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Create Merchant Gateway Users Click Settings in the Utilities section of the Main Menu Click User Accounts in the General Options section Click Add A New User Note: There is a key to identify the Permissions and Notifications by t...
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Templates There are two types of templates that can be defined for the daily use of Energy Force: Tank Setup and Julian Schedules. This document will outline how to create and deploy each type of template. Tank Template Maintenance Tables Bef...
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Customer Menu The Customer Menu houses various modules related to the customer database such as Contracts, Tanks, and Appliances. Customer accounts can be added manually or imported by the Customer Import program if an alternative accounting ...
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This is to be processed when Duty to Warn documentation is mailed to customer accounts.
From the Main Menu of Energy Force, navigate to Supervisor / Process / Utility Menu .
Select Safety Date Update .
Enter the Division (or...
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A customer with a tank set up with deferred billing wants to purchase all the gallons in their tank. Buyout Rules All deliveries prior to the Buyout must be posted in Energy Force. The tank must be monitored and appropriately set up with deferre...
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When selecting a Delivery Type of SD for Scheduled Delivery, the Tank Info screen will automatically display a Schedule button to set up a Schedule for this customer. Select Schedule located on the Location tab of the Tank file. Choo...
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There are four types of schedules that can be generated: Weekly – This is based on a day of the week. This can be a single day or multiple days per week. Interval – An Interval is based on number of days between delivery such as every 4...
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Optionally change a selected customer’s division which is the unique identifier for a location responsible for inventory, customers, and finances.
A customer’s division would need to be changed if the customer was entered into the wrong divis...
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History Inquiry is located within the Customer Maintenance screen. Each sales entry or payment made to a tank belonging to the customer will display in this screen. In addition, if the driver uses RE Engineered EnergyTrack, a PDF of the invoice ...
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The Tank Hold feature can be used for a number of reasons – mostly due to seasonal individuals, people on collection hold and etc. Press Ctrl+M to modify. Enter the beginning Hold Date . Enter the Hold Reason code (press F5 to access t...