These files can be downloaded for the users ease of use. Click on the green link to download the file.
DTN TABS Initial Setup Training Manual
Walks the user through the Initial Setup, including adding User Roles, TAB Users and running reports, among other things.
This supplement shares Best Practices from lessons learned during supplier implementations.
DTN TABS Database Initial Setup
Petroleum Industry Data Exchange (PIDX) codes are the industry standard codes that identify products sold at the rack. The PIDX Downstream committee maintains these codes. Available product codes entered in DTN TABS should map back to an internal product code in the ERP or billing system. Once created, products are available to be assigned to Product Groups, Terminals and Product Allocations within the DTN TABS database.
DTN TABS Authorizations and Allocations
Allocations control your customers based on factors such as supply needs (product) which make it possible to perform controls at a specific product family or class of products. There are differing strategies on how to utilize product allocations.
DTN recommends performing product allocations through a specific terminal or terminal group by SoldTo. Customers’ credit can be controlled through the Enhanced Credit module (ECM). The ECM tracks customers’ liftings regardless of what terminal and product the driver lifts. DTN recommends setting the credit control at All Terminals and by a specific SoldTo.
DTN TABS provides Suppliers with a robust option for managing credit risk with the Enhanced Credit module.
Alerts manage the DTN TABS system by sending information through email or SMS about system behaviors. Terminal communication, customer loading issues or even information about product and credit allocations can be monitored.
DTN TABS provides a wealth of reports that can help you zero in on the information you need, when you need it.
The Load Assistance page provides information on product and credit allocations, details on BOLs, and recent transactions from the rack.
This manual is designed to assist you in resolving issues in DTN TABS. The information provided here is meant to be a starting point. You may find other ways to research issues as you get more comfortable with using the tools available to you.
DTN TABS ADMLOD Training Manual
This document describes the DTN TABS™ ADMLOD 2.4 protocol. This protocol consists of a series of commands to give a user the ability to add, modify, and delete data in the DTN TABS system via a batch file.
ADMLOD commands can be submitted as a text file in ASCII through FTP. The same file can be submitted through the ADMLOD Upload within DTN TABS.
The ADMLOD Upload page provides Excel templates that can be populated with batch commands and submitted on the page.
The Master Data Module allows your ERP system to communicate with TABS to add, update and delete ShipTo, SoldTo and Credit account information.
DTN TABS provides Suppliers with the ability to manually create BOLs in the event the real-time BOL was not transmitted from the terminal.
Using DTN TABS Supply Event Module allows you to provide information about both planned and unplanned terminal disruptions to the individuals who need to know, allowing them to react to potential issues before they become a crisis and impact the bottom line.
Mapping in DTN TABS allows for customization of data to meet internal and external requirements. Mapping options include:
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- Class of Trade
- Contract Class of Trade
- Contract Tax Handling
- Material Code Mapping
- Cross Reference Data Mapping
- Terminal Consignee Mapping
DTN TABS Features and Functionality
DTN TABS provides a method to deliver real-time electronic BOLs, and manage credit and product allocations for customers and trading partners at proprietary and third-party terminals. DTN TABS is quick to implement and provides a clear return on investment, employs with the ASP model, and interfaces with SAP and other ERP systems.
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- DTN TABS authorizes or denies a customer trying to load fuel at the terminal based upon pre-defined controls, which reduces the risk of credit losses and/or inventory runs.
- An instant, up-to-the-minute view of rack demands helps you proactively manage supply and take quick action to capture new sales opportunities.
- With real-time loading information available on command, you can adjust sales strategies to fit the day’s demand, and manage inventory as well as prioritizing volume for yourself and your top customers. You can identify contract liftings to hedge positions, and calculate exchange positions to maximize your market value.
BOL Push is based on API protocol. DTN and suppliers collaborate to identify an endpoint and the attributes required for DTN to dispatch the data. Once configured, DTN ensures flags are set on a supplier’s account to enable the process to go live. Suppliers then set the BOL Push Delivery flag on each terminal this functionality should apply to.
DTN’s Sales & Marketing Solution allows buyers to access a single site to obtain a cohesive view of alerts, allocations, contracts, forecasts, loading data, pre-orders and terminals with a supplier. When access is granted, users can make informed and strategic decisions regarding their day-to-day and long-term activity.
DTN’s Sales & Marketing Solution allows suppliers to present a cohesive view of alerts, allocations, contracts, forecast, loading data, pre-orders and terminals to their customers and internal users. When suppliers access is granted, users can make informed and strategic decisions regarding their day-to-day and long-term activity.
Storefront Features and Functionality
FOH – Sales & Marketing is a comprehensive platform that transforms how fuel suppliers manage Orders, Contracts, Customer Relationships, and Pricing & Offers. The solution addresses key business challenges including contract underperformance, surplus disposition, customer service costs, and supply optimization.
- Maximize profitability by monitoring customer contract performance and rateability in real-time, enabling informed decisions about GPO approvals, rack pricing, and surplus disposition strategies.
- Reduce operational costs and improve customer satisfaction by providing self-service access to allocations, orders, documents, and terminal information—minimizing support calls and load denials.
- Enhance competitive positioning by delivering superior customer experience that differentiates your brand, reduces churn, and attracts new customers seeking suppliers with advanced digital capabilities.
- Empower sales teams with real-time book of business intelligence, contract performance metrics, and customer engagement insights for proactive account management.
- Streamline operations from order placement through billing with electronic BOL delivery, automated load authorization, and seamless ERP integration that accelerates cash flow and eliminates manual errors.
Designed to assist you in resolving issues in FOH – Sales & Marketing. The information provided here is meant to be a starting point. You may find other ways to research issues as you become more familiar with the tools available to you.
The best tools for troubleshooting customer loading issues are found within the Reports page of DTN TABS. For customer configuration issues the Platform admin.