My Customers: Logistics (TFX) Supplier Customer & Location Management
Learn how to add and manage Customers, Locations, Tanks, and Assets on the My Customers page in the Titan Logistics (TFX) platform.
Written by Jess Hamilton
Updated at October 8th, 2025
Table of Contents
Supplier users with Admin or Company Super Admin permissions may add and manage Customers, Locations, Tanks, and Assets within their Titan Logistics account.
Note: If you are setting up a “Buyer + Supplier” account utilizing a RentalMan API integration, please see the Location Setup for Rental Workflow article.
Key Concepts
- Customer: An entity that purchases fuel or services from the supplier.
- Location: An individual site belonging to a specific customer where fuel will be delivered.
- Tank: An individual fuel storage tank (underground or aboveground) on site at a Location that will receive fuel deliveries.
- Asset: A non-stationary piece of equipment on site at a Location (typically construction or marine vehicles) that will receive fuel deliveries.
Tip: At least one Customer must exist in the system for Locations to be added, and at least one Location must exist to add a Tank.
Manage Customers
Customers and Locations are managed on the My Customers page. To locate this page, click on the Customer Set Up tile on the Supplier homepage, or select My Customers in the main menu.
Add New Customer(s)
To add one or more new customers or customer data, use the shortcuts at the top right of the page.
You may choose to manually add customers one at a time using the Add Customer form. If you are adding multiple customers or multiple locations, assets, or tanks per customer, we recommend using one of the bulk upload options.
Bulk Uploads
Any data imported to Titan Logistics in bulk must match a specific format. To ensure this, we've provided Templates.
Click Download Template to save a pre-formatted CSV file to your computer.
Use Microsoft Excel or other spreadsheet software to fill in the data using only the columns provided. Column headers with an asterisk (*) indicate required fields. These must be completed for data to upload successfully!
Note: Bulk uploads are limited to 500 line items per upload to prevent system lag. If you are adding or updating more than 500 items, please upload multiple files.
When you're finished, save the file to your computer and return to Titan Logistics to click Select File to Upload. Select the saved file, then click Upload.
Tip: Depending on the size of the file, it may take some time for the data to upload. To check the status, navigate to Data Push Monitor in the main menu and select the Bulk Upload Status tab.
Use the filters to locate your upload and click the eye icon to view success and failure details.
Manage Existing Customers
Existing customers are listed in the Customer Details grid. An existing customer may be managed by clicking the Customer Name. This opens their individual Customer Details page.
Tip: The Search field in the My Customers grid will retrieve results from the Customer Name and any Locations that exist within those customers.
To edit Customer Details, click the pencil edit icon and update the form that opens on the right side of the screen. Click Save to save changes.
Update Customer Activity Status
If for any reason a customer needs to be deactivated or placed on a credit hold, this can be done directly from the Customer Details grid.
To mark a customer as inactive, simply deselect the Customer Active checkbox in the grid.
To place a credit hold, select the Credit Hold checkbox in the grid. You can optionally add a comment.
These statuses can be changed at any time.
Tip: We strongly recommend deactivating customers instead of deleting them! This allows you to keep archival data in the system for your records.
What does it mean when a customer is inactive or on credit hold?
Permissions and actions associated with customers marked as inactive or on a credit hold are as follows.
Supplier |
Buyer |
|||
| Action | Inactive |
Credit Hold |
Inactive |
Credit Hold |
| Buyer login to unbranded buyer TFX webapp | N/A |
N/A |
Y |
Y |
| Buyer login to branded buyer mobile app | N/A |
N/A |
N |
Y |
| Buyer login to unbranded buyer mobile app | N/A |
N/A |
Y |
Y |
| Create fuel request | N/A |
N/A |
N |
Y |
| Supplier ability to receive fuel request from buyer | N/A |
Y |
N/A |
N/A |
| Credit / Rebill / Partial Credit for existing invoices | N |
Y |
N/A |
N/A |
| Create new Delivery Request | N |
N |
N |
N |
| Access ongoing deliveries (scheduled/published/inflight/missed | N |
N |
N/A |
N/A |
| Create new Service Request (Pump out, etc.) | N |
N |
N/A |
N/A |
| Create Dip Test | N |
Y |
N/A |
N/A |
| Create Demand Capture (tank inventory) | N |
Y |
N/A |
N/A |
| Create invoice and access CSV and API | N |
Y |
N/A |
N/A |
| Broker orders to Carrier or Supplier | N |
N |
N/A |
N/A |
| Automatic DR creation for single delivery (Marine) | N |
N |
N/A |
N/A |
| Sourcing Request | N |
N |
N/A |
N/A |
| Forecasting | N |
N |
N/A |
N/A |
Holidays and Events
The Holidays and Events tab allows you to manage occasions that will impact a customer's operating hours or availability.
Tip: Applying a Holiday or Event to a customer on the My Customers blocks their availability for DRs on that date. This is different from creating an Event or Holiday on the Forecasting Setup page, which allows you to designate the type of impact (Increase, decrease, no usage) for forecasting purposes.
To add a new event, click Location Event Management. If a holiday already exists, you can select if from the Holidays dropdown. Otherwise, click Add Event to add it to the dropdown menu.
Tip: Events that have passed are not selectable in the Holidays dropdown menu.
Designate which States, Regions, Customers, or Locations will be impacted by the event and click Apply to save.
Manage Locations
Add New Locations
When setting up a new customer, most clients choose to upload locations in bulk. This can be done using the Upload Locations shortcut on the My Customers page.
Bulk Uploads
Any data imported to Titan Logistics in bulk must match a specific format. To ensure this, we've provided Templates.
Click Download Template to save a pre-formatted CSV file to your computer.
Use Microsoft Excel or other spreadsheet software to fill in the data using only the columns provided. Column headers with an asterisk (*) indicate required fields. These must be completed for data to upload successfully!
Note: Bulk uploads are limited to 500 line items per upload to prevent system lag. If you are adding or updating more than 500 items, please upload multiple files.
When you're finished, save the file to your computer and return to Titan Logistics to click Select File to Upload. Select the saved file, then click Upload.
Tip: Depending on the size of the file, it may take some time for the data to upload. To check the status, navigate to Data Push Monitor in the main menu and select the Bulk Upload Status tab.
Use the filters to locate your upload and click the eye icon to view success and failure details.
If only a single location needs to be added, click the Customer Name in the My Customers grid to open their Customer Details page, then click Add New Location.
Complete the form that opens, then click Submit to save.
Tips:
- If you know the location's latitude and longitude but not the address, check the box for Geo Codes to provide those instead!
- Site Instructions provided here appear in DRs associated with the location.
- Once the location has been added, additional details including Tanks and forecasting setup can be managed.
Manage Existing Locations
Locate the existing location in the grid and click the Location Name to open the Location Details page.
On this page you can:
- Filter by Country, State, or Region in the Filters panel, or search by location name in the Customer Locations panel on the left.
- Open the Inventory Location View in a new tab
- Uset the tabs to navigate between Location Details, Load Code Details, Tank Details, Forecasting Setup, Delivery History, Freight, and Event Calendar.
Tip: Depending on how the account is configured, certain fields may only be viewed and not edited from the Location Details page.
Manage Tanks & Assets
Tip: In most cases, we recommend adding tanks via bulk upload on the My Customers page, as described above.
To manually manage tanks and assets for a specific site, navigate to the Location Details page and click the Tank Details tab.
From within the Tank Details tab, details can be managed from the List View subtab and usage statistics can be viewed from the Stats View subtab.
To manage an existing tank or asset, click the Tank Name or Asset Name in the grid.
To add a new tank or asset, click Create Tank or Create Asset.
Tank: An individual fuel storage tank (underground or aboveground) on site at a Location that will receive fuel deliveries.
Asset: A non-stationary piece of equipment on site at a Location (typically construction or marine vehicles) that will receive fuel deliveries.
Tip: You may leave Fuel Type blank to allow any option within the broader Product Type to be ordered for the tank. Selecting a specific Fuel Type prevents user error by limiting what may be ordered, but would exclude seasonal variations.
If the specific Fuel Type you need is unavailable, an admin can manage custom products.
Tip: See this resource for instructions to sync tank polling from Titan Cloud Edge.
Click Save to save changes.