How to block/unblock merchant locations through Fleet Dashboard

    Audience Fleet Admins, Fleet Managers
    Applies To Fleet Dashboard

     

    Introduction

    Fleet Admins/Managers can add merchants to a blocked location list for restricting spend from happening at locations where they observe higher fuel spend than at other nearby locations.

    The merchant blocking feature will improve the spending management for the fleets on both fleet and spend profile levels. This feature will help Fleet managers redirect spending from specific merchants where they observe higher fuel prices than nearby merchants.

     

    Steps: Blocking/Unblocking merchant locations

    How to block merchant locations on the fleet level

    1. Log in to Fleet Dashboard and select the Admin icon.

    merchant locations.png

    2. Select Cards.

    3. Select Configuration.

    merchant locations 1.png

    4. Click Manage option in the Merchant Controls section.

    merchant locations 2.png

    5. A list of blocked locations appears. To add a new location click Manage on the top right-hand side.

    merchant locations 3.png

    6. Click +Add to add a location in the blocklist.

    merchant locations 4.png

    7. Type the name of the location you want to block and search for it.

    8. Select Block.

    merchant locations 5.png

    9. Select Save.

    merchant locations 6.png

    10. You will receive a notification that the changes have been saved.

    merchant locations 7.png

     

    How to block merchant location on the spend profile level

    1. Log in to Fleet Dashboard and select the Admin icon.

    merchant locations.png

    2. Select Cards.

    3. Select Configuration.

    merchant locations 1.png

    4. Select a profile and click Edit in the Spend Profiles section.

    merchant locations 8.png

    5. Select Blocked Locations in the Merchant Controls section.

    merchant locations 9.png

    6. Click +Add to add a location in the blocklist.

    merchant locations 10.png

    7. Type the name of the location you want to block and search for it.

    8. Select Block.

    merchant locations 11.png

    9. Select Done.

    merchant locations 12.png

    10. The location will be blocked for your spend profile.

     

    How to block merchant locations through the Transactions page

    1. Log in to Fleet Dashboard and select Cards.

    merchant locations 18.png

    2. Select Transactions.

    merchant locations 19.png

    3. Select a transaction.

    merchant locations 20.png

    4. Click Block this location.

    merchant locations 21.png

    5. You can block the location for the spend profile associated with this card or for all cards. Choosing the spend profile option will add this location to blocked location list for that spend profile and choosing the “All cards” option will add this location to the fleet-wide blocked locations list.

    merchant locations 22.png

    6. Select Confirm after making the selection.

    merchant locations 23.png

     

    How to unblock merchant locations on the fleet level

    1. Log in to Fleet Dashboard and select the Admin icon.

    merchant locations.png

    2. Select Cards.

    3. Select Configuration.

    merchant locations 1.png

    4. Click Manage option in the Merchant Controls section.

    merchant locations 2.png

    5. You will see a list of blocked locations. Either select Unblock to unblock a location or click on the location in the fleet view and select Unblock this location.

    merchant locations 13.png

    6. Select Save.

    merchant locations 14.png

    7. You will receive a notification that changes have been saved.

    merchant locations 15.png

     

    How to remove merchant locations on the spend profile level

    1. Log in to Fleet Dashboard and select the Admin icon.

    merchant locations.png

    2. Select Cards.

    3. Select Configuration.

    merchant locations 1.png

    4. Select a profile and click Edit in the Spend Profiles section.

    merchant locations 8.png

    5. Select Blocked Locations in the Merchant Controls section.

    merchant locations 9.png

    6. You will see a list of blocked locations. Either select Unblock to unblock a location or click on the location in the fleet view and select Unblock this location.

    merchant locations 16.png

    7. Select Done.

    merchant locations 17.png

     

    Related Content

    Share this with others