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Once a Proposal has been created and the work has been completed, the customer can be invoiced directly from the Proposal. Select the Proposal from either the Customer Maintenance screen or by selecting Proposals from the Service Order scree...
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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...
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Select Load / Unload Truck . Select Choose to select the Storage Location . Enter the number of cylinders from the Storage Location in the L oad or Unload fields. Select Continue . Select OK on the T ransfer Successful message...
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Set up a different code for each vendor to track. Print a Vendor List, Vendor History, or Vendor History By Contract report by vendor number from the Propane Storage Report Menu . From the Propane Storage Menu , select Maintenance Files . Choo...
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Select End Shift from the Delivery menu. Enter the current Odometer reading and tap in the Check Off box. EnergyTrack should track the cylinders and list the correct number remaining. Verify the accuracy. Tap Continue when complete...
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– Key Highlight
Energy Force
SKYR-598 / Filter View Customer Maintenance –Energy Force has a new feature that filters customers to specific Locations or Divisions. A new system setting is automatically generated and set to N f...
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Bills of lading can be entered throughout the month to keep track of pre-buy/contract deliveries as well as regular deliveries from vendors. Print the Vendor History report or the Vendor History by Contract report that lists bills of lading posted t...
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From the EnergyService menu, select Purchase Orders . Choose Create . Press F5 in the Vendor# , Warehouse# , and Status fields to select from the lists. The Status automatically defaults to Open . Enter Notes if desired. Press F...
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Township Codes are used for tank location tracking and taxes. A township is tied to a tank on the Tank Information window. The Tank Counts by County/Township report shows a count by tank size over a specified date tank set range broken down by tow...
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Navigate to Main Menu / Supervisor Menu / Maintenance Menu / Maintenance Tables / Department .
Select Edit/Create and choose Continue .
Select Create or press Ctrl+C .
Enter the Div number, Dept Code, Description , Departmen...