Popular Articles

  1. Purchase Order Status Codes

    PO Status codes are used for tracking the status of the Purchase Order and are hard coded into the system. Open – The PO is open and no items have been received. Received – All items on the PO have been fully received. Pa...
  2. Safety Form User Guide

    The Safety Form feature allows users to document details related to a suspicion of a leak or interruption of service call.  Once documented, the record can be tracked to completion or resolution of the reported issue. Each form can be tracked b...
  3.  Maintenance Table Setup - Manifolded Tanks

          Prior to setting up a manifolded tank in Energy Force, it is recommended that a Delivery Type of Manifolded  be added to the Energy Force maintenance tables to identify the secondary tanks. To add a new Delivery Type from the ...
  4. OptimizerPlus+ Maintenance Tables

    Main Menu / Supervisor Menu / Maintenance Menu / Optimizer Maintenance Yard and Remote Tanks GPS Each Yard/Storage or non-filling location (drivers home) needs listed by Division with a description. X1 and Y1 coordinates both ne...
  5. Reports

    Customer List Menu Customer List – This gives the ability to print a customer list based on Customer Type , Delivery Type , or Price Code . Complete Information – Everything entered on the Customer screen displays for all customers. ...
  6. OptimizerPlus+ By Route / Location Setup

    OptimizerPlus+ Breakout Rules for Setup Once the breakout version is deployed, the original OptimizerPlus+ Auto Task will remain in place.  To use the OptimizerPlus+ Breakout mode, delete the current OptimizerPlus+ task and add a new task f...
  7. Tank Rental Processing

    Proper Rental Codes and Tank Rental Amounts must be set up at Supervisor Menu / Maintenance Menu / Maintenance Tables . It is also recommended to confirm that the proper Rental Department code has been set up on the Division Maintenance screen. P...
  8. Void an Entry

    From the Posting Menu , select Void Line Item . On the Please Select a Void Journal Number window, choose Create . Enter the Division . Enter the Date of the tickets. Enter the User ID . Choose Select . On the Selec...
  9. Agvance to Energy Force Integration

    View the flow of transferring master files between Agvance and Energy Force. Customer Tank Contract Invoice ...
  10. Emailing from Energy Force

    Email Maintenance Setup Emailing documents is an essential part of day-to-day business. While it is possible other bulk email services may work, SSI researched and tested using SendGrid ®  - an emailing service that allows companies to use a ...