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Customer tanks will be assessed a regulatory fee (if a Regulatory Code is attached in the Tank Info screen) each time a gallon delivery is applied to the account. Below is an example of how the fee will appear in the Sales Posting screen and Pos...
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Navigate to Main Menu / Supervisor Menu / Maintenance Menu / Maintenance Tables / Department . Select Edit/Create and choose Continue . Select Create or press Ctrl+C . Enter the Div number, Dept Code, Description , Department Type ,...
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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 access t...
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The Customer Efficiency screen displays information regarding Sales YTD , Gallons Delivered YTD, Number of Deliveries , Average Gallons Delivered , Average Sale Amount , and Delivery Efficiency per tank. The screen displays Current Year ,...
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When viewing historical schedules on the map, the optimizer portion displays the portion after the decimal as expected. The Boundary Creation selection box for drawing route boundaries now looks at the Routes maintenance table. EnergyMap displa...
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The Daily Sales and Deposit report is a useful tool in balancing daily. The report shown below is a sample and can be modified to better suit the company’s needs. To balance with the Daily Sales and Deposit report: Enter the Opening A/R Balance ...
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The system uses Customer Types to categorize customers or gas products (budget, COD, gas dryer, bulk home heat, grain dryer). Set up a different code for each type of customer or gas product to track. Customer Types are tied to a tank on the Tank ...
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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 first time ...
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There are several options when printing Tickler reports. Print Tickler reports based on Customer # , a Date Entered range, Tank Serial # , or Tickler Type . To print a Tickler report, select Tickler from the Main Menu . Enter the criteria...