-
Recurring Cycle Codes are used in conjunction with the Recurring Billing module located within the Posting Menu . If a Recurring Billing is applied to a customer, the Cycle Code is attached to the account in the Billing Customer List. On the Rec...
-
If the Call In button on the Customer/ Tank screen is highlighted in blue, it indicates that there is an active Call In for the tank. When a Preset is present then the Call In button will be outlined in orange. When this button is se...
-
Follow these steps to update the percentage of a tank if a delivery does not need to be made.
Select the tank in the upper portion of the Customer screen.
Select Update % .
Enter the current tank percentage in the New...
-
Energy Force allows for testing a tank to determine if it will tax properly . A Test Sale button is located o n the T ank I nfo screen in the T ank Product Reference section . By s electing this butt...
-
Energy Force has the ability to print Contract Forms from the Contract screen at Main Menu / Customer Maintenance and select the Customer. These contracts print only 1 at a time and are written to the Reports folder. If there is a need to...
-
Tank readings are recorded each time a delivery is made. Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , New DD Reading , Glns Deliv , etc. The Tank Reading screen also displays bar g...
-
Within the Customer screen is an Add Comments button. This allows the service technician to enter a comment that will transmit back to the office upon the next communication. This message will save to the customer account and will remain with t...
-
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 u...
-
View History is an optional download to EnergyTrack and displays on the Route tab of the tank. If this option is chosen, 12 months of gallon history, price, and Invoice totals will display in this program. Non-pumpable items will not display...
-
The system uses Cylinder Inventory Transactions to track changes in cylinder usage. To track changes on a customers account set up the tracking codes at Supervisor Menu / Maintenance Menu / Maintenance Tables / Cyl Inv Transactions . In the C...