Cafu Instructional Guide
Cafu Instructional Guide
    • Getting Started
      • How to Add Employees to the Employee Benefits (Bulk Upload)
      • How to Add Employees to the Portal
      • How to Add a Single Employee to the Employee Benefits Page
      • How to Change the Status of an Employee
      • How to Delete an Employee
      • How to Download My Employee List from the Dashboard
      • How to Edit an Employee
      • How to Search or Filter on the Employee Page
      • How to Request a Credit or Insurance Request
      • How to Top-Up/Pay Using the CAFU Dashboard
      • How to View Account Balance, Advance Credit Balance, and Total Amount Due
      • How to View and Download My Invoices on the CAFU Dashboard
      • How to Change the Time of Shift on a Limit
      • How to Create Limits for Assets
      • How to Create Limits for Employees
      • How to Delete the Limit for a Single Vehicle
      • How to Delete Limits in Bulk
      • How to Download the Limit Consumption Report for Employees
      • How to Download the Limit Consumption Report for Vehicles
      • How to Edit a Single Employee Limit
      • How to Edit a Single Vehicle Limit
      • How to Set Daily, Weekly, or Monthly Limits for Employees
      • How to See the Remaining Limit for Employees
      • How to See the Remaining Limit for Vehicles
      • What Are the Details Shown on the Fuel-Up Report for Every Order?
      • How to Download a Fuel Report for an Order or Selection of Orders
      • What Is the Price Charged for My Fuel-Up and Invoice?
      • How to View the List of Fuel-Ups Under Any Order
      • How to See All the Orders for the Month
      • How to View the Odometer Data
      • How to See an Order for a Specific Day or Period
      • How to Check the Discount Rate I Have with CAFU on Fleet Fuelling
      • How to Deactivate Any Project
      • How to Request Employee Benefits/App
      • How to See My Existing Projects with CAFU
      • How to See the Fuel Consumption for a Contract/Project/Pricing
      • How to See the Statistics by Fuel
      • How to See All the Recurring Schedules for My Contract
      • How to View All the CAFU Services and Sign Up
      • How to Add an Asset (Vehicle or Stationary Asset)
      • How to Add Multiple Assets/Bulk Upload
      • How to Change/Update the Department of Multiple Assets
      • How to Change/Update the Fuel Type of Multiple Assets
      • How to Change/Update the Status of Multiple Assets
      • How to Change Any Data for a Vehicle (e.g., Registration City or Fuel Type)
      • How to Delete Multiple Assets
      • How to Download All My Assets in Excel Format (CSV)
      • How to Filter Your Assets
      • How to Mark Assets as Inactive or Under Maintenance
      • How to Search for a Vehicle
      • How to Use Your Vehicle Name in the CAFU Portal
      • How to View My Assets (Vehicles and Stationary Assets)
      • How to Add a New Client
      • How to Add or Update Client Assets
      • How to Add or Update Client Fuel Locations
      • How to Add or Update Client POC (Point of Contact) Details
      • How to Add or Update Fleet Fuelling Contract Pricing or Project Information
      • How to Update Existing Client Details
      • How to View Existing B2B Clients
      • How to Change the Order Status
      • How to Clone Orders
      • How to Create New On-Demand Fleet Fuelling Orders
      • How to Create New Recurring Orders for B2B Fleet Fuelling
      • How to Edit a Fleet Fuelling Order
      • How to See the B2B Orders for a Certain Day
      • How to View Fuel Tickets for an Order
      • How to View the Orders Failed in Reconciliation
      • How to View and Search Recurrences for Clients
    • How to Log In to the Pulse Dashboard
    • How to Set the Market Price for Fuel in the UAE Market

How to View Existing B2B Clients

To View All Existing B2B Clients

Step 1: Navigate to the Early Warning Dashboard

Access the Early Warning Dashboard.

Step 2: Select the B2B Tab

Select the “B2B” tab.

Step 3: View Clients

Click on “Clients” under the “B2B” tab.

You will see a list of all existing B2B clients, which you can scroll through or use the search function to find a specific client.

B2b Clients ScreenHow to Update Existing Client Details
B2b Orders PageHow to Change the Order Status

Powered by Docus