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 the Type (T - Tank, M - Meter) and press Tab.
- Enter the Manufacturer Number Id. This number must be unique and can consist of up to four characters.
- Enter the Manufacturer Name.
- To insert another line, press the Down Arrow key on the keyboard or press F4. Select Save once all manufacturers have been added.
Tank/Meter Inventory Screen
Once the manufacturers have been set up, Tanks, Meters, and Cylinders can be added into the inventory.
- Type – Search by All types, Meters, or Tanks.
- Status – Search by Everything, In, Out, Sold, Not in Service, At Customer, Destroyed, or Lost/Stolen.
- Division – Search by specific Division number or leave as 0 to view all.
- Location – Search by specific Location number or leave as 0 to view all.
- Refresh Inventory – Once Search types have been selected, choose Refresh Inventory to view.
- Type – The Type is either Tank or Meter.
- Tank Type Description – The Description will be Propane, Dyed Diesel, Cylinder, Meter, etc.
- Serial Number – The serial number is listed.
- Tank Capacity – The tank capacity is displayed.
- * – This symbol indicates an underground tank.
- Inventory Status – I indicates In, O indicates Out, N indicates Not in Service, L indicates Lost/Stolen, S indicates Sold, and D indicates Destroyed.
- User Defined – This is only used if EF Plus has been purchased.
- View History – Select this button to see a history of the tank throughout its life in Energy Force.
- Enter Repairs – If a tank is set for repairs, make a note in the field to indicate what has transpired.
- Division Number – This is the Division number assigned to the tank.
- Purchase Date – This is the date of purchase.
- Purchase Amount – The purchase amount can be entered.
- Manufactured By – The manufacturer can be listed.
- Manufactured Date – Enter the date of manufacture.
- Location Number – This is the location assigned to the tank.
- Year tank Painted – This is the year the tank was last painted.
- Type of Paint – Insert the type/color of paint.
- Est Gals in Tank – This is the estimated gallons in the tank at the time of purchase or at the time it was picked up from a customer.
- Tank Underground? – Check this option if the tank is an underground tank.
Change Tank/Meter Maintenance Setup
- From the Main Menu, select Tank and Meter Inventory Menu.
- Choose Tank/Meter Maintenance.
- To enter a new tank or meter, press CTRL+C. To change a tank or meter, select the tank or meter to change, press CTRL+M, and then make any necessary changes.
- In the Type field, enter M for Meter or T for Tank.
- In the Div field, enter the Division number associated with the Tank.
- In the Tank Type field, enter type of product for the Tank. (P for Propane, DD for Dyed Diesel, F for Fuel, CY for Cylinder)
- In the Serial Number area, type a unit serial number for the tank or meter. If the serial number for a meter is not known, press Tab to assign a temporary meter serial number. An example of a temporary serial number would be Tmp#Sep05-103052. Tmp# indicates a temporary number, Sep05 is the date the meter is received into inventory, and the 10352 is a system generated number.
- If entering a tank, indicate the Tank Capacity.
- If creating a new record, the Inventory status will automatically display In and cannot be changed.
- If known, enter the purchase date of the unit in the Purchase Date field.
- If known, enter the amount paid for the unit in the Purchase Amount field.
- If entering a tank, enter the tank type for the unit in the Tank Type field. Alternatively, press F5 or select the Lookup icon to choose the tank type from the list.
- If entering a meter, enter the meter type for the unit in the Meter Type field. Alternatively, press F5 or select the Lookup icon to choose from the list.
- Enter the manufacturer number for the unit in the Manufactured By field. Alternatively press F5 or select the Lookup icon to choose from the list.
- In the Manufactured Date field, enter the manufacture date of the unit if known.
- If entering a tank, enter the four-digit year the tank was painted in the Year Tank Painted field.
- If entering a tank, enter a description of the type of paint used in the Type of Paint field.
- If entering a tank enter the number of gallons in the tank when it was received in the Est Gals in Tank field.
- If entering a tank, indicate if the tank is underground by selecting the Tank Underground? option. Underground tanks are marked with an * on the Tank/Meter Maintenance window.
- Choose Save (no more to enter) to complete the entry or Save and enter another to enter additional tanks or meters.
- Select Exit and then Previous Menu.