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Use Payment Posting to enter regular payments, charge card payments, transfers, refunds, and credits on customer accounts. Discounts can be applied to a customer’s account at the same time the payment is posted. After payments have been entered, p...
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How to Access
Method 1:
Select the Calendar icon located in the top left corner of Energy Force or EnergyService.
Method 2:
Press Alt+D on the keyboard from any screen in Energy Force or EnergyService.
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Tax Exemptions can be defined at two different levels. Product Level At the department (Product) level, define if a specific department is exempt from sales tax or fuel tax. In that case, the system will not apply taxes defined as sales or fue...
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The Unscheduled Delivery allows for a delivery to a customer not on the schedule file received from Energy Force. Reference Scheduled Delivery for more details on the additional options available on the Invoice screen.
Select Unscheduled...
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The Submodes tab maintains settings related to enhanced features of the OptimizerPlus+. Note: These settings should only be manipulated for short-term durations which demand special attention. Long-term use of these settings will likely resul...
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Last Updated: 01/17/2025
in Knowledge Base EnergyTrack What to do if you cannot print in EnergyTrack. This applies to the Cognitive Advantage printer. Beginning Steps Make sure that the driver has the handheld in the truck/cradle, connected to Wi-Fi, and truck turned on and running. Ask the driver ...
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Serial# Inquiry gives the ability to search for a customer account by either the tank serial number or address.
Tap in the Tank Serial Number or Address column to search.
Enter the serial number or customer address.
Once...
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Q. At the end of Summer Fill is it common for the Routes to ping-pong Drivers around? A. This issue often arises when drivers are not compliant during previous summer fill schedules. Check the tanks in question to see if previously scheduled. E...
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To update all pricing tied to a Rack Code, go to Main Menu / Supervisor / Processes / Utility Menu / Update Rack Pricing . Enter the Division. If the Rack Update is to apply to all Divisions/Locations, leave as 0 . Enter the Rack Code . ...
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Energy Force uses this code to apply regulatory fees during the sales posting process. If the customer tank has a Regulatory Code, the Sales Posting module references the Maintenance Table to determine the amount to apply during the time of sale. ...