Customer / Tank Inquiry - Propane

This feature enables the driver to review information pertaining to a customer such as Credit Limits, Tanks, Budget information, account balances, etc.  Customers are listed by last name, first name, or by business name.  Modifications with regard to customer tanks cannot be made within the Inquiry menu as all changes must be made within the Unscheduled Delivery menu.

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

Directions displays driving or delivery directions for the delivery location as well as the delivery Address.  The tab also displays Special Instructions associated with the selected tank. This tab will be highlighted in red if there are special instructions listed for the selected tank. Any changes made will be sent back to the office and available every time a driver makes a delivery.

Serial Number 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.

Leak Check

Leak Check dates can be updated within Energy Track without processing an Out of Gas. There is an RET option for this feature so it can be turned on or off.  RET option 41, Allow driver to change leak check date is automatically generated when a download to RET, is generated or by accessing Re-Engineered Energy Track under the Energy Track at Main Menu / Supervisor Menu / Maintenance Menu / Energy Track Menu / Re-Engineered Energy Track.  When the option is generated it is defaulted to N.  

In Energy Track, the Leak Test and Gas Check dates are displayed when clicking the Leak Check button in the lower left corner of the Customer/Tank information screen.

When option 41 is set to Y, the driver can  select Modify and the Leak Test date will populate with the current date and can be changed to a date within the last 7 days. No future dates are allowed. In order to save, the driver must check the box I acknowledge date entered is correct and select Save.

If Cancel is selected, the Leak Test date will revert back to the original value.  This feature is only available when RET Option 39 is set to Y.