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Overview
A listing of all Energy Product Delivery Orders (PDO) is available in SKY Energy. The list can be narrowed down by selecting the Filter icon and entering a filter criteria or or any grid cell with the search bar located in ...
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A visual of all tanks is available in SKY Energy. Enter a City or Zip Code in the Select a Location window and select Set Default Location to load map data. This is the default location the map loads to when opening the Map tab, but ...
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Energy Force
SKYR-58 / Purchase Order Number Field on Call-in Screen – A Purchase Order number can be entered in the PO Number field on the Call-in screen and will carry through to manual sales posting and EnergyTrack. When a t...
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Energy Force SKYR-1037 / Agvance Preference Page – Settings for Customer Sync and Tank Import Sync for Agvance have been moved from System Settings to Supervisor Menu / Set Up Options / Agvance Setup Menu . The API Settings are also ...
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From the EnergyService menu, select Reports .
Service Parts Price
This report is designed to show items by product category and display pricing per Division and sales markup. This report can be sent to Video , Printer , or ASCI...
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Once a Proposal has been created and the work has been completed, the customer can be invoiced directly from the Proposal.
Select the Proposal from either the Customer Maintenance screen or by selecting Proposals from the Service Orde...
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Energy Force enables precise tax configuration and application to sales transactions. This document outlines the setup process for taxes and how they are applied.
Department Setup
Departments determine how items are taxed and are...
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SKY Energy is currently only available to Agvance customers.
Energy Force customers should continue to add tanks in Energy Force, not through SKY Energy at this time.
Overview
A listing of all Tanks is available in SK...
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Creating a Proposal from a Service Order gives the ability to enter items that will be used to complete the Service Order and provide the customer with a cost estimate.
While on the Service Order screen, highlight the Service Order# an...
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Select the Customer from the Customer Maintenance screen.
Choose Proposals .
If a Proposal already exists for this customer, it will be present on the Proposal screen.
Select Create to create a new Proposal. If this is the f...