Updated Articles

  1. Delivery Type Setup

    The system uses Delivery Types to track the type of deliveries the company makes. Delivery Type 2 must be used on all customers to update the K-Factor and track estimated gallons/percent left in the tank. All customers with non K-Factor Delivery Typ...
  2. County Setup

    The system uses counties with the mapping interface. Mapping uses counties to zoom to the county when plotting a tank. Set up a different code for each county to track. A county is tied to a tank on the Tank Information window.   On the County ...
  3. Billing Type Setup

    The system uses Billing Types to track budgets, payment arrangements, and contracts. A Billing Type is tied to a customer on the Budget Information , Contract Gas , or Payment Arrangement window. The Billing Type description will print on statem...
  4. Appliance Type Setup

    The system uses Appliance Types to track the types of appliances customers own. Set up a different code for each appliance to track. Appliances are tied to a customer on the Appliance Information window.
  5. Julian Delivery Schedules

    When selecting a Delivery Type of SD for Scheduled Delivery, the Tank Info screen will automatically display a Schedule button to set up a Schedule for this customer. Select Schedule located on the Location tab of the Tank file. Choo...
  6. Tank Readings

    Tank readings are recorded each time a delivery is made. Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , New DD Reading , Glns Deliv , etc. The Tank Reading screen also displays bar g...
  7. Appliances

    Appliances and service contracts can be entered into the Appliance module. Tracking appliance information helps to aid with establishing a daily use rate for the customer. This information also communicates to EnergyTrack Re-Engineered so the driver...
  8. Sales Posting Transaction Code Definitions

    Transaction Code Description 9 Update Gallons Post a change to the estimated gallons left in the tank. Instead of making a delivery, make a sale zero dollars. This will update the estimated gallons left and will be recorded in cu...
  9. Route Reports

    Use Route Reports to print route scheduling reports/lists for customers. Each report has an explanation at the bottom to indicate what the report will contain. For more information see Management Reports . ...
  10. Regulators

    Regulator information is manually entered.