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

1. Navigate to Customer Menu / Customer Maintenance / Tank Info.
   1. Search for and select the customer account.
   2. Select Tank Info.
   3. Highlight the tank to be swapped.
2. Select Change Inv Status.
   
   1. Select PU (Pick Up) and then Process.
   2. Enter the Tank Division, New Location Number, and Est Gallons Left In Tank if applicable.
   3. Select Process.  This will inactivate the current tank and place it back into inventory.
3. Set the new tank on the customer account as usual.
   • This tank will typically be a different sized tank than what was previously tied to the customer account.

Tank Switchout Report

1. Navigate to Main Menu / Tank and Meter Inventory Menu / Report Menu.
2. Select T/M Tank Switchout History.
   
3. Enter the Tank Type, Action Date range, and Location (or leave 0 for all).
4. Select Print.
5. The report will process and display as follows:
   
   1. Customer Information
   2. Tank size and serial number
   3. Picked Up or Tank Set indicator
   4. Date of the tank switch
   5. The current tank status of Active or Inactive
   6. Overall Switch Out count for the date range of the report
   7. Summary of tank sizes switched