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This report can be found at Main Menu / Management Reports / Optimizer Report / Schedule Compliance Report . The OptimizerPlus+ Schedule Compliance report should be processed weekly and monthly. OptimizerPlus+ Compliance reports can be generate...
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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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View trip reports, reprint documents, Print the Current Trip Report, and Manifests while actively in a shift. Trip Report The Trip Report menu displays the trip reports associated with the handheld for the last 30 days. The driver can rese...
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Connect to company server.
Open Energy Force and access the Supervisor Menu .
Select Set Up Options .
Review required rights.
Click on Edit EnergyMap Rights to determine the necessary rights for the new user.
Ensure...
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Energy-Map Icon Legend
Print Back Forward Redraw Map Stop Drawing Zoom to Area of Interest Zoom In Zoom Out Show Selected Data Settings Commit Layer Changes Commit Route Bounda...
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Various processes can take place to clear items such as Sales YTD, Gallons YTD, Degree Day clock, roll Customer Tank Efficiencies, etc. These processes typically coincide with the end of a fiscal or calendar year-end closing. Prior to pe...
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Energy Force enables precise tax configuration and application to sales transactions. This document outlines the setup process for taxes and how they are applied. Department Setup Departments determine how items are taxed and are found at Mai...
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Customer – Review customer and tank information as well as any pending Service Orders, Proposals, Invoices, or Service Locations. This will be for informational purposes only as Service Orders, Proposals, and Invoices cannot be generated from ...
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A consumer payment receipt can be emailed in the following ways: When posting a one-time payment or a first-time payment in the gateway, select the option to Send the Receipt Email and a receipt will be emailed to the email address entered in th...
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Connect to server for customer in question. Open Energy Force . Navigate to Supervisor Menu . Choose Maintenance Menu . Then select Maintenance Tables . Select Driver . Select the Edit/Create option under Mode . Choose t...