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This feature enables the driver to review information pertaining to a customer such as credit terms, tanks, budget info, account balances, etc. Customers are listed by Last Name, First Name, or by Business Name. Modifications with regard to cust...
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Transaction Code Description 18 Refund Post a refund on a customer’s account. If the customer has a credit on their account, this will post a debit (charge) to the account. 19 Transfer Post a transfer on a customer’s acc...
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What is a K - Factor Deviation? As deliveries are made to Auto-Fill tanks, a new K-Factor is calculated for the tank based on current and prior deliveries. When a K-Factor wants to adjust by a value greater than what’s allowed in the...
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This article contains a quick overview of what needs to be run at month end. Also included is a detailed checklist of items that need to be done prior to running statements. What to Run at Month End Process all sales, including EnergyTrack. Pr...
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The system uses departments (products) for each sales account to track. Tickets are recorded in different departments (sales accounts), so it is possible to categorize the types of product sales. The Department is tied to a customer on the Tank Inf...
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The Add and Adjust Inventory is designed to distribute Non-Serialized Inventory items to several locations at one time rather than having to perform multiple transfers. An example of this type of transfer would take place after a Purchase Order has ...
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The Order button gives the ability to request a delivery for the selected tank. The company's delivery policy and Tank Capacity are shown at the top. Many companies have a minimum gallon policy and charge a fee if the minimum isn't met. If th...
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To enter or change ANY of the Maintenance Table settings: From the Master Menu, go to Supervisor Menu / Maintenance / Maintenance Tables . Select the appropriate maintenance file. Choose View to review table information or Edit /Create to ...
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Purpose: To upcharge premium product billings that are applied against a base product contract. Rules Only applicable when using AFD Price Option 2 (cost plus margin). Below is a screenshot from the Division Maintenance / System Setting tabl...
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The Submodes tab maintains settings related to enhanced features of the OptimizerPlus+. Note: These settings should only be manipulated for short-term durations which demand special attention. Long-term use of these settings will likely resul...