Popular Articles

  1. Department Setup - Regulatory Fees

    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...
  2. Examples of Report in Excel

    Summary Report The Summary report displays the date of an inventory transaction and gives an overall count per type.   Detail Summary Report The Detail report displays the detail for each inventory item listed.  For example, if the Transact...
  3. Scheduled Service Calls Overview

    Scheduled Date Scheduled Time Customer Name and Number Service zone assigned to the service location\customer – similar to an assigned route code Service Order Number Service order Type S.O. Type Description Service Calendar - Click on sp...
  4. School District Setup

    School District codes are used for taxing purposes. Set up a different code for each School District to track and apply it to the tank on the Tank Information window. On the School District Maintenance window, select Create to enter a School...
  5. Printing Options for Invoices and Account Balances in Energy Force

    Customer Maintenance\History Inquiry A copy of the invoice from Energy Track can be printed– click on the Image(s) button in the lower left corner, a preview window will come up, select View Entire Image in order to print. To print a fu...
  6. Energy Track On-Site Final Setup Steps

    Connect Truck Computer to the Network Open Windows Explorer. Type \\servername\ctls93\dd85\energytrack  in the Path field at the top of the window. If prompted, enter credentials   to access the server. Make sure to check the Remember my...
  7. Process the Inventory Transactions Report

    To print the report for all items (Divisions, Warehouses, Locations, Products, Transaction Types): Enter a Division range of 1 to 9999 . This will ensure all Warehouse Locations are included. Leave all other parameters blank except for th...
  8. Creating Ticklers

    Ticklers are notes that can be attached to a customer account and also tied to a specific tank. There are multiple Tickler types that can be tied to an account: Collections , Driver , Memo , Repair , LPG Safety , and Service . Once the Tickl...
  9. End Shift - Refined Fuels

    If interfaced with an electronic register such as an LCR II, EMH, Neptune, or Mid Com, place the truck computer in the docking station before   selecting to End Shift. Select End Shift . Enter the current Odometer reading and select the c...
  10. Serialized Inventory Invoices

    When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the Inv...