Before you add a facility, you should understand what a facility is and what facilities you need to create.
The instructions below explain how to manually add or edit a facility, then how to add facilities in bulk.
To create a new facility, navigate to the Facilities manager. Here, a list of your current facilities is available and can be filtered by type and status.
Click the blue button in the top right of the page to Add New Facility.
Enter the following information in the Facility Overview section:
- Facility Code: A unique user-created code to reference your facility
- Facility Name: the facility’s name
- Facility Type: Select refinery, truck rack, terminal, distributor, or gas station
- Facility Description: A text description of your facility
- EIN: Your facility's Employer Identification Number (if applicable)
- The facility address and phone number
- All facilities must have a valid address. If you are creating a logical location as a facility, simply select a central address for the location, or select any address from multiple possible source locations in that logical location. For example, if you can source from three possible terminals in Atlanta, but you want to group those into one logical facility, enter the address of one of those terminals, or select a centrally located Atlanta address.
- Optional: facility administrator name and email address
Click Save to save and create your new facility. A green confirmation window will appear, notifying you that your new facility was successfully created.
Selecting your facility's products
The next step in setting up your facility includes setting up what products will be sold from the facility's Products tab. Here, users will find the My Facility Products table, which lists the products sold from this particular facility.
All products available for users to add to a facility are found in the Available Merchant Products list. Click the green button next to the product you would like to add to your facility. The selected product will then appear in your Facility Products list. A green box will appear, letting you know that you have successfully added the product.
If you do not see the product you want to sell, go to Merchant Settings > Products tab and add the product to your Merchant Products list. Then, navigate back to your facility, and add the product as outlined above.
Removing a product
If a facility no longer carries a particular product, it can be removed from your facility's list of products for sale. To remove a product, click the red button next to the product you want to remove.
- In the pop-up window, confirm the product will be removed from the facility product list.
- Once the product has been removed, a green confirmation box will appear stating the product has successfully been removed.
Delivery methods
You will select the delivery methods available to customers purchasing fuel from this facility on the Delivery Methods tab. From the Available Delivery Methods table, click the green button next to the methods you wish to offer.
To remove a delivery type, click the red minus-sign button in the My Facility Delivery Methods table.
Creating your facility's billing profile
On the Payments tab in the Facility editor, enter the billing contact information for this facility, if applicable. You may set a unique billing address for each facility or use your company account's default billing information.
Editing a facility
To edit details for an existing facility, select the Facilities manager in the left panel. Click the name of the facility. After editing details, make sure to click the blue Save button at the bottom of the screen to save your changes on each tab. A green window will appear, notifying you that your changes have been saved.
Bulk upload facilities
To add many facilities at once, you may download and fill out the Facility Template. Send your completed file to the Gasology support team at support@gasology.com. You will be notified once your facilities have been added. Please allow up to two business days.
Up next
Our next course; Defining how you sell, starts off by introducing how prices are made on Gasology. Let's take a closer look.