This questionnaire is designed to gather information to assist you in setting up how your budget amounts will be calculated.
Destwin Budgets Questionnaire |
This questionnaire is designed to gather information to assist you in setting up your Request Delivery / Order
Fuel page.
Will Call Questionnaire |
This help document is intended to provide additional information about NACHA files for your
information and for common bank questions.
NACHA File Support Information |
This Quick Reference describes how to use the Loyalty Module.
Using the Loyalty Module |
This Help Document describes how to access the Customer (public) and Administrator (private) pages of the Destwin Fuel Dealer SolutionTM web portal.
How to Access the Site |
This Quick Reference describes how to set the price on contracts. Generally, administrator permissions are required to perform this function. This document discusses how to use the Margin Matrix to set pricing groups, create global pricing rules, set limi
How to Set Pricing on Contracts |
This Quick Reference describes how to set fees on contracts. Generally, administrator permissions are required to perform this function.
How to Set Fees on Contracts |
This Quick Reference describes how to change user permissions. The directions in this document may be used to remove a user, change the group for a user, or to assign a user who is currently unassigned to any group to a group. You must have administrator
How to Change User Permissions |
This help document describes how to create and organize the fields on the New Customer Application page. Generally Administrator access is required to set up or edit this page.
How to Set Fields on the New Customer Application page |
This Quick Reference describes two Advanced Site Parameters (ASPs) that specify end batch time for credit card and echeck files.
How to Set Batch File Time |
This document provides information about how your DNS will need to be modified to implement your customer portal.
DNS Information |
This form requests the information necessary to procure and install an SSL Certificate for the Destwin Fuel Dealer Solution customer portal.
SSL Certificate Instructions |
This questionnaire is required if you have more than one store front.
Destwin Additional Storefront Questionnaire |
Enabling Encrypted Email In Microsoft Outlook 2003/2007/2010
Destwin Instructions for Encrypted Email |
This Quick Reference Guide describes how to edit a Destwin Fuel Dealer Solution system Configuration. Generally you would need to have Administrator privileges to access and edit a Configuration.
edit_configuration |
This Quick Reference Guide describes the standard options that are available on the Order Fuel page and how to manage the content and certain behavior of this page.
setup_order-fuel |
This Quick Reference Guide describes how to change the text content of the policies provided on the Make a Payment page.
payment_page_policies |
This Quick Reference Guide describes how to use Account Search access customer account information and assist customers with their account information, using the customer portal, or resetting their password. The Account Search function is generally availa
how_to_use_account_search |
This document demonstrates the first time login sequence for customers.
Customer Login Screen Sequence |
This help document describes how to access a credit card transaction for the purpose of issuing refunds, credits, voids, etc. You must have access to the Payment Log to perform this activity and your gateway must be configured to support these activities.
Re-processing Credit Card Transactions |
This help document describes the basic page templates used on the customer portal and the sections of those pages that may be customized for a fuel dealer site. This document is primarily intended for individuals responsible for the overall look of the po
General Page Layout |
Destwin uses system documents to manage site content on many screens. This Quick Reference
Guide describes how to edit system Documents. You must have administrative permissions to access
Documents.
How to Edit System Documents |
This Quick Reference describes how send an e-mail to multiple recipients using the Bulk Email tool. The list of recipients may be manually entered, uploaded from an external file, or from e-mail addresses within the Destwin database. In most systems you w
How to Send a Bulk E-mail |
This Quick Reference describes how to set or change the number of budget payments on a budget calculation. You must have administrative access to access this function.
How to Set the Number of Budget Payments |
This Quick Reference describes two settings that affect if a contract is visible on the portal or not and to whom.
Making Contracts Visible on the Portal |
This Quick Reference Guide describes how to enter an edit mode for Advanced Site Parameters.
How to Edit Advanced Site Parameters |
This Quick Reference describes how to process information submitted by customers from the New Account Application link.
How to Manage New Customer Applications |
This Quick Reference describes set payment methods on contracts for customers and CSRs.
How to set payment methods on a contract |
This Quick Reference describes how to download an echeck file for processing if you are set up to process NACHA files for submission to your bank.
How to Download an eCheck File for Processing |
This Quick Reference describes how to add an image to a marketing message. This quick reference assumes you know how to access the system HTML editor. For more information on how to access the system HTML editor read the Using Marketing Tools to Manage Cu
How to add an Image to a Marketing Message |
This Quick Reference describes how to add users who will have access to the Dealer Management Console of your site. You must be an Administrator to perform this function.
How to Create Users in V2.0 |
This Quick Reference Guide describes how to use the Marketing Tools function in Destwin 2.0 to manage content and messages that will appear to selective groups on the Destwin pages of your web site. In general you must have Administrator permissions to be
Using Marketing Tools to Manage Customer Site Content |
This Quick Reference Guide describes the different statuses that may be assigned to a contract in the Contract Log.
Contract Status |
This Quick Reference Guide describes how to process Will Call Orders.
How to process Will Call orders |
This document describes how to get to the screen to view your Authorize.net API Login ID and to reset your
Transaction Key.
How to view your API login ID and reset your transaction key on Authorize.net |
This Quick Reference Guide describes how to control the content of the customer summary account information screen.
How to set the display on the Customer Summary screen |
How to obtain your PEM file from the yourpay Global Gateway for use with an API interface.
Yourpay PEM File Instructions |
This Quick Reference Guide describes the links required to run Destwin on your web site.
How to Implement Links to Destwin |
This Quick Reference Guide describes the criteria (and how to set them) that determine under what circumstances a customer currently under contract may enter into a new contract. It also describes the conditions under-which message is displayed to the cus
How new contracts are controlled when customers are currently under contract. |
This Quick Reference describes how to add Service Plans that customers can then purchase in conjunction with their contracts.
How to Setup and Manage Service Plans |
This Quick Reference describes how to set or change the order in which contracts are displayed on the Price Protection page.
How to Set or Change the Contract Display Order |
This Quick Reference describes the procedure for how to close out a month in the Risk Management Summary screen.
How to Close the Current Month (Risk Management) |
This Quick Reference describes the Advanced Site Parameters that affect how automatic
delivery customers under contract can be automatically notified by e-mail as their current contract
exceeds the re-order threshold.
Expiring Contracts Re-order E-mail |
This Quick Reference describes how to set the display on the Customer site to make the Schedule
Appointment button and the Price Protection (Contracts) button available to; everyone, CSRs only, no one.
How to Enable Contracts and Appointments |
This User Guide describes how to setup the Scheduler and how to schedule appointments.
How to Setup and Use the Scheduler |
This Quick Reference describes how to add users who will have access to the Dealer Management Console of your site. You must be an Administrator to perform this function.
How to Create Users |
This User Guide provides information about how to login as an administrator and set the content for most of the screens that your customers will view.
Login and Basic Site Setup |
This Quick Reference describes the different options within Destwin for applying existing customer credit (or debit) balances to contract payments.
Applying Credit Balances to Contracts |
This Quick Reference describes how Destwin calculates or determines annual usage for a customer and explains how budget payments are calculated.
Annual Usage and Budget Payments |
This Quick Reference provides the basic formula used for the monthly budget payment calculation.
Budget Payment |
This Quick Reference describes how to add a document to Destwin Documents.
How to Upload a Document |
This Quick Reference describes certain Administrator settings that can be set to allow CSRs discretion over discounts and amount of gallons on a contract.
Settings to Enable CSR Overides |
This Quick Reference describes how to setup or edit your Destwin system Heat Curve.
How to Setup My Heat Curve |
This Quick Reference provides information about how to edit much of the text that appears on the screens that Customers will see.
Customer Screen Content |
This Quick Reference describes two advanced site parameters that can be used to prohibit customers with a debit balance from entering a new contract on-line and instead provide a message to the customer.
Restrict Customers with a Debit Balance |
This Quick Reference Guide describes how to enable or disable e-checks.
How to Enable or Disable e-checks |
This Quick Reference describes certain options for how to set the contract start date on your contracts.
Site Parameters - Contract Start Date |
This Quick Reference describes how to view accumulated customer e-mail addresses and export these to a .csv file.
How to View and Export Customer E-mail Addresses |
This Quick Reference describes how to edit or delete a purchase.
How to Edit or Delete a purchase |
This Quick Reference Guide describes how to change an existing e-mail address or add a new e-mail address to a customer's account.
How to change or add a customer's e-mail address |
This Quick Reference describes how to set the Contract Start Date and the Contract End Date.
How to Set Contract Start and End Dates |
This Quick Reference describes two Advanced Site Parameters to make pricing on your site update automatically.
Automatic Pricing |