Orders - SKY Energy

Overview

A listing of all Energy Product Delivery Orders (PDO) is available in SKY Energy. The list can be narrowed down by selecting the Filter icon and entering a filter criteria or or any grid cell with the search bar located in the header. When typing, the grid will populate based on the text entered. Choose the Ellipsis at the top to Reset Grid from filtering or Autofit Columns. 

Columns displaying include: 

• Ticket Number – Formerly known as Call In ID.

• Location

• Call In Date

• Due Date – This column defaults to ascending (oldest date at the top).

• Status – This column defaults to show Incomplete first.

• Customer

• Phone

• Tank Serial Number

• Order Type

• Tank Description

• Route

• Region

Note: Any field without data will show a double dash (--).

For more information on how to use the Energy Product Delivery Order grid see, Using Grids in Agvance SKY.

To view more Customer details, select the Customer name link to open that specific Customer’s SKY Customer Overview page.  Read more about the SKY Customer Overview page.

Adding PDOs

A user permission required to enable adding Product Delivery Orders within SKY Energy is found at SKY Company Admin / User / Edit User and toggle on Add/Edit Product Delivery Order.

Open SKY Energy / Orders and hover over the blue + icon and select New Product Delivery Order.

On the New Product Delivery Order page, all fields will appear on open and sections expanded. The left navigation tree expands view upon hover and choosing a section will jump to that area of the form.

Tank

• Add the tank to order by selecting +Add Tank to open the search overlay and choose from active tanks. The Tank Serial Number, Customer Name, and Location fields will populate upon choosing Select + Close.
  • Once the tank has been added it can be removed and replaced if needed by selecting Remove Tank and choose +Add Tank to select the replacement.

Note: Adding a Tank is required to enter a Product Delivery Order. 

Order Details

• Call-in Date – Required field that auto fills with the current date. 
• Due Date – Required field that auto fills with the current date. 

Delivery

• Product Name / Product ID / Product Location
  • If a tank is not selected the following message displays: Select a Tank to manage delivery options.
  • Once tank is selected, the Product Name, Product ID, and Product Location attached to the tank will display. Using the Change Product button opens a Product search overlay for a new product selection.
  • If there is not a product attached to the tank + Product displays and is mandatory to save an Product Delivery Order. 
    
• Delivery By – Defaults to Fill Percent or choose Number of Gallons or Amount of Purchase.
• Delivery Amount (%) / Delivery Amount (Gal) / Amount of Purchase ($)
  • If Fill Percent is selected, Delivery Amount % displays with an initial value of 0. This can be changed if needed and has a maximum of three numeric characters.
  • If Number of Gallons is selected, Delivery Amount (Gal) displays with an initial value of 0. This can be changed if needed and has a maximum of five numeric characters.
  • If Amount of Purchase is selected, Amount of Purchase ($) displays with an initial value of 0. . This can be changed if needed and has a maximum of four numeric characters.
• Charge Price –  Price charged per Gallon.

Saving or Canceling

Select Create Order will save the New Product Delivery Order and route the user back to the Orders list page. A validation banner at the bottom of the screen lets the user know that the order has successfully been saved.

• If any required inputs are empty, the validation banner will display at the top of the page, below the header, calling attention to required inputs.
  • A Tank must be added.
  • Delivery Amount (% or Gal) or Amount of Purchase ($) must be entered. 
  • The validation banner and error state of inputs will display until the user selects Create Order after entering required content.

Select Cancel to close out and return to the Orders screen.  If any field was populated a message displays stating the tank will not be saved.  Select Discard & Continue to cancel the tank or Go Back to return to the Add Product Delivery Order form.