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Navigate to Main Menu / Customer Menu / Customer Maintenance . Select the customer who requested service and choose Service Orders . Choose Create located on the menu on the right side of the screen. The Service Order# automatically ge...
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Optionally change a selected customer’s division which is the unique identifier for a location responsible for inventory, customers, and finances. A customer’s division would need to be changed if the customer was entered into the wrong division by...
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Energy Force uses Price Codes and Tier Pricing to determine prices for customers by product. Tier Pricing is structured according to how much product by gallon the customer uses. However, it is not required to use Tier Pricing on all products. One P...
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Navigate to Main Menu / Report Menu / Tank Reports / Last Delivery Date of Gas #3 . This is to be processed annually and the beginning of each heating season. The Last Delivery Date of Gas report gives the ability to enter a last delivery date an...
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There are different methods that can be utilized to update pricing in Energy Force. Manually enter each price in the Price Maintenance tables for each Price Code and Tier, or utilize the Rack Code Utility Program to update prices for groups of code...
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Database Backup Creation While logged into the Energy Force database server: Select Start in the lower left corner of the screen. Locate and expand the Microsoft SQL Server Tools folder. Choose Microsoft SQL Management Studio . Log in usi...
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If currently experiencing propane allocations, consider the following to help extend the propane supply. Forecasting Report A Forecasting report is present in Energy Force to help determine the number of gallons and deliveries needed for the pro...
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History Inquiry is located within the Customer Maintenance screen. Each sales entry or payment made to a tank belonging to the customer will display in this screen. In addition, if the driver uses RE Engineered EnergyTrack, a PDF of the invoice ...
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Weighted Degrees Days are designed so clients can choose how to have Degrees Days applied on a monthly basis. For example, if the client decides Degree Days should not be applied to the Keep Full tanks during June and July, those months can be set i...
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Standard Call-In Entry Select Call-in Entry from the Main Menu screen or press Ctrl+W from anywhere within Energy Force. The Call-In Entry screen will appear. Select Create . Select the customer account number. Enter Y or N in...