There may be times in which a tank needs placed on a customer’s account in order to make an initial delivery immediately after the tank has been set, but the paperwork has not been received from the service technician/driver. Energy Force gives the option to enter a temporary customer-owned tank that can be modified to company-owned once the tank has been set and the delivery history information will follow.
- Set the tank as an N under Co Owns to set the tank at the customer location.
- To change to company-owned, click the correct tank on the Tank Info screen and press Ctrl+M to modify.
- Change No to Yes in the Co Owns Tank section.
- Select Yes to change the tank to company-owned. Making this change will prompt the Tank/Meter Inventory menu to appear.
- Ctrl + C to create the tank that needs to be in inventory. Enter Type (type of asset), Division, Tank Type, Serial Number, Tank Capacity. This will default to IN status.
- Add the proper information to the Additional Info section.
- Select Save.
- Once saved, select the newly created tank and hit Select.
