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Billing Entry Go to Main Menu / Posting Menu / Recurring Billing Menu / Billing Entry . Select Cre ate or Ctrl+C on the keyboard. Select the Search icon or press F5 to select the Division , Customer #/Name , and Cycle Code . Th...
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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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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...
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The information in Split Bills is to be maintained in the primary tank holder's Maintenance screen. Select Split Bills . Enter the primary tank holder's account number and press Tab . Enter the Pcnt . Select the next individual to be a...