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Adding or Modifying the Truck Inspection template in Energy Track

Created On: 12/19/2023 in Knowledge Base EnergyTrack

From the Energy Force main page, navigate to Supervisor Menu\Maintenance Menu\Energy Track Menu\Truck Inspection Template . While in the Truck Inspection Template table, press Ctrl+M to go into Modify mode. Scroll down to the line below th...
Printing Options for Invoices and Account Balances in Energy Force

Created On: 12/18/2023 in Knowledge Base Energy Force Energy Force User Guide Customer Maintenance Quick Menu

Invoice Text Override – An auto generated system setting Invoice with a Setting Name of InvoiceTextOverride has been added and defaults to N. This setting changes the wording on delivery documents from Invoice to Ticket . When deliver...
Energy Force Status

Created On: 11/30/2023 in Energy Force Status

Details November 30, 2023 Windows Update Impacting Printers A recent Windows update appears to be causing issues with printers by resetting printer ports. The printer setup appearance also changes so the printer looks like an HP printer. It h...
EnergyTrack Videos

Created On: 11/28/2023 in Knowledge Base Video Library EnergyTrack
AFD with Product Level Contracts

Created On: 11/09/2023 in Knowledge Base Energy Force AFD User Guide Price Option 2 Processing

Purpose: To upcharge premium product billings that are applied against a base product contract. Rules Only applicable when using AFD Price Option 2 (cost plus margin). Below is a screenshot from the Division Maintenance / System Setting ta...
Updating Margins for AFD Sales

Created On: 11/07/2023 in Knowledge Base Energy Force AFD User Guide Price Option 2 Processing

Prior to running this process, please review the AFD pricing codes current margin. Navigate to Supervisor Menu / Maintenance Menu / Maintenance Tables / Price. Review all price code margins and note the Rack code attached to each. To...
Energy Force and Agvance Daily Clear Processes

Created On: 10/30/2023 in Knowledge Base Agvance and Energy Force

For those wanting to run the import manually or with Automated Tasks see Import Customer Process . The Daily Clear Menu contains modules necessary to transfer sales and tank files to Agvance Energy. Each time Daily Clear processe...
Daily Clear Import Prepay Usage

Created On: 10/20/2023 in Knowledge Base Agvance and Energy Force

The following explains what happens with Bookings when a file is imported at Agvance Energy / Transfers / Import / Energy Force / Daily Clear . Note: The file being imported will have a Booking number in the line, then only that Booking will be ...
Emailing from Energy Force

Created On: 09/21/2023 in Knowledge Base Energy Force Energy Force Other

Email Maintenance Setup Emailing documents is an essential part of day-to-day business. While it is possible other bulk email services may work, SSI researched and tested using SendGrid ® - an emailing service that allows companies to use a ...
Payment Integration Payments in Energy Force

Created On: 09/14/2023 in Knowledge Base Energy Force Energy Force User Guide Payment Posting

Initiating an Integrated Payment Payments can be made in two locations within Energy Force. Note: Private user permission is required. Payment from Posting Menu Navigate to Main Menu / Posting Menu / Make Portal Payment. Select the Divis...