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Use Discount Codes to track discounts that apply to the customer. The Discount Code is tied to the tank in the product reference area. The discount will automatically be calculated when tickets are posted. However, there will be an option to apply...
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Route Stats
Opti Stat Daily Email
Example : Daily Status email for Optigistics Log for May 8 2020 5:17AM
________________________________________
Today's Weather:
EDD - Estimated Degree Days
div:1 rg:1 ...
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Map Settings Select the Settings icon located on the Map toolbar. Choose each tab to customize. Filters Enable filters to specify which tanks display when scheduling tanks for delivery. Show auto-fill tanks which are between – Di...
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Enter Work Order on Existing Customer From the Master Menu , select Work Orders or, on any window, press CTRL+S . From the Work Order Menu , choose Work Order Entry . On the Work Order Entry window, press CTRL+C . On the Select - Cu...
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Last Updated: 08/15/2024
in Knowledge Base Agvance Suite
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The Daily Sales and Deposit report is a useful tool in balancing daily. The report shown below is a sample and can be modified to better suit the company’s needs. To balance with the Daily Sales and Deposit report: Enter the Opening A/R Balance ...
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Navigate to Main Menu / Reports / Gas Check Leak Tests / Safety Analysis Report #7 . This report is to be processed quarterly. The Safety Analysis report exports to Excel and displays each tank associated to a customer along with leak test dates,...
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Consumer Portal Users and SKY Admins have access to the Energy Force Management tool featuring the Consumer Portal User Maintenance Page. View customers' Email addresses used to sign up with on the Portal and associated Energy Force Customer ...
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Tank Types are used to distinguish the types of tanks to track ( K for kerosene, CY for Cylinder, or P for Propane). Enter the color codes and symbols to indicate how the tank should display on the Energy-Map. Note: The Division and Tank T...
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Energy Force users who also use Agvance can update customers without running the export\import processes. The new program can run manually or with Automated Tasks. This process only brings in new, modified, or updated customers increasing effici...