Logistics (TFX) Customer Set Up
Learn how to add and manage Customers on the My Customers page in the Titan Logistics (TFX) platform.
Written by Jess Hamilton
Updated at August 15th, 2025
Table of Contents
Users with Admins or Company Super Admin permissions may add and manage Customers within their Titan Logistics account.
To locate the customer management page, click on the Customer Set Up tile on the Supplier homepage, or select My Customers in the main menu.
Customer Details
Existing customers are listed in the Customer Details grid. An existing customer may be managed by clicking the Customer Name in the grid.
Tip: The Search field in the Customer Details grid will retrieve results from the Customer Name and any Locations that exist within those customers.
Customer Management Shortcuts
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 Upload
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!
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.
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.
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.