting; Δ Day/Day compares against the previous report we hold. Click any row for its posting history. Feed arrives by upload or the mailbox poller in Settings. Staff use only — do not redistribute outside AEG pending OPIS license review.

Rack Terminals — Lift Points

Click a pin for that terminal's current prices

Terminals are placed by city/state (street addresses in RAX are placeholders, so they're not used). Terminals sharing a city are fanned out slightly so each stays clickable. Any terminal that can't be geocoded is listed below and still opens.

All Terminals

⌕

Terminal ↕	City ↕	Products ↕	Vendors ↕	Newest ↕

Rebates by Month — Current Year

Rebates by Month

Rebates by Product Line

Rebates by Warehouse

Total Open AR

—

All outstanding

Current

—

Not yet due

Past Due

—

Open Invoices

—

Outstanding

Customers w/ Balance

—

Active accounts

Avg Invoice Age

—

Days outstanding

1–30 Days

—

Past due

31–60 Days

—

Overdue

61–90 Days

—

Critical

90+ Days

—

Seriously past due

Collections Activity (Last 30 Days)

Invoices Paid

—

Amount Collected

—

Top Past-Due Customers

Customer	Open Balance	Max Days Past Due	Invoices

Current

—

Not yet due

1–30 Days

—

Past due

31–60 Days

—

Overdue

61–90 Days

—

Critical

90+ Days

—

Seriously past due

All Open Invoices

⌕

Invoice # ↕	Customer ↕	Location ↕	Rep ↕	Amount ↕	Open ↕	Invoice Date ↕	Due Date ↕	Days Past Due ↕	Bucket ↕

Customers

⌕

Customer ↕	Location ↕	Rep ↕	Orders ↕	Revenue ↕	Qty/Gal ↕	Margin ↕	Margin % ↕	Open AR ↕	Last Order ↕

Revenue

—

Gallons

—

Weighted Margin

—

Weighted Margin %

—

Weighted GP / Gal

—

⚖ Sales Performance View — Margin uses weighted cost for sales reporting and hiring/firing decisions. The main Overview uses actual cost for accounting/financials.

Top Customers — Ranked by Weighted Margin

⌕

Customer ↕	Orders ↕	Revenue ↕	Gallons ↕	Weighted Margin ↕	Weighted Margin % ↕	Weighted GP/Gal ↕	Actual Margin ↕
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By Salesman — Ranked by Weighted Margin

Salesman ↕	Customers ↕	Orders ↕	Revenue ↕	Gallons ↕	Weighted Margin ↕	Weighted Margin % ↕	Weighted GP/Gal ↕
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Top Products — Ranked by Weighted Margin

⌕

Product ↕	Line ↕	Orders ↕	Revenue ↕	Gallons ↕	Weighted Margin ↕	Weighted Margin % ↕	Weighted GP/Gal ↕
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Strategy:

Classifies by fixed days since last order: At Risk 30–60d, Stale 61–90d, Inactive 91+d

At Risk

—

Stale

—

Inactive

—

Total At-Risk Revenue

—

— customers · click for all

At-Risk Margin (Actual)

—

All At-Risk Customers

⌕

Customer ↕	Rep ↕	Location ↕	Last Order ↕	Days Since ↕	Avg Cadence ↕	Orders 12M ↕	Revenue 12M ↕	Margin 12M ↕	Tier ↕	Contact

Open Invoices

Invoice ↕	Date ↕	Due Date ↕	Amount ↕	Open ↕	Status ↕

Order History

⌕

Invoice ↕	Date ↕	BOL # ↕	Qty/Gal ↕	Amount ↕	Open ↕	Status ↕

◍ Tank Levels

⌕

Status ↕	Tank ↕	Location ↕	Product ↕	% Full ↕	Gallons ↕	Capacity ↕	Days Left ↕	Last Reading ↕	Trend

⛽ ULD Dyed Diesel — Government Report

Card Lock — All Cards

Card # ↕	Driver ↕	Vehicle ↕	Status ↕	Last Used ↕

Disabling a card sends a request to AEG Petroleum — the card stays usable until AEG processes the request. The card shows Disable Requested until it's turned off in AEG's system.

Card Lock — Transactions

From

To

Card Filter

Date ↕	Card # ↕	Driver ↕	Product ↕	Location ↕	Gallons ↕	$/Gal ↕	Total ↕	Invoice ↕	Odometer ↕

💳 Payments Received

⌕

Paid	Invoice	Customer	Method	Amount	Fee	Status	Verified	RAX

✉ Payment Requests

⌕

Created	Invoice	Customer	Sent To	Amount	Last Activity	Status

👋

Welcome!

Your account has been created but hasn't been assigned access yet.

Next Steps

Please contact your manager or IT department to request dashboard access. They will assign the appropriate role for your position.

Logged in as:

Account status: Pending Approval

PDF Reports

Formatted reports for executives and staff. Uses the current time period and location filter.

Total Open

—

0–30 Days

—

Current

31–60 Days

—

Aging

61–90 Days

—

Overdue

91–120 Days

—

Critical

121+ Days

—

Seriously past due

AR Aging Report

⌕

Customer ID	Company	P	Type	Invoice #	Trx Date	Due Date	Open Amt	0–30	31–60	61–90	91–120	121+	Unapplied
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TOTALS

Total Value

—

Total Items

—

SKUs in stock

Total QOH

—

Adj gallons

Product Lines

—

Categories

Inventory Valuation

⌕

Description	Part Number	Product Line	Vendor	Warehouse	QOH	Unit Cost	Total Value	Repackaged	Adj Gal
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TOTALS

Gross Gallons

—

Net Gallons

—

Temp-corrected

BOL Loads

—

Distinct BOL #s

Purchase Orders

—

Invoiced w/ BOL

Vendors

—

Suppliers

Products

—

Distinct items

BOL Purchases by Product

to

⌕

PO Date	PO #	Vendor	BOL #	Invoice #	Terminal	Product	Line	WH	Customer	Qty Rcvd	Gross Gal	Net Gal	Trucker
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TOTALS

Total Revenue

—

Total Gallons

—

Card lock dispensed

Gross Margin

—

Transactions

—

Customers

—

Avg $/Gal

—

Card lock price

Top Customers

⌕

Customer ↕	Transactions ↕	Cards ↕	Gallons ↕	Revenue ↕	Margin ↕	$/Gal ↕

By Product

Product ↕	Transactions ↕	Gallons ↕	Revenue ↕	Avg $/Gal ↕	Avg Cost ↕

By Card Lock Location

Location ↕	Transactions ↕	Cards ↕	Gallons ↕	Revenue ↕	Avg $/Gal ↕

Recent Transactions

⌕

Date	Card #	Customer	Location	Product	Gallons	$/Gal	Amount	Invoice

Tank Levels by Customer

⌕

Needs Delivery Only

Customer ↕	Location ↕	Product ↕	Tank # ↕	Capacity ↕	On Hand ↕	% Full ↕	Daily Use ↕	Days Supply ↕	Next Delivery ↕	Status

Stock on Hand

⌕

Active only

Dispatch

⌕

Truck Inventory

⌕

Warehouse Heat Map · trailing 7-day gallons, scrub the timeline below

Normalize

—

Warehouses · window total · ▲▼ gallons vs. prior period

⌕

Warehouse ↕	Orders ↕	Gal ↕	Revenue ↕	Margin ↕	On Map ↕

Sales Territory Map · where reps delivered · trailing 7-day gallons

Active reps only Normalize

—

Cities · window total · ▲▼ gallons vs. prior period

⌕

City ↕	Top Rep ↕	Accounts ↕	Gal ↕	Revenue ↕	Margin ↕	On Map ↕

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Platform Modules

Licensed by Paradigm Technologies · (806) 249-4748

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Activate a License Key

Keys are signature-verified offline — no internet connection required. Every activation is written to the audit log.

Recent Licensing Activity

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Sidebar Menu Editor

Drag ≡ to reorder items and sections. Checkboxes control which roles see each page — the menu can only hide pages; it never grants access beyond a role's built-in permissions (locked cells mean the role can't access that page at all). Admins always see the full menu. Changes reach users on their next page load.

Settings

Branding & Identity

⛽

Company Name

Product Name

Primary Color

Secondary Color

Logo: PNG, JPG, or SVG · max 500KB. Colors apply to accent elements and sidebar.

Heading Font

Body Font

Number / Mono Font

Heading — Customer Analysis

Body — Invoices, orders, and account activity for the selected period.

Mono — $1,284,973.06 · 48,215 gal · INV 625255

Fonts apply site-wide — dashboard, customer portal, and login pages — the moment settings are saved. Preview above updates as you choose; the rest of the app changes after Save. PDF and Excel report fonts are unaffected.

Uses
app logo

Report Logo

Optional logo used on report output — invoice, statement & draft-notice PDFs and the Dyed Diesel Excel export. When set, it overrides the app logo on those documents. Leave empty to use the app logo above. PNG, JPG, or SVG · max 500KB.

Appearance

Theme

Switch between dark and light interface

Database Connection

Configure the ODBC connection to the VS Petroleum SQL Anywhere database. All queries are read-only.

ODBC DSN

Server Name

Database Name

Username

Password

Not tested

General

Session Timeout (min)

Inactivity Warning

Warn the user with a countdown before an idle session signs them out.

Warn After (min idle)

Logout Countdown (sec)

Brand/Vendor Column

Used for Brand Breakdown and Rebate Splits pages

Authentication

Auth Mode

AD Server

Domain

Base DN

Default Role for New AD Users

Uses LDAP port 389 with SIMPLE bind (user@domain). New AD users get auto-created on first login with the default role above. Requires pip install ldap3 on the server.

Two-Factor Authentication (MFA)

Require MFA for All Users

When enabled, users without MFA will be prompted to set it up on their next login

Authenticator App Issuer Name

Displayed in authenticator apps (Google Authenticator, Microsoft Authenticator, Authy)

Login Security

Account Lockout & IP Rate Limiting

Lock accounts after repeated failed sign-ins and throttle abusive IPs. Strongly recommended for internet-facing deployments.

Per-Account Lockout

Max Failed Attempts

Fails before lock

Window (Minutes)

Rolling window

Lock Duration (Min)

How long locked

Per-IP Rate Limit (across all usernames)

Max Failed Attempts

Fails per IP

Window (Minutes)

Rolling window

Lock Duration (Min)

How long blocked

Tip: The per-IP limiter uses the address supplied by the trusted proxy hop (Behind Reverse Proxy below must be ON when IIS fronts the app — otherwise every user shares IIS's address and one person's typos can lock out the company). A client-typed X-Forwarded-For header is never trusted. Locked users can be cleared from Users via the Unlock button.

Security Posture live checks against this request

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Password Policy

Minimum Length

Applies to NEW passwords only — existing passwords keep working until next changed.

Require letters + a number

Transport & Browser Hardening

Security Headers

nosniff, same-origin framing only, referrer policy, and no-store on API responses.

HSTS (force HTTPS in the browser)

Only ever sent on HTTPS responses. Browsers then refuse plain http:// for this host for the period below.

Content Security Policy

Run Report-only for a week, check browser consoles (F12) on the map, charts and PDFs, then Enforce.

CSP Extra Hosts

Space-separated. Only needed for a self-hosted map tile server or similar.

Max Upload (MB)

Remember-Me Cookie (Days)

Listen On (restart)

Before switching Listen On to 127.0.0.1: open IIS → URL Rewrite and confirm the rule forwards to http://localhost:5200 or http://127.0.0.1:5200. If it points at the server's name or LAN address, the portal goes down until you switch back. Takes effect on service restart.

Cookie & Session Security

Behind Reverse Proxy (IIS / nginx)

Enable when IIS or another reverse proxy sits in front of Flask. Tells the app to trust X-Forwarded-For and X-Forwarded-Proto for client IP and HTTPS detection. Leave OFF for direct localhost development.

Secure Cookies (HTTPS only)

Enable once SSL/HTTPS is in place. The session cookie will only be sent over HTTPS. If you enable this on plain http://, you will be unable to log in.

SameSite Policy

Lax allows top-level navigation; Strict blocks all cross-site sends.

Session Timeout (Minutes)

Idle session expires after this many minutes.

Default to "Remember Me" on Login

When OFF, sessions end when the browser closes. Recommended OFF for internet-facing portals.

Note: The HttpOnly cookie flag is always on (cannot be disabled). Some changes (e.g. ProxyFix, SameSite) take effect on the next request, but a service restart is recommended after changing these settings to fully apply.

Audit Log Retention

Auto-Purge Old Audit Entries

Automatically delete audit log entries older than the configured retention window. Runs lazily when the app handles requests.

Retention (Days)

Entries older than this are deleted.

Check Frequency (Hours)

How often to run the purge check.

View / manage: The full audit log is at Admin → Audit Log, where you can filter, export to CSV, and trigger a manual purge.

Email & Alerts

Email Notifications

Enable email to send scheduled reports and AR alerts

Email Provider

SMTP Host

Port

Username

Password

From Address

To (comma-separated)

AR Aging Alerts

AR Alerts Enabled

Email when invoices hit 30, 60, or 90 days past due

30-day alert 60-day alert 90-day alert

Card Lock Disable Requests

Notify

When a customer clicks Disable on a card in the portal, this address gets an email with the card, driver, and requester. The card is not touched in RAX — staff disable it there, and the portal badge clears automatically once RAX shows it inactive. Blank = requests are recorded and audited but nobody is emailed.

Signed Statement Alerts

Compliance Alerts Enabled

Email when a customer's number is suspended or not found on the Texas registry — both risk fuel-tax fines

Alert recipients

Name match Verified ≥ % · Fuzzy ≥ % (below = Mismatch)

🏦 EFT Draft Notice

Controls the Draft Notice button on the customer portal and the 360 view. Lists the open invoices that will be drafted from a customer's bank account on the draft date.

Invoice scope

Default draft date today + day(s) (rolled forward off weekends; staff can override per-print)

AEG contact

Intro line

The "Drafting from …" bank line is pulled automatically from each customer's BANK record (bank_name), and the notice is gated to customers flagged eft_auto_draft in customer_credit. Account and routing numbers are never printed.

💳 Online Payments (Hyfin)

Lets customers pay open invoices online (card / ACH) via Hyfin's hosted payment page, and lets AR staff send text/email payment requests. Card data never touches this server. Payments land in the Portal Payments queue — AR still posts the cash receipt in RAX.

Environment

API Access Token

Site ID

Merchant ID (fallback)

Customer "Pay" button Default for every customer — Customer 360 can override individual accounts either way. Staff can still send payment requests when off.

Payment links expire after day(s)

Customer memo

Public base URL

Requires public HTTPS at the base URL above so Hyfin's payment webhooks can reach /api/hyfin/webhook/<secret>. Webhook payloads are verified against the Hyfin API before a payment is trusted. Develop against Stage; flip to Production only after end-to-end testing.

◍ Tank Monitoring (TankHub)

Shows customers their monitored fuel tanks (Anova xFluid, Centeron, Veeder-Root) on the portal under Tank Monitoring → My Tanks, plus a summary card on My Account. Data comes from TankHub's customer-scoped Integration API: each request carries the customer's number and TankHub only returns locations linked to it. The API key never reaches the browser.

TankHub URL

Integration API Key

Cache responses for seconds Trend window days

Verify TLS certificate Only skip for an internal HTTPS TankHub with a self-signed cert.

In TankHub: Settings → TankHub → Integration API → Generate key. If TankHub's IP whitelist is on, add this server's IP. Customers are matched by the Customer ID on their portal login — the same number stamped on each location from the xFluid feed.

▤ OPIS Rack Feed (Mailbox Poller)

Automatically ingests the daily OPIS Contract Benchmark File from the mailbox OPIS emails it to. Manual upload on the OPIS Racks page works with or without the poller. Transport is swappable — if AEG moves to OPIS's FTP delivery later, only the fetch side changes. Staff use only pending OPIS license review.

IMAP Server

Port

SSL

Mailbox User

Password / App Password

Folder

Only From (sender filter)

Subject Contains (optional)

Poll Every

minutes (min 5)

Delete emails after successful ingest (default: leave in mailbox, marked read — duplicates are skipped by content hash either way)

Save settings before testing — the test uses the saved credentials. The poller only reads unseen messages matching the filters, and every ingest lands in the Ingest Log on the OPIS Racks page.

Windows Service

Run as a Windows Service for automatic startup, background operation, and crash recovery.

Checking…

Requires Administrator privileges and pywin32 installed.

About

ApplicationFuel Intelligence v1.0

DatabaseSQL Anywhere via ODBC

Port5200

Build—

Built by Paradigm Technologies

Order Entry · Sales Portal SKU

Orders Email (order desk)

Order Ref Prefix

Manager Approval Email(s)

Emailed the full order when the desk forwards it for approval. Comma-separated for multiple managers. Blank = in-app only.

Email the rep a copy of every submitted order

Inventory popup & order list

Committed column

On-order column

Orders loaded

Column names on RAX's warehouse_quantities table. Leave blank to detect them automatically; the popup shows admins which columns it used. "Orders loaded" is how many recent orders the Orders page lists — search always covers every order.

Submission Workflow

✉ Email the order desk

The order is emailed; the clerk keys it into RAX and marks it Processed in the portal queue.

⇄ VS Mobile alternative — RAX order queue

Lines are written straight into RAX's PDA pre-processing table. The clerk reviews and processes them inside RAX; the portal follows along automatically.

Unsaved changes · click Save All to apply

Portal Settings

Configure your branding, customer experience, and user defaults. Changes apply immediately across the app.

Brand

Your company identity. Used throughout the app, the customer portal, and on reports.

Auto-detect from your website

Enter your homepage URL and we'll detect your company name, theme color, and logo. You can edit the results before saving.

Company name

Primary color

Buttons, links, and accents

Secondary color

Charts and secondary UI

Logo

PNG, JPG, or SVG. Up to 500KB. Shown in the sidebar, login pages, and emails.

Customer login page

A public-facing login at /portal. Link to this from your main website.

Headline

Subtitle

Support text

Shown below the sign-in card. Line breaks supported.

Self-service options

"Forgot password" link Sends a request to your admin email "Request portal access" link Sends a request to your admin email "New User? Click to Enroll!" link Opens a branded enrollment form; emails a new-user setup form

Admin notification email

Password reset and access requests are delivered here for manual review. Falls back to your SMTP "To" address if blank.

New-user enrollment email

Where the "New User? Click to Enroll!" form is delivered. Falls back to the admin notification email, then your SMTP "To" address if blank.

Sign-out redirect (customers)

Where customer users land when they sign out. Leave blank to return them to the customer login page. Typically your main company website.

Background image

Optional. Shown behind the login card with a light overlay. Use a photo from your website — a truck, refinery, or branded image works well. JPG or PNG. Up to 2MB.

Customer portal (after login)

What customers see on their My Account page after signing in.

Welcome banner

Optional greeting at the top of My Account.

Headline

Accent color

Subtitle

Sales rep contact card

Rep is pulled from the user record matching the customer's salesman code. Configure a fallback for customers with no assigned rep.

Show sales rep card on the customer portal

Fallback name

Fallback phone

Fallback email

Customer portal sections

Show or hide individual cards on the customer's account dashboard.

Summary metrics strip Total Purchases, Total Gallons, Orders, Open Balance Tank Monitoring panel Customer's monitored tanks, worst first — requires TankHub in Settings Product Mix panel Products purchased with quantities and average price

Quick links

Tiles shown to customers above their KPIs.

Icon	Label	Type	Target

Announcement banner

A dismissable message shown at the top of the app. Users see it until they dismiss. Clearing the message hides the banner.

Message

Style

Audience

Default landing pages

Where each role lands after signing in. Individual users can override this from their user menu.

User Management

⌕

Username	Full Name	Role	Auth	Rep Code	MFA	Status	Last Login

Audit Log

Security & activity events. Used for incident review and compliance.

Total Entries

—

Showing

—

Oldest Entry

—

Retention

—

Filter Limit

Timestamp	User	Action	Detail	IP
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SQL Console

Read-only — SELECT / WITH only. Every query is logged to the audit trail.

Results capped at 1,000 rows. Writes (INSERT / UPDATE / DELETE / DDL) are blocked.

TX Exemptions

—

All TX exemptions

Verified

—

Name ≥95% match

Fuzzy

—

Name 80–95% match

Suspended

—

Stop tax-free

Not Found

—

No state record

Mismatch

—

Name <80% match

No Number

—

Statement missing

Other

—

Non-DD/AG exempt

State Registry

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Exemption Reconciliation

⌕

Status ↕	Customer ↕	City ↕	Code ↕	Type ↕	Reg # ↕	State Tax ID ↕	Note ↕