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The Calculate Dollars button located within the Tank screen allows the driver to enter Total Dollars to spend to aid in determining the number of gallons to pump during a delivery. The system calculates the number of gallons to deliver based o...
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View History is an optional download to EnergyTrack and displays on the Route tab of the tank. If this option is chosen, 12 months of gallon history, price, and Invoice totals will display in this program. Non-pumpable items will not display h...
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A Price Code Summary report indicating current price codes and pricing is present in the AFD Menu . This report can be sent to video to view and print or sent to a CSV file. Select Price Code Summary located in the AFD Menu . Enter the...
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Serialized inventory items require that the Serialized? status box be checked in order to associate serial numbers to an item. Non-Serialized items should not have this option checked. To input the checkmark for serialized items: Select the ser...
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Serialized inventory items acquire serial number information from the Purchase Order program. Create Serialized Inventory PO Select Purchase Orders on the EnergyService menu. Choose Purchase Orders then press Ctrl+C to create. Select th...
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Serial numbers can be reviewed by navigating to the Inventory Items screen. Select the Inventory Item. Choose Show Locations . Select the Storage Location associated with the serial numbers entered on the PO. Available serial numbers will b...
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When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the Inv...
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Summary Report The Summary report displays the date of an inventory transaction and gives an overall count per type. Detail Summary Report The Detail report displays the detail for each inventory item listed. For example, if the Transact...
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Division Range – This is the Division of the Inventory Warehouses. Warehouse – Warehouse Location numbers can be processed for one warehouse or a range of warehouses. Storage Locations – Storage locations assigned to the warehouses ca...
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To print the report for all items (Divisions, Warehouses, Locations, Products, Transaction Types): Enter a Division range of 1 to 9999 . This will ensure all Warehouse Locations are included. Leave all other parameters blank except for th...