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The system uses Delivery Types to track the type of deliveries the company makes. Delivery Type 2 must be used on all customers to update the K-Factor and track estimated gallons/percent left in the tank. All customers with non K-Factor Delivery T...
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To enter or change ANY of the Maintenance Table settings: From the Master Menu, go to Supervisor Menu / Maintenance / Maintenance Tables . Select the appropriate maintenance file. Choose View to review table information or Edit /Create to ...
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The system uses Divisions to separate information. Set up a different code for each Division to track. A Division is tied to a customer on the Customer Maintenance window. Most reports in the system print lists and totals by Division. Go to...
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Complete the following processes for Year End procedures. Year End Clear This feature clears out the following fields on the Tank Information screen and Accounts Receivable tab. This process can be completed at any time during the year ...
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Monthly Storage Inventory
Monthly Storage Inventory tracks the number of gallons sold throughout a month to track margins. This is done by making the determination in Department Maintenance as to whether or not a Product/Department ...
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A statement file must be created before processing, printing, and updating statements. Statements are date sensitive, so it is possible to continue posting into the next month before a statement file has been created. Create a Statement File ...
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An account is out of balance when the last statement balance plus the history line items as of the last statement date do not match the balance on the customer's Accounts Receivable tab or the balance in the history line items does not match the...
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Proper Rental Codes and Tank Rental Amounts must be set up at Supervisor Menu / Maintenance Menu / Maintenance Tables . It is also recommended to confirm that the proper Rental Department code has been set up on the Division Maintenance screen....
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Use Route Reports to print route scheduling reports/lists for customers found at Main Menu / Route Scheduling . Each report has an explanation at the bottom to indicate what the report will contain. For more information see Management Reports ...
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Energy Force will download the essential information ( Name , Address , City , State , Zip , Date , Phone , Tank Size , Tank Serial ) to the printable Work Order or Gas System check template. The template can be modified to add or remove ite...