Customer / Tank Inquiry - Cylinder Exchange

Overview

This feature gives the ability to review information pertaining to a customer. Search by Customer Name, Customer Number, Tank Serial Number or Address by selecting Unscheduled Delivery.

View tank information for the selected customer by tapping Tanks. The Customer Tank screen will display with each tank listed separately. View Tank Route, Contracts, Directions, and Call In/Hold information for this screen.

To view information specific to a tank, highlight the appropriate tank and see tank-specific information.

Search by Customer Name

1. Select Customer for Choose Search Criteria then select Search.
2. Tap in the field directly under the Name column.
3. Begin typing the last name of the customer or the first name of a business. As the letters are entered, the program begins to auto-arrange and sort.
4. Select the customer name to display the corresponding information.
   • Customer Name and Customer Number
   • Phone and Work Phone numbers
   • Customer Credit Limits and Aging (useful when on-call for off hours)
   • Budget Payment information
   • Customer Credit Terms (useful when on-call for off hours and Call-In customer types)
   • Safety Information (Last Date safety information was sent)
   • More Info (shows Agvance prepay, budget and UAC balances.)
   • Last Payment date and amount

Directions

This tab shows driving Directions to the location as well as the delivery Address for the selected tank. It lists any special instructions associated with the selected tank. Directions and Special Instructions can be modified on the handheld.

Serial# Inquiry

Serial# Inquiry allows the driver to search for a customer account by either the tank serial number or address.

1. Select the Tank radial for Choose Search Criteria then select Search.
2. Select either the Tank Serial Number column or Address column to search if either is known and begin typing to filter the results.
   1. If only a partial street name or number is known, select the carrot next to the Address field header, then the Custom Filter option.  
   2. Type in the partial known information and select OK. The results will display the addresses that contain the partial street name or number entered.
3. Once the serial number or address appears, choose Select to view more information about the tank or tanks at the address selected.