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The system uses Salesman codes to identify salespeople. Set up a different code for each salesman to track and then apply it to the customer on the Address & Information tab on the Customer Maintenance window. On the Salesman Maintenance win...
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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. Partial Received ...
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To print the report for all items (Divisions, Warehouses, Locations, Products, Transaction Types): Enter a Division range of 1 to 9999 . This will ensure all Warehouse Locations are included. Leave all other parameters blank except for th...
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Navigate to Main Menu / Report Menu / Tank Reports / Tank Report Option 2 – Report #1 . This report is to be process annually. This gives the ability to enter a date range, tank size, and number of gallons required for delivery during a specified...
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Payments may be applied to customer accounts by selecting Unscheduled Service Orders located on the MobileService Main Menu. Select Payment . Enter the Amount , choose the Payment Method , and enter a Check / Credit Card Number as applic...
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Selecting Misc . Sale on the Customer/ Tank screen will give the ability to create an Invoice for any non-pumpable item whether a product is pumped or not. Once on the Invoice screen, select the Choose button to indicate the item nee...
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Use this feature to create a payment arrangement that will be visible on the Customer Maintenance screen as well as the Payment Posting screen. From the Main Menu, select Customer then Customer Maintenance . Choose the customer and select ...
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Inactive Codes are used to identify why a customer’s status has been changed to Inactive within the Customer Maintenance screen. To change an inactive code, select Inactive Code on the Maintenance Table screen, select Edit/Create and make ...
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Statement Cycle Codes are used to set up the cycles in which statements are processed. At least one Cycle Code must be set up before processing statements. Up to four Cycle Codes with a division can be processed at one time when printing statements....
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Proposals can be created for a customer from either the Scheduled or Unscheduled Service Order screens. If creating a proposal from Scheduled , highlight the Service Order and select Create and Open Proposal. From the Unscheduled screen, sel...