The Tank/Meter Maintenance module is designed so that all company owned tanks, meters, and cylinders are entered into the system to allow for inventory tracking for the life of the tank. All company-owned tanks, meters, and cylinders will need to be entered into this module.
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Tank / Meter Manufacturers Tables
Table Setup Prior to adding Tank and Meter Inventory items, the Tank/Meter Manufacturers tables must first be set up. From the Main Menu in Energy Force, select the Tank and Meter Inventory Menu . Choose Tank/Meter Manufacturers . Enter ...
Cylinder Tracking
Overview Cylinder Tracking allows for the setup of Cylinders in the customer tank file to keep track of exchanges that are made with each delivery. On the Tank Info screen, press Ctrl+C to create an entry for a Cylinder. Select Y for com...
Add Tank to Customer Account
Pressing Tab moves through the fields.
Step 1: Tank Info
Press Ctrl+C or select Create .
In the Co Owns field, enter Y for company-owned or N for customer-owned.
If Y is entered, h...
Tanks on Hold
The Tank Hold feature can be used for a number of reasons – mostly due to seasonal individuals, people on collection hold and etc. Press Ctrl+M to modify. Enter the beginning Hold Date . Enter the Hold Reason code (press F5 to ac...
Change Tank from Customer-Owned to Company-Owned
There may be times in which a tank needs placed on a customer’s account in order to make an initial delivery immediately after the tank has been set, but the paperwork has not been received from the service technician/driver. Energy Force gi...
Tank Template Wizard
A template can be defined in the Division file which will help to facilitate a tank setup in a timely manner. Most of the information will be auto-filled leaving a minimum amount of data to enter. Under the Division Setup screen, select De...
Julian Delivery Schedules
When selecting a Delivery Type of SD for Scheduled Delivery, the Tank Info screen will automatically display a Schedule button to set up a Schedule for this customer. Select Schedule located on the Location tab of the Tank file. Choo...
Tank Switch Out Process
Whether intending to swap a smaller tank for a larger tank or a larger tank for a smaller tank, the process is the same. Steps are to be completed in Energy Force on the same day. Process Navigate to Customer Menu / Customer Maintenance ...