Customers

Customers are the central entity in LMI’s operations. A customer represents a business or individual who orders fuel, has tanks monitored, and receives deliveries. Customer records store contact information, billing preferences, notification settings, and link to related entities like ship-to locations, tanks, and orders.

Overview

A customer record contains:

• Basic information - Company name, contact details, external ID
• Billing preferences - Credit status, default payment type, delivery fee exemptions
• Notification settings - Email, SMS, and phone notification preferences
• Delivery preferences - Time windows for deliveries
• Organizational assignments - Organizations, service areas, business units
• Custom attributes - Flexible tags for categorization

Accessing Customers

Navigate to Data Catalog → Customers from the sidebar.

Customers List

The Customers page displays all customers in a searchable, filterable table.

Table Columns

Column	Description
Company Name	Customer’s business name (click to view details)
External ID	Reference ID from external systems (ERP, SAP, etc.)
Organization	Assigned organization(s)
Credit Status	Financial status badge (Good/Bad)

Tip

Click on any customer name to open the detail panel.

Search

Use the search box to find customers by:

• Company name
• First name
• Last name
• External ID

The search performs partial matching across all these fields.

Filtering

Click the Filters button to filter customers by multiple criteria.

Filter	Description
Status	Active or Archived customers
Organization	Filter by assigned organization(s)
Service Area	Filter by geographic service area
Unit	Filter by business unit assignment

Note

By default, customers are filtered to show only those assigned to your business units.

Saved Views

Save custom filter combinations for quick access to frequently used customer lists.

Viewing Customer Details

Click on a customer name to open the detail panel, which shows comprehensive customer information.

Customer Information

The detail panel displays:

• Company name and contact name
• Contact email and phone
• External ID
• Credit status
• Billing profile
• Notification preferences
• Time window settings

Locations Map

The detail panel includes a map showing all locations associated with the customer, with numbered markers for each location.

Credit Status

The credit status badge indicates the customer’s financial standing:

Status	Description
Good	Customer is in good financial standing
Bad	Customer has outstanding payment issues

Click on the credit status badge to view detailed aging information.

Adding a New Customer

1. Click the Add Customer button in the page header
2. Fill in the required fields in the edit panel
3. Configure notification and delivery preferences
4. Click Save to create the customer

Editing a Customer

From the customer detail panel, click Edit to modify customer information.

Basic Information

Field	Required	Description
Company Name	Yes	The customer’s business name
First Name	No	Contact’s first name
Last Name	No	Contact’s last name
Contact Email	No	Primary email for communications
External ID	No	Reference ID from external systems

Notification Preferences

Configure how the customer receives notifications about deliveries and other events.

Field	Description
Email Notifications	Enable email alerts (requires email address)
Text Notifications	Enable SMS alerts (requires phone number)
Phone Notifications	Enable phone call alerts (requires phone number)
Email	Email address for notifications
Text Number	Phone number for SMS notifications
Phone Number	Phone number for voice notifications

Caution

When enabling a notification type, you must provide the corresponding contact method. For example, enabling “Text Notifications” requires a valid phone number in the “Text Number” field.

Delivery Time Window

Set preferred delivery times for the customer.

Field	Description
Time Window	”Untimed” (any time) or “Range” (specific hours)
Start Time	Earliest acceptable delivery time (when Range selected)
End Time	Latest acceptable delivery time (when Range selected)

Attributes

Assign custom attributes to categorize and tag customers for reporting and filtering.

Attributes are organized by category and can be used for:

• Customer segmentation
• Custom reporting
• Business-specific classifications

Billing Settings

Field	Description
Credit Status	Good or Bad financial standing
Default Payment Type	Preferred payment method for orders
Delivery Fee Exempt	Waive delivery surcharges for this customer
Billing Profile	Assigned billing profile for rate calculation

Organizational Assignments

Field	Description
Organizations	Business divisions this customer belongs to
Service Areas	Geographic areas for delivery service
Units	Business units assigned to this customer
Sales Reps	Sales representatives assigned to the account

Customer Relationships

Customers in LMI are connected to many other entities:

Customer
├── Locations (addresses)
├── Ship-to Locations (delivery points)
│   └── Tanks (monitored fuel tanks)
├── Orders
├── Invoices
├── Organizations (many-to-many)
├── Service Areas (many-to-many)
├── Attributes (many-to-many)
├── Notes
└── Events (activity history)

Ship-to Locations

Each customer can have multiple ship-to locations representing specific delivery points. Ship-to locations contain:

• Delivery address
• Operating hours
• Primary and secondary terminals
• Billing profile assignments

See Ship To Locations for more details.

Tanks

Customers with monitored tanks have tank records linked to their ship-to locations. Tank information includes:

• Fill percentage
• Product type
• Last reading date
• Monitor status

See Tanks for more details.

Orders

Customer orders are tracked through the system from creation to delivery. Each order references:

• Ship-to location
• Products ordered
• Delivery status
• Invoice information

See Orders for more details.

Best Practices

Customer Setup

• Always assign customers to the appropriate organization(s) for proper data segmentation
• Set up notification preferences based on customer communication needs
• Configure time windows to improve delivery scheduling efficiency
• Use consistent naming conventions for company names

External ID Management

• Use external IDs to maintain links with ERP, accounting, or other systems
• External IDs must be unique within your company
• Keep external IDs synchronized when changes occur in source systems

Credit Status Monitoring

• Regularly review customers with “Bad” credit status
• Use the aging report to understand outstanding balances
• Update credit status when payment issues are resolved

Attribute Usage

• Create a consistent attribute taxonomy for your business
• Use attributes for segmentation rather than duplicating data in other fields
• Review and clean up attributes periodically

Troubleshooting

Customer not appearing in search results

• Check if the customer is archived (use the Status filter to include archived)
• Verify the search term matches the name or external ID
• Clear any active filters that may be excluding the customer
• Check if the customer is assigned to your business unit

Cannot edit customer

• Verify you have the appropriate permissions (CUSTOMERS_PAGE role required)
• Check that you are logged in to the correct company account

Notification validation errors

• Ensure you’ve provided the required contact method for each enabled notification type
• Email notifications require a valid email address
• Text and phone notifications require valid phone numbers

Customer locations not showing on map

• Verify the customer has locations with valid addresses
• Check that addresses have been geocoded (latitude/longitude)
• Refresh the page to reload location data

Credit status badge not clickable

• Verify you have permissions to view aging reports
• Check that the customer has invoice history