Client Management Screen Guide

The Client Management module is where you manage corporate clients, their wallets, and access permissions. This is essential for B2B fuel management operations.

Each client represents a business entity that manages its own fleet of vehicles and drivers through the PetroLink platform.

Client List Screen

Clients Management

Total: 156 active clients

	Client Details	Wallet Balance	Fleet Size	Monthly Usage	Status	Actions
	ABC Logistics Ltd. ID: CL-0001 \| admin@abclogistics.com Industry: Logistics & Transportation	SAR 45,230.50 ↑ Last top-up: 3 days ago	125 vehicles 85 active today	SAR 125,430 32,150 L	Active

Showing 1 to 10 of 156 entries

Adding a New Client

New Client Registration Form

1. Company Information

Company Name *

Commercial Registration *

Industry Type *

Tax Number

2. Contact Details

Primary Contact Name *

Position/Title

Email Address *

Phone Number *

3. Account Settings

Admin Username *

This will be used for client portal login

Initial Password *

Client will be prompted to change on first login

Billing Cycle

Payment Terms

Client Details View

ABC Logistics Ltd.

Client ID: CL-0001 | Member since: Jan 2024

Current Balance

SAR 45,230

This Month

SAR 125,430

Active Vehicles

85/125

Total Drivers

142

Recent Activity

Fuel Transaction

Vehicle ABC-123 • 45L • SAR 98.10

2 min ago

Wallet Top-up

Added SAR 10,000 • Bank Transfer

1 hour ago

New Driver Added

Mohammed Ali • ID: DR-2341

3 hours ago

Company Details

Industry

Logistics & Transportation

Registration

CR-1234567890

Tax Number

300123456789012

Primary Contact

Name

Ahmed Hassan

Position

Fleet Manager

ahmed@abclogistics.com

Phone

+966 50 123 4567

Wallet Management

Client Wallet Operations

Main Wallet

Available Balance

SAR 45,230.50

Reserved: SAR 5,000 Credit: SAR 0

Top-up Wallet

Transfer to Vehicles

Recent Wallet Transactions

Date & Time	Type	Description	Amount	Balance
2024-01-15 14:32	Debit	Fuel - Vehicle ABC-123	-98.10	45,230.50
2024-01-15 10:15	Credit	Bank Transfer - Top-up	+10,000.00	45,328.60

Common Client Management Tasks

Regular Operations

✓ Monitor wallet balances and top-up as needed
✓ Review and approve driver registrations
✓ Set spending limits for vehicles/drivers
✓ Process monthly billing and invoices
✓ Update client contact information

Administrative Tasks

✓ Generate monthly usage reports
✓ Review transaction anomalies
✓ Configure auto-recharge settings
✓ Manage user access permissions
✓ Update billing and tax information

Pro Tip: Set up auto-recharge for client wallets to ensure uninterrupted service. Configure threshold amounts based on their average daily consumption.