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Service Order Types This section will cross-reference Service Types (tank sets, Gas Checks, Appliance Installs) with the Technician. From the EnergyService menu, select Service Orders . Choose Service Order Types and press Ctrl+C t...
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This section is for the setup of service Technicians. Technician Types will be created and then assigned to a Technician based on their specialty.
Technician Types
Select Technicians from the EnergyService menu.
Ch...
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Once serialized inventory items have been received to the shipping warehouse those items can then be transferred to other locations.
From the EnergyService menu, navigate to Warehouse Locations / Warehouse Locations .
Select the W...
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Equipment Types
This is to indicate the type of Equipment (or description of equipment) being serviced.
From the EnergyService menu, select Equipment .
Choose Equipment Types and press Ctrl+C to create.
The ...
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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 ha...
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For those wanting to run the import manually or with Automated Tasks see Import Customer Process .
The Daily Clear Menu contains modules necessary to transfer sales and tank files to Agvance Energy. Each time Daily Clear processe...
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From the EnergyService menu, navigate to Warehouse Locations / Warehouse Locations .
Select the Warehouse Location where the non-serialized inventory item currently resides.
Choose the Storage Location and Storage Location Part ...
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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 ...
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This report can be found at Main Menu / Energy Service / Reports / Inventory Transactions.
Division Range – This is the Division of the Inventory Warehouses.
Warehouse – Warehouse Location numbers can be processed ...
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There are different methods that can be utilized to update pricing in Energy Force. Manually enter each price in the Price Maintenance tables for each Price Code and Tier, or utilize the Rack Code Utility Program to update prices for groups of co...